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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 15.3.8 has arrived! Explore the latest features here.

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Overview

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

Local and Cloud Storage

Local and Cloud Storage

Easily connect to CSV files from local or online storage to create analytical dashboards.

Join Data

Join Data

Join CSV data from different data sources using shared tables.

Refresh Data

Refresh Data

Configure data refreshes to keep your dashboard up to date.

CSV Dashboard Examples

Budget vs. Actual Dashboard

Budget vs. Actual Dashboard

Bold BI’s Budget vs. Actual Dashboard uses CSV files to provide rich insights surrounding your company’s financial data, from budget status to actual income and expense information.

The Budget vs. Actual Dashboard enables you to monitor the overall budget and expenses of the company over a period of time. By creating unique dashboards, financial managers can make the right investment decisions for the business.

  • Actual income and expense
  • Income % of the budget and expense % of the budget
  • Actual income vs. income budget by month and year
  • Actual expense vs. expense budget by month and year

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Integration Mashups with CSV Data

Integrate CSV 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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