Xeppo insights report is now available to easily download in the Power BI App store.
The Xeppo Insights template app provides a range of reports designed to support Xeppo users and is now an approved Power BI app that supports the Microsoft Power BI web application. From today, you will be able to download from the Power BI App store and configure the Power BI reports of your practice.
Xeppo Insights 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 and;
* Activities and projects insights allowing you to get an overall picture of your tasks and workflows within the Xeppo Activities App.
The first step is to install the Xeppo insights template app from the app store, this article will provide step-by-step instructions including a video tutorial to assist with the process.