Dashboards
Build interactive dashboards with KPI cards, drag-and-drop widgets, drill-down, and filters — on live data across every XO module.
Updated February 8, 2026
Dashboards give every role a live view of what matters — KPI cards and charts built by drag and drop, on real-time data from across XO (Books, Sales, Operations, People, Fleet).
Build a dashboard
- Go to XO Analytics → Dashboards → New.
- Add widgets — KPI cards, line/bar/pie charts, tables.
- Bind each widget to a data source (e.g. revenue, AR aging, stock value) and a time range.
- Arrange by drag and drop; resize to taste.
- Save and share.
📷 Screenshot: a finance dashboard with KPI cards and a revenue trend.
Interact
- Drill down from a KPI into the underlying records.
- Apply filters/slicers (branch, project, period) across the whole board.
- Dashboards render theme-adaptive (light/dark) and on mobile.
Default & role dashboards
Start from default dashboards per module, and set role-based dashboards so each team lands on the right view.
Best practices
- Lead with 3–5 KPIs, not 30 — clarity beats density.
- Use role dashboards so people see only what they act on.
- Pin budget-vs-actual (from Budgets) for an always-on control.
Troubleshooting
- Widget shows no data. Check the data source, filters, and your permissions for that module.
- Numbers differ from a report. Confirm both use the same period and filters.