Xero lets you budget by tracking option, but does not automatically combine those budgets into its Overall Budget. See how we built and reconciled a combined budget-versus-actual report in Power BI using a tested two-region example.
Build a repeatable Xero management reporting service for accounting clients. Learn how to structure the monthly workflow, review the figures, add useful commentary and decide when Power BI adds value.
Learn how to remove the “(Blank)” option from Power BI slicers using simple, practical methods. This step-by-step guide helps you create cleaner reports and a better experience for your users.
Learn how to analyse customer payment behaviour using Xero data in Power BI, including Average Days to Pay, payment trends and changes over time.
Learn how to find and merge duplicate contacts in Xero, what happens to transactions after a merge, and what to check if you use Xero data in Power BI or other reporting systems.
Build a HubSpot and Xero sales-to-cash dashboard in Power BI to track closed-won deals, invoiced revenue, cash received and outstanding balances.
Learn how to combine Xero and HubSpot data in Power BI using Connectorly, including customer matching, bridge relationships, conflict handling and practical cross-system reporting.
Build a HubSpot contacts and companies dashboard in Power BI using Connectorly data, practical DAX, ownership analysis, segmentation and CRM data-quality measures.
Build a HubSpot deal conversion and win rate dashboard in Power BI using Connectorly data, practical DAX measures, close-date trends and owner comparisons.
Build a HubSpot customer service dashboard in Power BI using Connectorly ticket data, with practical measures for open tickets, response times, workload, SLA status and ticket detail.
Connectorly provides Xero and HubSpot data through PostgreSQL, allowing compatible tools such as Tableau, Data Studio, Qlik, Metabase and Excel to use it.
Learn how to create a Power BI drill-through page step by step, configure its filters, add navigation and troubleshoot common drill-through problems.
Learn how to build a HubSpot sales activity dashboard in Power BI using calls, meetings and tasks, with practical DAX measures for activity trends, task completion and overdue follow-ups.
Learn how to create essential HubSpot sales KPIs in Power BI using the Connectorly data model, with practical DAX examples for pipeline, revenue, win rate, deal value and sales-cycle analysis.
Learn how to build a HubSpot sales forecast dashboard in Power BI using the Connectorly data model, DAX measures, weighted pipeline values and sales targets.
Learn how to create and use a Power BI date table with DAX, correct relationships, chronological month sorting and organisation-specific fiscal periods.
Learn how to build a HubSpot sales pipeline dashboard in Power BI using Connectorly data, practical DAX measures and actionable deal-quality checks.
Learn how Connectorly validates Xero financial and budget data for Power BI through automated reconciliation, customer-accessible audit views and pre-release testing.
Learn how to connect HubSpot to Power BI, create a dependable CRM data model, choose useful KPIs and build dashboards that support better sales decisions.
Learn how to build an aged receivables dashboard in Power BI using Xero data, Connectorly’s reporting model and a free template for customer and invoice analysis.
Power BI figures do not always match Xero immediately. Discover the ten most common causes of reporting discrepancies and follow a practical checklist to reconcile your financial data.
A complete guide to Xero reporting in Power BI, covering native Xero reports, data connections, financial dashboards, multi-organisation reporting and reliable implementation practices.
Learn Power BI from scratch with this complete beginner’s guide. Discover Power Query, DAX, dashboards, data modelling, publishing and practical business reporting examples.
Cash flow is one of the most important financial metrics for any business. In this guide, you’ll learn how to build a professional cash flow dashboard in Power BI using Xero data, including KPI cards, running balances, cash forecasting, and executive dashboards. We’ll also show how Connectorly for Xero & Power BI can help automate your reporting.