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announcement icon Webinar - 9th Apr 2026, 10:00 AM ET

Webinar: Personalizing Dashboards with Role-Based Access and Row-Level Security

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10:00 AM ET

9th Apr, 2026

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Release Announcement:

Bold BI v16.2.5 has arrived! Explore the latest features here.

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Overview

Bring your Copper data to Bold BI® and create beautiful dashboards with useful widgets. By embedding dashboards inside your application, you can visualize the story behind your data and make effective business decisions.

API Endpoints

API Endpoints

Create your query URL with valid REST API Endpoints that retrieves data from the Copper account.

Custom URL

Custom URL

Create your own query URL that retrieves data from the Copper account.

Pagination

Pagination

Set the maximum number of rows to be fetched from the Copper connector.

Refresh Data

Refresh Data

Configure data refreshes to keep your dashboard up to date.

Copper Dashboard Examples

Copper Sales Opportunities Dashboard

Copper Sales Opportunities Dashboard

Bold BI’s Copper Sales Opportunities Dashboard provides users a complete view of a company’s sales and opportunity metrics.

The Copper Sales Opportunities Dashboard empowers users to monitor and optimize their sales pipeline. With this dashboard, they can pinpoint successful sales tactics, refine strategies, and enhance overall sales processes.

  • Open, won, lost, and abandoned opportunities.
  • Win rate, opportunity conversion rate, win rate by stage, opportunity cycle length.
  • Opportunities by priority, created date, and stage and opportunities summary details.
  • Opportunity status by value, opportunity value by close date.
  • Top 5 opportunities by win probability, top 5 won opportunities by sales value, total opportunities vs. average time by stage.

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Integration mashups with Copper data

Integrate Copper data with other integrations, like of SQL or web data sources, and create dashboards with multiple data sources. Embed these dashboards into your application for powerful data visualization.

Data Source List

Check Out Our 150+ Supported Integrations

Smarter Dashboards, Faster Decisions

Explore Bold BI with a 30-day free trial. Embed dashboards, connect data sources, and empower your team with actionable insights.

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