Default Power BI dashboard tiles

Learn what tiles display on your default Power BI dashboard after you've connected Power BI to your Xero organization. Click any tile on the Power BI dashboard to view its related report.

Cash tiles

  • Daily cash flow
  • Cash in
  • Cash out
  • Closing balance by account
  • Closing balance today

Click any cash tile to view the Bank Accounts report.

Image of the Power BI default dashboard and the cash flow tiles.

Action items

Action items are tasks you need to do in Xero to bring things up to date. Action items include direct links into Xero.

Image of the Power BI default dashboard and the action items tile.

Customer tiles

  • Invoiced sales
  • Invoiced sales by customer
  • Invoiced sales growth trend
  • Invoices due
  • Outstanding receivables
  • Overdue receivables

Click a customer tile to view the Customers report or Inventory report.

Image of the Power BI default dashboard and the invoice tiles.

Supplier tiles

  • Billed purchases
  • Billed purchases by supplier
  • Billed purchases growth trend
  • Bills due
  • Outstanding payables
  • Overdue payables

Click a supplier tile to view the Suppliers report or Inventory report.

Image of the Power BI default dashboard and the bill tiles.

Inventory tiles

  • Monthly sales amount by product

Click the tile to view the Inventory report.

Profit and loss tiles

  • Monthly profit and loss
  • Net profit this fiscal year
  • Net profit this month
  • Top expense accounts

Click any profit and loss tile to view the Profit and Loss report.

Image of the Power BI default dashboard and the profit and loss tiles.

Balance sheet tiles

  • Total assets
  • Total liabilities
  • Equity

Click any balance sheet tile to view the Balance Sheet report.

Health tiles

  • Current ratio
  • Gross profit percentage
  • Return on total assets
  • Total liabilities to equity ratio

Click a health ratio tile to view the Health report, or a health description tile to view the Glossary and Technical Notes.

Image of the Power BI default dashboard and the health tiles.

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