Connectorly for Xero and Microsoft Power BI Templates
Download our free, customisable Microsoft Power BI templates to quickly visualise Xero financial data
By Laszlo and 1 other2 authors15 articles
- Balance Sheet TemplateA balance sheet is an important financial statement that provides a snapshot of a company's financial position at a specific point in time.
- Profit and Loss templateP&L statements are essential tools for businesses of all sizes.
- Bank Balances TemplateUse this template to see your bank account balances and your transactions
- Cashflow Forecast TemplateCreate automatic, interactive, weekly cashflow forecasts from Xero.
- Sales KPIs TemplateInstant Sales and Customer Metrics from Xero data including Customer Acquisition Cost (CAC), Lifetime Value (LTV) and New Business %
- Actual and Forecast vs Budget TemplateCompare Actuals and Forecasts against daily, weekly, monthly Xero Budgets
- Revenue vs Expense TemplateThis templates gives you an insight on your revenue and expense
- Xero Monthly Revenue by Service Actuals/Forecasting TemplateUse this template to analyse historic revenues and predict future revenue in Microsoft Power BI using Xero draft and repeating invoices.
- Quote Pipeline TemplateA ready-to-use Power BI template that visualises your sales pipeline using Xero Quote records
- Aged Debtors and Creditors TemplateAged Debt, Lifetime Sales, Last Sales activity and average days to pay for every Debtor and Creditor from Xero Financial data.
- Customer Acquisition TemplateVisualise Customer Acquisition and Loss over time with this template
- Xero Find Invoice templateEver spent too much time looking for an Invoice where you what was in the description but couldn't remember when you sent or received it?
- Empty Connectorly for Xero and Microsoft Power BI TemplateAccess your data and build your own reports with a clean template design
- Xero All-In templateAll our Xero report templates in one place including Balance Sheet, Profit & Loss, Cashflow, Sales KPIs, Customer Acquisition and more.
- Prebuilt Measures in Connectorly TemplatesDetailed explanations of the core financial, customer, and performance KPIs included in our Power BI reports.