My Favorite Things – Sage Intacct Dashboards

Caitlin Adams joined our team a year ago as a Sage Intacct Consultant and is a Certified Sage Intacct Implementation Specialist with a Master’s degree. Most recently she work on the client side at PMG where she helped with their Sage Intacct implementation. She loves helping clients make the most of Sage Intacct to gain efficiency, unlock insights, and improve decision-making.

Caitlin’s Favorite Things

  • Family – Spending time (mostly chasing around and trying to keep up) with my three kids and traveling with my husband when we get a few days away to explore!
  • Creating our dream homestead – Our family moved to a 10-acre property that is a dream, but needs lots of love. I love spending any and all spare time building our garden, cleaning up the property, doing house projects, and tending to our ever growing family of small farm animals!
  • Crossfit – I work out in the very early morning at my local crossfit gym. I love having an hour to myself outside of motherhood, the endorphins it starts my day off with, feeling super strong, and the community it has provided! Not to mention, I love a little bit of competition 😉 and the crossfit community constantly pushes you to be your best!

Favorite Thing About Sage Intacct: Dashboards

  1. How customizable they are to the user experience! Everything from the background color to bringing to the forefront only what you need to see/do every day without the clutter of what you don’t need, that is possible with Dashboards!
  2. You can easily hop to my other favorite areas of Sage Intacct – like creating and editing custom financial reports or digging into the dimensional data! I mean, literally from the 30,000 ft view all the way down to the invoice with the click of a link from a dashboard!!
  3. You can do everything you need to do to customize a dashboard (as long as you have permissions set up) without needing to have a great knowledge of coding or getting IT involved! It is so user friendly to set up, customize, and maintain dashboards as you evolve and your company grows!

Ready to transform your business with Sage Intacct? Contact our team to learn about our services.

Sage Intacct Reporting and Dashboards