Financial Analysis

Track revenue, expenses, sales sources, AR data, and more.

Bold BI Financial Analysis Dashboard

This financial analysis dashboard provides a helpful overview of a company’s key fiscal metrics. With this dashboard, we can answer the following questions:

  • Firstly, what are our expenses and revenue?
  • What is our net profit? Also, how do these figures compare to the previous month?
  • How many online and in-store sales do we have?
  • Finally, how old are our accounts receivable?

Track Key Financial Metrics and Analyze Broader Trends

By tracking KPIs such as revenue, expenses, and net profit, leaders can ensure the team is achieving its big-picture goals. We can quickly see this data by viewing the card widgets at the top of the dashboard. Further, these cards allow viewers to compare this month’s numbers to last month’s so the team can easily track its progress. Also, the card displaying the company’s predicted revenue provides further insight into the company’s financial path and could help leaders plan for future months. 

Meanwhile, with the in-store and online order pie chart, we can see how many sales (in dollars and as percentages) came from the Internet versus brick and mortar stores. This information can help the team ensure that inventory, personnel, and other resources are allocated appropriately.

For example, if most sales are online orders, more staff will be needed in warehouses, and shipping costs may need to be factored into the company’s financial plans. It is also worth noting that this pie chart utilizes the multi-level drill down feature. This means viewers can click a segment of the chart to view a more detailed breakdown of its data. For instance, by clicking the “Store” or “Online” sections, viewers can see a more detailed breakdown of sales by company.

Finally, the AR Age bar chart illustrates the ages of outstanding invoices. This data could help leaders determine where resources should be assigned to increase the chances of obtaining payment in a timely manner.

Filter Your Data

One key feature of this dashboard is its versatility. With the “Product” and “Date” drop-down list box filters, viewers can display data for any combination of products sold within a given date range. Users can reset the filters by clicking the funnel-shaped icons in the upper right corners of the list boxes.

The “Revenue by Region” map also functions as a filter; by clicking a state, users can view data for that state alone. This feature is invaluable for users who need to focus their analysis on specific sets of data.


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Sales Dashboard Examples

Sales Performance Dashboard

Bold BI’s sales performance dashboard provides a detailed breakdown of key data sets.

Northwind Products and Suppliers Dashboard

This sales dashboard lists orders placed with the fictitious supply company Northwind Traders. 

Northwind Products and Suppliers Dashboard
This sales analysis dashboard provides a detailed breakdown of a company’s sale.
Ticket Sales Analysis Dashboard
This ticket sales analysis dashboard provides a detailed breakdown of key data sets.
Revenue Analysis Dashboard

This Infusionsoft dashboard provides a detailed breakdown of a company’s recent orders. 

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