Limitations
Known Limitations
What this dashboard does and does not show. Being explicit about the boundary is part of the trust contract.
It is built on Xero alone
Every number here comes from Xero (invoices, bills, payments, manual journals, balance sheet), ex-VAT. That makes it accurate for revenue, costs, cash, receivables, and concentration — the things accounting data records directly.
What Xero alone cannot tell you
- Profit per client. Ranking clients by revenue is straightforward; ranking them by profit needs the cost of delivering each one — team time and direct costs — which Xero does not capture. Add time tracking and that becomes available.
- Utilisation and capacity. How the team's hours are spent, and how much spare capacity exists, requires time-tracking data.
- Campaign- or project-level economics. Xero records the invoice and the bill, not which campaign or project they belong to.
Other notes
- Partial months. The current month — and sometimes the prior one — may be incomplete until the books are closed, so the most recent point on any trend can move.
- Cash is period-end. The cash position reflects the latest balance-sheet date, not a live bank feed.
- P&L depth. The accrual P&L comes from Xero's management-report endpoint, which returns roughly the trailing 12 months per sync. Margin trends longer than a year accumulate over successive refreshes rather than being available on day one of a new connection.
For anything beyond what the tables show — the why, a what-if, or a cut that isn't on a page — connect Claude and ask. The data behind every chart is queryable.