Dashboard Insights has been a valuable addition to our reporting and advisory toolkit. It provides clear, up-to-date dashboards that improve visibility over performance, particularly around WIP, productivity and utilisation. A special mention to Trisha, our Account Executive, who has gone above and beyond to help us get the right dashboards set up and working properly — always super helpful and responsive. The platform has improved both internal decision-making and the quality of conversations with clients.

We have found the Dashboards have provided greater and more timely transparency on team and overall business KPI's and metrics for more timely decision making.

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.

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!

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.

Absolutely fantastic app! This tool has become my go-to solution for tracking figures, managing budgets, and staying organized effortlessly. Its user-friendly interface, powerful features, and seamless integration have made my financial tasks a breeze. Highly recommend it to all fellow accountants!