We're still up in the sky with memories of our first win at the Xero Awards Asia, and now, three of us are gallivanting across Nashville for Xerocon. Meanwhile, back at the ranch, our engineers have been hard at work developing new features just for you.
This week, we’ve added some exciting new capabilities to KPI Scorecards, designed to make your experience even more powerful and insightful. Let's explore exactly what this entails.
What are KPI Scorecards, again? 🧐
KPI Scorecards enable you to measure your organization's performance with the KPIs that are most relevant to your business. You can use these scorecards to compare your performance to:
Budgets
Forecasts
Specific targets
Plus, you can track these metrics over multiple periods to determine exactly how your business is performing and if there are areas in which you may want to improve.
What's new? ✨
In the past week, we've introduced the following features to Scorecards:
Forecast and Budget Data Integration: Connection data from your forecasts and budgets now seamlessly pull through into KPI Scorecards, giving you more versatile "vs. Budget" and "vs. Forecast" comparisons right at your fingertips.
Customer Gross Profit Metric: We’ve introduced Customer Gross Profit as a new metric in both Ledgers and KPI Scorecards. This addition allows you to track profitability with greater precision.
Metric Totals: You can add customer or product metric totals directly to your KPI Scorecards. Tailor your scorecards to display the exact data you need for smarter decision-making.
Demo Company Integration: Great news—KPI Scorecards now pull through to demo companies! This makes testing out features even more comprehensive.
Styling: We’ve given KPI Scorecards a fresh look with sleek styling updates.
We hope you will enjoy these enhancements to the feature. As always, we value your input and would love to hear what you think.
Closing thoughts 💭
KPI Scorecards are a powerful tool for monitoring the health of your business. Over time, we will continue to develop this feature to meet your needs. If you haven't tried it yet, this is your sign to give scorecards a go!