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.

Access live 30-minute demo with our experts

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 – 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

We'll help you find the best solution for you

Up arrow icon
Live Chat Icon For mobile
Hugo Morris

We are here. Let’s chat!

Live Chat Icon