Xeppo Power BI Reporting & Dashboards

Xeppo is excellent at unifying your advice, accounting and wealth data into a single client view, but its standard reports are not designed to answer the management questions principals and boards ask. Revenue per adviser, net flows, fee mix and compliance exposure need a governed reporting layer built on top of the warehouse. We build that layer in Power BI, so the data Xeppo already holds becomes the live, trusted dashboards your leadership can run the practice on.

See the broader finance build on our Power BI financial reporting page.

We build the full management picture: revenue per adviser, funds under management and net flows, recurring versus one-off fee mix, FDS and consent compliance, and client segmentation, capacity and pipeline. Because Xeppo unifies advice, accounting and wealth data, we can report across all of it in one governed model, so principals see the whole practice and each adviser in a single, consistent view rather than scattered reports.

Yes - client and adviser data security is built into everything we deliver, with access controls so each person sees only what they should, and onshore handling throughout. The dashboards run on Microsoft's secure Power BI platform, and we treat advice-practice data with the sensitivity it demands. Security, refresh and access are handled as part of the build, so your reporting is protected without ongoing effort from your team.

Yes - we build on the Xeppo data warehouse as it sits in your practice, and our reporting complements rather than replaces Xeppo. Xeppo keeps unifying your client data across advice, accounting and wealth; we build the management reporting layer on top. This works for advice practices, accounting firms and wealth businesses alike, and scales as your client base and adviser team grow.

We deliver Xeppo reporting as a fixed-fee build, so you know the full cost before we start rather than facing an open-ended project. The figure depends on the metrics and complexity, which we confirm in a short scoping call. Specialist Australian consultants work at $200 to $250 or more per hour for ad-hoc work, but defined builds are always fixed-price.

See how we structure pricing on our Power BI pricing page.

Principals and boards see the whole practice, advisers see their own client book, and practice managers see operational and compliance views, all controlled by row-level security in one model. Everyone works from the same numbers but only sees what is relevant and permitted.

• Principals and boards: revenue, funds under management, net flows, fee mix and growth across the practice.

• Advisers: their own revenue, client segments, pipeline and upcoming reviews.

• Practice managers: adviser capacity, service delivery, and FDS and consent status across the client base.

Because access is set in the model, onboarding a new adviser is as simple as adding them to the right role. See how we structure secure reporting on our Power BI governance page.

Yes, the same Xeppo data that drives management reporting shows the measures buyers and successors value most: recurring revenue, client book quality, fee mix and growth trends. Tracking them over time gives you an evidence-based view of practice value well before a sale or succession event.

We report recurring versus one-off revenue, revenue concentration among top clients, client segment profiles and retention, alongside each adviser's book. These show which parts of the practice are most valuable, where the risk sits, and what to improve to lift value.

The dashboards do not replace a formal valuation, but they make the conversation with a valuer, buyer or incoming partner faster and better informed. For the wider finance picture, see our Power BI financial reporting service.

Yes, we can bring budgets, adviser targets and data from systems outside Xeppo into the same Power BI model, so performance is measured against plan rather than just last year. Targets are often the missing piece in practice reporting.

Budgets and targets usually come from a controlled spreadsheet or SharePoint list that the practice manager maintains. We can also add CRM pipeline, marketing or HR data where it helps, such as lead sources or adviser capacity. Everything is joined with consistent definitions, so revenue per adviser against target means the same thing in every view.

Tell us what else you run and we will confirm the approach in a short scoping call.