Dashboard Insights is a data analytics solution that delivers the right information, in the hands of the right people, at the right time. Our tailored business dashboards convert real-time data into actionable insights to maximise profitability, streamline job flow, optimise reporting, and empower teams to make data-driven decisions.

Turn-key Dashboard Solutions: We provide tailored dashboard solutions to meet your business needs, ensuring timely delivery of the correct information to the appropriate individuals.

Integration with Third-Party Software: Our products offer seamless connections with various platforms. This consolidates your real-time data into insightful dashboards essential for making data-driven decisions.

Business Consulting and Data Analytics: We combine business acumen with data analytics to deliver solutions that maximise your profitability and ROI.

Education and Training: We ensure to guide customers on how to use our products effectively to optimise efficiency and enhance business performance.

Continuous Support: We assist businesses on their journey with teams empowered by Dashboard Insights, ensuring they continuously maximise the power of their metrics.

Dashboard Insights is a data analytics solution tailored for all professional service businesses that utilise WorkflowMax by BlueRock (WFM), Xero Practice Manager (XPM), Xero, WorkGuru, and more. Our clients range from Small and Medium-sized Enterprises (SMEs) to large corporations. For SMEs, particularly service-oriented firms like engineering, architecture, retail, and more. We offer specialised services and solutions to enhance their operations. For large enterprises, we cater to their diverse needs, providing comprehensive solutions whether they have dedicated teams for various operational aspects or engage third-party consultants for specialized tasks.

Dashboard Insights is a valuable operational tool for businesses of all sizes. Our dashboards offer a comprehensive and dynamic view of both financial and operational metrics which enable strategic decision-making. By increasing visibility and interaction with your data, our dashboards serve as a platform for in-depth business analysis to identify trends and areas for improvement, further maximising profitability and customer satisfaction.

To sign up with Dashboard Insights WorkflowMax by BlueRock (WFM) Dashboards, just click the sign-up link here. Enter your name, email address, company information, and other necessary details. After you accept our terms and agreements and click the "Next" button, you will be prompted to select your preferred plan and its corresponding price. Once your payment details are confirmed, you'll receive a welcome email with important information and instructions on how to access your dashboards. After 24 hours, your account will be activated, and you can now start using Dashboard Insights and explore all its features.

During the sign-up phase, we will request you to authorize Dashboard Insights to access your WorkflowMax by Bluerock (WFM) data. You will need to select which account you want to integrate in cases where multiple WFM accounts are utilised by an organisation. Once a WFM account has been selected, Dashboard Insights will start to import your data into your dashboards. After 24 hours, we will send you a notification and instructions via email on how you can access your dashboards integrated with your WFM data.

Dashboard Insights only requires you to have a WorkflowMax by BlueRock (WFM) account to be integrated where data will be retrieved from. Ideally, having clean data greatly improves the experience with the dashboards. However, we understand that not every organisation can meet this requirement which is why we made sure to provide a solution for this within the features and capabilities of Dashboard Insights for our customer’s convenience.

DIY Reports

Billing

Profitability

Jobs

Team Members

Work-In-Progress (WIP)

The Data Integrity Dashboard simplifies the process of maintaining data consistency by providing a platform to align inaccuracies without the need to identify these within utilised systems. This provides better integration between any platform which assures users are guided with relevant and accurate data for analysis and decision-making. The dashboard ultimately provides a feature to centralise data access and modification while always maintaining user convenience.

Maintaining team performance requires the capability to ensure each individual performance contributes towards the attainment of overall goals and targets. Dashboard Insights offers a range of dashboards that are designed to monitor progress, identify opportunities, and contribute towards organisational sustainability and growth. This includes operations monitoring dashboards which provide the capability to view defined data metrics from a bird’s-eye view down to each specific detail while providing a relevant basis for tracking, reporting, and analysis. Additionally, Dashboard Insights has dashboard features that enable users to easily create and present customisable reports which invites quicker means of constructive and collaborative discussions aimed towards maximising resources efficiencies and improving teams and individual performances.

Dashboard Insights offers a wide range of customisation for presenting data built into its dashboards. With many applicable dashboards, the range of period for data to be presented together with additional filters for clients, jobs, and staff can be set according to the user’s requirements and preference. Data can be grouped and broken down into finer details according to selections defined by the user. A restriction for each dashboard is that these do not support layout and visuals customisation.

