Visibility using Dashboard Graphs in Sage Intacct

There are two primary methods of displaying information on any given dashboard: Reports and Graphs. Earlier this year, we published a blog post about how dashboards do not necessarily need graphs to be effective. Many users prefer charts, especially, if the dashboard viewer is more concerned about viewing the fine details and underlying data in the financial reports. However, in some cases, it is preferable for the dashboard viewer to see whether key performance indicators are at an acceptable level without seeing great levels of detail.

Graphs are a fantastic way to give your Sage Intacct users a high-level overview of the organization’s key performance indicators and metrics. With graphs, users can see at a high level how their portion of the organization is performing. Since graphs are produced from dimensionalized financial data, you can slice and dice the data however you want. So, one can observe the performance of differing locations, departments, and more. Just like financial reports, one can modify the filters on their dashboard to examine metrics for specific or groups of dimensions at a particular point in time.

Here are few examples of the graphs Sage Intacct can provide:

Key Performance Indicators (KPIs)

Key Performance Indicators, commonly abbreviated as KPIs, are often the most critical measurements of performance in any given organization. From the above example, a dashboard viewer can see that the month-over-month net income and utilization rate of their company is trending upward. Notice that symbols and colors can be utilized to indicate whether a KPI is in a favorable state. If the dashboard user so desired, they could drill down into the underlying detail to analyze the balance and discover potential issues.

Circular Graphs

Circular graphs are great ways to present data as part of a whole. Using this type of graph allows one to see the distribution of expenses and revenue based on dimensions. These types of graphs allow for detailed drill-down, but will also report a balance amount if the cursor hovers over a portion of a graph.

Line and Column Graphs

Line and column-style graph excel in providing information for trend analysis. They are perfect for users who are looking for variances from the norm and unexpected spikes in expense. They support the same drill-down and analytical features of other types of graphs.

Sage Intacct is capable of a myriad of other types of graphs and charts, including bar, area, waterfall, and stacked charts. Leveraging these different types of graphs in Sage Intacct will help to present your organization’s data in a way that aids decision making. If you are curious about utilizing graphs or dashboards, please contact Wes Salisbury (wsalisbury@manersolutions.com) or Dave Caldwell (dcaldwell@manersolutions.com).