Below is a categorized list of sample dashboards. Each category contains multiple dashboards tailored to specific business needs.
| Dashboard Name |
Description |
Online Dashboard Link |
| Sprint Management Dashboard |
This Sprint Management Dashboard provides a comprehensive overview of project progress and team performance. Key metrics include project and sprint details, sprint velocity, total worked hours, sprint goal progress, user story completion rate, team satisfaction score, cycle time, completed story points over time, sprint burndown, scope changes, tasks by status, task type breakdown, incomplete tasks by project and priority. It also features an obstacle tracker to identify blockers and impediments, and an assignee performance overview. This dashboard enables effective sprint planning, tracking, and issue resolution, ensuring successful project delivery in a concise and visually engaging format. |
Sprint Management Demo – Agile Dashboards | Bold BI® |
| Release Management in Agile |
This Release Management Dashboard helps product managers to track the status of different product releases via metrics like release started date vs rollout date, days remaining for release, total hours worked, total completed tasks and completed story points. Also, track the tasks count and story points done by component and sprints. |
Release Management Demo – Agile Dashboards | Bold BI® |
| Customer Satisfaction Dashboard |
The Customer Satisfaction Dashboard provides a comprehensive view of key metrics and KPIs to monitor and improve customer satisfaction for agile systems. It includes metrics such as net promoter score (NPS), customer satisfaction score (CSAT), customer retention rate, etc. The dashboard empowers CEOs, directors, managers, and project managers to make data-driven decisions and enhance customer experiences. |
Customer Satisfaction Demo – Agile Dashboards | Bold BI® |
| Defect Management Dashboard |
The Defect Management Dashboard provides real-time visibility into the status and quality of a software product. It offers key metrics and visualizations to track defect density, severity distribution, first-time pass rate, bug fix time, and more. The dashboard empowers teams to identify trends, prioritize actions, and improve overall defect management efficiency, ensuring a high-quality software delivery process in an Agile environment. |
Defect Management Demo – Agile Dashboards | Bold BI® |
| Team Management Dashboard |
This Team Management Dashboard provides a comprehensive overview of team performance and resource utilization. It includes key metrics such as task cycle time, task completion rate, average story points, bugs and features closed, and planned vs actual task completion by project. Additionally, it tracks team morale through a morale index. The dashboard also presents information on resource allocation with planned vs utilized hours by resource and story points scored by the team. It highlights bug status based on priority, tasks by status, and team roles. The dashboard offers a concise summary of the team's progress and productivity, aiding effective decision-making. |
Team Management Demo – Agile Dashboards | Bold BI® |
| Dashboard Name |
Description |
Online Dashboard Link |
| Aquaculture Monitoring Dashboard |
The Aquaculture Monitoring Dashboard provides real-time insights into water quality, fish health, and operational efficiency. It helps optimize aquaculture operations by offering data-driven decision-making tools for managers, ensuring sustainability, productivity, and regulatory compliance. |
Aquaculture Monitoring Demo – Animal Healthcare Dashboards | Bold BI® |
| Poultry Health Performance Dashboard |
This Poultry Health Dashboard visualizes the trends in poultry health including drug effectiveness, feed conversion ratio, disease incidence, average daily weight gain, and general flock details. It gives insight for poultry decision-making based on the visualized health trends. |
Poultry Health Performance Demo – Animal Healthcare Dashboards | Bold BI® |
| Livestock Health Monitoring Dashboard |
Livestock Health Monitoring Dashboard helps track key metrics: mortality, disease distribution, vaccination coverage, fertility trends, population, growth rates, veterinary visits, parasite load, weight gain, and water/feed consumption. It allows farmers to perform informed and proactive livestock management. |
Livestock Health Monitoring Demo – Animal Healthcare Dashboards | Bold BI® |
| Livestock Healthcare Product Dashboard |
With the use of the Livestock Healthcare Products Dashboard, owners may effectively oversee and regulate the health of their animals, guaranteeing maximum wellness, immunization against disease, and rapid growth. A healthy and fruitful cattle environment is fostered by the use of real-time data, which enables informed decision-making. |
Livestock Healthcare Product Demo – Animal Healthcare Dashboards | Bold BI® |
| Swine Disease Monitoring Dashboard |
