Xero
Financial performance, balance sheet, cash flow and commitments, receivables, payables, projects and Audit Analytics.
Open Xero dashboards →Hosted dashboards
Client-ready dashboards, without uploading the accounting files
Open a Datplan dashboard in the browser, select a local DataPull export folder and analyse the reporting files on the device. The dashboard application is hosted by Datplan; the selected accounting CSV data is processed in the browser rather than sent to a Datplan reporting warehouse.
Current dashboard library
Designed around the source, not forced into one generic template
Accounting, CRM and company-discovery data answer different questions. Datplan can therefore use a shared viewer while maintaining a source-specific dashboard library and KPI definitions.
QuickBooks Online
A separate accounting dashboard library can use QuickBooks-specific tables and field semantics rather than assuming Xero structures.
Hosted dashboard module not yet published.
HubSpot
CRM dashboards should focus on pipeline, deals, companies, contacts and supported activity measures instead of accounting KPIs.
Hosted dashboard module not yet published.
Local processing
What stays on the device
The selected DataPull CSV files, parsed rows, dashboard calculations and browser-side cache remain part of the local browser workflow. The hosted viewer contains no API that uploads those CSV rows to Datplan.
Central updates
What Datplan hosts
Datplan serves the dashboard HTML, CSS, JavaScript and source-specific dashboard definitions. Publishing a correction updates the viewer centrally instead of requiring a new dashboard ZIP for every customer.
Use DataPull for the reporting files
Pull authorised source data to the local Windows workflow, then open the hosted viewer against the exported reporting folder.