Intacct’s Dashboard is hardly a one-size-fits-all solution. In fact, its features can be custom tailored to fit you. After all, it’s your perspective that matters. Regardless of how you choose to set up your dashboard, you’ll always have the same purpose in mind: ease and accessibility to real time, accurate data to best serve your customers.
Henry Ford said that customers could buy his Model T in any color they want, as long as it’s black. Near the opposite end of the spectrum, dashboard embraces the benefits of customization as any two company personnel may need to harness information in a slightly different view to be efficient. If a platform can easily provide a customized means to set up a dashboard allowing all users ease of navigation, then why not?
Tailored to You
Dashboard is easy to navigate because it’s tailored to you. Like a custom-built car, you drive the dashboard the way you want. This means that you can navigate via a drop down menu, process map or a bookmark menu. The view that you choose can be altered, changed and adjusted as you see fit. Also, the view that fits key personnel in one department or locale may be different for Controller A in a different capacity. Multiple, customized views can be utilized. But it doesn’t stop there; in fact, we’re just getting started. Once you’ve chosen your preferred view or menu, you can also choose your preferred performance cards.
So you’ve made your dashboard the way you like it, just right for you. Practically speaking, how does this help you and other personnel? Also, how does this make you and each user more efficient? By tailoring your dashboard, tool bar, performance card and other functions to suit your needs, you’ll serve your customers faster and ultimately, better. Regardless of the view or menu chosen, and regardless of the performance cards highlighted, you will still be able to drill down and extract key data quickly and easily. All three views (drop down, process map and book mark) allow the user to navigate and track a specific transaction and answer customers’ questions because all relevant data is accessible and at-the-ready.
Customize your dashboard to further streamline your cloud accounting processes. Contact Alta Vista Technology today.