Proactively monitor and control swine disease with our real-time Swine Disease Monitoring Dashboard. Track disease incidence, identify trends, and optimize herd health to minimize losses. |
Swine Disease Monitoring Demo – Animal Healthcare Dashboards | Bold BI® |
| Dashboard Name |
Description |
Online Dashboard Link |
| Stock Share Analysis Dashboard |
This Stock Share Analysis Dashboard is a visual tool that provides a comprehensive overview of key financial metrics and performance indicators related to company stock and overall market performance. It offers real-time data, historical trends, and insightful analytics, enabling users to make informed investment decisions. |
Stock Share Analysis Demo – Finance Dashboards | Bold BI® |
| Harvest Financial and Invoicing Dashboard |
The Harvest Project Time Tracking Dashboard offers a concise snapshot of project efficiency. It showcases essential metrics such as project completion rate and project progress by date, revealing real-time progress. The breakdown of billable, nonbillable, invoiced, and not invoiced time provides financial insights. Time utilization rate ensures resource efficiency, while tasks overview highlights task management. Tracked vs. budgeted hours by project ensures financial compliance. The active projects summary offers a quick glance at ongoing initiatives. This intuitive dashboard empowers users to gauge performance, allocate resources effectively, and optimize project outcomes, all at a glance. |
Harvest Financial and Invoicing Demo – Finance Dashboards | Bold BI® |
| ChartMogul Subscription Report Dashboard |
The goal of a ChartMogul subscription dashboard is to track, analyze, and manage revenue data through key metrics like the ones in this dashboard: subscriptions, monthly recurring revenue, average revenue per account by month, customer lifetime value by month, annual run rate, average revenue per account by month, customer subscription status, plan by interval count, customer churn rate by month, net MRR churn rate by month, total customers by month, monthly recurring revenue by country, transactions by month, and also invoice summary details. |
ChartMogul Subscription Report Demo – Finance Dashboards | Bold BI® |
| Financial Management Dashboard |
This financial management dashboard displays key metrics for a company's finances and performance over a specific period. The dashboard includes metrics such as accounts receivable, accounts payable, days sales in inventory, days sales outstanding, days payable outstanding, current ratio, gross profit margin, revenue, debt-to-equity ratio, burn rate, equity ratio, and receivable and payable accounts by payment target. Additionally, the dashboard provides insights on net and gross working capital, as well as a profit and loss summary. |
Financial Management Demo – Finance Dashboards | Bold BI® |
| Xero Online Accounting Dashboard |
This Xero online accounting dashboard helps business owners, bookkeepers, and accountants keep track of what is happening in their business with metrics such as bank balance, accounts receivable and payable, profit and loss details, an executive summary, and expense breakdowns. |
Xero Online Accounting Demo – Finance Dashboards | Bold BI® |
| FreshBooks Profit and Loss Dashboard |
This profit and loss dashboard details revenue, expenses, and more. Use a Freshbooks dashboard to track your company's growth. |
FreshBooks Profit and Loss Demo – Finance Dashboards | Bold BI® |
| Budget vs Actual Dashboard |
This Budget vs Actual Dashboard gives an overview of actual and budget income and expenses for a particular period of time. |
Budget vs Actual Demo – Finance Dashboards | Bold BI® |
| Balance Sheet Dashboard |
This balance sheet dashboard provides a comprehensive overview of an organization's financial position and performance. It includes key metrics like cash balance, working capital, cash-to-cash cycle, AR turnover vs. AP turnover, and overall cash by year. The balance sheet section presents assets, liabilities, and equity, while metrics such as days sales outstanding, days inventory outstanding, days sales inventory, and days payable outstanding analyze sales and inventory cycles. The financial ratios overview offers insights into profitability, liquidity, and debt management. This dashboard empowers informed decision-making by offering a clear snapshot of an organization's financial health. |
Balance Sheet Demo – Finance Dashboards | Bold BI® |
| Dashboard Name |
Description |
Online Dashboard Link |
| Patient Experience Analysis Dashboard |
This Patient Experience Analysis Dashboard offers valuable insights into the quality of care and service provided by healthcare facilities. It includes key metrics such as the overall patient satisfaction, average visit length by department, average waiting time by department, patient feedback by gender, patients by department, and patient feedback details. |
Patient Experience Analysis – Healthcare Dashboards | Bold BI® |
| Hospital Management Dashboard |
