Home · Business tools · Xero to a TV wallboard: debtors, cash and sales on the office screen

Recipe 10 min

Xero to a TV wallboard: debtors, cash and sales on the office screen

Put the numbers on the office TV. Pull from Xero, build a tidy workbook, and pin Power BI or Looker Studio full screen — with a 'data as of' time so nobody trusts a stale board.

Updated 17 Oct 2026

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The prompt · ChatGPT

Open in ChatGPT Open in Claude

Build a wallboard workbook from my Xero data.

If my data from this tool is available to you in this chat through a connected app, use it and tell me which records you used; if not, work only from the export or text I've pasted below.

What the team should see: [e.g. money owed by age, top 10 debtors, sales this month vs last, cash in the bank]
Reports: [use the Xero connector, or attach the Aged Receivables, Profit and Loss and Bank Summary exports]
Where it will live: [OneDrive or SharePoint for Power BI, or Google Sheets for Looker Studio]

Ask me up to 3 short questions first if anything important is missing. Wait for my answers.

Then:
1. An .xlsx file with one tidy table per tile (one row per record, one header row, no merged cells), named so I can replace it each week.
2. A pivot for each tile, plus a short analysis tab: three things that changed and one to act on.
3. A layout for the board: up to six tiles, biggest number top left, and the chart type for each.
4. A 'data as of' cell with the export date and time.

The board is only as fresh as the last export or refresh, so show the 'data as of' date and time on the board. Looker Studio's own report auto-refresh is documented for Looker Studio Pro only; on the free version reload the tab to show new data. A Power BI TV account needs Pro or PPU (or the report on Premium / Fabric F64+ capacity) to view shared content. This is help organising my own figures and wording, not financial, tax or legal advice; my accountant or bookkeeper checks anything that gets filed or posted. Only use what I've told you, leave blanks for anything I haven't given, and don't invent facts or figures. UK English.

Stay in this ChatGPT chat. Do not turn on apps or connectors, and do not use memory from another chat.

What you get (sample answer)

Tiles (data as of 19 Oct 09:12): debtors by age Current 6,200 / 1–30 4,100 / 31–60 2,800 / 60+ 3,400; top debtors Hartley 1,840, Oak & Ash 2,150; sales MTD 28,400; cash 14,800.
Analysis: 60+ climbed — chase Hartley and Oak & Ash first.
Replace the same .xlsx each week; the board is only as fresh as that file.

In Claude, add the Xero connector from the connectors directory and sign in with your Xero login. It's free and read-only, and it needs an active Xero subscription; any Claude plan works, including Free. No connector?…

Paste the prompt above and download the .xlsx file Claude makes.

Power BI route: save the file to OneDrive or SharePoint and build the report on it in Power BI. Files there are checked about every hour.

Looker Studio route: put the data tabs in Google Sheets and connect them. Sheets data refreshes every 15 minutes by default.

On the TV, open the dashboard in full screen and set it to fit the screen. In Power BI, the TV's account needs a Pro or Premium Per User licence unless the content is on Premium or Fabric F64+ capacity.

Each week, re-run the prompt and replace the file in the same place with the same name, so the board keeps its link.

Setting it up takes about 2 hours the first time, then 10 minutes a week.

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What happens

The numbers live in Xero and only you look at them, so the team never sees who owes what or how the month is going.

Tools

Follow the steps: pull from the business tool, run the prompt, use the output.

ChatGPT — required. Works with the business tool named on this recipe. You stay in control of what gets sent.

Full build sheet

The prompt and the outline are on this page. Setup, settings, and the rest of the build sheet need a free account.

Free during launch. There is no charge and no monthly limit.

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