Reporting - Contact Spend & Revenue Analytics
Easy way to see total money spend or money received for a contact for a set date range (year to date, this month, custom range). Ideally, be able to track this vs other contacts in the dashboard, eg, highest spending customer, most important suppliers etc. All the data is there but currently requires creating a report or exporting to a spreadsheet which is counterproductive. Really surprised it’s not a feature already to be honest as I was doing this in spreadsheets before migrating into Xero.
Adam Embleton Perea
shared this idea
Hi Adam, thanks for sharing this idea. We appreciate you explaining how contact spend and revenue analytics could help track key business relationships more efficiently.
⭐️ While we don’t currently have a dashboard view for this, you could run reports like Contact Transactions Summary, Contact Cash Activity, Customer Invoice Activity or Supplier Bill Activity, and compare results using Income and Expenses by Contact. Another important thing to note, spend & receive money vs bills & invoices are different types of transactions. If you require further assistance with this please do not hesitate to reach out to our support team. Make sure you reference this idea when you do! ☺️
