Bold BI real-time collaborative analytics platform

Trusted by world-class companies

Key Features for Collaboration Analytics Platform

Bold BI helps teams collaborate better by sharing live data, discussing insights, and making smart decisions in a secure space. It keeps everyone connected, reduces confusion, and speeds up progress with real-time clarity.

Collaborate in Real Time

  • Empower teams to analyze and discuss metrics in one interactive workspace.
  • See live updates instantly across all users.
  • Improve productivity and keep decisions aligned in a single, unified workspace.
Collaborative BI dashboard with team comments
Secure dashboard sharing via URL link options

Share Dashboards Securely

  • Distribute dashboards safely using direct access links.
  • Control who can view or edit data with secure settings.
  • Ideal for private analytics or public reports.

Comment Instantly on Data

  • Turn insights into discussions directly on charts or KPIs.
  • Comment and reply with full visual context.
  • Keep conversations linked to specific data points.
Interactive dashboard commenting and annotations
Export dashboards to PDF, Excel, and image formats

Export and Distribute Insights

  • Export dashboards or widgets to PDF, Excel, or image formats.
  • Share insights outside Bold BI for various needs.
  • Support presentations, compliance, and executive summaries.

Automate Email Alerts

  • Keep teams updated automatically with scheduled emails.
  • Notify users when KPIs hit critical thresholds, no manual monitoring needed.
  • Ensure important insights reach the right people on time.
Scheduled email alerts for key metric thresholds
Role-based access control for secure data sharing

Control Access by Role

  • Protect sensitive data with role-based permissions.
  • Assign access levels tailored to each team member.
  • Maintain compliance and data integrity.

Distribute Live Dashboards

  • Instantly publish dashboards with real-time data.
  • Keep everyone working with the latest information.
  • Support fast, informed decision-making.
Real-time dashboard sharing with team updates
Pinboard setup for personalized KPI tracking

Build Personal KPI Pinboards

  • Let users pin key metrics from different sources.
  • Create personalized dashboards for individual goals.
  • Keep essential KPIs front and center.

Embed Dashboards in Your Workflow

  • Embed charts or full dashboards into emails, wikis, or platforms like Teams and SharePoint.
  • Keep insights contextual and easy to act on wherever your team works.
  • Simplify discussions by sharing data directly in the spaces your team uses every day.
Embed dashboard links in emails and collaboration tools
Audit log interface for tracking user activity

Track Activity with Audit Logs

  • Gain full visibility with detailed audit trails that track user actions and data changes.
  • Maintain strong security and meet compliance requirements.
  • Ensure transparent collaboration across the organization.

Support and Resources

Get easy help to collaborate better with clear guides and quick support. 

What Our Customers Say About Us

See what our customers say about us and our embedded analytics and business intelligence product.

What we liked best was the ability to connect to on-prem data sources, easy connectors, embedding visualizations, and a reasonable cost.

Customer Image
Samuel Davidson Application development manager

We evaluated a bunch of dashboard solutions for one of our top clients. Finally, we zeroed down on Syncfusion. We are super happy with the results.

Customer Image
Tushar Apshankar Tudip Technologies

I like a lot of the dashboard features. The new user management server helps me to handle the users and authentication all in one place.

Customer Image
Pedro Hernandez Peopleworks

Now I can basically provide anything the customer needs from their dashboard, and I really don't have limitations. I can customize anything.

Customer Image
Timothy Kenny Traffic Data Exchange

Transform Your Data with Collaborative BI

Bring your team together with real-time insights, seamless sharing, and secure collaboration, all in one analytics platform.