The Opex Revenue Insights Power BI report provides rich analysis of revenue data at various levels, from high level account summary to client transactions. Some of the benefits of this report are:
- Intuitive reporting
- Taking control of your own data
- Viewing data the way you want
- Facilitation of business decisions
- User friendly
- Less need to share private files
- Integration with Xeppo
In this guide, we will describe how to install the Power BI report, as well as how to use it.
For any queries, please raise a Zendesk ticket or email support@opexconsulting.com.au ATTN: Revenue Insights
Prerequisites
You must have a Power BI Pro license/subscription in order to access the report - please refer to Microsoft documentation, or your IT team, for information on pricing if you do not already have it.
Before you can install the report, you would also need to ensure that your Power BI tenant settings allow the template to be installed. These tenant settings are usually restricted to an Office 365 Administrator/IT Team so you may need to request this change to be made by them. Below are instructions that can be shared with your IT Team, if you do not have access to this.
Select "Admin portal" from your settings option (as shown below).
Go to Tenant settings and ensure the following items are enabled:
- Push app to end users
- Install template apps
- Install apps not listed on Appsource
Installation
Steps
Installation of the Revenue Insights Template App from the app store:
- Login into Microsoft Power BI Pro and click on the Apps section.
- Click on the Get Apps button in the top right corner of the screen
- Search for Opex Revenue Insights in the app store.
- Click on the Opex Revenue Insights App and then click on the Get It Now button. You may need to provide some basic profile information to proceed to installation.
- Give your Workspace a name, eg Opex Revenue Insights, so that you find your report again later.
Power BI will notify you when the download is complete. Click Go to App, then click Connect
6. Once installed and the app is opened, click on the Connect your data option at the top of the page
7. Change the Practice parameter to your xeppo domain name (other parameters can remain unchanged by default)
You will then need to enter your Practice Name which you can identify from your Xeppo URL, e.g. https://portal.xeppo.com.au/<Practice Name>/
8. Click the Next button.
9. Enter in your Xeppo username and password, ensuring the connection type is Basic and the Privacy level is Organizational.
10. App is now ready to be used
- If you are installing the build for the first time, Microsoft Power BI notifies you when the app is ready.
- If you have an existing template app, Power BI prompts you to either install on a new workspace or replace the existing template app. Replacing the template app is recommended if you have existing issues with the report.
Scheduled Refresh
This keeps your data up to date with latest Xeppo data
Ensure you setup a scheduled refresh by toggling keep your data up to date to on, selecting add another time and clicking apply.
Navigate back to the workspace and refresh the dataset as shown below:
Any issues?
Please raise a Zendesk ticket or email support@opexconsulting.com.au with as much information as possible.
Usage
Starting Screen
Click on the icons to navigate to the respective tabs within the report.
As we continue development, we're very interested in your thoughts on the report! You can provide them by clicking on Feedback, which will prompt you to create a Zendesk ticket.
Index page – provides summary of information in each tab
Summary
Practice/Adviser analysis
Revenue Analysis (Gross) & Revenue Analysis (Net)
Revenue Shown in 2 tabs – Gross includes tax and Net excludes tax
Client analysis
Client analysis by month
The client analysis is further drilled down by client names and month of revenue.
YOY Analysis (Year on Year)
Revenue is compared to same period last year to understand the trend and performance
Transactions
This tab gives you detailed transactions for a specific period. You can also use various filters shown below on the right to select any specific provider, adviser, client etc
