Examples of Sage Intacct Dashboards by Industry

Making smart, quick decisions isn’t about the data you have — it’s about how you use it. That’s why we’re presenting industry examples of Sage Intacct dashboards to show you how various types of companies use them to improve their processes and gain insights. Picture this: you’re running a dynamic SaaS startup, a busy construction firm, or even managing a family’s wealth. In each scenario, success hinges on your ability to see the big picture and the tiny details, all in real time. Sage Intacct dashboards give you the insights to make big decisions with confidence. Let’s dive into industry examples of Sage Intacct dashboards. While it’s certainly not an exhaustive list, it’s a great way to get you thinking about how Sage Intacct dashboards will benefit your business.

Sage Intacct Dashboards By Industry:

Construction Companies

In construction, where every detail counts, Sage Intacct dashboards bring project costs, timelines, and resources into sharp, actionable focus.

Sage Intacct Construction Dashboard

Project Cost Tracking

Managing project costs is critical for a construction company. Using a dashboard, the company tracks actual vs. budgeted costs in real-time, enabling quick adjustments to avoid overruns.

Resource Allocation

The dashboards show the status of various projects, including labor and equipment usage. This allows for efficient reallocation of resources to projects that are behind schedule or over budget.

Healthcare Providers

In the fast-paced healthcare sector, Sage Intacct dashboards serve as a beacon, guiding efficient patient care management and streamlined financial operations.

Patient Flow Management

A healthcare provider uses dashboards to monitor patient flow through various departments. This helps identify bottlenecks and improve patient wait times and overall satisfaction.

Revenue Cycle Management

Dashboards provide real-time visibility into billing, insurance claims, and payment collections, helping to identify delays or issues in the revenue cycle.

Non-Profit Organizations

For non-profits, Sage Intacct dashboards are a window into grant management and program effectiveness, ensuring every dollar makes an impact.

Grant Management and Tracking

Non-profits can meticulously manage and track grants, ensuring they adhere to the stipulated use of funds and reporting requirements, which is crucial for maintaining trust with grantors and securing ongoing support.

Program Impact Analysis

The organization tracks the impact of its programs, such as the number of beneficiaries served or the outcomes achieved, which is vital for reporting to stakeholders and securing future funding.

Manufacturing Companies

In manufacturing, where precision and efficiency are essential, Sage Intacct dashboards provide real-time insights to keep production lines humming and inventories optimal.

Supply Chain Monitoring

A manufacturing company employs dashboards to monitor its supply chain, tracking raw material levels, supplier performance, and production schedules, ensuring timely delivery of products.

Quality Control Metrics

Manufacturers use these dashboards to track quality control metrics, identify product defect trends, and enable proactive measures to maintain product standards.

Technology Startups

For Tech Startups, where agility meets innovation, Sage Intacct dashboards are the compass for navigating cash flow, user metrics, and growth trajectories.

Burn Rate and Cash Flow Analysis

Startups use dashboards to monitor their burn rate and cash flow closely, which are crucial for sustaining operations and planning future funding rounds.

User Growth and Engagement Metrics

By tracking user growth, engagement metrics, and churn rates, startups can fine-tune their product offerings and marketing strategies.

Software/Subscription/SaaS Companies

In the dynamic world of software and SaaS, Sage Intacct dashboards are your secret weapon for mastering customer metrics and financial management.

SaaS Intelligence Dashboard

Customer Acquisition and Churn

Dashboards track key metrics like Customer Lifetime Value (CLV), Customer Acquisition Cost (CAC), churn rates, and subscription renewals, enabling SaaS companies to fine-tune their marketing strategies and product offerings.

Revenue Recognition and Deferred Revenue Tracking

These companies use dashboards to accurately track and recognize revenue over the subscription period, ensuring compliance with accounting standards.

Wholesale Distributors

For wholesale distributors, real-time insights into supply chain dynamics and customer trends from Sage Intacct dashboards mean staying a step ahead in a competitive market.

Supply Chain Efficiency

Distributors use dashboards to monitor inventory levels, order statuses, and supplier performance, optimizing their supply chain and reducing the risk of stockouts or excess inventory.

Customer Order Patterns

Analysis of customer order patterns and preferences helps forecast demand and tailor product offerings to meet market needs.

Family Office/Wealth Management Firms

In the complex realm of family office and wealth management, Sage Intacct dashboards illuminate the path for strategic investment decisions and client reporting.

Investment Portfolio Performance

Dashboards provide a real-time view of investment performance, asset allocation, and market trends, aiding in making informed investment decisions.

Client Reporting

These firms use dashboards to generate comprehensive client reports, enhancing transparency and client satisfaction.


In the hospitality industry, where guest satisfaction is paramount, Sage Intacct dashboards are key to optimizing operational efficiency and enhancing guest experiences.

Occupancy and Revenue Management

Hotels and restaurants use dashboards to track occupancy rates, average room rates, and revenue per available room, optimizing pricing and promotional strategies.

Guest Experience Insights

Analysis of guest feedback and preferences helps personalize services and improve guest satisfaction.

Professional Services

For professional services firms, where maximizing billable hours and project profitability is essential, Sage Intacct dashboards offer the clarity needed for effective decision-making.

Billable Hours and Utilization Rates

Firms track employee billable hours and utilization rates, ensuring optimal productivity and effective resource allocation.

Project Profitability

Dashboards help monitor the profitability of various projects, enabling better project selection and management.

Franchise Operations

In the franchise business model, Sage Intacct dashboards are the linchpin for harmonizing operations across locations, monitoring performance, and ensuring the success of each franchise.

Franchise Performance Comparison

Franchisors use dashboards to compare the performance of different franchisees, identifying best practices and areas for improvement.

Royalty and Fee Management

Tracking royalties, fees, and compliance with franchise agreements ensures a smooth and transparent relationship between franchisors and franchisees.


By providing customized, real-time insights, these examples of Sage Intacct dashboards by industry illustrate how they can empower businesses across various industries to make informed decisions, optimize operations, and drive growth. With MicroAccounting’s expertise, you can customize these dashboards to your industry and organization’s unique needs, unlocking new levels of efficiency, effectiveness, and insight.

Contact us for more information on Sage Intacct dashboards or check out this video for a quick tour: