Xero Monthly Revenue Dashboard
Monitor monthly revenue, invoice trends, and forecast with automated weekly updates.
Nora tracks invoiced revenue from Xero each week, shows paid vs. unpaid totals, and projects monthly revenue. Emailed dashboard with charts and trend analysis helps leadership forecast cash and spot seasonal patterns.
Revenue visibility is essential for business planning, but Xero dashboards require login and manual interpretation. This automation queries invoices and payments from Xero weekly, calculating: total revenue invoiced this month to date, revenue actually paid, revenue billed but not yet paid, average invoice size, and number of invoices. It projects month-end revenue based on current pace and compares to the same period last year for trend analysis. The report includes a simple chart showing daily invoice volume and a breakdown by product/service line (if you use Xero's tracking codes). Sent every Friday afternoon, it gives leadership a clear view of cash coming in and forecast accuracy. Useful for budgeting, payroll planning, and spotting sales slowdowns early. Most teams use this to confidently forecast cash flow for the next 30–90 days.
How it works
- Nora queries Xero invoices from current month
- Sums invoiced revenue and separates by paid/unpaid status
- Calculates average invoice amount and transaction count
- Projects month-end revenue based on current pace
- Compares to same month prior year for trend
- Formats as email report with summary metrics and chart
Frequently asked questions
What does "Xero Monthly Revenue Dashboard" do?
Nora tracks invoiced revenue from Xero each week, shows paid vs. unpaid totals, and projects monthly revenue. Emailed dashboard with charts and trend analysis helps leadership forecast cash and spot seasonal patterns.
How long does setup take?
Under 5 minutes. Connect your tools and Nora handles the rest.
Which tools does this use?
Uses Xero, run by your Finance Manager.
How much time does this save?
Saves approximately 2 hours/week, running weekly on friday at 4 pm.