Collaborative Analytics Made Simple
Bring your team together in one secure workspace to share dashboards, discuss insights, and make faster, data-driven decisions. With Bold BI, collaboration happens inside your analytics, so your team works better, aligned, and informed.
No credit card required.
Syscon
Networxc
A4B
DigiQuip
CarNow
Revver
Smartway2
GeniusVets
Talentegy
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
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Empower teams to analyze and discuss metrics in one interactive workspace.
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See live updates instantly across all users.
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Improve productivity and keep decisions aligned in a single, unified workspace
Share Dashboards Securely
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Distribute dashboards safely using direct access links.
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Control who can view or edit data with secure settings.
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Ideal for private analytics or public reports.
Comment Instantly on Data
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Turn insights into discussions directly on charts or KPIs.
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Comment and reply with full visual context.
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Keep conversations linked to specific data points.
Export and Distribute Insights
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Export dashboards or widgets to PDF, Excel, or image formats.
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Share insights outside Bold BI for various needs.
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Support presentations, compliance, and executive summaries.
Automate Email Alerts
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Keep teams updated automatically with scheduled emails.
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Notify users when KPIs hit critical thresholds, no manual monitoring needed.
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Ensure important insights reach the right people on time.
Control Access by Role
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Protect sensitive data with role-based permissions.
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Assign access levels tailored to each team member.
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Maintain compliance and data integrity.
Distribute Live Dashboards
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Instantly publish dashboards with real-time data.
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Keep everyone working with the latest information.
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Support fast, informed decision-making.
Build Personal KPI Pinboards
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Let users pin key metrics from different sources.
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Create personalized dashboards for individual goals.
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Keep essential KPIs front and center.
Embed Dashboards in Your Workflow
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Embed charts or full dashboards into emails, wikis, or platforms like Teams and SharePoint.
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Keep insights contextual and easy to act on wherever your team works.
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Simplify discussions by sharing data directly in the spaces your team uses every day.
Track Activity with Audit Logs
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Gain full visibility with detailed audit trails that track user actions and data changes.
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Maintain strong security and meet compliance requirements.
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Ensure transparent collaboration across the organization.
Support and Resources
Get easy help to collaborate better with clear guides and quick support.
Comprehensive Documentation
Easy step-by-step instructions to show you how to share dashboards and work as a team.
Dedicated Support Team
You can contact us anytime if you need help setting up or using features.
Tutorials and Webinars
Watch videos or join live sessions to learn how to use Bold BI with your team.
Analytics that Wins Awards and Users.
Recognized by G2, TrustRadius and Visual Studio Magazine for delivering standout performance and value.
I appreciate Bold BI for making it easier to provide reporting for our customers, allowing both our analysts and customers to easily build and publish reports. The ability to build dashboards and modify queries for specific outcomes is very user-friendly. I value the mobile readiness of the app and its integration capabilities with API structures. The addition of AI features is impressive. The economic pricing model and the effective partnership, which includes consistent and helpful support, make it an invaluable tool for our OEM model.
Ravi S.
The support from Bold is unmatched. They do not charge extra for support and it is excellent anyway. All our tickets and questions are quickly answered with authoritative and precise guidance. This is important at the product is complex, powerful and mature. To get the most out of the tool, the level of support they provide is essential.
Murph M.
It was easy to implement data visualizations into our product. The standard widgets allowed us to build professional looking dashboards, and a robust API provided excellent control of the development and runtime process from within our application.
Scott Y.
Users Love Us
Visual Studio Reader's Choice - 2025
Leader - Fall 2025
High Performer - Fall 2025 EMEA
Regional Leader - Fall 2025 AMERICAS
TrustRadius Tech Cares
Capterra - 4.9/5
G2- 4.4/5
GetApp - 4.9/5
Software Advice - 4.9/5
Transform Your Data with Collaborative BI
Bring your team together with real-time insights, seamless sharing, and secure collaboration, all in one analytics platform.
No credit card required.