Xero sales data holds a wealth of valuable information about your business.
BI4Cloud Business Intelligence makes it easy to understand your Xero sales history, spot trends and then investigate the cause of any issues:
- Visualise Sales with Charts and Dashboards
- Sales by Customer, and Location
- Sales by Tracking Categories, e.g. Salesperson or Region
- Sales - who has stopped buying
- Sales over time - by day, week, month, quarter and year
- Know your Customer Card List
1. Visualise Sales with Charts and Dashboards
Run the Workbook Analyse Sales & Margins to Instantly visualise your sales data over any date range
- See Dashboard - Headline Sales
- See Chart - Sales Chart
- Learn more at
- Analyse Sales & Margins - Quick Start 2025
- Analyse Sales & Margins - Deep Dive - Customise your own Workbooks
2. Sales by Customer and Location
Focus on Sales by who you are selling to and where they are located.
- Who are your Top Customers by Sales revenue?
- Do you have different Sales expectations for different distribution channels or buying groups using Tracking Categories or Customer Groups?
- Can you justify opening a new branch or hiring a new salesrep for a given location?
Run the Monthly Sales Worksheet
- Order by to Sort your Customers by Total Sales or Click on the Total Column header
- Choose Top 10, 15 or Top 100 to focus on your best customers
- Drill-down on a Customer to see invoice detail by Clicking on the Customer
Focus on Customer Location
- Analyse your Customers at a summary level by their Address e.g. State, City or Postcode
3. Sales by Tracking Categories - e.g. Salesperson
Focus on Sales by who is selling - Salesperson
- Do you use a Tracking Category to allocate a Salesperson on each Sales Invoice?
- Do you use a Tracking Category to allocate each Customer to a Default Salesperson
- Do you use Customer Contact Groups to allocate each Customer to a Default Salesperson?
To Create Sales by Salesperson (Tracking Category) Report
- Run the Customer Report in the Analyse Sales & Margins workbook
- Change Analyse by to Salesperson (or Tracking Category name) for the Salesperson on each Invoice or
- Change Analyse by to Salesperson - Customer for the Default Salesperson on the Customer contact
- Change the Sales Date Range to see a different Period e.g. This month or Last Month
- Filter by Salesperson (Tracking Category) for the Salesperson on each Invoice
- Filter by Salesperson - Customer (Tracking Category) for the Default Salesperson on the Customer Contact card
- Click Apply filters
- While filtered for one Salesperson (Tracking Category)
- To show more detail - Analyse by Invoice Detail (or Analyse by Item)
- Group by Customer
- Save the Report Share and Schedule it to email off weekly or monthly!
Pivot by Tracking Category
Run the pivot report Monthly Sales
- Analyse by Items to see Items as Rows instead of Customers
- Pivot by Tracking Category e.g. Region or Salesperson to see where each Item was sold
4. Sales - Which Customers have Stopped Buying?
Focus on Sales by who has stopped buying or is buying less.
Run the Report - YOY by Customer
- Order by the Variance Column for YTD or for the Rolling 12 months to identify Customersbuying more or less
- Click on a Customer to Drill down to compare the Items they bought
5. Sales over Time - by Day, by Week by Month, by Quarter
Focus on Sales over time to identify trends
- Are your sales changing over time?
- Do you have different sales based on seasonal fluctuations?
To Create a Pivot Report showing Sales by Item by Quarter Report
- Run the pivot report Monthly Sales
- Change Analyse by to Item (or Salesperson) to see as Rows
- Change the Pivot On to Sales by Quarter (or Week or Year) to see as Columns
6. Welcome new Customers, Reward Loyalty
Run the Customer Card List report for a quick and simple tool to identify all:
- New Customers last month/week to send a Customer satisfaction survey
- Customers who have not been active for X days or years to offer a loyalty bonus
- Customers who’s last Sales date was in a given date range (Stopped buying)
- Customers by Distribution channel or Type to send a targeted campaign
- Customers by State, Postcode or Country