XPM Dashboards

Sep 14 / Clarity Street
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Welcome to Clarity Street's "XPM Dashboards" Clarity Calls session! In this session, we take a deep dive into XPM Dashboards. We will discuss the numerous benefits of leveraging dashboards as a tool to streamline information and enhance efficiency in your daily operations.
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What You Will Learn in This Session
We provide you with a comprehensive overview of how to effectively utilise dashboards in XPM (Xero Practice Manager). XPM Dashboards are valuable tools that allow you to filter information on screen quickly, simplifying data analysis and reducing the need to build customised reports.
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In this session we discuss the following XPM Dashboards:
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  • Client Dashboard: Unleashing Client Insights: The Client Dashboard is a treasure trove of insights, providing a comprehensive overview of client information at a glance. By accessing key client metrics, accounting firms can easily identify areas of improvement and proactively cater to their clients' needs.
  • Invoice Dashboard: Streamlining Billing Processes: For any accounting firm, efficient invoice management is vital. The Invoice Dashboard offers a streamlined approach to billing processes. From monitoring outstanding invoices to identifying billing discrepancies, this intuitive tool empowers firms to create a smooth invoicing experience for both clients and internal teams.
  • WIP Dashboard: Enhancing Work in Progress: Work in Progress (WIP) is a critical aspect of managing projects and ensuring timely completion. The WIP Dashboard serves as a central hub for monitoring ongoing projects, identifying bottlenecks, and tracking billable hours. With the ability to analyse WIP data in real-time, accounting firms gain valuable insights that aid decision-making and drive project success.
Enhance Your Skills
Join us for this session and gain practical insights to quickly and effectively analyse data using XPM Dashboards - Remember, sometimes it's just WAY quicker to filter the information on screen than to build a lengthy report!
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Please see a recording of this session below.