Beyond Excel: Creating Decision-Ready Dashboards in Sage Intacct

If your team builds dashboards in Sage Intacct but still relies on exporting data to Excel, this session is for you. In this fast-paced, 1-hour webinar, we focus on dashboards nonprofits actually use to make decisions, not just review data. You’ll learn how to configure Sage Intacct dashboard components, including reports, performance cards, charts, filters, and statistical metrics to turn financial and operational data into clear, actionable insights that support accountability and mission outcomes. We walk through real-world dashboard examples aligned to common nonprofit roles, including finance leadership, program management, development, and operations. You’ll see how each dashboard supports day-to-day decision making, improves visibility, and reduces manual reporting work. This webinar is ideal for nonprofit teams with intermediate Sage Intacct experience who want to move from informative dashboards to dashboards that drive action.