In this presentation, we will learn Xero Business Performance Dashboard. Follow the steps explained in the presentation and you can quickly learn about that. For more information you can contact the team of Reckon technical support number New Zealand at 048879113.
2. What is Business Performance Dashboard? As the term
suggests, it implies reviewing the performance of
business in view of wide range of standard business
parameters. It also lets you and your clients to see
simple graphs for every metric. It also helps the user to
find the important trends.
How to begin with Business Performance Dashboard in
Xero?
Below you will read about the dashboard, its graphs as
well as who can access it.
You can easily access it from Reports> All Reports. Then
enlarge the Financial reports section and tap on Business
Performance.
3.
4. About the graphs:
You can easily see a range of graphs on your Business
Performance Dashboard if you have some
transactions in your Xero account. With the help of
these graphs you can easily find the answers for
questions like How much margin do I make on my
sales? or say How easily can I pay my bills?
These graphs are based on the equations by using
account types from the chart of accounts. By clicking
on the graph’s title, you can easily see the equation.
5. Bookkeeper or accountant can:
• Inform you which graphs are of importance
according to your industry.
• Give you details about particular graphs meant
for your business.
Who can access the dashboard?
• Anybody with the Adviser user role in the organization.
That means it includes accountant or bookkeeper only
if they are invited into your organization or if they have
set up the accounting software for you.
6. • Anyone with Standard and All reports user role in
the firm.
• The one with Read Only user role.
In your Xero account if you tap on Ask my adviser on
business performance detail window, then you can use
this for emailing to the accountant or bookkeeper with
any query you have. It is only for those who are clients
of Xero partners.
7. Contact Xero Support New Zealand for more details
about BPD at 048879113
There can be multiple reasons for considering technical
support service provider. It is not only considered when
you are dealing with issues but also when you want to
learn about the product. Dial Xero Customer Support
Number 048879113. You can also contact the team via
live chat or email and we will get back to you with a
response to your query.
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