Xero - Use cases

Use Xero connected KPIs to automate reporting in Elevale. Pair metrics with OKRs, dashboards on KPIs & Dashboards, and weekly business reviews.

Finance leadership

Total Equity - The total shareholder equity - the residual value of assets after deducting liabilities. Sync daily or weekly for trends.

Total Assets - The total value of everything your company owns including current assets, fixed assets, and other long-term assets. Sync daily or weekly for trends.
Total Current Assets - Total current assets available within 12 months including cash, accounts receivable, inventory, and short-term investments. Sync daily or weekly for trends.
Total Current Liabilities - Total current liabilities due within 12 months including accounts payable, short-term debt, and accrued expenses. Sync daily or weekly for trends.
Working Capital - The difference between current assets and current liabilities. Sync daily or weekly for trends.

Total Bank Balance - The total combined balance across all your connected bank accounts. Sync daily or weekly for trends.
Unreconciled Transactions - The number of bank transactions that haven't been matched or reconciled yet. Sync daily or weekly for trends.

Creditor Days - Average number of days it takes your business to pay suppliers after receiving goods or services. Sync daily or weekly for trends.
Debtor Days - Average number of days it takes to collect payment from customers after issuing an invoice. Sync daily or weekly for trends.

Cost of Goods Sold (COGS) - The direct costs of producing the goods or services you sell, including materials, labor, and production overhead. Sync daily or weekly for trends.

Accounts Payable Total - Total amount of money your business owes to suppliers and vendors for goods or services purchased on credit. Sync daily or weekly for trends.
Accounts Receivable Total - Total amount of money owed to your business by customers for goods or services sold on credit. Sync daily or weekly for trends.
Total Liabilities - Total amount your company owes to creditors and lenders including short-term and long-term debts, payables, and other obligations. Sync daily or weekly for trends.
Total Payments Received - Total value of payments received from customers during the period. Sync daily or weekly for trends.

Current Ratio - Current Assets divided by Current Liabilities. Sync daily or weekly for trends.
Debt Ratio - Total liabilities divided by total assets. Sync weekly or monthly for trends.
Quick Ratio (Acid Test) - Quick assets (cash + receivables) divided by current liabilities. Sync daily or weekly for trends.

Fixed Assets Value - The total value of your company's fixed assets (property, equipment, vehicles, etc. Sync daily or weekly for trends.
Net Fixed Assets - The net book value of fixed assets after accounting for accumulated depreciation. Sync daily or weekly for trends.

Average Days to Payment - Average time between when an invoice is issued and when payment is received. Sync daily or weekly for trends.
Average Invoice Value - The average monetary value of your invoices. Sync daily or weekly for trends.
Outstanding Invoices (Value) - Total value of all unpaid invoices currently owed to your business. Sync daily or weekly for trends.
Overdue Invoices (Count) - The number of invoices that are past their due date and remain unpaid. Sync daily or weekly for trends.
Overdue Invoices (Value) - Total value of invoices that are past their due date. Sync daily or weekly for trends.
Paid Invoices (Count) - The number of invoices that have been fully paid during the selected period. Sync daily or weekly for trends.

Gross Profit - Your gross profit amount - the difference between total revenue and the direct costs of producing goods or services (COGS). Sync daily or weekly for trends.
Gross Profit Margin (%) - Gross profit as a percentage of revenue. Sync weekly or monthly for trends.
Monthly Turnover - Your total revenue or sales for the month. Sync daily or weekly for trends.
Net Profit - Your net profit - the final profit amount after all expenses, taxes, and costs have been deducted from revenue. Sync daily or weekly for trends.
Net Profit Margin (%) - Net profit as a percentage of total revenue. Sync weekly or monthly for trends.

Active Quotes Count - The number of quotes or estimates that have been sent to potential customers but not yet accepted or rejected. Sync daily or weekly for trends.
Active Quotes Value - Total potential revenue from all active quotes. Sync daily or weekly for trends.
Quote Conversion Rate - The percentage of quotes that get converted into actual sales (invoices). Sync weekly or monthly for trends.