Sage Intacct Dashboards

By | March 31, 2020

Sage Intacct Dashboards pull together reports, graphs, performance cards and more, to provide a 360 degree view of your organization on a home page.  It act as a one-stop view of various key information which are crucial to people with different roles.  It conveys the right information quickly and facilitates quick business decisions.

Sage Intacct Dashboard
Sage Intacct Dashboard

In Sage Intacct multiple dashboards can be created serving different needs.

  • A role-based dashboard such as those required by financial executives, project managers, departmental heads.
  • An analysis-based dashboard with performance cards or reports which shows business performances.
  • A user-based dashboard can serve needs of specific user or group of users.
  • An outcome-based dashboard focusing only on KPI’s and outcome metrics.

In order to create a dashboard Sage Intacct provide different Components.

  • Report and Graphs
    Here you include financial reports, graphs, and memorized reports.  Drill downs are available which will assist to quickly open the details.
  • Records or list
    To display list such as active employees.
  • Performance Cards
    Show direct comparisons.
  • Approvals
    Show approvals and statues.  Users can directly approve the transactions from dashboard itself.
  • Feeds
    Include RSS feeds or link to URL.
  • Collaborate
    Show Collaborate conversations between different groups.

The above components makes Sage Intacct dashboard highly configurable and you can easily present the information to right people within and outside the organization.

In next blog we will discuss more about Sage Intacct dashboard and will also demonstrate how to create and manage them.