Financial Performance

Track AR and AP numbers, net working capital, current ratio, and more.

Bold BI Finance Dashboard

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 executive leader. With this dashboard, viewers can answer the following questions:

  • Firstly, what are our AR and AP numbers?
  • Secondly, what do these numbers look like when organized by payment due date?
  • Next, how does our net working capital compare to our gross working capital?
  • Finally, what are the crucial figures from our balance sheet? For example, what is our current ratio, equity ratio, and debt-to-equity ratio?

Analyze Accounts Payable and Accounts Receivable

Firstly, with the “Total AR” and “Total AP” widgets, users can see a summary of how much is owed to the company versus how much the company owes. These numbers are organized by due date in the “Total AR Aging” and “Total AP Aging” bar charts. Further, these charts could be used to help the company ensure that they allocate resources appropriately. For example, the AR Aging widget could help the company determine where AR resources should be assigned in order to increase the chances of obtaining payment from customers.

Next, the DSO and DPO widgets display more information about the company’s AR and AP health. The DPO widget could also provide insight into the credit terms the company receives from its vendors (and how their credit terms compare to others’).

Track Key Balance Sheet Figures

Finally, the “Current Ratio,” “Equity Ratio,” “Debt Equity,” and net working capital widgets outline the company’s key big-picture financial metrics. These figures provide insight into assets and liabilities, offering a more complete picture for a CEO or CIO than could be expressed by revenue numbers alone.

This dashboard’s information is crucial because it displays an easy, up-to-date visual reference for reviewing complex—and constantly changing—numbers. With this data, users can quickly analyze the company’s critical financial metrics and assess its long-term health.


Access live 30-minute demo with our experts

Finance Dashboard Examples

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…

We'll help you find the best solution for you

Up arrow icon
Live Chat Icon For mobile
Hugo Morris

Chat with the Bold sales team now!

Live Chat Icon