In Xero, Shopify and Amazon Profit Look Identical — Until You Build Tracking Categories
Xero's Profit & Loss report is organized by chart of accounts, not by sales channel, so a side-by-side view of Shopify vs. Amazon profit only exists once someone has built Tracking Categories for each one. Dashified reads your existing Xero Invoices, Revenue, and P&L and sorts the numbers by channel automatically, with no Tracking Category setup required.
What Dashified syncs from Xero
How it works
Connect your Xero account from your Dashified integrations page.
Dashified pulls in your Xero Invoices — with their real statuses (Draft, Awaiting Payment, Paid, Overdue) — plus Revenue and Profit & Loss figures.
Those Xero P&L numbers get matched against revenue from your other connected sales channels, so you get the channel-level profit breakdown Xero's chart-of-accounts reports don't produce on their own.
Your dashboard updates as invoices move through Xero's status lifecycle and new P&L data posts, so you're not toggling between Xero and Dashified to check where you stand.
Channel-level profit Xero's chart of accounts can't show
Xero's Profit & Loss report is built around your chart of accounts, not your sales channels — so "how profitable was Shopify vs. Amazon this month" isn't a report Xero produces on its own. Dashified pulls your Xero P&L and lines it up against channel revenue so you can see it without setting up tracking categories by hand.
Invoice status without opening Xero
Dashified surfaces your Xero invoices in their real Xero statuses — Draft, Awaiting Payment, Paid, Overdue — inside your Dashified dashboard, so you can spot who's overdue without a separate login.
Xero's unlimited users make this a non-issue
Xero already gives every plan unlimited users, so adding Dashified doesn't mean buying another Xero seat just to get a summary view — connect once and your whole team sees the numbers in Dashified.
Works whether you're capped or not
Xero's Early plan caps you at 20 invoices and 5 bills a month; Growing and Established remove that cap. Dashified pulls whatever invoice and revenue data your plan produces, so the dashboard keeps working as you move between tiers.
Frequently Asked Questions
Which Xero plan do I need for this to work — Early, Growing, or Established?
Any of them. Dashified reads Invoices, Revenue, and P&L data from your Xero organisation regardless of plan, though if you're on Early and hit the 20-invoice/5-bill monthly cap, that cap is set by Xero, not by Dashified.
Does this replace Xero's own dashboard or Business Snapshot?
No. Xero's Business Snapshot is still the source of truth for your books. Dashified adds a channel-level view on top — matching your Xero P&L and invoice data against revenue from Shopify, Amazon, and your other connected channels — something Xero's own reports aren't built to do.
Will Dashified make any changes to my Xero data?
No. Dashified only reads Invoices, Revenue, and P&L data from Xero — it never creates, edits, or deletes anything in your Xero organisation.
How current is the invoice and P&L data in Dashified?
Dashified syncs your Xero data on a regular schedule, so invoice statuses (like Awaiting Payment moving to Paid or Overdue) and P&L figures reflect what's in Xero without you having to log in separately to check.
Ready to connect Xero?
Start free — see your real Xero numbers next to every other channel you run.