Get the Insights You Need to Run Your Practice Better

Track profitability, team performance, and client KPIs in real-time. Custom dashboards tailored for accountants using Xero Practice Manager.

Why Choose Xero Practice Manager Dashboards?

See How Your Firm’s Really Performing

Get a clear view of your practice’s performance. Track profitability, team productivity, and client KPIs—all in one place.

Save Time and Reduce Manual Reporting

Automate your reporting and data consolidation. Spend less time pulling numbers together and more time on the work that matters.

Make Informed Decisions, Faster

With real-time insights, you can spot issues, catch opportunities, and make better decisions before it’s too late.

What You Can Do with XPM Dashboards

Real-Time Profitability Tracking

Monitor profitability across clients and services without waiting for month-end reports.

Team Productivity Reports

See how your team is performing with detailed reports on time tracking, billable hours, and utilisation.

Client KPI Monitoring

Track key metrics for each client, from revenue and expenses to job status and write-offs.

Customisable Dashboards

Build and customise dashboards to reflect what matters most to your firm and clients.

Role-Based Visibility

Ensure everyone sees only what they need to, with tailored dashboards for partners, managers, and staff.

Advanced Filtering and Drill-Down Options

Filter and drill down into your data to get the specific insights you need, whether by client, service, or team member.

Try It for Yourself

See how XPM Dashboards can help your firm with an interactive demo.
Explore the Demo
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Give Your Clients More with Advisory Dashboards

Provide a Full Financial Picture

Help your clients see all their financial data in one place and run scenario-based planning to guide their business growth.

Streamline Consolidations and Eliminate Errors

Easily manage and report on multiple entities, eliminating the need for manual adjustments and intercompany eliminations.

Offer Benchmarking and Industry Comparisons

Show your clients how they stack up against industry peers and highlight areas for improvement and growth.
Learn More About Advisory Dashboards

Ready to Make Smarter, Faster Business Decisions?

Book a Demo Today
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