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Xero Monthly Revenue by Service Actuals/Forecasting Template

Use this template to analyse historic revenues and predict future revenue in Microsoft Power BI using Xero draft and repeating invoices.

Nick Maxwell avatar
Written by Nick Maxwell
Updated over a week ago

This template shows the split of revenue by accounts by visualising historic invoice data, and projects future revenue based on repeating invoices.

It's useful operationally to visually confirm that all revenue for the month has been invoiced, and to show what future months revenue look like based on draft and repeating invoices.

Finally, it highlights invoices that are overdue and the month they were issued in and the fully interactive nature of Microsoft Power BI means it is easy to quickly identify the invoices behind the charts and with a click go straight back to Xero to see them there.

Test drive this template

Click on the screen shot below to test drive the template with Demo Company data in Microsoft Power BI online.

Download the template

Click the button to download the template.

Once downloaded, open the template in Microsoft Power BI Desktop and connect to your Connectorly database.

Key Tables

This template makes use of Invoices, Journals, Dates and Account Views.

Why use this template?

Better Revenue Insight

By analysing your past revenue data and forecasting future trends, you can gain a better understanding of your company’s financial health and make informed decisions to maximize revenue growth.

Identify Growth Opportunities

By looking at sales data and identifying trends and patterns, you can identify areas where you can improve revenue growth, such as by introducing new products or services, optimizing your pricing strategy, or expanding into new markets.

Data-Driven Decision-Making

By having access to accurate revenue forecasts and insights, you can make data-driven decisions that are more likely to lead to success.

Improved Financial Planning

Accurate revenue forecasts can help you allocate resources more effectively, plan for future investments and expenses, and ensure that the business is financially stable and prepared for the future.

See how we built this template

Suggested Changes

You can easily adapt the template to show different time periods, such as Financial Quarters or weeks.

Instead of filtering on Revenue, create an Expenses forecast, or combine them to forecast P&L.

Use the Account Views feature in Connectorly to forecast groupings of sales accounts.

Breakdown actual and forecast sales by Product or Service instead of Account.

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