How could Xero improve the homepage?

Hi team, we have some updates to share. Before we dive into the details, we want to be clear that while we’re committed to monitoring, learning, and refining the Homepage, we don’t intend to return to the previous Dashboard style or its column-based widget layout.

A few months back, we rolled out several enhancements to the “Edit homepage” capability to give you better control over your layout, including:

• Widgets that remain stationary until they are dropped into a new placement
• A “shadow” preview showing exactly where a widget will be placed during drag-and-drop
• Refined animations for a much smoother visual experience
• Improved on-page guidance regarding how to save multiple layouts across different screen sizes

In addition to the existing size options for Chart of Accounts and Cash In and Out, our team is currently building smaller widget sizes for Invoices Owed to You, Bills to Pay, Chart of Account, Cash in and Out and Recent Invoice payments widgets. This includes customisation of the data within these widgets to best suit your needs, such as removing the charts. We’ll provide a confirmation once these updates are live.

There are also other enhancements that our teams are beginning to explore to further solve needs shared in feedback here, so we’ll continue to keep you updated.

If you need help setting up or editing your homepage ( https://central.xero.com/s/article/Customise-your-Xero-dashboard ) , please reach out to the Xero Support team ( https://central.xero.com/s/article/Get-help-from-Xero-Support ). They can help you design a view that best supports your specific workflows. Thanks

Hi community, thank you for all the engagement and we can see the growing interest in improvements to help simplify your view of information on the new Homepage and navigate important information and insights with more ease.

Right now, our team have a few pieces of work underway intended to help with some of the pain points that have been raised here these include:

• More options for the sizing of widgets so you can reduce these frames and better position this information on your screen
• More customisation of information within a widget like being able to remove visuals
• Improving the experience of moving widgets when editing the homepage to make it more obvious when dragging and dropping them to different positions on the page

We’ve also roadmapped further changes for later this year, once everyone is on the new experience. I’ll share more updates as we progress.

Hi team, we thoroughly appreciate all the feedback we’ve received from customers about the new homepage experience. We hear you and are committed to providing more customisation options, which’ll help with some of the pain points raised in this idea.

Currently we’re exploring the ability to resize widgets ( https://productideas.xero.com/forums/966063/suggestions/50284800 ) and simplify widgets and allow you to remove charts, and as you’ll see from my recent update on another idea ( https://productideas.xero.com/forums/966063/suggestions/50284287 ) we have plans for exploring ‘views’ in the coming months.

It’s worth noting that currently you can “Customise” the homepage to remove widgets that you don’t want to see and simplify your view.

We’d also like to acknowledge feedback here on the red colouring – To provide some insight this was intentional, and is used to highlight what needs attention, which actually came from our early feedback and testing. However, we appreciate hearing from more users on this and will continue to monitor this closely.

I’ll keep you updated on progress that’ll improve your use of the homepage here. Thanks!

Hi Kelly, and others that have joined the idea here sorry it’s taken me a little to round back.

We really value the feedback we’ve been receiving on the visuals of the homepage and our customers feelings on the sizing and layout of widgets.

• related to sizing of widgets – we have another idea ( https://productideas.xero.com/forums/966063/suggestions/50284800 ) that’d also be good to vote and stay updated on

Regarding any issues on opting out – I connected with our product team, and understand there was a brief issue for a very small group of users right at the beginning of the beta that may have caused trouble for some when trying to Opt out however I can confirm this was quickly fixed and shouldn’t inhibit them any longer.

However, it’s worth noting that only the Subscriber can choose to opt out and this will remove the experience for everyone within that org, there is no opt out for invited users themselves.

I will keep you updated on any plans around the simplicity in layout of the homepage through your idea here.

Thanks for your added detail and how this is impacting your clients, Kelly.

I’ll share this information back with our product teams and am looking into the point you mentioned of not being able to opt-out. I’ll be back with another update for you here.

Thanks for sharing your feedback on the new navigation, Kelly. Appreciate you taking your time to share changes you feel would be most useful for your clients.

As this is currently in beta we’re very interested in the feedback we’re receiving, and it would be good to share back with our product teams if there is a vision you may have around the layout that you feel would keep things simple for you and your clients.