--- title: How to Use Sage Intacct Multi-Book Part 3 description: Learn how Sage Intacct’s multi-book & dynamic allocation features use statistical accounts to combine financial & nonfinancial metrics. image: https://www.equationtech.us/hubfs/How%20to%20Use%20Sage%20Intacct%20Multi-Book%20Part%203.png --- [866.436.3530](tel:+8664363530) | [** Customer Portal Login](https://na.myconnectwise.net/support/index.htm?Company=equationtech) [Speak With an Expert](https://www.equationtech.us/speak-with-an-expert) [![Equation Technologies - Sage Business Partner | San Diego](https://www.equationtech.us/hs-fs/hubfs/Redesign_Images/logo.png?width=230&name=logo.png "Equation Technologies - Sage Business Partner | San Diego")](https://www.equationtech.us/) - [Sage Services](https://www.equationtech.us/sage-services) - Products We Support - [Sage 300](https://www.equationtech.us/sage-services/sage-300-cloud) - [Sage Intacct](https://www.equationtech.us/sage-services/sage-intacct/) - [Sage CRM](https://www.equationtech.us/sage-services/sage-crm) - [Sage Payroll](https://www.equationtech.us/sage-services/sage-payroll) - [Sage HCM](https://www.equationtech.us/sage-services/sage-hcm-software) - [Sage FAS](https://www.equationtech.us/sage-services/fixed-assets) - [Sage Intelligence](https://www.equationtech.us/sage-services/sage-intelligence) - [Sage Enterprise Intelligence](https://www.equationtech.us/sage-services/sage-enterprise) - Services We Offer - [Software Selection](https://www.equationtech.us/software-solution-selection) - [Implementation](https://www.equationtech.us/sage-services/erp-implementation) - [Customization](https://www.equationtech.us/sage-services/customization) - [Support](https://www.equationtech.us/sage-services/support) - [Training](https://www.equationtech.us/sage-services/sage-training) - [Sage Cloud](https://www.equationtech.us/sage-services/hosting) - [Upgrades](https://www.equationtech.us/sage-services/upgrades) - [Extend Sage](https://www.equationtech.us/sage-integrations) - [Magento eCommerce](https://www.equationtech.us/sage-integrations#magento) - [ADP](https://www.equationtech.us/en/sage-300-sage-intacct-payroll-powered-by-adp) - [Aloha POS](https://www.equationtech.us/sage-integrations#aloha) - [Salesforce](https://www.equationtech.us/sage-integrations#salesforce) - [TimeClockPlus](https://www.equationtech.us/timeclockplus) - [Other Solutions](https://www.equationtech.us/other-solutions) - Industries - [Distribution](https://www.equationtech.us/distribution-management-software-solution) - [Education Nonprofit](https://www.equationtech.us/education-nonprofit-accounting-software) - [Financial Services](https://www.equationtech.us/financial-services-software) - [Franchise](https://www.equationtech.us/franchise-management-software) - [Healthcare](https://www.equationtech.us/healthcare-finance-software) - [Hospitality](https://www.equationtech.us/hotel-restaurant-accounting-software-solutions) - [Metal Processors & Distributors](https://www.equationtech.us/erp-for-metal-industry-businesses) - [Nonprofit](https://www.equationtech.us/nonprofit-accounting-software) - [Professional Services](https://www.equationtech.us/professional-services-software) - [SaaS & Technology](https://www.equationtech.us/erp-software-for-technology) - [Resources](https://www.equationtech.us/sage-software-resource-library) - [Technology Blog](https://www.equationtech.us/technology-blog) - [Training](https://www.equationtech.us/sage-services/sage-training) - [Online Videos](https://www.equationtech.us/sage-300-erp-accpac-tutorial) - [Case Studies](https://www.equationtech.us/case-studies) - [About](https://www.equationtech.us/about-us) - [Meet The Team](https://www.equationtech.us/management-team) - [Partners](https://www.equationtech.us/partners) - [Careers](https://www.equationtech.us/careers) - [Contact](https://www.equationtech.us/contact) This is a search field with an auto-suggest feature attached. - There are no suggestions because the search field is empty. # How to Use Sage Intacct Multi-Book Part 3 ![technology blog](https://www.equationtech.us/hubfs/How%20to%20Use%20Sage%20Intacct%20Multi-Book%20Part%203.png) **twitter **linkedin **facebook In Part 3 of our blog series on Sage Intacct’s multi-book