Profitability
All profitability metrics are sourced from your Xero Profit & Loss report, covering the last 12 months by default (1st of each month to the current date).⭐ Revenue (Monthly) is the recommended starting metric for most Xero users. It gives an immediate view of revenue trends and pairs well with a weekly Monday delivery to
#finance.Expenses
The expense breakdown chart shows each expense account category as a separate bar, making it easy to see which areas are growing month-over-month.
Cash & Banking
Cash metrics are sourced from your Xero Bank Summary report.Cash position shows the most recent closing balance for each bank account. Cash In vs Out shows the movement over the reporting period — useful for spotting months where outflows exceeded inflows.
Receivables & Payables
Aged receivables and payables are sourced from the Xero Aged Receivables and Aged Payables reports.
The aging buckets let you immediately see your collection health at a glance:
- Current — invoices not yet due
- 1–30 days — recently overdue
- 31–60 days — follow-up required
- 61–90 days — escalation recommended
- 90+ days — high collection risk
AI-Powered Summaries
Every Xero chart is delivered with an AI-generated summary specific to the financial metric. The AI is given context about what each indicator means and what to look for — for example:- Revenue: seasonal patterns, week-over-week growth, notable dips and their likely causes
- Net Profit: months where the business operated at a loss, expense pressure signals
- Cost of Sales %: rising or falling margin trends, efficiency changes in direct costs
- Aged Receivables: percentage of overdue vs current, collection risk by bucket
- Debtor Days: collection speed trends, comparison to payment terms, cash flow impact
- Cash Position: accounts with declining balances, cash runway signals
How AI analysis works in pulses
Learn how Chartcastr generates summaries, what context it uses, and how to get the most out of AI analysis.