This Hospital Management Dashboard displays healthcare metrics and KPIs, including data on doctors, admitted and readmitted patients, readmission rate, average length of stay, bed occupancy rate, patients by specialization, average cost of treatment by age group, patients by week, and upcoming appointments. The dashboard provides a comprehensive overview for informed decision-making and improving patient outcomes. |
Hospital Management – Healthcare Dashboards | Bold BI® |
| Patient Health Monitoring Dashboard |
This patient health monitoring dashboard provides a comprehensive overview of essential metrics for effective patient management and enables healthcare professionals to monitor patients' vital signs, track progress, identify trends, and make informed decisions for personalized care plans, ultimately enhancing patient outcomes and well-being with metrics such as heart rate, blood pressure, oxygen saturation, body temperature, sleep duration and deep sleep hours over time, distribution of pain levels, medication adherence, step count progress, weight, Body Mass Index (BMI), blood glucose level, cholesterol level, hydration level, immunization status, mental health assessment score, allergy information, and readmission rate. |
Patient Health Monitoring – Healthcare Dashboards | Bold BI® |
| Coronavirus Disease (COVID-19) Global Situation Dashboard |
This Coronavirus Disease (COVID-19) Global Situation Dashboard helps healthcare providers and crisis planners view the health status of each country with metrics such as confirmed cases, recovered cases, deaths by date and country, recovery rate, and mortality rate. |
Coronavirus Disease (COVID-19) – Healthcare Dashboards | Bold BI® |
| Clinical Trials Dashboard |
This clinical trials dashboard displays the key metrics: total trials, enrollments, sponsors, completions, and dropouts, as well as rates for enrollment, completion, and dropouts. It shows trials and enrollments by year, phase, country. Average enrollments are analyzed by sponsor, phase, funding type, and time. The dashboard displays trials by funding entity and study type, top 5 trials by condition, NS trials by intervention, types, and status. Get insight into trial progress, participant retention, funding distribution, study types, and interventions. Enable data-driven decisions for optimizing clinical trial outcomes. |
Clinical Trials – Healthcare Dashboards | Bold BI® |
| Orthopaedic Clinical Variation Dashboard |
The Orthopaedic Clinical Variations Dashboard provides key metrics and indicators to monitor orthopedic care. It includes average length of stay, readmission and mortality rates, compliance and infection rates, patient functional outcomes, implant failure rates, and more. The dashboard helps assess clinical variations, resource utilization, and patient outcomes to drive improvements in orthopaedic care delivery. |
Orthopaedic Clinical Variation – Healthcare Dashboards | Bold BI® |
| Healthcare Executive Dashboard |
The Healthcare Executive Dashboard is a comprehensive overview of key metrics and KPIs like revenue, expenses, profit, operating room utilization, staff turnover, length of stay, staff-to-patient ratio, mortality rate, and patient satisfaction. This dashboard enables informed decision-making, performance monitoring, and strategic planning, optimizing financial health, operational efficiency, and patient care outcomes. |
Healthcare Executive – Healthcare Dashboards | Bold BI® |
| Dashboard Name |
Description |
Online Dashboard Link |
| HR Recruitment Dashboard |
This HR Recruitment Dashboard provides a comprehensive view of the recruitment process, tracking key metrics such as total applicants, shortlisted candidates, hired candidates, and rejected candidates. It also includes cost per hire, time to hire, and time to fill, helping assess the efficiency and effectiveness of recruitment. |
HR Recruitment Dashboard | Bold BI® |
| Workforce Performance Management Dashboard |
This dashboard provides key metrics for assessing employee performance and organizational effectiveness, including absenteeism rate, overtime hours, gender ratio, employee turnover rate, training costs, compensation distribution, and labor effectiveness. |
Workforce Performance Management Dashboard | Bold BI® |
| HR Payroll Dashboard |
This dashboard includes essential payroll salary-related KPIs, enabling HR admins to track employee performance and salary details, identify trends, and streamline payroll management. |
HR Payroll Dashboard | Bold BI® |
| HR Employee Details Dashboard |
This dashboard provides insights into employee demographics, retention, absenteeism, salaries, productivity rates, and overall workforce dynamics, supporting data-driven HR decisions. |
HR Employee Details Dashboard | Bold BI® |
| HR Training Dashboard |
This HR Training Dashboard tracks training details like course selection, compliance, cost analysis, participant engagement, and training effectiveness to optimize development programs. |
HR Training Dashboard | Bold BI® |
