search icon

Sage Intacct Dashboards and Financial Reporting

Sage Intacct dashboards bring your financial data to life with real-time visibility across performance, cash flow and key metrics. Customise views, track what matters most, and make faster decisions with clear, actionable insights.

Dashboards and financial reporting

Save 40+ hours per month on reporting and cut time spent checking data accuracy by 75%.

Collaborate

Collaborate spans every process and device so your finance, sales, and services teams can cooperatively resolve any issue.

Sage Intacct dashboards and reporting core features

Create reports that analyse real-time business performance.

Financial dashboards and reporting software that turns data into insight

Sage Intacct's innovative general ledger includes 8 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 8 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.

no alt

Improve business agility while saving hundreds of hours

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 reporting, financial analysis options are almost limitless. Generate custom reports, schedule automated delivery, and drill down into transactions--all from a single platform designed for finance teams.

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.

Results that speak for themselves

See the measurable impact businesses achieve with clearer insights, faster reporting and more efficient financial workflows powered by Sage Intacct dashboards.

Visibility is where we’ve recognised the biggest gains from switching to Sage Intacct—its drill down capabilities are like night and day compared with Dynamics, and we love Sage Intacct’s permissions-based dashboards. I save days of report preparation each month, because we’ve created helpful self-service dashboards where our executives, client services team, and department heads can find relevant, timely business insight on demand.

Natalie Bonczek, Controller
Red Door Interactive

Sage Intacct dashboards and reporting FAQs

Sage Intacct dashboards are customisable, real-time views that bring together key financial and operational data in one place. They pull from Sage Intacct reporting to display metrics, trends and performance indicators, helping users quickly understand business performance.

Sage Intacct financial dashboards provide instant access to accurate, up-to-date data. By visualising key metrics such as revenue, cash flow, and expenses, they help finance teams identify trends, spot issues early, and make faster, more informed decisions.

Yes, Sage Intacct dashboards can be tailored to different roles and priorities. Finance leaders, executives, and operational teams can each create views that highlight the most relevant data, ensuring everyone has access to meaningful insights.

Sage Intacct reporting allows you to generate detailed financial reports and connect them directly to dashboards. This ensures your Sage Intacct financial reporting is always aligned, accurate and accessible in real time.

Sage Intacct financial dashboards can display a wide range of data, including revenue, expenses, cash flow, budgets and KPIs. They can also incorporate operational data to provide a more complete view of business performance.

Sage Intacct dashboards update in real time as new data is entered into the system. This ensures users always have access to the latest information without needing to run manual reports.

Get started today

Learn how to level up with Sage Intacct.
 ""

Request pricing

Contact us to discuss your pricing options. We'll be in touch within 24 hours.

Take a self-led product tour

Explore Sage Intacct and discover how it can increase your finance team's productivity by 65%.