Financial Dashboards & Metrics That Matter for Financial Services Firms

Presented by

Diana Ermini (Industry Marketing Director at Sage Intacct) and Kerstin Kubina (Principal Solution Consultant at Sage Intacct)

About this talk

Successful finance leaders are using custom financial dashboards to proactively monitor, analyze, and understand the financial health of their firm—in real time. Now, more than ever, they’re expected to be forward-looking and strategic to drive positive business outcomes. Join this webinar to see how dashboards make it easy to: • Track assets under management, cash-on-cash, and notes payable • Create a shared, unified view of financial performance • Use graphs and visuals to uncover opportunities • Define strategic priorities and measures of success

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Intacct is the cloud financial management company. Bringing cloud computing to finance and accounting, Intacct's award-winning applications are the preferred financial applications for AICPA business solutions. Intacct applications are used by more than 8,500 businesses from startups to public companies and are designed to improve company performance and make finance more productive.