| HR Attendance Dashboard |
This dashboard tracks attendance details, including employee presence, leave taken, overtime hours, check-in times, and resignation statistics, offering an overview of workforce attendance trends. |
HR Attendance Dashboard | Bold BI® |
| HR Trainer Details Dashboard |
This dashboard tracks HR trainer metrics, including retention rate, availability, training completion rate, trainer effectiveness, work hours, and feedback analysis. |
HR Trainer Details Dashboard | Bold BI® |
| HR Training Feedback Dashboard |
This dashboard provides insights into HR training feedback, including participant engagement, satisfaction scores, trainer effectiveness, and post-training support. |
HR Training Feedback Dashboard | Bold BI® |
| HR Employee Attendance Details Dashboard |
This dashboard presents detailed employee attendance metrics, including absences, leave types, working location, attendance rate, absenteeism trends, and top employees by attendance. |
HR Employee Attendance Details Dashboard | Bold BI® |
| HR Resignation Details Dashboard |
This dashboard provides insights into employee turnover, resignation reasons, attrition rate, retention trends, and average tenure, helping HR develop targeted retention strategies. |
HR Resignation Details Dashboard | Bold BI® |
| Dashboard Name |
Description |
Online Dashboard Link |
| Customer Service Performance Dashboard |
The Customer Service Performance Dashboard provides comprehensive insights into key metrics for the effective management of customer support operations. It includes ticket volume, resolved and unresolved tickets by month, average resolution and response times, tickets by issue type and status, top 5 assignees by resolved tickets, average resolution time by issue type, customer satisfaction score, tickets by priority, self-service utilization, ticket escalation rate, and resolved tickets by category. This dashboard empowers teams to track performance trends, identify bottlenecks, optimize resource allocation, and improve customer satisfaction through data-driven decision-making. |
Customer Service Performance – Information Technology Dashboards | Bold BI® |
| Harvest Project Time Tracking Dashboard |
The Harvest Project Time Tracking Dashboard offers a concise snapshot of project efficiency. It showcases essential metrics such as project completion rate and project progress by date, revealing real-time progress. The breakdown of billable, nonbillable, invoiced, and not invoiced time provides financial insights. Time utilization rate ensures resource efficiency, while tasks overview highlights task management. Tracked vs. budgeted hours by project ensures financial compliance. The active projects summary offers a quick glance at ongoing initiatives. This intuitive dashboard empowers users to gauge performance, allocate resources effectively, and optimize project outcomes, all at a glance. |
Harvest Project Time Tracking – Project Management Dashboards | Bold BI® |
| Snowflake Usage Overview Dashboard |
This Snowflake Usage Overview Dashboard helps users to review, observe, and manage the operational workflow in Snowflake using these metrics: total warehouses, total users, total databases, total queries, total execution time, query success rate, top 5 users by query success rate, total elapsed time, avg. elapsed time, compilation time, total credits used, top 5 users by queries, queries by type, queries and users by warehouse, users by database, cost analysis, and credits used by warehouse. |
Snowflake Usage Overview – Data Analytics Dashboards | Bold BI® |
| Project Management Dashboard |
The Project Management Dashboard provides a comprehensive view of key project metrics. It displays schedule variance, cost variance, actual cost, total budget, resource utilization, open issues by risks, defect density, CPI, SPI, change request status, utilized budget, estimated vs. actual days by project, customer satisfaction, monthly expenses, and SLA status. This dashboard enables stakeholders to monitor project progress, financial performance, resource utilization, risk status, and customer satisfaction. It facilitates informed decision-making, identifies areas for improvement, and ensures projects stay on track, within budget and schedule, while meeting service-level agreement requirements. |
Project Management – Information Technology Dashboards | Bold BI® |
| Asana Project Management Dashboard |
Our Asana project management dashboard provides a comprehensive view of our project progress, team performance, and task metrics. The dashboard displays the total number of tasks, completion status, and planned vs completed tasks by project. The task completion rate metric helps us assess how well we're meeting our goals. Additionally, we can see the 5 most popular projects and estimate vs actual hours spent on each project. We can also track our progress over time with the planned vs completed tasks by date metric. Lastly, the task details section provides a detailed summary of individual tasks, including task name, assignee, due date, status, and dependencies. |
