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The New World of Role-Based Dashboards

By April 10, 2023No Comments

The New World of Role-Based Dashboards

The good ol’ days weren’t always good, as evidenced by the slow and inefficient ways businesses have long used to view financial information. To this day, many databases are not user-friendly or updated in real time, so businesses have to wait for print reports or wait even longer for custom reports that are out of date before they arrive.  

Today, best-in-class financial management software solutions like Sage Intacct are changing the game with real-time, role-based dashboards that make it much easier for businesses to get the insights and information they need to make smart, fast, data-driven decisions. 

Do More with Advanced Dashboards

Role-based dashboards are customizable dashboards with information tailored to the role of the people using the dashboard. They’re often used by financial executives, project managers, departmental heads, and others who need to view specific key performance indicators (KPIs) and other data to make smart business decisions.

Imagine, for example, a controller who goes to work every day and looks at a controller dashboard that indicates Open AP, Open AR, and Cash Balances, as well as the status of the monthly close. Everything they need is right there in their personalized dashboard, updated and visualized with easy-to-interpret graphical components.  

Benefits of Sage Intacct Dashboards

Sage Intacct dashboards pull together reports, graphs, performance cards, and other information that’s easy to understand, providing a one-stop view of key information for people with different roles.

One of the benefits of Sage Intacct’s dashboards is that you can choose between predefined dashboards that are ready to use out of the box or customized dashboards that you build to suit your unique business needs. Either way, you can drill down to the information you need and share the real-time views on your dashboards via email or the cloud. Archival copies are easily kept in Sage Intacct or in the cloud.

This video provides a deep dive into setting up Sage Intacct dashboards, showing you how you can analyze real-time business performance by different business drivers and roles, without having to manage a complex chart of accounts.

Get Professional Support to Choose the Right BI Tools

The experienced professionals at ACI Consulting can help you select the best BI tools for your business and customize them, setting up automated business alerts and other solutions to meet your needs. Contact us today to start the conversation.