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If you work in finance, you need to review large amounts of data every day. Keeping track of revenue, income, working capital, assets, and more can feel overwhelming. However, financial dashboards can make these tasks much easier by putting all of the key information you rely on in one convenient location. For example, you may need to analyze accounts receivable and accounts payable reports. At the same time, you may also need to track balance sheet figures like assets, liabilities, and equity.
Without a business intelligence solution you can depend on, keeping track of so many key metrics can seem like an impossible task. That’s where Bold BI comes in. With financial dashboards, you can view all of your crucial financial data as it is updated in real time.
Whether you need to review the month's AP report or confirm balance sheet figures at year's end, Bold BI can help you achieve your goals. To get started, check out our sample financial dashboard below to learn more. Then, request a demo for a complete walkthrough of Bold BI.
Finance Dashboard Examples
Financial Performance
Bold BI’s financial performance dashboard supplies a detailed overview of a company’s key metrics. This data is critical for any CEO, CIO, or other…
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Online Accounting Dashboard
Bold BI’s Xero dashboard supplies a detailed overview of the key financial metrics that accounting and executive leaders depend on. With this dashboard…
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Profit and Loss Dashboard
This Freshbooks dashboard outlines a company's revenue and expense details, along with their customer growth...
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Budget vs Actual Dashboard
This dashboard details a company’s budget vs its actual income and expenses. With this dashboard...
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Balance Sheet Dashboard
This balance sheet dashboard details a company's key financial metrics. With this dashboard...
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Subscription Management Dashboard
This subscription management dashboard outlines a company’s subscription and revenue details...
Learn More View DashboardBold BI for Finance Dashboards – Common Metrics
With Bold BI’s user-friendly, customizable dashboards, you can track all the KPIs your team depends on:
Net and gross profit
Current ratio
Working capital
Debt-to-equity ratio
AR and AP numbers
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