Sage Dashboard
The Sage Dashboard1 You need a service plan that includes Office 365 Integration. Microsoft Office 365 Business Premium is required. has three tabs:
- Receivables
- Payables
- Revenue and Expenses
Receivables
Overdue Sales by Period is a bar chart that displays the total overdue sales that reached their payment terms in a specific month.
- The widget displays data for the last 12 months.
- The current month is broken into specific time periods. Each time period is displayed in the bar chart legend. The monthly total is also displayed.
- Click a time period in the legend to display more detailed information in the Accounts # day widget.
Accounts <#> days overdue is a pie chart that displays detailed information about overdue sales that reached their payment terms on a specific date in the current month.
- Each slice in the pie chart represents an account. A maximum of five accounts are displayed. If there are more than five accounts, the remaining accounts are totalled and displayed as Other.
- The time period that you clicked in the Overdue Sales by Period widget is displayed as the widget title. For example, Accounts 14+ days overdue.
- Click an account to display more detailed information in the Transactions for widget.
Transactions for is a list that displays all overdue invoices for an account.
Payables
Overdue Purchases by Period is a bar chart that displays the total overdue purchases by month for the past year.
- The widget displays data for the last 12 months.
- The current month is broken into specific time periods. Each time period is displayed in the bar chart legend. The monthly total is also displayed.
- Click a time period in the legend to display more detailed information in the Accounts # day widget.
Accounts <#> days overdue is a pie chart that displays detailed information about overdue purchases that reached their payment terms on a specific date in the current month.
- Each slice in the pie chart represents an account. A maximum of five accounts are displayed. If there are more than five accounts, the remaining accounts are totaled and displayed as Other.
- The time period that you clicked in the Overdue Purchases by Period widget is displayed as the widget title. For example, Accounts 14+ days overdue.
- Click an account to display more detailed information in the Transactions for widget.
Transactions for is a list that displays all overdue invoices for an account.
Revenue and Expenses
Revenue is a bar chart that displays the total revenue by month for the past year.
- The widget displays data for the last 12 months.
- The revenue for each month is divided into categories. Each category is displayed in the bar chart legend. Categories are not listed in alphabetical order.
- Budget is displayed on the chart as a line.
- Hover over a category on a bar to display more details in a pop up window.
Expenses is a bar chart that displays the total expenses by month for the past year.
- The widget displays data for the last 12 months.
- The expenses for each month are divided into categories. Each category is displayed in the bar chart legend. Categories are not listed in alphabetical order.
- Budget is displayed on the chart as a line.
- Hover over a category on a bar to display more details in a pop up window.
Profit and loss widget is a bar chart that displays the total net profit, income, and expenses for the past year so you can quickly view your income and expenses.
- The widget displays data for the last 12 months.