About the Explorer tab

The Explorer tab provides you with insights into the apps your Xero clients use, the industries your clients work in, the banks they use, and the relationship between the three.

Use the information about your clients' apps, industries, and banks to:

  • Promote yourself in the Xero Advisor Directory as an expert in a particular industry or app
  • Advise your clients on apps and banks that are commonly used in their industry
  • Focus training for your staff
  • Find targeted marketing opportunities, networking events, and relationships

The Apps view

Click Apps to see a graph of the apps your clients use and how many use them. You will also see a summary of how many of your clients are using apps, how many different apps they're using, and how many aren't using any apps.

Click an app in the graph to see which of your clients using it. You can also click the name of an app under Apps in the list of clients.

Click [number] have no apps connected to show the clients that are not using any apps.

The Industry view

Click Industry to see a graph of the industries your clients are in and how many are in each. You will also see a summary of how many of your clients are in an industry, how many different industries they're in, and how many don't have any industry specified.

Click an industry in the graph to see which of your clients are in it. You can also click the name of an industry under Industry in the list of clients.

Click [number] have no industry code to show the clients with no industry specified.

You can update a client's industry at any time.

The Banks view

Click Banks to see a graph of the banks your clients use and how many use each. You will also see a summary of how many of your clients use a bank, how many different banks they use, and how many don't have a bank specified.

Click a bank in the graph to see which of your clients use it. You can also click the name of a bank under Banks in the list of clients.

Click [number] have no bank connected to show the clients with no bank specified.

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