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Partner Program

Dashboard Insights helps consultants, advisors and business coaches deliver more impactful services with purpose and efficiency.

Dashboard Insights Partners

We have a proven track record for increasing consulting, advisory and coaching revenue, improving customer retention, and growing profits by reducing the cost-of-service delivery.

The Dashboard Insights difference is in our unique business model. We combine your skills in consulting, advisory and coaching with our skills in data analytics to provide innovative solutions to our mutual customers.

How we can help your Consulting, Advisory & Coaching Business

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Streamline & Grow

Increase revenue and profits by creating new service opportunities and efficiently delivering, consulting, advisory and coaching services.

Empower your Workforce

Scale your services by delivering real time data that empowers your workforce to deliver strategic consulting, advisory and business coaching.

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Increased Retention

Increase retention by strengthening the connection with your customer and efficiently increasing touch points through process automation.

Testimonials

We have now a clear and consistent operational reporting.

HTA has benefitted from Dashboard Insights as we now have clear and consistent operational reporting at the click of a button. The implementation process was very supportive and the business results have improved substantially. We are pleased we made the leap!

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Troy Townley
Director/CIO

Allowed us to find efficiency in our operations.

Dashboard Insights has allowed us to find efficiency in our operations and improvements in our business reporting. We now have full transparency and are able to make decisions based on actional insights from our Business Dashboards.

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Nicholas Zoch
Director

Gain valuable insight in an informed way.

Dashboard Insights has assisted our business to gain valuable insight in an informed way through leveraging data in Xero which does not provide the visualisation of data we require and presenting it in a way that my staff & I have better value and insight to make decisions. Ryan & Diana have been great to work with, and executed everything in timelines as planned. Very happy working with them and will continue to do so.

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Andrew Martin
Partner

The whole process has been very seamless and accurate.

The whole process from start to finish has been very seamless and with their industry experience, they were able to identify quickly and accurately what we wanted to achieve. We were super impressed with how quickly the Dashboard came together and most importantly how supportive and accommodating the Dashboard Insights team has been in further enhancing our requirements. PGP would have no hesitations in recommending this product or Dashboard Insights as an insightful and visually pleasing solution to monitor the progress of an accounting firm.

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Natalie Allan
Manager of Operations, People & Culture

Partnering with Dashboard Insights

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Education & Training

Dashboards Insights equips your staff with the knowledge and skills required to deliver a business intelligence to your customers. We provide certification for our consulting, advisory and coaching partners to ensure they can deliver high quality products and services. Our aim is to empower our partners and provide the tools and resources required to deliver services smoothly, efficiently and with purpose.

Responsive Support

Our customer success team provide friendly and responsive support to ensure our consulting, advisory and coaching partners to ensure mutual customers are getting the most out of Dashboard Insights. We facilitate regular account reviews, make available an online help desk and allocate a dedicated account manager who can be contacted directly for any matter.

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Enabling Business Growth

Dashboard Insights supports more meaningful consulting, advisory and coaching conversation with your customers about business performance. This allows future business opportunities to be identified, increases retention, and introduces additional revenue streams.

Lets grow together.

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