Track the numbers that actually move your business — live, per team, per person.
Set the KPIs that matter, assign owners, and let DARCY calculate them live from Xero, CRM, Bookings and the Product Matrix. Traffic-light scorecards, trend arrows, board packs and alerts — no more Monday-morning spreadsheet scramble.
Who it's for
Owners & MDs
See the whole business on one page — updated live, not monthly.
Sales managers
Targets per rep, per region, per product — with drill-down.
Ops & finance
AR days, margin, on-time delivery, cash — automated from source.
Why teams love it
Outcomes, not just features.
Live dashboards from real data
Pulled straight from Xero, CRM, Bookings and Product Matrix — no exports, no spreadsheets.
Targets per team & per person
Traffic-light status against target, with trend arrows and period-over-period deltas.
Alerts when it matters
The KPI owner gets a nudge the moment a metric drops below target — not a month later.
Board-ready in one click
Export a branded board pack PDF for any period, aligned to your Oct–Sep financial year.
How it works
Pick a KPI
Start from templates — sales, margin, AR days, on-time delivery, visit frequency, conversion — or build your own with the formula editor.
Set target & owner
Cadence (daily / weekly / monthly / quarterly), target value, and the person accountable.
Watch it move
DARCY calculates from live data, posts to dashboards, and alerts owners on breach.
Everything included
Dashboards & scorecards
Company, team & personal views
Every user sees the KPIs they own — and the ones their team rolls up to.
Traffic-light status
Red / amber / green against target, with trend arrow and % change.
FY-aligned periods
Daily, weekly, monthly, quarterly and FY (Oct–Sep) — consistent across every KPI.
Targets & alerts
Targets per team & per person
Different targets for different reps, regions or product lines — with automatic rollup.
Breach alerts
Owner gets an email/Slack the moment a KPI crosses the threshold.
Trend alerts
Catch slow declines before they become a miss — not just point-in-time breaches.
Custom KPIs & reporting
Formula builder
Combine any DARCY or Xero field with maths, filters and time windows.
Board pack export
One-click branded PDF with commentary boxes — ready for the monthly board meeting.
Drill-through
Click a KPI to see the underlying invoices, deals, bookings or visits.
Plays nicely with
Frequently asked questions
What KPIs come out of the box?+
Sales £, gross margin %, AR days, DSO, on-time delivery %, new customers, dormant customers, visit frequency, conversion, average order value — plus templates by industry.
Can I build my own?+
Yes — the formula builder lets you combine any field from DARCY or Xero with maths, filters and time windows. Save as a shared template for the whole workspace.
How often do KPIs refresh?+
Near real-time. Most refresh within minutes of the underlying data changing; Xero-derived KPIs refresh on the Xero sync schedule.
Does it align with our financial year?+
Yes — DARCY's financial year runs Oct–Sep by default (FY26 = Oct 2025 → Sep 2026). Quarters are Q1 Oct–Dec through Q4 Jul–Sep.
Pairs well with
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