Dashboard Insights

The holidays are almost here, and it’s the perfect time to pause, celebrate, and look ahead! If you want to wrap up the year with clarity and set your firm up for success in 2025, Dashboard Insights is here. With Dashboard Insights, getting a clear view of your metrics has never been easier—leaving more time to strategise for the new year. Book a demo for our XPM Dashboards: 👉 https://hubs.ly/Q02_ytTn0 Learn more and sign up for our other products:: 👉 https://hubs.ly/Q02_yw0h0 What’s on your holiday agenda? Share your plans in the comments—we’d love to hear them!

Are you getting the most out of your XPM? If not, follow our guide to optimise your XPM and ensure you’re empowered to make data-driven decisions: 💡 Start by understanding your tech stack so your tools work seamlessly together, saving time and limiting errors. 💡 Then, focus on leveraging the data you already have—it holds insights you can use to uncover opportunities for growth. 💡 Finally, align your existing processes to get more out of what’s already in place. We covered all these (and more) in our Best Practices and Strategies to Master XPM webinar. The recording is live to help you reconstruct your XPM. Watch the replay: https://hubs.ly/Q02_2xt60 What’s one thing you’d like your XPM setup to handle better? Let us know in the comments below 👇

Are you looking to improve your advisory approach for your clients? Our Advisory & Consolidations Dashboards let you connect your multiple Xero organisations to consolidate management reporting and empower you to deliver data-driven advisory services for your clients. Here’s what our product brings to the table: ✅ Prepare consolidated reporting from multiple Xero organisations, including the ability to eliminate at the click of a button. ✅ Efficiently visualise key financial metrics across the group on a single entity or consolidated basis. ✅ Skip manual reporting and repurpose your time to provide valuable advisory services using a scalable approach for your clients. Learn more by reading the blog 👉https://hubs.ly/Q02-tpGb0

Get a head start on 2025 with Dashboard Insights! Looking to optimise your tech stack and streamline operations next year? Start now with XPM Dashboards: ✅ Book a demo and sign up before December 20 to get 50% off on your upfront costs. ✅ Begin optimising your operations now to maximise efficiency and results in 2025. It’s the perfect way to hit the ground running and start the new year with smarter tools and bigger results. Book a demo now! 🚀https://hubs.ly/Q02-4P9J0

😓Can’t get XPM to work the way you want? You don’t need to start from scratch. Sometimes, small changes can lead to big improvements. Join Ryan Richardson from Dashboard Insights and Tyler Caskey from TheBeanCounters to learn how to make XPM work for you. 📅 When? December 5th | 1 PM AEDT Sign up now and see what’s possible with XPM. 🚀https://hubs.ly/Q02-3sj20

Thanks to everyone who attended Ryan Richardson’s sessions at Intuit QuickFest 2024! We’re so happy to see so many accounting professionals eager to dig into the National Benchmarking Report and discover smarter ways to grow. If Ryan’s insights got you thinking about how to level up your firm’s performance, we’d love to help. Dashboard Insights connects you to the metrics that matter most—all in intuitive business dashboards tailored to your firm’s needs. Sign up today and see how we can help you manage your practice management data more effectively. 👉 https://hubs.ly/Q02Zhf_G0

Struggling with messy data and clunky reporting for your practice? Here’s how we can help: ✅ Understand how to optimise your tech stack and leverage XPM’s full potential ✅ Get all your key metrics in one place. ✅ Maximise visibility for smarter and quicker insights. Want to know more? Join Ryan Richardson and Tyler Caskey on December 5 at 1 PM AEDT to learn how you can fully leverage XPM into a tool that works for you. Join the discussion: https://hubs.ly/Q02ZrHNV0 🎁 Exclusive offer: Get 50% off the upfront costs for our XPM Dashboards. Join the webinar to know more!

Do you know how your firm measures up using real benchmarking data? If you answered no, then consider joining Ryan Richardson's session at this year's Intuit Quickfest. On November 26, sharpen your growth and streamline your workflows as you walk away with: • Performance benchmarks that guide your growth planning • Metrics that accounting firms track to keep their edge • Efficiency tips you can use to make your firm’s daily workflow better Missing out on these sessions is not an option, sign up here 👇 𝗛𝗼𝘄 𝗗𝗼𝗲𝘀 𝗬𝗼𝘂𝗿 𝗙𝗶𝗿𝗺 𝗦𝘁𝗮𝗰𝗸 𝗨𝗽? 𝗡𝗼𝘃𝗲𝗺𝗯𝗲𝗿 𝟮𝟲, 𝟮𝟬𝟮𝟰 | 𝗜𝗻𝘁𝘂𝗶𝘁 𝗤𝘂𝗶𝗰𝗸𝗙𝗲𝘀𝘁 👉https://hubs.ly/Q02Z0hfB0 𝗤𝘂𝗶𝗰𝗸𝗙𝗶𝗿𝗲: 𝗔𝗽𝗽 𝗦𝗽𝗲𝗲𝗱 𝗗𝗮𝘁𝗶𝗻𝗴 𝗡𝗼𝘃𝗲𝗺𝗯𝗲𝗿 𝟮𝟴, 𝟮𝟬𝟮𝟰 | 𝗜𝗻𝘁𝘂𝗶𝘁 𝗤𝘂𝗶𝗰𝗸𝗙𝗲𝘀𝘁 👉https://hubs.ly/Q02Z0h-n0 See you there! 🎉

🎁What’s new in Dashboard Insights? New dashboards for Advisory & Consolidations, FYI Elite, Karbon, and WorkflowMax built to make data management and decision-making faster and easier for accounting firms and other professional services. In the blog, Dashboard Insights helps by bringing all your key metrics into one place, simplifying analysis, and saving hours of manual work. We cover how these tools help you: • Deliver advisory insights faster with our Advisory & Consolidations Dashboards • Boost operational efficiency firm-wide with our FYI Elite & Karbon Dashboards • Make data-driven decisions in real-time with our WorkflowMax Dashboards Dashboard Insights streamlines your operations, so you can focus on delivering value and achieving results. 𝗖𝗵𝗲𝗰𝗸 𝗼𝘂𝘁 𝘁𝗵𝗲 𝗯𝗹𝗼𝗴 𝘁𝗼 𝗹𝗲𝗮𝗿𝗻 𝗺𝗼𝗿𝗲! ▶️https://hubs.ly/Q02Y95xK0

Using Xero Practice Manager (XPM) but not getting the most out of it? Join Ryan Richardson, founder of Dashboard Insights, and Tyler Caskey, Partner at The Bean Counters, as they break down how to use and manage XPM so it works best with your operational workflows. 𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗵𝗲𝗿𝗲: 👉https://hubs.ly/Q02YjM5b0 Best Practices and Strategies to Master XPM 📅Dec 5 | ⌛1 PM AEDT 𝗪𝗵𝗮𝘁 𝘆𝗼𝘂’𝗹𝗹 𝗹𝗲𝗮𝗿𝗻: • Optimise XPM to work with your existing tools or platforms • Configure key XPM settings that drive productivity • Make small, ongoing adjustments to keep XPM running smoothly as your firm grows Walk away with practical steps to save time, cut down on manual work, and get XPM working better for you.