If your team is building dashboards in Sage Intacct but still finds you exporting to Excel, this session is for you.

Join us for a fast-paced, 1-hour webinar focused on dashboards that organizations actually use to make decisions — not just review data. We’ll explore how dashboard components (reports, performance cards, charts, filters, and statistical metrics) can be configured to turn your financial and operational information into actionable insights that support your mission.

During the session, we’ll walk through real-world dashboard examples aligned to common nonprofit roles and responsibilities — including Finance Leadership, Program Management, Development, and Operations — and discuss how each dashboard supports day-to-day decision making and accountability.
This webinar is ideal for users with intermediate Sage Intacct experience who want to take their dashboards from informative to impactful.

You’ll learn how to:
• Design dashboards that support role-based decision making
• Use performance cards and trends to highlight key funding and expense drivers
• Combine financial and statistical data to tell a clearer story
• Strengthen visibility, accountability, and organizational alignment

Participants are eligible to receive 1 CPE credit