and dynamic allocation functionality, we’re reviewing statistical accounts. If you’d like to revisit our earlier discussions on Sage Intacct’s multi-book functionality, be sure to check out Part 1 and Part 2. When it comes to tracking your business's performance, financial data is just one part of the story. Nonfinancial metrics can provide key insights, whether you're managing headcount, tracking warehouse capacity, or analyzing event attendance. One of the reasons we (as seasoned accountants ourselves) love [Sage Intacct](https://www.equationtech.us/sage-services/sage-intacct/) is because its statistical accounts let you seamlessly combine financial and non-financial metrics, giving you a more comprehensive view of your organization. Let’s dive into how this functionality works and why it’s a must-have for modern businesses across all industries – especially as [77% of business leaders believe data will play a crucial role in driving their success](https://hello.dnb.com/rs/145-JUC-481/images/GR2023-Increasing-Business-Resilience_Report.pdf). ## **Tracking Nonfinancial Metrics: Why It Matters** From employee headcount to warehouse square footage, these nonfinancial metrics paint a picture that financial data alone can't capture. Here are just a few examples of what statistical accounts can track: - **Nonprofits**: Number of grants awarded. - **Hospitality**: Open vs. booked hotel rooms. - **Catering**: Number of events serviced. - **Professional Services**: Billable vs. non-billable hours. - **Restaurants**: Number of seats available. *Example of statistical accounts in Sage Intacct:* *![dynamic allocation](https://www.equationtech.us/hs-fs/hubfs/image-png-Jul-15-2025-04-25-38-6626-PM.png?width=661&height=274&name=image-png-Jul-15-2025-04-25-38-6626-PM.png)* Sage Intacct takes this a step further, allowing you to create a separate “book” for these metrics. This means you can forecast, [budget, and report](https://www.equationtech.us/sage-intacct-blog/introducing-sage-intacct-budgeting-and-planning) on nonfinancial data just as easily as your financials. ## **Seamlessly Combine Financial and Nonfinancial Data** However, the real magic happens when you combine and compare financial and nonfinancial metrics. Imagine displaying: - Average customer acquisition costs alongside total new customers. - Revenue renewal rates paired with customer retention data. By entering statistical data through journal entries - just like standard financial entries - you can analyze these metrics in tandem, unlocking deeper insights into your business operations. You can thank us later! ## **Flexible Entry Options for Statistical Data** Sage Intacct offers several ways to enter in your statistical data: 1. **Manual Entry** Perfect for quick updates. Choose whether to track cumulative totals or net changes, depending on your reporting needs. 2. **Automated Recurring Entries **Set schedules for monthly, weekly, or even daily updates. Not to harp on it, but [automation is a game-changer and reduces labor and manual processing costs by 10–50%](https://www.businessdasher.com/business-automation-statistics/), making it an essential strategy for efficiency. 3. **Imports **Upload data via Excel or CSV for bulk updates. 4. **API Integrations** For a more seamless approach, integrate with systems like medical billing platforms or restaurant POS systems. *A manual statistical journal entry:* *![dynamic allocation](https://www.equationtech.us/hs-fs/hubfs/image-png-Jul-15-2025-04-26-39-4538-PM.png?width=676&height=414&name=image-png-Jul-15-2025-04-26-39-4538-PM.png)* ## **Reporting and Dashboards** Once statistical data is posted, it lives in a separate book (that looks just like your accrual book!) and is ready for you to report on. With [Sage Intacct’s financial report writer](https://www.equationtech.us/sage-intacct-blog/key-benefits-of-sage-intaccts-interactive-custom-report-writer) and role-based executive dashboards, you can visualize these metrics alongside your financials. For example, project managers can monitor total hours worked per project directly within a project management dashboard, with columns for budgets and statistical entries. This level of visibility makes sure your decision-makers have all the data they need