Xero business performance management software
Xero gives you a live view of your numbers – not just a snapshot when reports are due. Choose the KPIs that matter most, arrange them on your business dashboard, and track everything from cash flow to gross profit in real time.
Clear performance data to grow your business
Xero business performance tracking lets you see exactly what's happening in your business – so you can plan with confidence.
Track your KPIs your way
Customise your dashboard to show the metrics that matter most, like cash flow, gross profit and performance ratios.
Get detailed insights from your data
Xero Business performance management software turns your data into clear, actionable insights.
Make confident, data-driven decisions
Use short-term cash flow projections to plan spending and pay your bills on time.
I’m not an accountant, but I do like looking at numbers and dashboards that enable us to see quickly how our business is doing.
Sheryl Ozinsky, Oranjezicht City Farm Market
Track your chosen metrics
Want to monitor gross profit or track your debt-to-equity ratio? Just add these, and other metrics, to your Xero business dashboard in the order you like. Mark charts as favourites, track your cash flow, and more – with all the calcs built in.
- Monitor bills payable and total cash in and out – updated automatically from your connected bank accounts
- Check all your bank balances in one place – no more switching between web pages
- Access your business dashboard on iOS and Android. Check your performance metrics wherever the day takes you
Financial performance, not HR – here's the difference
Some business performance management software focuses on employee reviews and HR goals. But Xero focuses on financial performance management – tracking your KPIs, monitoring cash flow, and helping you make strategic decisions based on real data. Get a live view of your business health with Xero.
- Business/financial BPM is customisable dashboards, real-time KPI tracking, goal setting, and trend analysis
- Performance management means tools to track business goals, KPIs, and metrics
- Get the full picture of your business with Xero business performance software
Make confident, data-driven decisions
Watching cash flow ahead of a big payment? Taking on new staff? Xero puts the information at your fingertips. Share your business performance dashboard with your accountant or bookkeeper and work through the numbers together at the same time.
- Set and track your business performance goals, such as boosting your sales revenue
- Use short-term cash flow projections to make bill payments, staff hires, and investments right on time.
- Invite your accountant or bookkeeper to Xero and work on the same live data together.
Choose your business performance software
When evaluating business performance management software, look for:
- a customisable dashboard
- pre-built KPI tracking with automatic calculations
- near real-time data updates from connected bank accounts
- mobile access
- collaboration tools
- budget tracking against actuals.
Xero includes all of these.
Plans to suit your business
Business performance software vs spreadsheets
Small business performance management in a spreadsheet can mean manual data entry and data that’s not always up to date. Xero connects to your bank accounts to automatically import transactions into Xero, and gives you an up-to-date, customisable dashboard.
- Data updates automatically from your bank feed – your metrics are up to date and you’re saved hours of admin.
- Track your chosen metrics with full accuracy and work on the same set of numbers as your accountant
- Share a live dashboard with your accountant instead of emailing files – and check it on mobile, anytime
FAQs on Business performance management software
It’s a tool that helps businesses monitor their financial health and business performance with up-to-date insights. Business performance management software often includes tools to give you a clear and current picture of how your business is doing, like:
- customisable dashboards,
- KPI tracking,
- data visualisation
- trend analysis
For Xero, business performance management means tracking KPIs, monitoring cash flow and making informed business decisions using real-time data.
It’s a tool that helps businesses monitor their financial health and business performance with up-to-date insights. Business performance management software often includes tools to give you a clear and current picture of how your business is doing, like:
- customisable dashboards,
- KPI tracking,
- data visualisation
- trend analysis
For Xero, business performance management means tracking KPIs, monitoring cash flow and making informed business decisions using real-time data.
Financial reporting helps you track your business’s finances with reports like Profit and Loss and Balance Sheet.
Business performance management software looks forward: a live dashboard shows your KPIs as they move – cash flow trends, gross profit margins, debt ratios – so you can track progress, set goals, spot opportunities early.
In Xero, you can use your dashboard to track key metrics, then click into specific areas for more detailed information.
Financial reporting helps you track your business’s finances with reports like Profit and Loss and Balance Sheet.
Business performance management software looks forward: a live dashboard shows your KPIs as they move – cash flow trends, gross profit margins, debt ratios – so you can track progress, set goals, spot opportunities early.
In Xero, you can use your dashboard to track key metrics, then click into specific areas for more detailed information.
Performance management software helps small businesses track revenue, expenses, growth, and progress towards business goals.
