Introduction
Sage Intacct’s dashboards provide invaluable real-time insights, but many businesses struggle to customize them effectively. A well-structured dashboard enhances visibility, decision-making, and overall productivity by providing a clear view of key financial metrics. This guide explains how to tailor your dashboards for optimized financial tracking and reporting.
Steps to Customize Dashboards
- Access the Dashboard Settings – Navigate to Home > Dashboards and select Customize to start modifying the layout.
- Add Widgets & Reports – Drag and drop financial reports, KPIs, and charts relevant to your specific business needs.
- Apply Filters & Permissions – Configure role-based access and apply filters for a focused, data-driven approach.
- Personalize Data Visuals – Adjust chart types, colors, and arrangements for better data interpretation.
- Save & Share – Save configurations and share dashboards with specific users to improve team collaboration.
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