See an overview of your practice
Know where your practice stands at a glance. Check your partner status, learn what you need to do to move to the next level, and see how many of your staff are Xero Certified. Get quick access to information and resources to help your practice grow.
To see an overview of your practice, go to Practice and select Overview.
Partner level summary
Your current partner status
The progress bar shows the number of partner points you’ve earned and the number of points you need to reach the next level (xero.com website).
Your champion status
If you are:
- Not yet a champion, see how many partner points in total you need to make it to champion at the end of the current month
- Already a champion, see the minimum number of partner points you need to earn and the additional certified staff you need to add in the current month to stay a champion
The points breakdown
The points breakdown shows where your points came from. Each advisor invitation you accept, and each client you subscribe to Xero Business, Xero Cashbook, Xero Ledger or Xero payroll, earns points.
If you don’t have any clients on Xero, you’ll be prompted to add some.
The certification section shows how many of your staff are Xero advisor certified or Xero payroll certified, and when your practice certification expires. If your practice isn’t certified, you can get started (Xero U).
The Partner resources section gives you quick access to a variety of resources to help your practice grow with Xero.