Advisory Dashboards consolidate the essential reports such as Profit & Losses Statements, Balanced Sheets and other key financial metrics. It also combines different entities or client groups for easier data analysis. Advisory Dashboard provides deeper insights that will help accounting firms to access and analyse overall business health at a glance.

Follow these steps to begin with Xero Advisory Dashboards.

Begin by registering with Dashboard Insights App. Interactive video instruction can be found below.

This step is crucial as all the data analysed by Dashboards Insights originates from Xero.

Upon successful integration with Xero, the Dashboard Insights team will prepare the dashboards to meet your specific requirements.

Once the dashboards are completed and published, you can access them through the DI App. You can establish dashboard security and user groups to manage security levels. Users will only see dashboards assigned to them, ensuring data confidentiality and relevance.

You may add other members of your team or invite your clients to access the dashboards. They can be assigned as an Admin or a User. A User account provides access to assigned dashboards only, whereas an Admin account allows unrestricted access to all DI App features including Platform, Users, User Group and all available dashboards.

Navigating the features of the dashboards can be overwhelming for new users. Watch this video for a guide on how to efficiently use and explore the different functionalities of your dashboards.

By utilising Xero Advisory Dashboards, your accounting firm enhances its advisory capabilities and excels in a competitive market. This positions you as trusted advisors and valuable partners in your clients’ success. 

Start on your journey with Dashboard Insights today to unlock new opportunities for growth and innovation. For more information, feel free to contact us at [email protected]