Sage Intacct Predefined Analyses
When you install the Sage Intacct template, you get predefined analyses for Sage Intacct, including data models, views, dashboards, workbooks, and writeback templates. Each analysis is ready to use, and you can customize each one to fit your needs.
Data Models for Sage Intacct
Data models organize and structure your Sage Intacct data. Each data model includes one or more views that display the data visually through charts, KPIs, gauges, worksheets, maps, and more.
Real TimeReal time financial data and budget information.
General LedgerGL summaries, transactions, budgets, financial KPIs, and cash conversion cycle.
Accounts ReceivableAR invoices, adjustments, payments, and transaction reports.
Accounts PayableAP bills, adjustments, payments, credit card transactions, and reports.
Inventory ControlItem activity and inventory transactions.
Cash ManagementDeposits, other receipts, and funds transfers.
Order EntrySales analysis and invoice comparisons (TY vs LY).
PurchasingPurchase transactions and details.
ProjectsProject summaries, details, and account group mapping.
Common DataCustomers, financial periods, currency rates, and reporting codes.
CREAP and AR aging, retainage balances, and project cost and estimate data.
OLAP CubesPreconfigured cubes for sales invoices, financial KPIs, and cash conversion cycle.
Dashboards for Sage Intacct
Dashboards display multiple views on a single screen. Views inside a dashboard typically share a common theme, like finance or sales, so related data appears together.
FinanceSales and profit, CFO overview, cash flow, expenses, and financial health.
Order EntrySales summary, anomalies and trends, top performers, and geographic performance.
InventoryInventory levels and stock activity.
ProjectsProject accounting overview and tracking.
Not for ProfitFundraising efficiency and CFO dashboards for nonprofit organizations.
Sales OLAP CubesSales dashboards built on OLAP cube data.
Finance OLAP CubesFinance dashboards built on OLAP cube data.
CREContract value, billing, costs, margin, and over and under billing.
Workbooks for Sage Intacct
Workbooks are spreadsheets built inside SEI. They support formulas, pivot tables, slicers, sparklines, and data extractions to analyze your Sage Intacct data in a spreadsheet format.
Real TimeReal time trial balance, profit and loss, balance sheet, and cash flow.
Trial BalanceDebit and credit balances by account.
Balance SheetAssets, liabilities, and equity with a rolling 12 month view.
Profit and LossMultiple layouts including forecast, budget vs. actual, and multi year comparisons.
Cash FlowCash flow statements with current and forecast views.
DashboardsP&L, financial performance, and expense dashboards in workbook format.
Accounts Payable (CRE)Bill aging, retainage balance, and open bills by project.
Accounts Receivable (CRE)Invoice aging, retainage balance, and detail reports by customer.
Projects (CRE)Job cost detail, project cost overview, and estimate vs. actual cost.
Revenues & Expenditures (Not for Profit)Basic, forecast, yearly comparison, and actual vs. budget layouts.
Financial Position (Not for Profit)Current and forecast financial position statements.
Cash Flow (Not for Profit)Direct and indirect method cash flow statements with forecast views.
Grants (Not for Profit)Grant positions (inception to date) and revenue vs. expenditure budget analysis.
Writeback for Sage Intacct
Data from Sage Intacct can be retrieved into a workbook for review and adjustment. Writeback then sends that data back to Sage Intacct, creating or updating records such as journal entries, budgets, and invoices directly from the workbook.