Business dashboards

Business dashboards is a great feature available in v28 and above, that gives you the key business data you need at a glance.

We've added some useful dashboards you can use straight away, or you can dive right in and create your own.

Let Michael show you how

It's really easy to set up and use, so let's get started.

Get up and running

1. From the navigation bar in Sage 50 Accounts, click Business dashboard.
2. If you're the first user to create a dashboard for this company, you can choose one or more of the ready-made dashboards below, then click Create the selected dashboards.
   Alternatively, if you don't see these options, or you just want to jump straight in and create your own dashboard, click Create my first dashboard.

That's it, you're now up and running, it's as simple as that!

• If you chose the ready made dashboards, you can now select each dashboard from the My dashboards pane to view the data.
• Or, if you're creating your own dashboard, you're now ready to start adding data you want to see.

Create a dashboard

The dashboard contains a range of widgets that show information about your business. For example, the Money in money out widget shows the total in and total out for a selected bank.

To build your dashboard, you simply choose which widgets you want to see and set any criteria you need.

1. Once you click Create my first dashboard, enter a name for your dashboard, then click Create.
2. To start adding widgets, click Add a report widget.
3. In the right-hand pane, find the widget you need, then click Add widget. What information can I add?
4. If required, amend the widget criteria to suit your needs. 
   
   
   
5. Repeat steps 3 and 4 for any other widgets you want to add and if needed, click and drag to arrange them on screen. 
6. If you want to share your dashboard with other users, click Share dashboard.
7. Once you're happy with your dashboard, click Finished editing.

That's your dashboard created. 

Next steps

Now you're up and running. To add, remove, or edit widgets at any time, click Edit. To create other new dashboards, click New dashboard. 

Find out more from the Business dashboards hub.