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Custom Xero dashboards

Build customized Xero dashboards that visualize your business metrics and KPIs in real time. Import your data directly from Xero and create your own performance dashboards.

Xero dashboard
Xero
+
Plecto

Partner website

www.xero.com

About Xero

Xero is a cloud-based accounting software platform for small- and medium-sized businesses.

Xero pricing

See pricing details

Additional help

docs.plecto.com

Tier

Bronze

Create customized Xero dashboards with Plecto

Our integration with Xero enables you to create a complete overview of your business performance. Build fully customized Xero dashboards and add value to your KPIs through meaningful visualizations.

Display your business metrics on a variety of widgets, including graphs, speedometers, charts, tables, and more. Use conditional colors to easily identify the progress towards your goals.

Use our gamification features to motivate and empower your teams – add leaderboards to your dashboards or create custom contests that spark a friendly competition in your organization. Receive notifications every time an employee achieves a goal like completing a task, making a sale, or others.

Display your Xero KPIs on dashboards on TV screens in the office, on your computer, or access them from your mobile device with our free iOS and Android apps.

What types of data can you import from Xero?

Invoice Line Items

Update frequency
Every 15m

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
Yes

Bank Transaction Line Items

Update frequency
Every 15m

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Purchase Order Line Items

Update frequency
Every 15m

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Quotes

Update frequency
Every 15m

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Tracking

Update frequency
Every 15m

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Invoice

Update frequency
Every 15m

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
Yes

Credit Note

Update frequency
Every 15m

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
Yes

Account

Update frequency
Every 15m

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Payment

Update frequency
Every 15m

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
Yes

Purchase Order

Update frequency
Every 15m

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
Yes

Bank Transfer

Update frequency
Every 15m

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
Yes

Bank Transaction

Update frequency
Every 15m

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
Yes

Contact

Update frequency
Every 15m

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Item

Update frequency
Every 15m

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

How it works

1. Connect your data sources

One-click real-time integration with our dashboards to the most popular CRM, support and other business systems.

See our integrations

2. Build dashboards

Use our prebuilt KPI dashboards or customize your own by using formulas to calculate more advanced metrics.

Learn more about our dashboards

3. Boost team performance

Share real-time insights with your team and boost performance by 20% with visualizing data on dashboards.

Read our customer stories

Boost performance with real-time insights

Plecto is a data visualization software that helps you motivate your employees to reach new limits and stay on top of your business.