Welcome to the Evaluation Quick Start guide — your first step in exploring the full potential of our BI platform.
This guide is designed specifically for new users, decision-makers, and developers who are evaluating the platform during the free trial period. Whether you’re assessing our self-service capabilities or testing embedded analytics scenarios, this quick start guide will help you make the most of your time. These resources will help you experience real-world scenarios and confidently assess whether the platform aligns with your organizational needs.
The purpose of this guide is to:
Provide a streamlined introduction to the platform for first-time evaluators
Facilitate a quick hands-on experience with core product features
Highlight useful resources and prebuilt examples to accelerate the evaluation process
Support decision-making by showcasing real-world usage scenarios
This section is designed to guide you through essential evaluation components of the platform, enabling you to gain both conceptual understanding and limited hands-on experience before full deployment or integration begins.
Through the following areas, you will gain insight into evaluating core features relevant to self-service analytics and embedded BI workflows:
| Topic | Description |
|---|---|
| Embed Sandbox | Learn how to interact with dashboards in a live sandbox environment tailored for embedding scenarios. This allows developers and architects to simulate integration use cases, test layout responsiveness, authentication behaviors, and parameterized dashboards—all without requiring any setup or code deployment. |
| Sample Dashboards | Discover a library of ready-to-use dashboards curated across different industries and roles. These examples serve to illustrate best practices in data visualization, layout organization, widget usage, and KPI design. You can use them to compare expected outputs with your own business metrics or use them as templates when you move to full implementation. |
| Help Resources | Access a comprehensive set of self help resources including product documentation, troubleshooting guides, knowledge base articles, release notes, community forums, and support contact points. This ensures that even during evaluation, users can independently resolve queries or explore advanced topics such as security configuration, performance tuning, or deployment modes. |
As part of the evaluation process, it’s important to understand how Bold BI compares to other leading Business Intelligence tools in terms of features, pricing, and integration flexibility.
This section provides access to detailed comparisons that highlight Bold BI’s strengths and differentiators. These resources are intended to assist evaluators and decision-makers in making an informed selection based on organizational goals and use cases.
| Platform | Comparison Page |
|---|---|
| Sisense | Bold BI vs Sisense |
| Domo | Bold BI vs Domo |
| Power BI | Bold BI vs Power BI |
| Tableau | Bold BI vs Tableau |
| Yellowfin | Bold BI vs Yellowfin |
| Qlik Sense | Bold BI vs Qlik Sense |
| Looker | Bold BI vs Looker |
| ThoughtSpot | Bold BI vs ThoughtSpot |
| Dundas BI | Bold BI vs Dundas BI |
These comparisons typically cover: