BI Dashboard Templates
Don't want to create your own dashboards? Then connect to our BI Dashboard Templates. Open a Xero or QuickBooks template with demo data in the browser, then connect it to completed DataPull reporting files. Local, synced and authorised Microsoft folders remain under your control; the accounting rows are processed in the browser rather than routed through a Datplan reporting warehouse.
Current dashboard library
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.
24 source-specific views covering financial performance, balance sheet, cash flow and commitments, receivables, payables, projects and Audit Analytics. The separate Xero reconciliation dashboard is temporarily unavailable.
Open Xero dashboards →27 provider-specific views across Financial Health, Financial Performance, Sales, Purchases, Cash & Payments, customer and supplier ageing, Inventory and Audit Analytics.
Open QuickBooks dashboards →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
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
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.
Client delivery
Prepare the reporting folder, schedule it, share it and hand over one connection key so the client can return to refreshed browser-based BI.
See the client dashboard setup →Use the self-service guide for connection keys, Microsoft sign-in, Refresh, troubleshooting and the Xero and QuickBooks dashboard libraries.
Open client dashboard help →Pull authorised source data to the local Windows workflow, then open the hosted viewer against the exported reporting folder.
31 TallyPrime preview views covering finance, cost centres, sales, purchases, inventory and seven audit-screening families. Includes English/Hindi labels and eight chart palettes. Use a compatible completed Datplan export; this viewer is not a public Tally licence announcement.
Open TallyPrime dashboardsThe public demo contains synthetic practice data. A connected dashboard reads your selected reporting files; it does not replace missing source rows with demo values. Refresh rereads the selected files, not Xero, QuickBooks or Tally itself. Check the selected company, reporting period and Data up to date before relying on a result.
Tally uses the same Microsoft folder and connection-key workflow, but source access, licence availability and the compatible Desktop/export release must be confirmed separately. Read the TallyPrime preview scope. The operational viewers remain excluded from search indexing; this public page explains their contents without exposing client reporting data.