Whether it’s for executives, department heads, auditors, investors, or stakeholders, there’s more pressure than ever before for finance teams and business owners to be able to pull and share financial information quickly and accurately. Luckily, Sage Intacct Reporting and Dashboards makes financial reporting a breeze. Not only can it help you pull important financial information to determine what happened, it can also provide real-time insights into why it happened so you can take action with confidence.

Today, we’re diving into the basics of dashboards to help you make the most of this useful tool within Sage Intacct. Let’s go!

What are Sage Intacct dashboards?

Sage Intacct Dashboards allow you to closely monitor the most important parts of your business. Each dashboard consists of components like calendars, graphs, lists (customers, invoices, locations, etc.), news feeds, performance cards, reports, and shortcut links. You can create as many dashboards as you’d like and control who has access to them.

Why are Sage Intacct dashboards useful?

Sage Intacct dashboards allow users to display finely-tuned reports, metrics, and insights in real-time. Whether your audience needs to see cash balances, project profitability, deferred revenues, or revenue per square foot, dashboards make it easy to pull and display the metrics that matter most. You’ll save yourself time and the headache that comes with having to export data to a spreadsheet. Simply build a dashboard once and let Sage Intacct do the heavy lifting of keeping it up-to-date in real time.

How do I create a dashboard?

Go to Dashboards > All and click the + sign beside Dashboards. Set up Appearance, Filters, and Permissions. Click Save.How do I clone an existing dashboard?

To copy an existing dashboard, go to the dashboard you’d like to use as the model. In the upper right, click the pages icon. In the Dashboard properties window, enter a new Title. Set up the Appearance, Filters, and Permissions. Click Save.

How do I edit a dashboard?

In the upper right, click the plus icon. To edit the overall appearance of the dashboard, click the gear icon in the upper right corner. To re-arrange the components of a dashboard, simply drag and drop them around the dashboard. (Tip: cloning an existing dashboard is a great way to test out your changes before fully committing to the edited version).

How do I view a dashboard?

To list all dashboards, go to Dashboards > All > Dashboards. (Note: you must have permissions to access the dashboard and have the appropriate permissions to view the information displayed within the dashboard). You can also easily print a dashboard by selecting the print icon in the upper right corner.How do I delete a dashboard?

Go to Dashboards > All > Dashboards. Locate the dashboard in the list, and click Delete. Click Okay in the confirmation window.

How do I group related dashboards into submenus?

Go to one of the dashboards you want to group. Click the gear icon in the upper right corner. In the Dashboard properties window, at Group, select create a new group. At New group name, enter a label for the group. Click Save. Go to the other dashboards you’d like to include and assign them to this new group.  

Have more questions about Sage Intacct Dashboards? The team at ACI Consulting is here to help. Get in touch today to get your Sage Intacct questions answered.