July 01, 2021

Top 5 KPIs for Professional Services Organizations

Sage Intacct

Blog > Top 5 KPIs for Professional Services Organizations

Sage Intacct & top 5 kpis for professional services firms

Vision33’s recent webinar focused on the top five key performance indicators (KPIs) for professional services organizations. Solutions Consultant Mark Hillman discussed the critical success factors and standout features of Sage Intacct and explained how this cloud-based financial management solution provides organizational insight and immediate visibility into crucial financial information and data.

Here’s what we discussed.

What is the Cloud?

Running your financials in the cloud means you can access them anytime, anywhere, on any device. Gone are the days of on-premises infrastructure and downtime to implement software. With Sage Intacct, all you need is a web browser. Even upgrades are simple – they run in the background every quarter and don’t interrupt your business.


Traditional charts of account involve separate accounts for parts, locations, departments, and projects, which results in a complicated set of codes. Sage Intacct eliminates that by using dimensional accounting. With dimensions, you only set up primary account codes. As your business expands and becomes more complex, you’ll never need to add hard-coded segment combinations. Intacct supports an infinite number of easily customizable dimensions.

Intuitive Dashboards

After logging in, Sage Intacct displays a dashboard for all your relevant information, including KPIs, financial data, and statistics. These interactive, customizable dashboard components allow you to drill down for immediate real-time visibility into every aspect of your business.

Easy Navigation

Old-school financial software is difficult to muddle through, but Sage Intacct offers straightforward, simple navigation. If you spend a lot of time working in purchasing, for example, you can “favorite” it to ensure you find it immediately.

Powerful Reporting

Sage Intacct supplies 150+ predefined report templates to help you manage data. You can create financial reports and attach them to your dashboard. Explicit permissions allow you to dictate who can see, edit, and run reports and which information your team can access. You can schedule reports to run automatically and email the results to specified users. With Sage Intacct reporting, you’ll always have real-time information you can slice and dice to make fast, confident decisions.

Consolidate With Ease

With Sage Intacct, you can consolidate hundreds of entities in minutes, saving time and boosting productivity. The software automates financial consolidation accounting activities like currency conversions, inter-entity transactions, local tax reporting, and more. By closing the books faster, you can devote extra time to innovation and growth.

Learn More

To see Sage Intacct in action and learn more about financial KPIs that will put your professional services organization on a path to continual financial improvement, watch our on-demand webinar.

Access the Webinar