This FAQ document is designed to be a thorough resource for addressing your common questions and concerns about the Dashboard Insights Advisory Dashboard and DI App.
Below, you’ll find answers to frequently asked questions specific to the Dashboard Insights (DI) App, which you can access by logging in at https://app.dashboardinsights.com/login.
Please note that some options are available exclusively to users with Admin roles.
General FAQs
General FAQs
As an Advisor with multiple clients, will the steps in this document be applicable?
Depending on your access rights, you will have visibility into two clients as an advisor:
Advisor account – displayed as <Company Name> Group
Users added in the Advisor account will have full access to the Client account
Client account – displayed as <Company Name> Clients
Linked to Advisor account
Users in Client account will not have access to Advisor account
For Advisory clients, the process is the same with one additional step: the user must select the appropriate Client to modify.
Log in to DI App. Navigate to Clients
With the Advisor access, you will see at least two (2) clients in the list – including one labeled as the Parent.
Click on the Client name to make updates. Make any necessary changes, and use the table below as a guide.
How to create new DI app account?
At the beginning of the project, Dashboard Insights will set up the DI user account and send an invite to the designated Primary Contact.
The Primary Contact or the assigned DI app administrator within your firm will be responsible for adding and inviting new users to the DI App. For detailed instructions, please refer to the "How to Add New Users in DI App" demo below.
To register for the DI App, please follow the instructions provided in the demo below.
How to add new Xero Platform?
Connecting the platform is required by Dashboard Insights team to access the Xero tables for your dashboards. Your Dashboard Insights Partner will advise you when it's time to connect platforms. Initially, at least one platform is required, but you can add additional platforms as needed. Follow steps below to connect platforms to DI App.
My platform refresh failed. What are the next steps?
If the user who initially processed the Xero authentication in the DI App loses access to the Xero account (e.g., if they are no longer an active employee), the platform refresh will fail. Consequently, Dashboard Insights will not be able to connect to your Xero account, and your dashboards will not receive updates with the most recent Xero data.
To reauthenticate you connection, follow the instructions in the demo below.
How to add new users in the DI App?
Follow the steps below to grant your organisation access to the dashboards. These steps apply to both Xero and non-Xero users. For non-Xero users, please make sure to also update the Access Sheet.
How to Update existing user access in the DI App?
Will users added automatically have access to all companies? Who has access to Xero entities?
In the dashboards, DI App users will only see the entities they have access to in Xero. Dashboard Insights pulls the user list directly from Xero, so no manual tracking is required.
How to group organisations/entities?
This optional feature is beneficial if you manage multiple clients, as it removes the need to select each organisation individually in the dashboards for analysis.
How to group and/or remap accounts?
Users have the option to group and remap accounts for better financial analysis. Refer to the detailed demo below.
How to update Advisory Mapping in bulk?
To map multiple accounts, follow the steps below.
Consolidations and Eliminations Dashboards
Consolidations and Eliminations Dashboards
What is a Related Contact and how can I set this up for my organisations?
A related contact is an inter-company contact. Refer to the demo below for the details.
To add Related Contacts in bulk, refer to "How to update Advisory Mapping in bulk?" section for the detailed steps.
A summary of the related contacts is available in the Related Entity Checker page, a Related Contacts subpage of the Consolidations and Eliminations Dashboard.
What is Related Loan Account and how can I set this up for my organisations?
Related loan accounts are inter-company loans. Refer to the demo below for the details.
To add Related Loan Accounts in bulk, refer to "How to update Advisory Mapping in bulk?" section for the detailed steps.
Family Office Dashboards
Family Office Dashboards
How to show Profit & Loss and Balance Sheet based on Ownership Percentage or Shares?
Users will see either all shareholders or just their own shares, depending on their access. To support percentage-based calculations, update the Multi-Entity % Ownership table in the DI app according to the instructions below.