Business performance management software – what Xero offers – helps you understand your business’s financial performance with insights into cash flow, KPIs, profit margins and business goals.
Xero focuses on business and financial performance management. For payroll and employee management, Xero helps you manage and pay employees, all in one place.
Performance management software helps small businesses track revenue, expenses, growth, and progress towards business goals.
Business performance management software – what Xero offers – helps you understand your business’s financial performance with insights into cash flow, KPIs, profit margins and business goals.
Xero focuses on business and financial performance management. For payroll and employee management, Xero helps you manage and pay employees, all in one place.
Look for these capabilities when choosing business performance management software:
- customisable dashboard: choose and arrange the metrics you display, drag and drop to reorder, and mark favourites for your main dashboard view
- pre-built KPI tracking: automatic calculation of gross profit margin, current ratio, and other metrics – no manual formulas
- Real-time data: automatic updates from connected bank accounts and transaction feeds
- 12-month average and monthly results: see the equation behind each graph, monthly results, and 12-month average. Click individual bars to drill into specific months
- Goal setting and tracking: set targets for revenue, profit margin and cash reserves, with visual progress indicators.
- Collaborative access: share live dashboards with and advisors
- Mobile access for on-the-go monitoring
- drill-through reporting: click from dashboard graphs to Account movements reports for deeper detail
- Short-term cash flow projections: forecast your cash position based on scheduled bills, invoices, and historical patterns.
Look for these capabilities when choosing business performance management software:
- customisable dashboard: choose and arrange the metrics you display, drag and drop to reorder, and mark favourites for your main dashboard view
- pre-built KPI tracking: automatic calculation of gross profit margin, current ratio, and other metrics – no manual formulas
- Real-time data: automatic updates from connected bank accounts and transaction feeds
- 12-month average and monthly results: see the equation behind each graph, monthly results, and 12-month average. Click individual bars to drill into specific months
- Goal setting and tracking: set targets for revenue, profit margin and cash reserves, with visual progress indicators.
- Collaborative access: share live dashboards with and advisors
- Mobile access for on-the-go monitoring
- drill-through reporting: click from dashboard graphs to Account movements reports for deeper detail
- Short-term cash flow projections: forecast your cash position based on scheduled bills, invoices, and historical patterns.
Start by clarifying what you need. For example, you might want better cash flow visibility, clearer KPI tracking, easier collaboration with your accountant, or a way to set and monitor business goals. Then look for features that matter most, like customisable dashboards, mobile access, goal-setting tools and live sharing with your advisor.
Also, consider whether the software integrates with your accounting platform or requires a separate subscription. Xero includes business performance features like dashboards, reports, and business snapshots to help you track how your business is doing.
Get a free trial of Xero and explore the business performance dashboard for yourself.
Start by clarifying what you need. For example, you might want better cash flow visibility, clearer KPI tracking, easier collaboration with your accountant, or a way to set and monitor business goals. Then look for features that matter most, like customisable dashboards, mobile access, goal-setting tools and live sharing with your advisor.
Also, consider whether the software integrates with your accounting platform or requires a separate subscription. Xero includes business performance features like dashboards, reports, and business snapshots to help you track how your business is doing.
Get a free trial of Xero and explore the business performance dashboard for yourself.
Xero offers various plans to help you find the right plan and pricing for your business. With Xero, you can view a range of business performance graphs and access the Business Performance dashboard from Reporting in Xero.
Visit the Xero pricing page for more details.
Xero offers various plans to help you find the right plan and pricing for your business. With Xero, you can view a range of business performance graphs and access the Business Performance dashboard from Reporting in Xero.
Visit the Xero pricing page for more details.
There are a couple of KPI categories you should watch:
- financial KPIs like gross profit margin, net profit margin, current ratio, debt-to-equity ratio and working capital
- cash flow KPIs like cash in and out, and bills payable
Choose the metrics that reflect your current business goals.
- If growth is the focus, track revenue and profit margins.
- If cash flow is the challenge, monitor the cash coming in and out of your business.
Xero business performance software helps you track key metrics, use customisable reports, and gain insights from tools like short-term cash flow projections and analytics. It also includes a customisable dashboard to help you track your KPIs, short term cash-flow projections, and built-in calculations for these KPI metrics – a solid starting point for any Australian small business.
There are a couple of KPI categories you should watch:
- financial KPIs like gross profit margin, net profit margin, current ratio, debt-to-equity ratio and working capital
- cash flow KPIs like cash in and out, and bills payable
Choose the metrics that reflect your current business goals.
