Xero Analytics Setup & Insights for NZ Businesses
Xero Analytics gives you beautiful, built-in dashboards powered by Syft Analytics, but many business owners don’t realise just how powerful these tools can be.
Boundary BI can help you set up, tailor, and interpret these dashboards so you can track your performance and cashflow in real time, without the complexity of enterprise reporting tools
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This dashboard provides a high-level profitability snapshot with clear YoY comparisons. The income is flat, but the drop in expenses is driving the huge net income improvement. Visuals (income, expense, and profit trend lines) show monthly progression, useful for identifying seasonal peaks or dips. This is a good template for business owners who need a quick performance summary without digging into the detail.
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This dashboard presents a deeper financial health snapshot, shifting from revenue and expense trends to profitability ratios and cashflow efficiency. Overall, the dashboard illustrates that while profitability has improved, cashflow management now poses a greater risk. A perfect example of why interpreting financial ratios alongside performance dashboards is crucial for business-owner decision-making.
How can Boundary BI help?
Setup. Simplify. Scale.
We take what’s already in Xero and help you turn it into a reporting system that actually makes sense.
We will help you configure dashboards tailored to your business type (tradies, retail, services, professional firms).
Add your most important metrics, e.g., average invoice turnaround, monthly recurring revenue, or client profitability.
Automate monthly summaries and share insights with your team.
We can also provide quick training so you can maintain your dashboards confidently.
Book a free 20-minute consultation below to discuss your Xero Analytics setup.
We’ll look at your current dashboards and show you how to get real insight from your numbers.