Dashboards & Analytics

Dashboards provide at-a-glance insights into key business aspects and can be customized for specific roles.

Why it matters

Dashboards help accountants and controllers monitor important company information and see relevant data quickly, improving visibility and decision-making.

When you use it

Dashboards consist of components like graphs (charts), performance cards, records, reports, and smart lists.
Checklists can be added as dashboard components, allowing users to access and filter them.
Custom reports can be added to dashboards after they have been memorized.
Large reports should not be added to dashboards used as start pages due to potential performance impacts.

Prerequisites

Dashboards & Analytics requires General Ledger Dashboards & Analytics requires Dimensions

Common tasks

Configure dashboard layouts Create IVE visualizations Set up role-based views Build ICRW custom reports

Related concepts

Used with

Dashboards & Analytics is used by Budgets Reporting Periods is used by Dashboards & Analytics

Skill Paths containing this concept

Cash and banking

Source documentation

Sage Intacct Help

Neighborhood

Strongest 4 direct relationships

Open in full graph