right at their fingertips. *Example of a customer account report:* *![](https://www.equationtech.us/hs-fs/hubfs/image-png-Jul-15-2025-04-27-41-1633-PM.png?width=681&height=246&name=image-png-Jul-15-2025-04-27-41-1633-PM.png)* *An image of a role-based executive services dashboard with statistical entries included in the 4th column:* *![dynamic allocation](https://www.equationtech.us/hs-fs/hubfs/image-png-Jul-15-2025-04-28-00-2975-PM.png?width=732&height=408&name=image-png-Jul-15-2025-04-28-00-2975-PM.png)* If you want to watch all of that in action, [check out the video](https://youtu.be/a58YFS5_gL0?si=kTpZMqwnKQh5GbG8) where those screenshots are taken from. Our in-house expert, Brian Miller, walks you through everything in 13.5 minutes. ## **BONUS TIP: The Power of Dynamic Allocations** This is the part where we start to get realllly excited. With Sage Intacct’s dynamic allocations, you can take statistical accounts to the next level. Instead of relying solely on financial metrics like salaries and wages, you can allocate costs based on statistical metrics such as headcount or full-time employees (FTEs). Here’s an example: - Allocate fringe benefit expenses by department. - Use statistical metrics like headcount instead of financial data to spread overhead more effectively. By stacking allocation books on top of your accrual books, Sage Intacct’s multi-book functionality allows for even more flexibility and granularity. *Setting up a dynamic allocation:* *![dynamic allocation](https://www.equationtech.us/hs-fs/hubfs/image-png-Jul-15-2025-04-28-42-2770-PM.png?width=623&height=422&name=image-png-Jul-15-2025-04-28-42-2770-PM.png)* *Change an allocation from a financial metric to a statistical metric (the drop-down menu is all your statistical accounts):* *![](https://www.equationtech.us/hs-fs/hubfs/image-png-Jul-15-2025-04-28-58-6461-PM.png?width=643&height=438&name=image-png-Jul-15-2025-04-28-58-6461-PM.png)*  *Saving the allocation to a separate book:*  ![dynamic allocation](https://www.equationtech.us/hs-fs/hubfs/image-png-Jul-15-2025-04-30-13-4178-PM.png?width=647&height=439&name=image-png-Jul-15-2025-04-30-13-4178-PM.png) ## **The Bottom Line** [Companies that measure nonfinancial factors after assessing their real effect on financial performance earned 1.5 times greater returns on equity than those that did not adopt such practices.](https://cfo.university/library/article/nonfinancial-performance-measures-why-they-matter-zoheir) Statistical accounts in Sage Intacct allow organizations to measure what matters most. Whether you’re tracking headcount for budgeting, calculating customer acquisition costs, or allocating expenses more strategically, this nonfinancial data tracking feature offers a toolkit for smarter decision-making. Ready to see how [Sage Intacct](https://www.equationtech.us/sage-services/sage-intacct/) can transform your financial and non-financial reporting in the wild? [Let’s chat](https://www.equationtech.us/contact)! ![](https://www.equationtech.us/hs-fs/hubfs/image-png-Jul-15-2025-04-30-01-4341-PM.png?width=7&height=5&name=image-png-Jul-15-2025-04-30-01-4341-PM.png) ### Related Articles ##### [Why Nonprofits Are “Playing Defense” Financially (and How to Fix It)](https://www.equationtech.us/sage-intacct-blog/why-nonprofits-are-playing-defense-financially-and-how-to-fix-it) Nowadays, if you're involved in nonprofit financial management, you're probably spending more time... ##### [Make Month-End Less Painful with Sage Intacct Checklists](https://www.equationtech.us/sage-intacct-blog/make-month-end-less-painful-with-sage-intacct-checklists) Month-end close isn't anyone's favorite time of the month. Between all the work, it's easy to lose... ##### [The Technology Nonprofits Need in 2026 (According to Finance Leaders)](https://www.equationtech.us/sage-intacct-blog/the-technology-nonprofits-need-in-2026-according-to-finance-leaders) Not all technology helped nonprofits survive 2025; [17% of organizations said it didn’t help at all](https://www.equationtech.us/hubfs/1%20Intacct%20Files/Effie%20-%20files/Sage%20Intacct%20The%202026%20Nonprofit%20Outlook%20Research%20Report%20-%20Equation%20Technologies.pdf). ## Need Help Now? 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