Start with Google Looker Studio + the free “Lexoffice Connector” by a community developer (or build via API). Then migrate to a paid tool if you need automated email alerts or team access.

Set email or Slack notifications when:

The utility of the Lexoffice dashboard is amplified by its connectivity. It does not function as an island but as a hub.

Profit per customer, average payment time, Dunning level distribution.

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.

Traditional accounting interfaces were often ledger-centric, requiring users to navigate deep menu structures to ascertain the financial health of a business. Modern SMEs require a "cockpit" approach—a single screen that provides a real-time snapshot of the company’s vitals.

Small businesses often fluctuate between "Kleinunternehmer" (Small Business Regulation) and standard VAT taxation. The Lexoffice dashboard and settings allow for this transition to be handled smoothly. Users should monitor the dashboard performance graph to decide if revenue thresholds necessitate a change in tax status.

To derive maximum utility from the Lexoffice dashboard, users should adopt the following workflows:

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).

For the SME owner, the dashboard is not merely a screen to view numbers; it is a workflow management tool that ensures liquidity, enforces discipline, and guarantees tax compliance. By centralizing critical data points—bank balances, open items, and deadlines—Lexoffice allows business owners to focus on their core competency: running their business.