- If growth is the focus, track revenue and profit margins.
- If cash flow is the challenge, monitor the cash coming in and out of your business.
Xero business performance software helps you track key metrics, use customisable reports, and gain insights from tools like short-term cash flow projections and analytics. It also includes a customisable dashboard to help you track your KPIs, short term cash-flow projections, and built-in calculations for these KPI metrics – a solid starting point for any Australian small business.
Getting started with business performance tracking in Xero is pretty quick.
1. Connect your bank accounts – so Xero can pull in transaction data automatically.
2. Go to the Business Performance dashboard.
Choose the KPI metrics you want to track and organise your Xero dashboard to show the metrics that matter most to your business, in your preferred order.
4. Mark favourites – your most-used metrics will appear on your main Xero dashboard every time you log in.
5. Set goals. Set and track your business performance goals, such as boosting your sales revenue, and use your dashboard to monitor key metrics like gross profit and cash flow with up-to-date information.
6. Invite your accountant or advisor – share your live dashboard so you're always working from the same numbers.
Getting started with business performance tracking in Xero is pretty quick.
1. Connect your bank accounts – so Xero can pull in transaction data automatically.
2. Go to the Business Performance dashboard.
Choose the KPI metrics you want to track and organise your Xero dashboard to show the metrics that matter most to your business, in your preferred order.
4. Mark favourites – your most-used metrics will appear on your main Xero dashboard every time you log in.
5. Set goals. Set and track your business performance goals, such as boosting your sales revenue, and use your dashboard to monitor key metrics like gross profit and cash flow with up-to-date information.
6. Invite your accountant or advisor – share your live dashboard so you're always working from the same numbers.
Yes. Xero functions as business performance management software for Australian small businesses.
With Xero you can:
- customise a business performance dashboard
- track pre-built financial ratios including gross profit margin, debt-to-equity and current ratio
- monitor real-time data from connected bank accounts
- set and track business goals with visual indicators
- share live dashboards with your accountant or advisor
- access everything on iOS and Android
Yes. Xero functions as business performance management software for Australian small businesses.
With Xero you can:
- customise a business performance dashboard
- track pre-built financial ratios including gross profit margin, debt-to-equity and current ratio
- monitor real-time data from connected bank accounts
- set and track business goals with visual indicators
- share live dashboards with your accountant or advisor
- access everything on iOS and Android
Both categories turn data into insights – but they're built for different needs.
Business performance software like Xero helps small businesses turn financial data into visual insights, track key metrics, and use customisable reports for deeper understanding and better business decisions. Xero is designed to be easy to use, with simpler onboarding and set-up.
Business performance management software is built for business owners to use directly. It’s more focused on KPIs, financial health monitoring, goal tracking and actionable insights.
Xero's business performance software includes trend analysis, period comparisons, and data visualisations within an accounting platform built for Australian SMBs.
Both categories turn data into insights – but they're built for different needs.
Business performance software like Xero helps small businesses turn financial data into visual insights, track key metrics, and use customisable reports for deeper understanding and better business decisions. Xero is designed to be easy to use, with simpler onboarding and set-up.
Business performance management software is built for business owners to use directly. It’s more focused on KPIs, financial health monitoring, goal tracking and actionable insights.
Xero's business performance software includes trend analysis, period comparisons, and data visualisations within an accounting platform built for Australian SMBs.
Accounting and business performance software for Australia
Xero brings your accounting and business performance management software together for your Australian small business. Run your books, monitor your KPIs, and make confident decisions – all from the same platform.
- Everything in one place – accounting, performance monitoring, reporting and dashboards.
- Connect to your bank – bank feeds automatically import transactions into Xero
- Collaborate in real time – share your live business performance dashboard with your accountant to work on the same numbers
- Customise your business dashboard – organise the metrics that matter most in your preferred order, and mark performance graphs as favourites
How Xero powers business performance for your small business
Xero's performance management software for Australian small businesses helps you keep up with your finances, and make data-driven decisions.
Stay on top of your financial performance
Know your profit margins, cash position, and business metrics at a glance – in-built formulas do the maths.
Spot trends and opportunities early
Compare performance across months, spot patterns, and catch cash flow issues before they become problems.
Make confident, data-driven decisions
Business performance software gives you the insights to plan investments and set targets – based on data.
Start using Xero for free
Access Xero features for 30 days, then decide which plan best suits your business.