Asana Project Management – Project Management Dashboards | Bold BI® |
| Azure DevOps Project Performance Dashboard |
The Project Performance Dashboard offers a holistic view of a project's progress and quality. It presents essential metrics: the number of features and bugs in the current and previous months, sprint velocity, planned versus completed work items by date, work items categorized by type and priority, bugs classified by state, active bugs segmented by severity, and work items sorted by assignee and state. This dashboard empowers users to monitor feature delivery, bug resolution, team productivity, and the project's overall health, enabling timely decision-making and facilitating continuous improvement. |
Azure DevOps Project Performance Dashboard – IT Dashboards | Bold BI® |
| Amazon DynamoDB Forum Management Dashboard |
This forum management dashboard provides a comprehensive look into the performance of and engagement with your forums. It tracks key metrics such as the total number of forums, posts, and replies, giving you a holistic understanding of your community's size and activity. Explore votes by forum and uncover the top 5 thread posts by votes to identify trending and influential discussions. Gain valuable insights into the balance between questions and answers, track average posts by week to monitor growth, and evaluate user engagement through average views per forum, posts per forum, and views per post. This dashboard equips you with the essential data to make informed decisions and optimize your forums' success. |
Amazon DynamoDB Forum Management Dashboard – IT Dashboards | Bold BI® |
| Outlook Calendar Events Dashboard |
The Outlook Calendar Events Dashboard gives you a complete picture of your event planning: events that were attended, scheduled, and cancelled, as well as metrics for meeting locations and event summaries. Maintain a clear grasp of your calendar using My Calendar Events Today and Upcoming Events This Week metrics. This dashboard, which focuses on attendance, engagement, and event success, offers optimization for increased efficiency and attendee pleasure. With the robust Outlook Calendar Events Dashboard, you can stay organized and ahead of the game. |
Outlook Calendar Events Dashboard – IT Dashboards | Bold BI® |
| Outlook Calendar Events Organizer Dashboard |
The Outlook Calendar Events Organizer Dashboard improves event organization by tracking events by organizer, status, response type of top invitees, meeting sites, and success/cancellation rates. Keep up to date with the Scheduled Events Summary grid for a complete picture. Interactive visualizations such as bar charts, doughnut charts, stacked bars, and gauges facilitate effective coordination and informed decision-making. With this comprehensive dashboard, you can streamline your events and achieve successful execution. |
Outlook Calendar Events Organizer Dashboard – IT Dashboards | Bold BI® |
| Toggl Project Time Tracking Dashboard |
The Toggl project time monitoring dashboard provides a detailed snapshot of your project's performance. Track time spent on tasks and projects, as well as task cycle time and completion rate. Analyze planned versus completed tasks by date, detect overdue and incomplete work by assignee, keep track of clocked hours by week, and remain up to date on project completion hour trends. With a handy summary, you can stay on top of open assignments. |
Toggl Project Time Tracking Dashboard – IT Dashboards | Bold BI® |
| Trello Project Overview Dashboard |
The Trello Project Overview Dashboard offers a comprehensive view of your projects' dynamics. Monitor task cycle times and assess total, completed, incomplete, and overdue tasks while tracking project progress through planned versus completed tasks. Visualize task distribution by stage and priority, alongside project completion rates and task overdue percentages. Compare planned versus completed tasks by date and gauge resource efficiency with estimated versus utilized hours by project. Identify top performers with the top 5 assignees by completed tasks and address workloads by exploring incomplete versus overdue tasks by assignee. Analyze project hour trends and gain insight from task summaries. Keep your projects on track and optimized. |
Trello Project Overview Dashboard – IT Dashboards | Bold BI® |
| Podio Project Management Dashboard |
The Podio Project Management Dashboard provides a detailed picture of your project's performance. Track time spent on tasks and projects, as well as task cycle time and completion rate. Analyze and identify overdue and incomplete tasks by priority and assignee, and remain up to date on trends in project resource allocation. With this dashboard, you can easily stay on top of projects with a concise summary and make data-driven decisions. |
Podio Project Management Dashboard – IT Dashboards | Bold BI® |
| Dashboard Name |
Description |
