About Business Sorter
Businesses are up to 30% more profitable when they plan and follow through. Business Sorter simplifies the entire planning and implementation process. The content provided helps you review your business thoroughly, while the simple card sorting process condenses days of planning into under two hours. With your team focused on priorities, and full visibility over their progress, you can run your business more effectively and profitably.
* Journal of Management Studies, USA; Cranfield School of Management and Warwick Business School, UK.
Business Sorter + Xero
Some of the cards you can choose in Business Sorter, allow you to pull in relevant financial information from Xero. For instance, if you choose the Sales card, "Develop a plan to get existing customers to spend more", you'll see a 'Xero data' button under that key step in your plan. Once you click the button and connect to Xero, you can see a list of your top customers ranked by income - useful information to help you get started with that step of your plan.
If you see a blue 'Xero data' button below a key step in your plan, click it and a window will open.
Then click the orange 'Connect' button and you'll be asked to login into your Xero account and allow access to your Xero organisation.
You'll then be taken back to your Business Sorter plan.
Now click the blue 'Xero data' button again and a window will open displaying relevant data for the key step.
You can also connect and disconnect from Xero using the 'plug' icon at the top of your plan.
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