Dashboard Lexoffice ~upd~ May 2026

Export your current open invoices and bank transactions from lexoffice (CSV), paste into a free Google Sheet, and create three simple charts. That’s your first dashboard – then automate it. Need a specific dashboard template or API code example? Let me know.

| Category | Key Metric | Lexoffice Data Source | |----------|------------|----------------------| | | Current bank balance + 30-day cash flow forecast | Bank connections, open invoices (due/receivable) | | Outstanding receivables | Open invoices (total amount + aging: 0–30, 31–60, 60+ days) | Sales → Open invoices | | Revenue health | Monthly recurring revenue (MRR) vs. one-off revenue | Invoice items (subscription flag via custom field) | | Expense control | Top 5 expense categories (e.g., travel, software, office) | Purchases + category mapping | | VAT readiness | Current VAT liability (output – input tax) | VAT reports + transaction tax codes | Optional advanced metrics: Profit per customer, average payment time, Dunning level distribution. 3. Benefits Over Standard lexoffice Reports | Standard lexoffice Report | Dashboard Advantage | |---------------------------|---------------------| | Static PDF (month-end) | Live view – refresh daily/hourly | | Requires drilling into menus | Visual alerts – e.g., red tile when open invoices > 20k€ | | Separate for sales, purchases, bank | Unified cash conversion view | | No forecasting | Projected cash position based on due dates | dashboard lexoffice

A small business reduced average DSO (days sales outstanding) from 38 to 22 days by checking the dashboard daily and proactively reminding customers with overdue invoices (30+ days). 4. Implementation Approaches | Approach | Best for | Time to set up | Cost (approx.) | |----------|----------|----------------|----------------| | lexoffice + Power BI (manual CSV export) | Monthly strategic reviews | 4–6 hours | Free (if you have Excel/PBI) | | Lexware API + Google Looker Studio | Daily real-time dashboard | 1–2 days (developer needed) | Low (API calls free, Looker free) | | Third-party connector (e.g., Plecto, Seatable, Lexware Dashboard add-on) | Out-of-the-box, no coding | 30 minutes | €29–99/month | Export your current open invoices and bank transactions

Date: April 14, 2026 Subject: Evaluation and recommendations for a performance dashboard based on lexoffice data 1. Executive Summary A dedicated lexoffice dashboard transforms raw accounting data into real-time, actionable business intelligence. While lexoffice itself provides standard reports (profit/loss, open items, VAT), a custom or integrated dashboard (e.g., via Power BI, Google Looker Studio, or tools like Plecto, Seatable) enables at-a-glance monitoring of liquidity, outstanding receivables, revenue trends, and expense categories. This report outlines the core metrics, benefits, and next steps. 2. Core Metrics for a High-Impact Dashboard An effective lexoffice dashboard should answer four key business questions daily: Let me know