Each dashboard within Dashboard Insights offers standard calculations of data to present references for relevant comparisons and reports. Generating customised reports in Dashboard Insights is available through a dedicated dashboard. Do-It-Yourself (DIY) reports can be customised according to a user’s requirements to the full extent of data available, relevant comparisons, and possible combinations. Data can be listed into groups down to a specified level with built-in features available for sorting data order and filtering specific details. Pre-determined comparisons of data already available within each dashboard can also be modified to a certain extent to create accurate presentations according to each organisational reporting requirements.

Time periods are fully customisable according to available data records integrated with Dashboard Insights. These can be directly modified in each applicable dashboards by either selecting pre-determined built-in options or indicating start and end dates of data to be considered for calculations and presentations. Standard time periods include date ranges of the current day, previous day, last seven (7) days, and up to the last fiscal year.

Dashboard Insights is designed to scale with your growing team which allows you to manage over 100 users depending on your requirements. During sign-up, initial number of users can be selected from a range of 1-5, 6-10, 11-20, 21-50, 51-100, and more than 100 which can be later modified in coordination with assigned Account Executives as needed. Dashboard Insights does not have hard caps on maximum number of users to allow our clients to continue growing and conveniently focus without limits.

At present, WFM by BR does not have the WIP data available. However, Dashboard Insights offers a workaround to set up your WIP data and dashboards. To get started, please send us an invitation to access your WFM account. Once we receive access, we can configure your WIP dashboards within 1 – 2 days. For detailed instructions on how to send us the invitation, please click this link for a step-by-step guide.

The Team Member KPI dashboard relies on up-to-date staff employment details. To ensure your dashboard reflects the latest data and includes accurate information on both active and inactive employees, please update your staff information under the “Staff Data” tab. For a detailed guide on how to do this, click this link.

New data updates are refreshed daily from 8:00 PM - 12:00 AM AEST which enables Dashboard Insights to provide timely reports and presentations for each client’s convenience.

Dashboard Insights is currently capable of integrating with WorkflowMax by BlueRock (WFM), Xero Practice Manager (XPM), Xero, and WorkGuru. Professional services companies utilising these platforms for their operations have the capacity to filter and tailor the dashboards according to their specific needs. From the moment you gain access to your dashboards, you have the option to create variations of how your data is presented and visualised.

Generated reports from Dashboard Insights are available to be exported into either .xlsx or .csv file formats depending on the user’s requirements. Both file formats are available options if the exported data is the summarised data. However, only a .xlsx file format can be exported if the data is to be exported the same as the current data presentation but without the icons, colour, and formatting.

Currently, mobile device access to Dashboard Insights is in the works and will be made available soon. You may reach us out through [email protected] for any inquiry and we’ll keep you posted with any updates.

Dashboard Insights offers various pricing options dependent on the number of WorkflowMax by BlueRock (WFM) users. Monthly subscription rates for each available range of WFM users are as follows:

Yes, kindly reach out to [email protected] for relevant offers and promotions.

Currently, Dashboard Insights is accepting payment methods limited to credit card payments. During sign-up, clients are required to indicate credit card details in which monthly subscription fees and any applicable additional charges will be billed to.

Clients are billed monthly via the provided payment method. Further details about terms and conditions are outlined in the accepted terms and conditions.

Aside from the subscription fee, no additional costs will be charged unless agreed upon by the customer for any customised features.

Yes! Learning materials on how to navigate and what to expect from Dashboard Insights will be readily available on our Help Centre. Upon successful sign-up, we will guide you every step of the way until your dashboards are available for access. FAQs and walkthrough demos will be provided to clients. Pre-implementation training sessions for both administrators and end users to ensure you can get the most out of all the features to meet organisational requirements are available upon request.

Dashboard Insights’ Help Centre is available to access comprehensive resources for you and your team. For additional assistance, inquiries may be addressed to your dedicated Account Executives or via [email protected].

Dashboard Insights utilises standard industry practices and high-level technologies which assure client data privacy and security. Data transmitted and stored in our systems are always encrypted during in-transit and at-rest stages within each respective client geographical location. As part of upholding data privacy and security, employees are required to complete and acknowledge established information security policies and procedures which bear strict disciplinary actions related to non-compliance. Formal statements of accountability of clients and Dashboard Insights are indicated through legal contracts required to be acknowledged by both parties prior commencement of services and transactions.

Dashboard Insights has passed the Xero App Partner security requirements and has achieved ISO 27001 Information Security Management certification. This demonstrates our utmost commitment to ensure confidentiality, integrity, availability, privacy, and security to our clients. We are continuing to make efforts towards improving every aspect of our services to strengthen and further elevate our services to our clients, employees, and partners as we all journey towards sustainability and success together.