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  1. Tracking Categories - Increase maximum number of active tracking categories and tracking options

    25 votes

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    10 comments  ·  Projects & tracking » Tracking categories  ·  Admin →
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    Gaining Support  ·  AdminHaroon Subhani (Admin, Xero) responded

    Thanks for sharing your idea, Nuno, and for letting us know the changes that matter most for you.

    We've reviewed your idea to increase tracking categories and tracking options, and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

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    albex ulpoer commented  · 

    Increasing the maximum number of active tracking categories and tracking options is essential for businesses that manage complex sales processes, as the current limit of only two category fields is insufficient for detailed performance analysis and reporting. Organizations often need to track multiple dimensions such as referring business, partner account manager, salesperson, and client account manager simultaneously, which cannot be done effectively with the existing restriction. Expanding category fields would allow better tracking of revenue generation, identification of high-performing sources, and more accurate decision-making, much like how structured categorization helps in understanding diverse social systems, for example as explained in this article on Pakistan’s national culture: https://www.howtests.com/articles/pakistans-national-culture-unity-amidst-diversity , where multiple factors are analyzed together to present a complete picture.