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Frequently Asked Questions: Xero Advisory Dashboards
Frequently Asked Questions: Xero Advisory Dashboards
DashboardInsights Team avatar
Written by DashboardInsights Team
Updated this week

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.


Dashboard Insights (DI) App Navigation

  • Listed below are the common questions specific to Dashboard Insights (DI) App which may be accessed via https://app.dashboardinsights.com/login.

    Some selections are available to users with Admin roles only.

  • How to add new users in the DI App?

    • When you’re ready to deploy the dashboard to additional users, invite your team to DI App by following the steps below:

    • User will receive an email notification with registration instructions.

    • You can edit an existing user's access at any time. Refer to the guide here:


  • How can I add new Xero Platform?

    • To allow the Dashboard Insights to access the Xero tables for your Advisory dashboards, connecting your platform is required. During sign-up, you'll be prompted to connect and authenticate your Xero connection.

    • You can connect additional platforms individually or in bulk at any time by following the guide below:

    • New platforms will be available in your Advisory Dashboards the following day.


  • Why did my Xero Platform failed to refresh?

    • If the user who initially authenticated the Xero connection in the Dashboard Insights App no longer has access to the Xero account (e.g., they are no longer an active employee or their Xero access has been revoked), the platform refresh will fail. As a result, Dashboard Insights will not be able to update your dashboards with the latest Xero data.

    • To resolve this, follow the guide below to re-authenticate your Xero platform.


  • How can I remove/disconnect platform in DI App?

    • Follow the steps below to remove a connected platform in DI app. This will also remove the organisation’s details in the dashboard.

      1. Navigate to Platform.

      2. Query for platform to disconnect. Ensure that Platform Type = Xero Accounting.

      3. Click the "edit" icon beside the Platform name. A pop-up window will open.

      4. Click Disconnect.

      5. Refresh page. DI App Refresh Status will update to Pending.

      6. Click "edit" icon again beside the Platform name. Click Delete.

    • Dashboards will be updated to exclude the disconnected platform/s after the next scheduled refresh.


Advisory Mapping Setup

  • How to assign an entity group?

    • Assign a group name to your Xero connections, such as by client group, location, or any other category. This allows you to quickly filter and analyse dashboards without having to select individual organisations each time.

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  • How to update Advisory Mapping - Related Contacts?

    • A related contact is an inter-company contact. Let’s say your organisation group is composed of (1) Geneva Pty Ltd, (2) Interlaken Group, (3) Dublin Pty Ltd, and (4) Seville Pty Ltd. Selected organisations have Geneva Pty Ltd as Xero contact for transactions such as equipment rental, for instance. Related Contact links the individual entity contact (which may be named differently per entity) to Geneva Pty Ltd.

    • Here’s a sample setup. The Related Contact setup lists the aliases of Geneva Pty Ltd as Contact Name:

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    • To define inter-company transactions, follow the interactive guide below:

    • Advisory Mapping setup changes will be captured in the next day refresh. Related Contacts Advisory Mapping will be reflected in the dashboard pages below:

      • Profit and Loss

      • Eliminations à Profit and Loss Eliminations

      • Eliminations à Creditors and Debtors Eliminations

      • Related Entity à Related Contacts


  • How to update Advisory Mapping - Related Loan Account?

    • Related loan accounts are inter-company loans. Related Loan Account setup links both transactions in the dashboards.

    • To identify inter-company loan, see the image below.

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    • Advisory Mapping setup changes will be captured in the next day refresh. Related Contacts Advisory Mapping will be reflected in the dashboard pages below:

      • Balance Sheet

      • Eliminations à Loan Account Eliminations

      • Related Entity à Related Loan Account


  • How to update Advisory Mapping - Multi Entity Ownership?

    • Note: This feature is only relevant for Family Office Dashboards.

    • Depending on the access, user can see either all shareholders or only his/her own shares. To support calculations based on % shares, update the Multi-Entity % Ownership table in DI app as detailed below:

    • Here’s a sample setup:

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      • Geneva Pty Ltd has three (3) shareholders – Shareholder A, Shareholder B & Shareholder C with 60%, 10% and 30% company shares, respectively. Shares are valid since July 1, 2020.


Basic Dashboard Navigation

  • How to adjust or set the Date Range?

    • The date filter is composed of four (4) parts as illustrated below. Date Picker is automatically updated based on the Date Groups selection. Only update the Date Picker when selecting Custom from the Date Groups. Click the Reset button to reset date filters if needed.

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    • Follow steps below to update the date range selections. Date filter is synced to all pages in the dashboard:


      Using pre-defined date filter selections except “Custom”:

      1. Click anywhere in the box to show date groups.

      2. Choose the relevant date group filter. For example, Last 12 Months to date.

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      3. Date Range will be automatically updated. Notice that Date Selection and Date Picker are also updated and reset button is greyed out.

      4. Adjusting dates via date picker is discouraged except if “Custom” is selected.

      Using custom date range:

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      1. If the date range you need to use are not in the predefined date groups, select Custom from the list.

      2. All dates will be displayed. Use the Date Picker to adjust the dates.

      3. You can click the Month Year to use the Month Picker.

      4. Use the up and down arrows and set your custom date range.

      5. To switch from Custom to a pre-defined date range, select the date range from the drop down list. Since your custom date range selections are still applied, click the reset button to apply the correct dates based on the selected date group.


  • How to navigate pages and subpages?

    • In the Homepage, select page you need to view first and click the button. You will be routed to the selected page.

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    • In pages other than the Homepage, navigate to dashboard pages by clicking the page navigator on the left. Sub-pages are available on some pages. Click the sub-page buttons at the top to view other sub-pages. In the sample below, Financial Management sub-page is available. Click button to view dashboards.

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  • How to filter the dashboard?

    • Varied filters are available in the dashboard. Please see table below for the guide on how to use each one.

Type

Sample

How to use

Charts interaction

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Click any value in the charts/visuals to filter the other charts in the page

List

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Select from the list. Some filters are set for single selection only (radio buttons).

Buttons

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Click the button to select. Click the selected button again to remove.

Slider

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Move to slider to the left or right. This adjusts the value in the box, or

Key in the value in the box – e.g. “3”

Box

Key in the value in the box. Maximum values apply.

Security & Pricing

  • Who has access to the dashboards?

    • The designated DI App Admin will have access to all dashboards connected. Those with User roles will have access to the dashboards assigned to their User Group. Refer to the guide below for more information.

  • Who has access to the Xero entities in the Dashboard?

    • Users with access to the Advisory Dashboards will only have access to the entities they are authorised to view in Xero. Only users with Xero roles other than Invoice Only and Unknown will have access.

    • If Xero access can’t be granted to the user who needs visibility to the entity’s records in the Advisory Dashboard, the assigned DI App Admin can grant access within DI app:

      • Log in to Dashboard Insights App.

      • Navigate to Advisory Mapping (for Admin roles only).

      • Select the Platform from the list.

      • Click User Access.

      • Tick the box for the user to be granted access to the dashboard details for the organisation/platform selected.

      • Click Save.

      • Updates will be reflected the following day.


  • For any additional questions or information, please email [email protected] for assistance.

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