Interactive Dashboard

Tailored for your Client

Zoho Analytics rivals Microsoft Power BI and anyone can easily prepare insightful dashboards in minutes.

You can connect Zoho Analytics to Xero, however connecting via Magnifi provides neatly organised data to easily prepare charts comparing actuals v budgets v last year.

Interactive Dashboard Features

We will provide some templates and some training and then you are free to setup dashboards that are specific to your clients needs.

Summary v Detailed

Compare actual v budget v last year for any account or category - eg. overall income, income category or specific income account.

Re-forecast Cashflow

Chart the projected cashflow based on actual results to date and forecasts for the remainder of the year

Excel uploads

Although we integrate directly with Zoho, there is the option to import via excel if you have other KPI’s you want to trend.

User-defined formatting

Have complete control over chart types, colours fonts etc.


User can drag/drop fields, click/unclick legend items, drill down or filter.

Our Solutions

Work with clients to make better decisions with smart real-time financial forecasting.

Smart Forecasting
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Rolling Cashflow
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Capacity Planning
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Interactive Dashboard
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