Homepage - Create and customise graphs/reports on the dashboard
Ability to give users options to customise various graphic reports on the dashboard.
Purpose: Users’ can easily see the graph and business performance from the dashboard.
AdminXero Team
(Admin, Xero)
shared this idea
Thanks to you all for your feedback here , we apologise we haven't commented on this idea sooner. Our new Homepage experience has now replaced the older Dashboard, and as we continue to develop this we're continuing to take on board our customers feedback to help us shape and create an even better experience.
We've recently released new size options for a number of widgets including Invoices owed to you and Bills to pay widgets. Where the Small size option is saved for either of these widgets you have the option to toggle the Chart in these widgets on or off(we will be extending this to the Cash in and out widget soon).
Along with the Homepage updates, we now have Xero Analytics Dashboards and Visualisations, in which there are many different widget options and ways you can look at and analyse your businesses data. I'd highly recommend jumping in to have a try - Once you have everything set up you may like to share or export this for others in your business.
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Anthony Cook
commented
Building on this request. As a starting point, it would be great to customise the timeline of the graphs on the dashboard. I find the graphs for cashflow useful however the bank account graph is only 30 days, and the cash in/out only a few months. I would like to see all my data on the graph and can scroll along to view trends.
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Bopo Women
commented
1. extremely easy for Xero to build using existing tabular data and filters
2. huge value for most performance driven users
3. a visually appealing addition for Xero to add it its marketing for new user acquisition, especially in the USThere's the business case :) please build it. If you could start with a graph for invoices on an accrual basis that would be most appreciated.
Thanks
Build it!