Why Dashboards Matter – Sage Intacct

Posted: August 19, 2019 - Blog, Sage Intacct

Good dashboard design with the right metrics provide the value add when a client signs up to upgrade from older legacy systems. Sage Intacct provides the relevant dashboards by role to key in on these highlights and drive your business forward. Dashboards in Sage Intacct take transactional data and transform it into a key performance indicators, charts, reports, or SmartLinks. The intent of dashboards is to not only monitor the business but provide direction in future decision making too.

Too many cloud implementations push reporting and dashboards until the end when the project is almost over or done. In the rush to project completion, dashboards often run into limited resource hours or dollars to finalize completion.

Here’s a way to fix –

Talk to your key users at the beginning of the Sage Intacct implementation project to understand what metrics drive their business and begin the design of the dashboard as an iterative process so that each version gets better per client reviews and feedback. Excellent dashboards will enable clients to make better decisions and begin the process of analyzing data rather than spending time gathering the data. Create dashboards by role, ie, CEO, CFO, Controller, VP Marketing/Sales – this enhances each role and specific KPI’s/role take their business intelligence to the next level.

Showing the benefits of Sage Intacct dashboards upfront will increase user engagement and commitment to implementation project goals/timeline as they see how monitoring key data will make for higher level decisions. Also – after implementation additional KPI’s, custom reports can be added to dashboards as the business evolves and other key metrics come into play.

Sage Intacct dashboards start the process of analyzing the data and thinking about the business in real time. CDH adds value by seeking out trends that affect the business and dashboards are the design tools needed to identify how to position the business. 

Barry Coyne

Barry is the Sage Intacct Business Development Manager at CDH.