KPI Dashboard

How to download and use KPI Dashboard package created by G-Accon for Xero and Quickbooks users.

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KPI Dashboard package for Xero and QuickBooks G-Accon users
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#How to use KPI Dashboards package for Xero and QuickBooks G-Accon users.

KPI Dashboards, a comprehensive set of cloud templates designed to provide a high-level view of your business’s key financial metrics.

How to download KPI Dashboards package

Customization

  • Pre-designed templates with default styles, fonts, and layouts, but customization is easy to meet client-specific expectations
  • The initial data within the demo file is placeholder data; replace it with your actual client data.
  • Load templates from the G-Accon Cloud template library.
  • There are eight main reports to customize with your specific data.
  • You can also adjust dates for all reports through the ‘Dates’ tab.
  • It’s crucial not to modify the ‘Total data’ tab, as it contains essential formulas and queries.
  • Users can further add and modify reports based on specific client needs, be it Aged AC/AP, Account Transactions, Budget, Trial Balances or other reports.

Automation

  • Utilize the G-Accon for QuickBooks/Xero Auto-refresh feature to schedule automatic updates of the dashboard.
  • The refresh frequency can be set as per preference (e.g., daily at 9 a.m.).

Presentation

  • Reports like Profit and Loss, Balance Sheet, and Statement of Cash Flows can be edited for presentation to clients.
  • Reports’ look and feel, like font, color, and style, can be easily tailored to individual liking.