Facebook X-twitter Youtube Linkedin Instagram
Request a Call

Dashboards & Reporting

Achieve Real-Time Visibility into Business Performance.

Sage Intacct

Sage Intacct Dashboards & Reporting

Sage Intacct enables you to make informed decisions by showing an incredible depth of business data.

Sage Intacct offers robust dashboards and reporting features that provide valuable insights into your financial data and help you make informed business decisions. These features are designed to give you a clear overview of your company’s financial performance, allowing you to analyze trends, track key metrics, and identify areas for improvement.

An Overview of All The Key Financial Data

dashboards

Sage Intacct Dashboards & Reporting Functionality Includes:

  • 1. Customisable Dashboards

    Sage Intacct’s dashboards are customizable and can be tailored to suit your specific needs. You can create multiple dashboards for different users or roles, ensuring that each individual has access to the most relevant and important information. Dashboards can display various widgets, charts, graphs, and key performance indicators (KPIs).

  • 2. Real-time Data

    Dashboards in Sage Intacct provide real-time data. This means that the information displayed on your dashboards is always up to date, allowing you to make decisions based on the most current financial information.

  • 3. Pre-built Widgets and Charts

    Sage Intacct offers a range of pre-built widgets and charts that you can add to your dashboards. These widgets cover various financial aspects, such as revenue, expenses, profitability, accounts receivable, accounts payable, and more. They provide visual representations of data for easy comprehension.

  • 4. Interactive Visualisations

    The charts and graphs available in Sage Intacct’s dashboards are interactive. You can drill down into specific data points, change time periods, and adjust filters to get a deeper understanding of your financial performance.

  • 5. Ad Hoc Reporting

    Sage Intacct’s reporting capabilities extend beyond the dashboard. The system allows you to create ad hoc reports based on your specific requirements. You can select the data fields you want to include, set filters, and customize the report layout.

  • 6. Financial Statements

    Sage Intacct enables you to generate a wide range of financial statements, including balance sheets, income statements, cash flow statements, and more. These statements are customizable and can be generated for different time periods.

  • 7. Custom Dimensions and Segments

    Sage Intacct’s Dimensional Accounting allows you to create custom dimensions and segments that provide additional layers of insights. You can use these dimensions to slice and dice your financial data in various ways, helping you analyze performance across different aspects of your business.

  • 8. Scheduled Reporting

    You can set up scheduled reports to be automatically generated and delivered to your inbox or other recipients at specific intervals. This ensures that key stakeholders receive relevant financial information without having to manually request it.

  • 9. Collaboration and Sharing

    Sage Intacct’s reporting features support collaboration. You can share reports and dashboards with team members, executives, or external stakeholders. You can also control access and permissions to ensure data security.

  • 10. Integration with Other Modules

    Sage Intacct’s reporting and dashboard capabilities integrate seamlessly with other modules within the system, such as General Ledger, Accounts Payable, Accounts Receivable, and more. This integration allows you to analyze data from different aspects of your business.

Unique & Powerful Features of Sage Intacct Dashboards & Reporting

Turn Data Into Insights

Sage Intacct’s innovative general ledger includes 7 dimensions to capture the business context of your transactions, operational measures, and budgets. That means you can quickly access or create reports that analyse real-time business performance by business drivers – without managing a complex chart of accounts.

Our 7 predefined dimensions are ready to go out of the box, including department, item, and employee. And it’s easy to add more dimensions to reflect unique business drivers and take your financial reports to the next level.

Improve Business Agility

Most financial management systems can only handle financial data, but Sage Intacct tracks and reports both financial and operational data—like square footage, available hospital beds, SaaS metrics, or other granular measures that matter to your business.

With all your financial and operational data in one place, Sage Intacct’s best-in-class multi-dimensional visibility enables you to slash time spent checking the accuracy of your financial data so you can start making strategic decisions that will impact your business.

In addition to greater visibility, Sage Intacct Collaborate brings the whole team together by adding an additional secure social layer embedded in your Sage Intacct financial management platform. Collaborate spans every process and device so your finance, sales, and services teams can cooperatively resolve any issue.

Get rich financial reports, your way

With Sage Intacct, financial reporting and analysis options are almost limitless. Compare operational statistics with financial metrics. Check summary roll-up figures for multiple entities—even if it’s only mid-month. Drill down to source transactions for granular transparency instantly. Flag trends and spot exceptions with powerful report visualisations.

With Sage Intacct dashboards and reporting, you can compare performance across any business driver that matters to you. You get 150 built-in financial reports as well as the ability to easily create custom reports. Forget Excel reporting, waiting for customised projects, or relying on external tools.

Dive deeper and go further with financial dashboards and reporting

Sage Intacct’s interactive custom report writer lets you easily create real-time reports that tackle your toughest reporting needs. Get the insights you need in seconds to address complex issues and respond to market changes.

Start with hierarchical field selection, drag-and-drop design, and automatic conditional formatting, grouping, and subtotals. Then go to the next level with calculated columns with calendar and math functions, conditional logic, rolling sums and aggregations, and pivot tables. And when you need specifics, just drill down to transaction details.

Untangle Billing & Revenue Complexities

When it comes to subscriptions, specialised contracts, and recurring billing services–and the added complexities of revenue recognition compliance–Sage Intacct is the cloud financials solution finance trusts. We provide the automated workflows, smart revenue recognition, and seamless data flows that streamline the revenue cycle across your organisation.