Xeppo Insights


Xeppo Insights provides a range of reports designed to support Xeppo users. Using Power BI templates built specifically to connect to an existing Xeppo Practice instance. Xeppo Insights as a result is designed to support Financial Planning, Accounting, Lending and SMSF professional organisations. Xeppo Insights will provide you with a range of reports designed to give you visual and data insights like never before! These reports are designed for managers, partners and operational leads within your business. Key elements of the report include:

– Revenue Analytics which profiles total revenue per Client Group within specific periods, and more.

– Sales Insights to analyse your Leads and Opportunities captured within the Xeppo Sales App

– Activities & Project insights, allowing you to get an overall picture of your tasks and workflows within the Xeppo Activities App.