Online Dashboard Link |
| Ads Campaign Performance Dashboard |
This dashboard helps monitor online marketing performance with campaigns and opportunities data. |
Ads Campaign Performance Dashboard – Marketing Dashboards | Bold BI® |
| Marketing Performance Dashboard |
Marketing performance dashboards are a comprehensive tool to track and analyze key metrics for your online marketing platform. This example dashboard monitors click-through rates, conversion rates, cost per acquisition, engagement metrics, and more. Gain valuable insights into the performance of your campaigns, optimize strategies, and make data-driven decisions to maximize your platform's success. |
Marketing Performance Dashboard – Marketing Dashboards | Bold BI® |
| Website Analytics Dashboard |
This website analytics dashboard provides valuable insights into your revenue performance and user behavior. Key metrics: total revenue, customers, leads, qualified leads, bounce rate, customer churn rate, revenue by traffic source, sessions, page views, monthly recurring revenue, traffic sources, successful payments, average order value, customer lifetime value, and more. |
Website Analytics Dashboard – Marketing Dashboards | Bold BI® |
| SendGrid Email Marketing Dashboard |
The SendGrid Email Marketing Dashboard tracks email deliverability, delivery rate, and click rate by browser to optimize targeting. Analyze engagement trends with bounce rate and unsubscribe rate by month. Measure content effectiveness with click-to-open rate and click-through rate. Gain insights into email engagement by device and opens by country. |
SendGrid Email Marketing Dashboard – Marketing Dashboards | Bold BI® |
| Google Ads Performance Dashboard |
This Google Ads performance dashboard provides a comprehensive overview of key metrics to evaluate the effectiveness and ROI of your advertising campaigns. It includes essential data: impressions, clicks, click-through rate (CTR), conversions, conversion rate, cost, sessions, return on ad spent (ROAS), and revenue per click. |
Google Ads Performance Dashboard – Marketing Dashboards | Bold BI® |
| Salesforce Marketing Leads Dashboard |
This comprehensive dashboard displays critical metrics and KPIs in real-time to help us monitor the performance of our marketing leads, our lead generation by source and country, and our conversion rates, total lead count, and conversion rates by month and country. To make data-driven decisions and optimize marketing campaigns, visualize data with interactive charts and cards. |
Salesforce Marketing Leads – Marketing Dashboards | Bold BI® |
| Mailchimp Email Campaign Performance Dashboard |
This email campaign performance dashboard provides a comprehensive overview of the performance of your email campaigns. It includes key metrics such as revenue per email, open rate, click-through rate, campaign click rate, and delivery rate. The dashboard also highlights important metrics such as abuse reports, bounce rate, unsubscribe rate, and unique unsubscriber clicks. Additionally, it provides insights into the revenue and orders generated by your campaigns, investment and revenue by campaign type, and the campaign conversion funnel. With the open rate and click rate broken down by date and campaign, you can easily track trends and optimize your campaigns accordingly. Overall, this dashboard offers a user-friendly interface with detailed metrics to help you track and improve the performance of your email campaigns. |
Mailchimp Email Campaign – Marketing Dashboards | Bold BI® |
| Google Analytics Page Performance Dashboard |
The Google Analytics Page Performance Dashboard displays essential metrics including page views, unique page views, entries, exits, and page load times for the last 7 days. It enables you to assess the popularity of various pages, user engagement, entry and exit points, and page loading efficiency. Learn how to leverage actionable information to enhance content, improve user experience, and boost website performance with this dashboard. |
Google Analytics Page Performance – Marketing Dashboards | Bold BI® |
| Google Analytics Website Traffic Analysis Dashboard |
This Google Analytics website traffic analysis dashboard provides key metrics to assess website performance and user engagement for the last 7 days. It offers insights into users, sessions, and average session duration. Additionally, it includes essential data such as the percentage of new users and bounce rate to evaluate user acquisition and engagement. The top 5 traffic sources by sessions highlight the sources of website traffic, while visitor distribution by country provides geographic insights. User acquisition by traffic sources helps understand the effectiveness of different traffic sources. User engagement is analyzed by comparing total users with new users, and visitor behavior is explored through bounces and bounce rate metrics. |
Google Analytics Website Traffic – Marketing Dashboards | Bold BI® |
| Channel Performance Dashboard |
