Here’s how to do it: 

1. Access the Xero Dashboard: 

  • Log in to Xero. 
  • The dashboard is the first screen you’ll see, providing an overview of your business’s financial status. 

 

2. Customize Your Dashboard: 

  • Click the “Customize” button at the top right of the dashboard. 
  • Select or deselect widgets based on what metrics you want to monitor, such as: 
  • Cash flow: Track your incoming and outgoing cash. 
  • Bank account balances: View real-time balances of your connected bank accounts. 
  • Invoices: Monitor outstanding and paid invoices. 
  • Bills: Keep track of bills due for payment. 
  • Profit & Loss: Get an overview of your income versus expenses.

 

3. Rearrange Widgets: 

  • Drag and drop widgets to arrange them according to your preferences. 
  • Place the most important insights (e.g., Cash flow or Bank accounts) at the top for quick visibility. 

 

4. Analyze Key Metrics: 

  • Review the widgets to get a snapshot of your business, including: 
  • Revenue and expenses trends. 
  • Outstanding invoices and bills to stay on top of cash flow. 
  • Real-time bank account balances to ensure adequate funds. 

 

5. Update Regularly for Real-Time Insights: 

  • Refresh the dashboard regularly to get updated insights as Xero pulls real-time data from your connected accounts and transactions. 

 

By setting up and customizing your Xero dashboard, you can quickly access critical business insights and make informed financial decisions.