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Get the whole story behind your Xero data

Date

Thursday, July 18, 2019

Time

10:00 AM Australia/Melbourne

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Agenda

Xero is an amazing accounting solution that helps you stay on top of your financial data and makes your everyday life a bit easier. But this software doesn’t tell you the whole story on your business performance. 

Join us in an exclusive webinar focused on how to get insights into your Xero data using ClicData Business Intelligence platform.

Learn how to connect, manage and visualize your financial data, all in one place, to better drive your business. 

You will learn:

  • How to connect Connect 2 Xero files to ClicData;
  • How to create source Data from two Xero files;
  • How to use data from two Xero files;
  • How to transform data from two Xero files;
  • How to create Dashboard reporting with the ability to view data consolidated or from each Xero files individually;
  • View Operation and reporting dashboards;
  • View how Hubspot can be combined with Xero data for reporting lifetime value of a customer;
  • Q&A session
Presenter

Rob Wood

It’s your data and that’s your business, leverage it!
I have previously been a VP of Sales at Sage, IBM, CA Technologies and for others. I have been growing sales and, developing distribution and reseller channels for the last 20 years. In today’s market and with today’s technology, leveraging data means more than just a monthly or weekly sales-out report. Every customer touch, web asset, forecast and budget can now be consumed in real-time, from anywhere.
Presenter

Malcolm Noriskin

I co-founded SLVD, to evolve the vision of making information relevant and available to stakeholders, to assist them to create value, achieve better outcomes from the decision making process and achieve their strategic and operational goals.