The YouTube Channel Performance Dashboard offers a comprehensive interface to monitor and analyze your channel's growth, engagement, and reach. Gain valuable insights, make data-driven decisions, and improve performance using the key metrics: engagement stats, gained versus lost subscribers, average view duration trend, view distribution by top traffic sources, watch time, traffic source analytics, total views, and views by device and operating system. |
YouTube Channel Performance – Marketing Dashboards | Bold BI® |
| Bitly Links Analysis Dashboard |
The Bitly Links Analysis Dashboard provides a high-level overview of a Bitly account's links and activities. It tracks the total number of links, clicks, where they came from, and when they happened. It also gives insight into the Bitly tags available. |
Bitly Links Analysis – Marketing Dashboards | Bold BI® |
| Dashboard Name |
Description |
Online Dashboard Link |
| Pharmaceuticals Sales Performance Dashboard |
The Pharmaceuticals Sales Performance Dashboard provides a comprehensive analysis of Rx and non-Rx drugs' sales performance in different states via key metrics. It shows total revenue, sales growth rate, average order value, average prescription value, market share, ROI, sales expenses-to-revenue ratio, total units ordered and sold, sales by region, and sales conversion rate. The dashboard also offers insights into sales forecast accuracy, revenue vs. profit margin, profit by drug and sales channel, and prescription drug performance. With intuitive visuals, this dashboard empowers informed decision-making for optimizing sales strategies and overall business performance. |
Pharmaceuticals Sales Performance – Pharmaceutical Dashboards | Bold BI® |
| Pharmaceuticals Production Analysis Dashboard |
This pharmaceutical production analysis dashboard provides a comprehensive overview of key metrics to monitor and optimize the manufacturing process. It includes the metrics: cycle time, changeover time, manufacturing cost, batch yield, availability, quality, performance, overall equipment effectiveness, production efficiency, runtime vs. downtime, first pass yield, rejection rate, lead time by drug, noncompliance incidents by reason, production vs. target, and compliance metrics. The dashboard enables stakeholders to identify bottlenecks, improve productivity, ensure quality control, minimize noncompliance risks, and track performance against targets. |
Pharmaceuticals Production Analysis – Pharmaceutical Dashboards | Bold BI® |
| Pharmaceutical Labor Dashboard |
This pharmaceutical labor dashboard provides a comprehensive view of key metrics essential for workforce management. It includes the metrics labor cost, utilization, efficiency, productivity, absenteeism rate, employee turnover, employee satisfaction, training sessions by designation, workforce diversity, prescription growth trend, shipping expenses, average prescriptions, delivery cost, labor cost as a percentage of revenue and labor details summary. The dashboard enables the monitoring of labor performance, cost analysis, employee satisfaction, diversity initiatives, and business trends, facilitating data-driven decision-making for optimizing pharmaceutical operations and ensuring workforce effectiveness. |
Pharmaceutical Labor – Pharmaceutical Dashboards | Bold BI® |
| Dashboard Name |
Description |
Online Dashboard Link |
| Sales Analysis Dashboard |
This dashboard visualizes data that provides a quick and easy way to monitor and analyze sales performance. It displays the key performance indicators (KPIs): total sales, total orders, total products, sales by channel, top 5 countries by sales, top 5 products sold, total orders by shipping mode, top 5 companies by sales, and product details. These metrics help sales teams and management to track progress toward sales goals, identify areas for improvement, and make informed decisions based on data. |
Sales Analysis Demo – Sales Dashboards | Bold BI® |
| Chargebee Subscription Overview Dashboard |
The Chargebee Subscription Overview Dashboard is designed to help company leadership manage subscription billing, process recurring invoices, manage subscriptions, and keep customers engaged. |
Chargebee Subscription Overview – Chargebee Dashboards | Bold BI® |
| Keen E-Commerce Sales Analysis Dashboard |
The Keen Sales Analysis Dashboard delivers real-time insight into sales performance. Its interactive charts and widgets provide a visual overview of key metrics, from revenue trends to top-selling products. This empowers sales teams and managers to make informed decisions, optimize strategies, and drive revenue growth efficiently. Stay ahead in the market with data-driven sales insights at your fingertips. |
Keen E-Commerce Sales Analysis – Sales Dashboards | Bold BI® |
| ActiveCampaign Deals Performance Dashboard |
