Bold BI

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Bold BI for Finance

Finance Dashboard


From analyzing accounts receivable and accounts payable reports to assessing critical financial performance indicators, your job as a financial professional requires you to review large amounts of data every day. 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 our fully customizable dashboards, your team can access all of the crucial information you rely on in one convenient location. Check out our sample Financial Management dashboard below to learn more.

Finance Dashboard Example

Financial Management

Bold BI’s financial management dashboard supplies a detailed overview of a company’s key financial metrics. With this sample finance dashboard, viewers can answer the following questions:

  • What are our AR and AP numbers?
  • What do these numbers look like when organized by payment due date?
  • How does our net working capital compare to our gross working capital?
  • What are the crucial figures from our balance sheet, such as current ratio, equity ratio, and debt-to-equity ratio?


First, with the “Total AR” and “Total AP” widgets, users can see a straightforward summary of how much is owed to the company versus how much the company owes. These numbers are categorized according to due date in the “Total Accounts Receivable Aging” and “Total Accounts Payable 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 additional information about the company’s AR and AP health. The DPO widget could also provide insight into the credit terms the organization typically receives from its vendors (and how their credit terms compare to those offered to their competitors).


Finally, the “Current Ratio,” “Equity Ratio,” “Debt Equity,” and “Net Working Capital vs Gross Working Capital” widgets supply a snapshot of the company’s key big-picture financial metrics. These figures provide insight into the organization’s assets and liabilities, offering a more complete picture than could be expressed by revenue numbers alone.


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

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