Business leaders value real-time access to key performance metrics like financials. Sage Intacct dashboards provide those insights and are customizable to meet the needs of your organization and your team members. 

What Is a Sage Intacct Dashboard?

A Sage Intacct dashboard is a screen that displays various elements such as performance cards, lists, graphs, charts, and reports. Dashboards offer an intuitive way to get a quick overview of financial and operational performance and are available via a desktop or mobile device. 

Many reporting and dashboarding tools are available as individual programs. However, these modules and their associated features already exist in Sage Intacct’s software, designed to present accounting data and financial statements. Users can create income statements, balance sheets, cash flow statements, and more. With Sage Intacct’s dashboards, you can combine financial data with other information to comprehensively view your business. 

What Makes Sage Intacct Dashboards Unique?

Dashboards are updated in real-time as transactions are logged in the software, so the information displayed is always up to date. Drill-down capabilities allow you to access journal entries or individual transactions from any element on a dashboard. 

Any person with a Sage Intacct login can have dashboards, and users can build unique dashboards to provide specialized insights based on their roles in the organization. For example, CFOs can create dashboards showing reports they regularly reference. 

Dashboards may be set up as public (available to anyone at the company with a Sage Intacct login) or private (available only to the individual user who builds them). Beyond letting users control access, Sage Intacct offers plenty of dashboard versatility. For example, users can toggle between any of their dashboards, so a CFO can switch between a dashboard for daily use and one that shows month-end or year-end close information.  

By compiling valuable data and improving accessibility, dashboards alleviate the need for your accounting staff to spend hours running reports for other team members. Your executives and managers can directly access the information they need whenever they need it using Sage Intacct dashboards. 

What Dashboard Elements Are Most Important?

The quick answer: It depends.  

The long answer: What matters most to your team members will depend on individual roles, business activities, and other variables. Consider the following scenarios: 

• A manager at a fuel delivery company wants instant access to the number of gallons of oil and propane sold. 
• A CFO wants to see metrics like working capital, return on equity, debt to equity, and other financial reports. 
• A professional services company wants to view its number of billable hours weekly or monthly. 
• The president of a retailer with multiple locations wants to track revenue by location. 

Sage Intacct’s dashboards fulfill the needs of everyone in these scenarios, providing information relevant to organizations and individual team members.  

What Are the Benefits of Sage Intacct Dashboards?

Sage Intacct dashboards help your team make informed decisions before minor inconveniences escalate into significant issues.  

For example, a dashboard that reports a company’s sales by product can help management identify poorly performing products, prompting leadership to decide whether to adjust the business’s suite of offerings. 

Or, if a dashboard shows a seasonal spike in the sales of a product, it can help purchasing and production managers know when to invest in more materials and inventory so the company can fulfill customer demand. 

Dashboards also help you stay on track with expenses and accounts payable. You can view up-to-the-minute costs and bills at-a-glance whenever you want. With Sage Intacct’s dashboards, your team will close the books with confidence.