Dashboard – Monthly & Yearly Sales Overview
Sales report is necessary in dashboard. (Monthly and yearly wise report)
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Jose Abraham
shared this idea
Hi Jose, a Monthly & Yearly Sales Overview is already supported in Xero.
You can add your sales accounts to the Chart of Accounts watchlist widget on the dashboard. These widgets display both the current month and year-to-date figures for the selected accounts, giving you a quick snapshot of sales performance without needing to run a separate report.
If you’re looking for additional breakdowns or different ways to visualise this information, feel free to share more details with us.
Thanks for contributing to the Xero Product Ideas community
