Free Xero Looker Studio Funnel Analysis — Copy in 1 Click

Visualise your Xero conversion funnel — from first touchpoint to final conversion, step by step. This free Looker Studio template is built specifically for Xero data — ready to copy, easy to connect, and fully customisable.

What's Included in This Xero Template

This free funnel analysis template for Xero tracks the metrics that matter most to your team. Copy it to your Looker Studio account and connect your Xero data in minutes:

RevenueExpensesProfitCash BalanceInvoicesAged Receivables

About Xero + Looker Studio

Sync Xero accounting data to Looker Studio for live financial dashboards — profit and loss, cash flow, invoice status, and budget vs actual reporting.

This free template gives you a head start — pre-built with the right charts, KPIs, and layout for Xero reporting. DashboardDr can build a fully custom version connected to your live data if you need more than a template.

How to Use This Free Template

Copy the Template

Click 'Use This Template' and copy it to your Looker Studio account in one click. No sign-up required — just your Google account.

Connect Your Data

Click 'Edit' → 'Add Data' and authorise your Xero account. The dashboard connects to your live data automatically.

Customise & Share

Adjust filters, date ranges, and chart types to match your needs. Share via link, embed, or schedule automated email delivery.

Need Custom Build?

If you need a bespoke Xero dashboard with your branding, extra KPIs, or multi-source blending — contact DashboardDr for a fixed-price quote.

Want a Custom Xero Dashboard?

Templates are a great starting point. But if you need a dashboard that's:

Connected to your live Xero data automatically
Blended with your CRM, Google Ads, or financial data
Branded with your logo and colour scheme
Built with custom KPIs specific to your business
Delivered with team training and documentation

That's what DashboardDr does. Fixed price. 3–7 day delivery. 500+ US businesses served.

"

"The SEO overview template was perfect as a starting point. DashboardDr then added our custom segments and branded it beautifully."

— Sarah K., CMO

Frequently Asked Questions

Is this template really free? +

Yes — the template is completely free to copy and use. You only pay DashboardDr if you'd like us to connect your data sources, customise the design, or build a bespoke version for your business.

How do I connect my data to this template? +

Once you copy the template to your Looker Studio account, click 'Edit' and then 'Add Data' to connect your data source. If you need help with the connection, DashboardDr can set it up for you at a fixed price.

Can DashboardDr customise this template for my business? +

Absolutely. We build custom versions of any dashboard — with your branding, your specific KPIs, and connected to all your data sources. Get a free quote via WhatsApp or the contact form.

How long does it take to build a custom version? +

Most custom Looker Studio dashboards are delivered within 3–7 business days. Simple single-source dashboards are often ready in 48 hours.