All Xero metrics available in ChartCastr — P&L, cash, receivables, and payables
ChartCastr supports 10 pre-built Xero metrics pulled from four Xero report endpoints. Each metric maps to a specific chart type and is delivered with an AI-generated summary tailored to that financial indicator.
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).
Metric
Chart Type
Description
Revenue (Monthly) ⭐
Line
Monthly total revenue trend from your P&L
Gross Profit (Monthly)
Line
Monthly gross profit — revenue minus cost of sales
Net Profit/Loss (Monthly)
Bar
Monthly net profit or loss after all operating expenses
Revenue vs Expenses
Combo
Revenue line overlaid with monthly expense bars
⭐ 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.
Cash metrics are sourced from your Xero Bank Summary report.
Metric
Chart Type
Description
Cash Position
Bar
Current closing balances across all connected bank accounts
Cash In vs Out
Stacked Bar
Cash received versus cash spent, stacked across bank accounts
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.
Aged receivables and payables are sourced from the Xero Aged Receivables and Aged Payables reports.
Metric
Chart Type
Description
Aged Receivables
Bar
Outstanding customer invoices bucketed by age: Current, 30, 60, 90+ days
Aged Payables
Bar
Outstanding supplier bills bucketed by age: Current, 30, 60, 90+ days
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
A healthy receivables profile has the majority in the Current bucket. If 60+ day buckets are growing month-over-month, the AI summary will flag this as a collection risk.
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
Aged Receivables: percentage of overdue vs current, collection risk by bucket
Cash Position: accounts with declining balances, cash runway signals
