Business dashboards

Business dashboards are available in Sage 50 Accounts v28 and above, giving you key business data at a glance.

We've added some dashboards you can use straight away, or you can create your own.

Access the dashboard

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, select one or more of the dashboards.
3. Click Create the selected dashboards.
   
4. Alternatively, click Create my first dashboard to create your own.
5. If you chose the ready made dashboards, select each dashboard from the My dashboards pane to view.
6. Or, if you're creating your own dashboard, you can now add information to the dashboard.

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 your total in and total out for your selected bank.

To build your dashboard, choose which widgets 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.  TIP: You can click and drag to arrange them on the window. 
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.