Solutions for Finance
Monitor your investments and business performance with financial dashboards. Track key balance sheet figures like income, assets, and equity.
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 metrics 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 financial dashboard examples below to learn more. Then, request a demo for a complete walkthrough of Bold BI.
Finance Dashboard Examples
Bold 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
AR and AP numbers