Dashboards for the service industry

Dashboards help you capture insights and key performance indicators in a centralized place.

Sage Intacct includes some predefined dashboards for companies who use the Services QuickStart template. You can use these dashboards as they are, or use them as a basis to create your own dashboards.

Depending on if you have admin privileges, do one of the following:

User Verification path
Admin

Go to the Accounting tab in your Company information, then ensure the QuickStart template field is set to Service industry.
Non-admin users

Create a new General Ledger account, then click in the Category field and search for Work in process.

  • If the Work in process category appears, then your organization uses the Services QuickStart template.
  • If you see the Category field but Work in process isn't one of your options, then your organization uses a different QuickStart template.
  • If you don't see the Category field, then your organization doesn't use any QuickStart template.

If your organization doesn't use the Services QuickStart template, but you still want these categories, reports, and dashboards, contact your account manager to discuss your options.

About the dashboards

  • Dashboard - Services: displays an at-a-glance view of key financial and operational information.
  • Financial ratios: creates a visual experience of the Financial Ratios standard report in a series of performance cards that help you quickly and easily keep track of your liquidity, leverage, and profitability.
  • Cash analysis: centralizes different cash views and performance cards so you know where you stand.
  • Role-based dashboards: contain relevant reports, tasks, and other information (such as links and graphs) used most by selected roles. The following role-based dashboards are available:
    • AP manager
    • AR manager
    • CFO
    • Controller
    • Dept mgr - revenue
    • Dept mgr - support

Install the dashboards

You can install these out-of-box dashboards from the Dashboards library.

  1. Go to Dashboards > All > Dashboards.
  2. Select the Create dropdown button, and then select Create from Library.
  3. Find the dashboard and select Install.
  4. Optionally, change the Dashboard name.
  5. Select Save.
  6. When you’re finished, select Done to return to the Dashboards list.
  1. Go to Dashboards > All > Dashboards.
  2. Select Dashboards library.
  3. Find the dashboard and select Install.
  4. Optionally, change the Dashboard name.
  5. Select Save.
  6. When you’re finished, select Done to return to the Dashboards list.

Configure and use the dashboards

A few things to keep in mind after you install the dashboards:

  • To use the dashboards, you may need to refresh your browser or log out, then log back in after installation.
  • Be sure to update the dashboard permissions so only the appropriate users will be able to see them.
  • Don't forget to add a Date filter for each page. The date filter is located along the same row as the dashboard title.
  • Consider adding a dimension filter if you want to see information by certain groupings, like entities or locations.
  • You may want to reorder components to be more visually pleasing and to group information in ways that make sense to your business processes.