Stop Guessing, Start Knowing with Sage Intacct Dashboards

The new year is a great time to think about upgrading to a data-driven cloud solution for your accounting, finance and business management. But where do you begin? There are so many factors that go into finding the right solution for your changing business needs (cost, ease of implementation, cloud availability etc) but perhaps none more important than the features the solution offers. You don’t just want your toolkit to change – you want it to expand and improve.

In this, and several future blogs, we will be taking a deeper dive into the standout features in Sage Intacct. As a leading financial management solution for growing and midsized companies, Sage Intacct can do everything you expect and, more importantly, everything you require. But that’s just the beginning. It also comes standard with features that optimize how you handle accounting and transform how you see your business. 

KPI dashboards are the focus of our first feature-specific piece. As data becomes ever-more important to decision makers, tools that make it easy to access and understand that data are a huge asset. Sage Intacct serves up that data in ways that are worth getting excited about.

How do KPI Dashboards Work in Sage Intacct? 

Just like the dashboard in your car, the financial dashboards built into Sage Intacct offer a quick view of the most important data – the facts and figures necessary to “steer” the company towards its goals and away from hazards. 

Dashboards can include charts, graphs, lists, reports, and other visual elements. Dashboard templates come pre-built into Sage Intacct, but users can also easily create custom dashboards with the data and design they prefer. Income statements, cash flow reports, and balance sheets to name a few, become both more digestible and more dynamic when put into a dashboard instead of a traditional document. No more hunting for where the numbers came from – drill downs are a click away to source transactions. Unlike those documents, the KPIs in dashboard update automatically and in real time when data enters Sage Intacct. Plus, users can drill into that data to see the numbers, down to the ledger level, that the metrics in the dashboards are based off. In that way, dashboards are a window into the present and past (plus a crystal ball for the future) that gives decision makers convenience, clarity, and confidence they’ve never had before. 

Unique Benefits of Sage Intacct KPI Dashboards

Standalone dashboard tools don’t work as well as Sage Intacct, where the dashboards are fully integrated with accounting and finance. Benefits include:

  • Efficiency – Time-consuming processes to move and manage data happen automatically, saving time and preventing typos. 
  • Insight – Customized dashboards let individuals track the KPIs that are most important to their role or their agenda, focusing everyone’s attention where it matters most. 
  • Accessibility – Sage Intacct was built for the cloud. Users can access dashboards – and everything else – from anywhere because the full functionality travels remotely. 
  • Discovery – When it’s easy to explore and analyze information in dashboards, decision makers discover more about the company’s performance and prospects, leading to better planning and a stronger competitive stance. 

You really must experience the KPI dashboards in Sage Intacct to appreciate how intuitive and informative they feel. 

Want to see this LIVE?  Join us on Wednesday January 26th at 2pm EST as we’ll explore how Sage Intacct’s cloud financial management has helped thousands of companies like yours achieve some impressive results! 

Register NOW!