This ActiveCampaign Deals Performance Dashboard offers a comprehensive view of your sales pipeline and deal performance, featuring vital metrics such as the total number of deals, aggregate deal value, and average time to win. Gain actionable insights into your sales operations with a breakdown of deals by status, stage, and creation date, allowing you to identify bottlenecks and optimize your sales process. Additionally, track the top 10 deals with the highest win probability to focus on high-value opportunities and explore the distribution of deals across value brackets, enabling strategic decision-making for more successful sales outcomes. |
ActiveCampaign Deals Performance – Sales Dashboards | Bold BI® |
| Shopify Product Monitoring Dashboard |
Track your Shopify store's performance effortlessly with our comprehensive product monitoring dashboard. Gain insights into total orders and sales, visualize sales by country, and maintain optimal inventory levels with average inventory and stock-to-sales ratio. Monitor product success through sell-through rate and sales breakdown by product. Compare your prices against competitors and analyze estimated vs. actual sales. Identify top-selling products, manage vendor quantities, and stay ahead with products by payment term. Understand customer trends, while ensuring stock availability for smooth operations. Make informed decisions and drive success with these key metrics, all in one streamlined dashboard. |
Shopify Product Monitoring – Shopify Dashboards | Bold BI® |
| Copper Sales Opportunities Dashboard |
The Copper Sales Opportunities Dashboard can be used by sales managers and business owners to monitor the sales performance of their companies. This can be achieved by measuring the following KPIs and metrics: total opportunities, total sales, open opportunities, won opportunities, lost opportunities, abandoned opportunities, closed opportunities percentage, opportunities by source, opportunities by pipeline stage, opportunities by priority, opportunities by win probability, opportunities by sales, opportunity status by value, opportunity value by close date, opportunities by created date, and opportunities summary details. |
Copper Sales Opportunities – Sales Dashboards | Bold BI® |
| HubSpot Deals Report Dashboard |
This HubSpot Deals Report Dashboard offers a comprehensive overview of the performance of a sales team, presenting vital metrics to inform strategic decisions. From total deal value and contracts sent to closed/won and lost amounts, it provides financial insights. Efficiency is assessed with metrics like days to win a deal, win rate, and conversion rate, while tracking new deals and their types. Delve into pipeline dynamics with active, won, and lost deals, uncover top-performing deal types and priorities, and explore sales cycle trends via deal stages. The dashboard's revenue forecast and deal source analysis offer crucial insights, empowering data-driven actions to foster growth. |
HubSpot Deals Report – Sales Dashboards | Bold BI® |
| Insightly Opportunities Analysis Dashboard |
The Insightly Opportunities Analysis Dashboard offers a comprehensive view of your sales performance and opportunity management. Dive deep into your data with key metrics such as total sales, average sale size, expected opportunity duration, win rate, and opportunities by state. Identify trends with lost opportunities by reason and track your sales pipeline through a funnel chart. Monitor the progress of opportunities across stages and assess individual performance with total sales by representative. Stay informed about your biggest wins with the top 5 opportunities by value and gain visibility into opportunity outcomes by state and value. Additionally, make data-driven decisions with the top 10 opportunities ranked by win probability. |
Insightly Opportunities Analysis – Sales Dashboards | Bold BI® |
| Sales Performance Dashboard |
This sales performance dashboard provides a comprehensive overview of sales performance through online and store channels. It includes key metrics such as units ordered, units sold, total revenue, average units per transaction, and average order value. Additionally, it tracks sales cycle time, conversion rate, and the product-to-sales ratio. The dashboard highlights the top 5 products by sales, customer retention rate, and sales growth rate to measure customer loyalty and business growth. With detailed insights on sales by sales channel, month, region, online orders, store orders, products sold, and sales by customer segment, this dashboard empowers businesses to make data-driven decisions and optimize their sales strategies. |
Sales Performance – Sales Dashboards | Bold BI® |
| Salesforce Opportunities Dashboard |
This Salesforce Opportunities Dashboard provides a comprehensive overview of key sales metrics. It showcases the number of opportunities, win rate, opportunities conversion rate, and open opportunities by lead source. The dashboard also highlights pipeline value, average deal value, and revenue won. Sales cycle length, top 10 open and won opportunities by revenue, and pipeline value by month offer insights into performance. