Home Workspace
The Home workspace is the initial page that opens when you log into LeaseAccelerator and serves as your reference page. It is accessible by clicking Home on the Left NavBar.
The Home workspace has tiles to access:
My Dashboard: Graphical displays representing different aspects of your current leasing portfolio.
My To-Do List: Actions that someone assigned the same roles as you or you personally need to take.
My Library: A digital bookshelf on which LeaseAccelerator users in your company can store company documents relevant to lease accounting.
Download a PDF version of the guide.
My Dashboard
The Portfolio Insights Dashboard is designed to provide a high-level performance snapshot of your leasing portfolio. Information provided on this dashboard can help executives, CFOs, and controllers monitor important KPIs and analytics that help with critical decision-making. This dashboard has 5 tiles that provide data about deal status, classification, NBV, Cost, and Evergreen. Additionally, the analytics section located below the tiles provides month over month, and year over year analysis of natural account balances and activities.
For more information, please see LeaseAccelerator’s Product Advisory for the Portfolio Insights Dashboard.
To-Do List
The To-Do List, accessed via a tile on the Home workspace, displays actions that someone with your assigned role or you personally need to do.
The list is filtered by:
Pending Action: Groups deals by the action required to be taken, such as book the deal or record end-of-term intentions
Deal Value: Groups actions based first on the currency of the deal then the monetary value
Lease versus Buy Analysis: Groups actions by the lease vs. buy analysis completed prior to signing the lease then by deal
Days Outstanding: Groups actions first by the number of days since the action was requested then by deal summary
Business Unit (BU): Groups actions by business unit then deal summary
To take an action from the To-Do List, first locate the action using the filters then click to open it. Complete the options on the page that opens.