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About the Dashboard

The Sage 100 Contractor Dashboard has been designed to show the state of your company’s finances in real time by displaying information about your company’s financial state.

Note: Until you set up Dashboard security, the Dashboard is only available to the company administrator.

Showing the Dashboard after Login

You can show the Dashboard every time you log into the company, if you have the access.

Click the [Dashboard] button.
Select the Options menu, and click on [Show Dashboard After Login].

Note: If you need to turn off the Dashboard display after you log into the company, use the same steps, and then verify that [Show Dashboard After Login] is not selected.

Dashboard Sections

The Dashboard is organized into seven sections when first opened. You can add and remove content by clicking the [Add/Remove Content] link.

Cash Accounts. Displays up to five cash accounts. You can drill down into each of the accounts to review details. You can use the Edit feature to choose which accounts are displayed.
Cash Position. Displays Total Cash and Receivables. Your Cash Position is the difference between Total Cash + Receivables and Less Current Liabilities.
Outstanding Change Orders. Displays Change Orders that have not been approved in Less than 30 Days and those that have not been approved in More than 30 Days.
Receivables. Displays receivable amounts that are Due in 7 Days, Due in 30 Days, Overdue 1-30 days, and Overdue > 30 (more than 30) days.
Payables. Displays payable amounts that are Due in 7 Days, Due in 30 Days, Overdue 1-30 days, and Overdue > 30 (more than 30) days.
Income from Operations. Displays Income from This Month, This Quarter, and This Year broken down into three cost categories: Direct/Equip/Shop, Overhead, and Administrative. The final display totals Income from Operations by This Month, This Quarter, and This Year.
Under-Billed Jobs. Displays under-billed jobs in two ways, by amount and by percentage of contract. You can also choose not to display any under-billed jobs.

The Dashboard displays GAAP-standard financial information.
All negative amounts are displayed in parentheses.
Amounts that are shown in red indicate items that may need your special attention.

Refreshing the Dashboard Information

The Dashboard displays the Last refreshed date and time so that you always know if the information is fresh. You can click the Refresh button to refresh the information. In addition, every time you exit and re-launch the Dashboard, Sage 100 Contractor refreshes the information.

You can print the current view of the Dashboard by pressing the Print button on the right side of the toolbar.

If you have access to the Dashboard, you can display it at any time by clicking the [Dashboard] button.
You may need to set up a separate security group with one member if you are the only one who is going to view the Dashboard. You have to be a company administrator to set up security groups.
You can click the [?] link to the right of each section heading to open a detailed Help topic about this area of the Dashboard.