Connectorly

This template calculates Customer and Sales KPIs such and visualises exports.

You can click on the screenshots below to test drive the template with Demo Company data in Microsoft Power BI online.

This template is available in different currency formats: $, £ and €.

Once downloaded, double-click on the PBIT file to open it in Microsoft Power BI Desktop and <a href="https://help.connectorly.io/en/articles/8092422-how-to-bring-xero-data-into-microsoft-power-bi-desktop">connect to your Connectorly database</a>.

This template makes use of <a href="https://help.connectorly.io/en/articles/8231309-contacts">Contacts</a> and <a href="https://help.connectorly.io/en/articles/8230771-invoices">Invoices</a>.

The Sales KPIs Template shows you the most important KPIs that give you a better insight into your sales.

Instant Sales and Customer Metrics from Xero data including Customer Acquisition Cost (CAC), Lifetime Value (LTV) and New Business %

Sales KPIs Template

Find answers and get help from Intercom Support and Community Experts

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Sales KPIs Template

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