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Dashboard Insights

By Dashboard Insights
5 out of 5 stars
Drive business performance & profits with Dashboard Insights. Our tailored business dashboards transform real-time data into actionable insights. Maximise profitability, streamline jobflow, optimise reporting, and empower teams with data-driven decisions. Ensure 100% visibility, 100% of the time.
out of 5
Reviewed by
Xero users
Listed for
3 years
June 2021
Key functions
Accountant tools
Practice manager


At Dashboard Insights, our aim is to put the right information in the hands of the right people, at the right time.

We analyse your needs, create insightful dashboards, teach you how to use them, and support you along the journey.

With Dashboard Insights, you can:

  1. Boost business performance
  2. Empower your teams
  3. Ensure visibility across your firm
  4. Accelerate your growth

We're experts at combining business consulting and data analytics to provide tailored solutions, maximising your operational efficiencies.

We combine the best of visually stunning dashboards with real-time data.

Dashboard Insights seamlessly integrates with third-party software and offline data platforms to consolidate key metrics into accessible insights.

Join us at Dashboard Insights and take your business to new heights!

Dashboard Insights + Xero

Dashboard Insights closes the gap between people and data, allowing you to run your business with more efficiency and intelligence so that you are making insightful decisions with confidence.

We take care of complex data integration by connecting to Xero platforms (Accounting, Practice Manager, WorkflowMax) as well as a variety of other solutions.

We take care of your data so you can focus on running your business.

Our integration with Xero Practice Manager consolidates and transforms your client, invoice, cost, job, task, staff and time sheet, and budget data into a meaningful set of insights.

We finalise the integration process by connecting your data with visually stunning Accounting Practice Dashboards that let you monitor and improve your business continuously.

What makes our Accounting Practice Dashboards great?

Purpose-Built: Each dashboard is tailored for your business, letting you spot trends and details across your whole company. Our Dashboards deliver analytics across your entire business from upper level management to teams and individual contributors.

Data Magic: We link all your platforms, mix your data, and turn it into insights you can understand. Plus, we deliver real-time data fast through automated integration.

Access Anywhere: Empower data-driven decisions anytime, from anywhere in the world. Access and check your business performance on any device with internet.

Instant Notification and Automation: Be alerted to issues as they occur and resolve them before impact. Take a proactive approach to business performance by detecting anomalies, outliers, and root causes using automation, artificial intelligence, and alert rules. With Dashboard Insights there is never a question unanswered.

World-Class Security and Data Protection: Your data's safe with us. We incorporate leading security technologies and modern open standards to provide customers the confidence that their data is secure. We adhere to world class security standard and apply strict control across our business operations, host infrastructure, and application to ensure authorised access to data. Dashboard Insights utilises encrypted connection technology to directly integrate with XERO software as well as any additional software solutions used in your business.

Reviews & ratings

5.0 out of 5 stars
9 Reviews

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Most recent reviews

Alex Barty
Posted 10 Aug 2023
5 out of 5 stars


I have found Dashboard Insights to be a huge help when it comes to tracking my individual performance and growth and it displays them in a way that is easy to understand.
Barry Tang
Posted 8 Aug 2023
5 out of 5 stars

Must have for XPM firms

Our practice has been using Dashboard Insights for 4-5 months now, and we're loving all the reports we use, and still discovering more reports to help manage our practice. This is a must have addition to firms using XPM, but desire more visual reports and meaningful outputs across staff productivity, client group profitability, tax lodgement stats, WIP production targets, etc. Dashboard Insights have a great team that are very responsive on queries and feedback. Highly recommended!
Peter O'Rielley
Posted 4 Aug 2023
5 out of 5 stars


Dashboard Insights provided our firm the clarity we needed on our team KPI's, our WIP management and the data integrity of our data base. Developed by accountants for fellow accountants. Dashboard Insights highlighted the legacy issues in our system and has helped us cleanse and establish tighter controls going forward. Response time from the Dashboard Insights team has been great, particulalrly in the early days when this software first brought to our attention issues to be addressed.

Additional info

Shared data

Dashboard Insights
Budgetsshared from Xero to Dashboard Insights
Accountsshared from Xero to Dashboard Insights
Overpaymentsshared from Xero to Dashboard Insights
Usersshared from Xero to Dashboard Insights
Tracking Categoriesshared from Xero to Dashboard Insights
Tax Ratesshared from Xero to Dashboard Insights
Receiptsshared from Xero to Dashboard Insights
Purchase Ordersshared from Xero to Dashboard Insights
Prepaymentsshared from Xero to Dashboard Insights
Manual Journalsshared from Xero to Dashboard Insights
Linked Transactionsshared from Xero to Dashboard Insights
Journalsshared from Xero to Dashboard Insights
Itemsshared from Xero to Dashboard Insights
Invoicesshared from Xero to Dashboard Insights
Employeesshared from Xero to Dashboard Insights
Currenciesshared from Xero to Dashboard Insights
Credit Notesshared from Xero to Dashboard Insights
Contactsshared from Xero to Dashboard Insights
Branding Themesshared from Xero to Dashboard Insights
Bank Transfersshared from Xero to Dashboard Insights
Bank Transactionsshared from Xero to Dashboard Insights


Accountant toolsPractice manager


Professional servicesAccounting

App details

By Dashboard Insights
Added in 2021


Australia, New Zealand




Setup walkthroughContact


1300 481 178



Get started with Dashboard Insights

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