Monthly Turnover Report / Dashboard Graph
It would be really useful to have a simple report or dashboard graph showing gross turnover/revenue by month, ideally across the current financial year with the option to compare against the previous year.
At the moment, Xero makes it easy to see profit and loss, income and expenses, but there doesn’t seem to be a quick, clear way to view monthly turnover as a standalone figure or trend.
Ideally this would show:
- Turnover/revenue for each month
- Year-to-date turnover
- Comparison with the same period last year
- Optional monthly or annual sales target
- A simple graph showing the trend over time
For many businesses, turnover is one of the first figures we want to monitor regularly, so having this available directly from the dashboard or as a dedicated report would be very useful.
Adam Gardner
shared this idea
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