Homepage - Net cash movement line overlay for Cash In & Out widget
Add a net cash movement line (cash in minus cash out) overlaid on the Cash In & Out widget.
This would let business owners instantly see whether cash is actually building or eroding over time, without running reports or exporting data.
A net cash overlay (or toggle) would make the dashboard far more useful for real-world cashflow decision-making.
Hi team, with Xero Analytics you'll be able to use the Cash flow manager to get useful predictions of your businesses financial overview, cash in and cash out.
Right now, we're in the process of also developing a widget that can surface some of this information to you directly from the homepage. I'll return to share once this is live. 🙂
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Lisa Turnbull Turnbull
commented
The previous Xero Homepage version had a version of this on the homepage, for each bank account, plotting the cash/bank balance position, showing tracking over time.
The equivalent bank account widgets just have balances in numbers, deleting the graph.
The new widgets & visual side-by-side bar graphs of 'cash in, cash out' or the Short-term Cash flow report, with the over/under bars are not as helpful for a clear overall picture.
Side-by side bars or stacked over/under bars still require an amount of mental gymnastics (or actual calculation or data extract) to arrive at an overall +/- position. -
Mike Schwede
commented
Managing cash flow is crucial for business. I really like your cash flow manager. I would like to have a cash flow widget on the top of my homepage, so I always know how the next 30/60d will look like.