Easy Power BI Templates for Xero Projects

Download our free, customisable, and ready-to-use Power BI templates.

No Coding Required – Connect with Xero to start a free trial and download.

Visualise Your Xero Projects Data in Minutes!

Plug your Xero Projects and Accounting data into Microsoft Power BI and instantly bring your projects and financials to life with fully customisable profit, cashflow, forecasts, sales pipeline and customer metrics templates, turning raw numbers into clear, interactive insights with just a few clicks.

Power BI Templates include:

Project Invoicing to Complete Template

Track invoicing progress across your projects from start to completion. Identify what’s been billed, what’s outstanding, and where revenue is at risk so you can stay on top of project profitability and cash collection.

Projects in Progress Template

Get full visibility into your active projects. Track deadlines, progress, and project status while monitoring key metrics like active customers, project value, and workload distribution to keep everything moving forward.

Projects All-in Template

For power users: bring all your project data into one combined dashboard. Analyse project performance, invoicing, progress, customer activity, and team workload in a single view without switching between reports.

Why Use Connectorly Power BI Templates?

Bring clarity to your business data  in minutes.

Connectorly’s fully customisable templates eliminate manual setup and allow SMEs to unlock the full flexibility of Power BI to build accurate dashboards connected directly to their Xero projects and financial data.

Key Benefits:

No-code setup — connect your Xero data in minutes
Professional, pre-built dashboards
Works with Xero Projects and Accounting data
Fully customisable visuals for your reporting needs
Designed to scale with your business

Complete Visibility into Your Xero Projects

Connectorly for Xero Projects & Power BI brings your projects and accounting data into Power BI. Easily track profitability, costs, and performance with our all-in-one Power BI template. 

How It Works

Connect. Visualise. Grow.

Start a Free Trial - Connect your Xero account securely.
Select a Template - Choose the dashboard that fits your needs.
Customise in Power BI - Modify visuals and metrics to match your goals.
Share Results - Publish insights instantly across your team.

Real Results for Finance Professionals and BI Consultants

Win-Win

"Connectorly helped me turn a 12-hour integration job into 45 minutes of setup. My client was blown away, and I got paid for the referral. Win-win. "

"Connectorly works like a charm!"

"Great Connector. Works well and they are very helpful with custom settings"

"Great Product"

"I recently used the service offered by Connectorily and was extremely satisfied. The staff is professional and courteous, and the service is quick and efficient. In particular, I appreciated the seamless integration between Infor ERP LN and Xero, as well as the helpfulness of the tech support team in addressing all my enhancements request and little customization. I recommend Connectorily to anyone looking for a reliable and well supported integration tool."

Need Help?

Frequently Asked Questions

What are Connectorly Power BI Templates for Xero Projects?

Connectorly Power BI Templates for Xero Projects are ready-made report templates designed to help you turn your Xero data into clear, interactive dashboards in Power BI. They give you a faster way to report on projects, financial performance, cash flow, revenue, expenses, budgets, and other key metrics without having to build everything from scratch.

Who are these templates designed for?

These templates are built for businesses, accountants, finance teams, consultants, and Power BI users who want faster access to meaningful Xero reporting. They’re especially useful for anyone who wants to analyse financial data in more detail, improve visibility, and reduce the time spent building reports manually.

Do I need to know how to code or build dashboards in Power BI?

No. Connectorly’s templates are designed to be easy to use, with no coding required to get started. You can connect your Xero data and begin using prebuilt reports in Power BI Desktop straight away. If you want to customise your reporting further, you can also use the templates as a starting point for your own dashboards.

How do I connect Xero to Power BI with Connectorly?

Getting started is simple. First, create your Connectorly for Xero and Microsoft Power BI connector and connect it to your Xero organisation. Then download your chosen Power BI template, open it in Power BI Desktop, and enter your Connectorly connection details. Once connected, your Xero data will populate the report automatically.

What’s included in the Connectorly Power BI templates?

Connectorly offers a wide range of templates to support different reporting needs. These include financial reports such as Profit & Loss, Balance Sheet, Cashflow Forecast, and Bank Balances, as well as operational and performance reports like Sales KPIs, Revenue vs Expense, Forecast vs Budget, Aged Debtors, Aged Creditors, and more. There is also an Empty template for users who want to build their own reports using Connectorly’s data model.

Can I use these templates for financial reporting in Power BI?

Yes. The templates are built specifically for financial reporting and analysis using Xero data in Power BI. They help you report on profitability, financial position, cash flow, budgets, forecasts, and performance trends, giving you a more flexible and visual way to work with your finance data.

Can I combine Xero data with other sources like HubSpot?

Yes. Connectorly makes it possible to combine Xero data with other business systems in Power BI, including platforms like HubSpot. This allows you to create broader reporting across finance, sales, CRM, projects, and other parts of the business, all in one dashboard.

Are there free Power BI templates available?

Yes. Connectorly’s Power BI templates are available free of charge, giving you a ready-made starting point for building reports with your Xero data in Power BI.

What do I need to run these templates (Power BI licenses)?

To use the templates, you’ll need a Windows computer with Power BI Desktop installed. Power BI Desktop is free to download. If you want to publish reports and share them with others, each viewer will need the appropriate Power BI licence. For the best experience, Connectorly recommends using a machine with strong performance, especially when working with larger datasets.