Xero allows you to create up to two tracking categories, with multiple tracking options under each.
We pull all of this data in and show you a forecast for each tracking option you have. There’s one table per tracking category.
For example, our demo account is using two tracking categories – one for “Region” and another tracking category for “Sales Rep” . So we see two extra tables on the dashboard, right under the accounts breakdown table.
The first table shows the 12-month forecast per region, and the second table shows the forecast per sales rep.
Here’s what it looks like:
Available on the Free and Standard Plans
Companies on the Standard plan can see a full 12-month forecast per tracking category (as shown above), plus 12-month totals as well. Companies on the free plan can see the tracking category breakdown for this month and next month.
Tracking Categories in Line Items Table and Export Data