Revenue Insights

Get a comprehensive understanding of your revenue data. Move beyond the limitations of spreadsheets. Empower key business decisions through analytics delivered via Power BI & Xeppo’s Data Warehouse. Revenue Insights presents intelligent, interactive reports for advisers, practice managers and other key stakeholders.

Consolidating data to produce financial reports is a breeze. Enjoy a level of control over your information unlike anything you’ve experienced, while eliminating the risk of the wrong person accessing it.

Data so rich, it’s a competitive advantage

With rich reporting of revenue data, this software integrates with Xeppo to help with strategic decision making. The visual representations of graphs and tables tell a powerful, easy to understand story.

Leave spreadsheets behind you and upgrade to the timesaving, intelligent Revenue Insights. Lead the industry, with this standard of business intelligence.

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Payment Processing Service

Gain insights into revenue at different levels, using statement record dates and codes. Decipher by advisor, provider, and revenue types. Get specific and drill down into analysis, with filters to configure appropriate information.

Power BI Revenue Insights

This technology helps to analyse gross and net revenue data, better understand advisors and clients. Run year-on-year revenue analyses to spot trends and opportunities. Provide a transactions list listing with details of a client, policy, type of revenue and product for a selected timeframe.

Work smarter not harder.

FAQ’s

Get prompt responses from a friendly, professional and knowledgable support team.

Can I get a free consultation ?

Absolutely! Have a chat with our friendly staff about what solutions will best suit your business.

What do I need to get set up?

PAYMENT PROCESSING SERVICE
You will need to be subscribed to a payment processing service.

For a more cost effective solution, Revenue Insights is bundled into Opex Payment Processing Service, Click Here to find out more.

XEPPO SUBSCRIPTION
Your business will need to be subscribed and set up with Xeppo. To sign up to Xeppo Click Here.

POWER BI
A Power Bi Pro license is needed which you can subscribe to via Microsoft 365. Our friendly team can point you in the right direction.

Do you offer support ?

Our friendly staff will be there every step of the way including training and ongoing support.

How do I request the solution?

It is as easy as entering your details in the form on the right.

If you are already on an Opex Subscription you can still use the form below or login to your Zendesk and submit a request.

Alternatively you can send an email to support@opexconsulting.com.au