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Xero
Budget Summary by Type
The Budget Summary by Type metric provides a breakdown of budgeted amounts for income and expenses by category type.
With Databox you can track all your metrics from various data sources in one place.
- About
- Technical Details
What is "Budget Summary by Type"?
The Budget Summary by Type metric in Xero gives a clear and concise summary of your budget breakdown by category, allowing you to see how much you have allocated for each type of expense or income. This information is displayed in an easy-to-read chart, providing valuable insights into your business's financial health and identifying any potential areas where you may need to adjust your budget. With this metric, you can make informed decisions about your finances and keep your business on track.
Example: A small business owner can use the Budget Summary by Type metric in Xero to easily track and analyze their expenses, such as rent, utilities, salaries, and advertising, against their projected budget for the month or year.
Visualizations
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Bar and Line Chart
Used to show comparisons between values.
How to track Budget Summary by Type in Databox?
Databox is a business analytics software that allows you to track and visualize your most important metrics from any data source in one centralized platform.
To track Budget Summary by Type using Databox, follow these steps:
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1Connect Xero that contains the metric you want to track
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2Select the metric you want to track from the list of available metrics
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3Drag and drop the selected metric onto your dashboard
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4Watch your dashboard populate in seconds
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5Put Budget Summary by Type on the Performance screen
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6Get Budget Summary by Type performance daily with Scorecards or as a weekly digest
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7Set Goals to track and improve performance of Budget Summary by Type
GoalsSet Goals to track and improve your performance
ScorecardsGet your daily progress every morning with Scorecards
Metric DigestReceive detailed weekly performance updates
Metric BuilderBuilt your own custom metrics with Metric Builder
Data CalculationsSet Goals to track and improve your performance
Performance ScreenGet instant insights into your top-performing metrics
General
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DescriptionThe Budget Summary by Type metric provides a breakdown of budgeted amounts for income and expenses by category type.
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CategoryAccounting
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SubcategoryIncome
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Date Added2017-03-09
Specification
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Metric Typegeneral
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DimensionalYes
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Decimal DigitsYes
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Currency UnitsYes
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GranularitiesMonthly, quarterly and yearly.
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Custom Relative PeriodsYes
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Data AvailabilityAt sync, it ranges from 3 years ago to now.
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Retroactive Data UpdatesNewly synced data is merged with existing data, replacing values for matching periods.
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Future Data AvailableNo
Visualization
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Default FormatPrefixCurrency
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Cumulative GraphYes
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Favorable Trendincreasing
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Media CreativesNo
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ForecastsYes
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BenchmarksNo
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Databox Inc.
HQ: Boston, MA, USA
Modern BI for teams that needs answers now
Databox Inc.
HQ: Boston, MA, USA
Modern BI for teams that needs answers now
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