Managing and interpreting data can be overwhelming and time consuming, especially in the fast-paced world of accounting. That’s where Dashboard Insights come in. We offer XPM Dashboards designed to seamlessly integrate with Xero Practice Management, providing valuable insights that drive your firm’s success and growth.

After the delivery, you can start exploring your dashboards by following these steps:

You will receive an invitation to create an account in the DI app. Register by following the instructions provided in the demo below.

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.

Explore how to navigate the Dashboard Menu.

Discover the various dashboards available for exploration. Click the link below to dive into each one.

Explore more dashboard demo guides by visiting this page.

Navigating new tools and features can sometimes be a challenge, but you’re never alone on this journey. Simply contact your Account Manager for tailored guidance or shoot us an email at [email protected] for comprehensive support. We’re dedicated to your success and are here to address any questions or issues you may have, so don’t hesitate to get in touch and let us assist you in achieving your goals!

Take the time to explore the dashboards and get a sense of the project's progress and performance. For a detailed outline of what’s ahead, check out the Project Status Tracker that your Account Manager has sent you via email. This tracker will guide you through the next steps and keep you aligned with our project milestones.