Practice dashboard
practice_dashboardAggregate practice-wide revenue by currency, average DSO, and client health bands across all connected Xero clients for a chosen period.
Instructions
Practice-level totals: revenue (P&L income) across all clients for the last N months, grouped by currency (never mixes currencies), average DSO, and each client's health band.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| as_of | No | Report date (YYYY-MM-DD). Defaults to today (demo mode: 2026-09-30). | |
| months | No |