Solutions for Finance

Monitor your investments and business performance with financial dashboards. Track key balance sheet figures like income, assets, and equity.

Solutions for Finance

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.

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Finance Dashboard Examples

Bold BI for Finance

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…

Bold BI for Finance

Bold BI’s Xero dashboard supplies a detailed overview of the key financial metrics that accounting and executive leaders depend on. With this dashboard…

Bold BI for Finance

This Freshbooks dashboard outlines a company’s revenue and expense details, along with their customer growth. With this dashboard…

Bold BI for Finance

This dashboard details a company’s budget vs its actual income and expenses. With this dashboard…

Balance Sheet Dashboard

This balance sheet dashboard details a company’s key financial metrics. With this dashboard…

Subscription Management Dashboard

This subscription management dashboard outlines a company’s subscription and revenue details…

Bold BI for Finance – Common Metrics

With Bold BI’s user-friendly, fully customizable dashboards, you can track all the key performance indicators that your team depends on:

  •  Net and gross profit
  • Current ratio
  • Working capital
  • Debt-to-equity ratio
  • AR and AP numbers

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