Xero Revenue Forecasting Template

Use this template to easily analyse historic and forecast revenue from Xero in Microsoft Power BI using Xero draft and repeating invoices.

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

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 a 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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