7 Key Features Of Sage Intacct Dashboards & Financial Reports

Use the primary data series to select how values are categorized. You can choose from dimensions, account groups, reporting periods, or dimension structures here. Nancy Master is a senior nonprofit industry marketing manager at Sage Intacct and is passionate about helping nonprofits achieve mission success. Nancy has more than 15 years of experience in software marketing and close to 20 years of experience working with a human services nonprofit organization. Both the CFO and Board Member role-based dashboards include notes from within Sage Intacct.

The ability to instantly view the number of constituents served allows the board to understand the organization’s reach and measure its impact. Open API integration in Sage Intacct allows nonprofit leaders to see the complete picture of organizational performance and outcomes from multiple data sources. In Sage Intacct, role-based dashboards, such as this CFO view, gather the most important KPIs for an individual’s job into a single view. Dashboard permissions can be set or change at anytime; for example after the dashboard components are added. For our new dashboard we will stick with the default settings of denying visibility to Group/Everyone.

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Generally speaking, the person who creates the dashboard is the one who is able to allow/remove visibility permissions to their dashboard. That said, a user with Administrator permissions can access dashboard settings for dashboards that they are not the owner of.

It is vital, especially for restaurant dashboards, to have the critical relevant metric of how the organization runs and the ongoing improvement of those metrics. So, when you first launch Sage Intacct, you will think you have fifteen key metrics, and they never change. With Sage Intacct, you can build these across multi-entity locations and see the multi-entity view for all entities.

In this article, we’ll guide you through the slides of the dashboards and explain each, providing a glimpse of what it looks like to partner with Trusted CFO Solutions and leverage Sage Intacct. As we move through each section, we’ll summarize the dashboard view, and provide an overall description of how it benefits restaurants.

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KPI performance cards – Highlight trends in key metrics using dashboard visualisations that show actual values, period changes, and variance from budget. and gives you greater bookkeeping visibility into your real-time business performance. Sage Intacct is a true SaaS, cloud-based automated accounting software for unlimited business growth and scale.

For revenue management, Sage Intacct effectively handles complex revenue recognition accounting and financial reporting. Nonprofit metrics dashboards make it easy for finance leaders to understand the “universal” financial metrics and the “unique” operational and outcome metrics. Transactions can be tagged with key business driver attributes called “dimensions,” so that finance teams can sort, view, filter, and report on the specific information needed to analyze and act. Dimensional reporting makes it easy to provide the most relevant information to various staff and management roles. Customized, role-based dashboards display the information needed for a specific role—data can be presented in charts, graphs, and reports, as well as communication streams to collaborate. 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.

• YayPay integrates discrete payor information from client ERP/CRM and external data sources, and updates in real time, so your business will always have the latest information.
• However, related to increased revenue, we look at—revenue by customer, on the left side.
• If you chose a different location there, you could look at the results for Branded BBQ Store #1, Store #2, or Store #3.
• Nonprofit dashboards help monitor the effectiveness of an organization based on the factors that tell that story most clearly.
• Without Sage Intacct, it seems like the accounting department is a silo.

That data is what CFO’s usually have to dump into Excel and add it all up. With Sage Intacct, they can go to a separate report or view and already see those graphs created as a snapshot of those key drivers. Most people close the books and run the report, but they don’t have many of the key metrics and data at their fingertips.

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Expense management and approval workflow tags items eligible for reimbursement. The cost of Sage Intacct Software is calculated by the number of users and the modules selected. The Sage Intacct cloud accounting and ERP software solution is available through a SaaS subscription billing model.

It becomes incredibly efficient on the communication side of what happened on a transaction. Many organizations lose all that narrative tagged to the transactions when having to go back and forth communicating through email.

The dashboard visibility can be set to everyone very easily by simply clicking the word ‘Deny’ in the access rights line and changing it to ‘Allow’. With Sage Intacct, financial reporting and analysis options are almost limitless.

Sage Intacct reporting and dashboards ensures you get the deep operational and business performance insights that tell you why—and the real-time view that enables you to act today. Real time financial reporting and dashboards provide a vivid picture of your company’s financial situation, which can mean the difference between success and failure. Sage Intacct Dashboards and Reporting is a module of Sage Intacct. provides pre-built reports, dashboards, and visualizations based on nonprofit finance best practices. Once you have access to real-time metrics with the context of dimensions, you can provide staff and management the ability to gather the most relevant information to their role through customized, role-based dashboards. Nonprofit finance leaders need to see the entire picture of their organization to proactively manage performance. True visibility includes both financial and operational data to track impact and outcomes.

Build flexible account groups – Combine any accounts to build account groups and even create computational groups for advanced KPI’s such as Inventory days. Automate the day-to-day processes – like invoices, expenses, payments, and other transactions so you can focus on running your business better. Sage Intacct Financial Management will transform the efficiency and speed of your financial team. By automating assets = liabilities + equity processes so you can run your day-to-day business better. Sage Intacct receives the highest score in core financials for the Lower Midsize Enterprises Use Case in Gartner’s Critical Capabilities Report. Use our buyers guide to make sure you consider all the key factors. Valuable insight, empowered business users, faster more accurate decision making all adds up to a stronger business to face the future.

There are several settings within Sage Intacct in relation to the dashboards. These dashboard settings can be accessed and modified by clicking the gear in the top right corner of the dashboard you wish to modify. As long as each of your Projects has a project manager, all you need to do is create the Project Group with a filter for Current User and apply that Project Group to the Filter tab of the report.

We can add those key metrics and data to the dashboards with performance cards and graphs to make it a very rich storyboard, with Sage Intacct. When it comes to implementing Sage Intacct, the leading provider of cloud ERP, within your business, picking the right consulting and implementation partner is the most important choice you’ll make.

(For example each industry has some type of count – customers, student enrollment, visits, grants.) With that in hand, you’ll soon be well on your way to building your own company’s dashboard. Vera Whole Health provides population health management to large and mid-sized employers. Their delivery model includes onsite primary care with embedded intacct dashboards health coaching. More recently, the organization has partnered with payers to help drive its strategy. Incorporating KPIs into their reporting dashboards has been vital in allowing them to see how each clinic is operating. One of the major problems we see across an enormous number of organizations is the communication between departments.

Author: Mary Fortune