Chart your clients with Spotlight Dashboard
Spotlight Dashboard is a drag-and-drop performance dashboard providing a visual focus on key financial and non-financial KPIs. Dashboards can be created in minutes, shared online via iPad or laptop – or printed from PDF. Dashboard is designed as an easy and low cost option for advisers wanting to provide value-added services.
Dashboards utilise the power of the Xero single ledger, but also integrate with Google Analytics for a view of web activity for an organisation. Excel import functionality allows other data sources to be added if needed also.
Who is it for?
Spotlight Dashboard is great for accounting and bookkeeper practices looking to proactively work with their clients. It’s an ideal tool for smaller businesses, start-ups and other results-focused teams.
“I challenge my team to create and discuss client Dashboards. These are then shared with me so we can make sure that the client gets the best report and advice. Super-fast, super-easy.” – Steph Hinds, CEO of Australian Xero Partner of the Year firm Growthwise
How Spotlight Dashboard works with Xero
Spotlight Dashboard utilises a variety of key metrics surfaced via the Xero API.
“Dashboard is the core of my client reporting. Fast Xero data import, brief customization, concise advice – done.” – Andrew Collins- Timewise, Melbourne.
Where you can use Spotlight Dashboard
Spotlight Dashboard can be used anywhere and plans are priced in all major currencies.
Check it out and do a free 14 day trial
Spotlight Dashboard comes with a free 14 day trial. So there’s no excuse not to try Dashboard for your practice.