Xero Advanced Analytics Explained | Scorecards, Dashboards & KPIs

Xero has introduced powerful insights into your business with advanced analytics and business intelligence tools. This follows its acquisition of Syft Analytics, giving Xero users deeper insight into business performance. In this video, you’ll learn how to: use Xero Advanced Analytics customise charts and graphs add business health scorecards from templates add pre-built and custom metrics set importance for each metric track key performance indicators (KPIs), including non-financial metrics such as staff numbers and Net Promoter Score (NPS) export dashboards and scorecards Use Analytics powered by Syft to better understand and monitor your business performance. Learn how to analyse your financial management and key customer metrics with ease. Calculate an overall business health score based on what matters most to your business. This tutorial is ideal for Xero users, small business owners, accountants, and bookkeepers who want to get the most from Xero reporting and analytics. 🔴 Subscribe to Learn About Xero for practical, step-by-step tutorials on Xero reporting, analytics, and cloud accounting. ----------------------------------------------------------------------------------------------------------------------------------------------------------------- SPECIAL OFFER! ✍🏻 Sign up through this link for a special Xero offer 👉 https://xero5440.partnerlinks.io/lear... ----------------------------------------------------------------------------------------------------------------------------------------------------------------- CHAPTERS 00:00 Introduction to Xero Advanced Analytics 00:26 Performance Overview Dashboard Explained 01:13 Customising Charts & Layouts 03:05 Adding & Managing Analytics Widgets 04:01 Display settings 04:36 Business health scorecards 05:54 Add and remove metrics 06:53 Metric Importance & Business Health Scores 08:28 Add a header to a business scorecard 08:52 Adding Additional Scorecards from Templates 09:59 Data Input & Non-Financial Metrics 12:14 Add a custom metric (NPS example) 13:20 Export options 14:47 Accessing Analytics from the Report Centre 15:24 Final Thoughts & Viewer Questions ----------------------------------------------------------------------------------------------------------------------------------------------------------------- SUPPORT THE CHANNEL 🌟 Support the Channel! 🚀 https://www.buymeacoffee.com/xeroguru If you're finding value in my Xero tutorials, consider supporting my channel by visiting my "Buy Me a Coffee" page. There, you can: 👉 Download your FREE keyboard shortcuts and "Mission Control" (Xero Dashboard) PDF guides – I'll be adding more resources over time. 👉 Support my work by buying me a coffee (if you’re feeling generous!) ☕ ----------------------------------------------------------------------------------------------------------------------------------------------------------------- USEFUL RESOURCES 🔗 Link to Xero's PRICING PLAN page - scroll to the bottom of the page to change your region: https://www.xero.com/pricing-plans ----------------------------------------------------------------------------------------------------------------------------------------------------------------- #Xero #XeroAnalytics #XeroReporting #BusinessAnalytics #LearnAboutXero