Xero & Industry KPI Reporting

Discover tips and tricks for leveraging Xero’s existing capabilities to deliver tailored, useful KPI reporting for your clients.

In this session, Krunal Patel brings up some case studies and demonstrates how to implement a solution for each of them in real time, directly on Xero.

• Medical practice - Revenue per patient and staff hour

• Cafe & hospitality business - Sales per order

• Equipment holding business - Tailored ‘dummy subsidiary ledger’ for sub-accounts

• Event booking business - Transactions by date/references

• Sales commission-based business - Sales per consultant

• Creating a notional franking account

Download resources below the video.

Date recorded: 8 August 2023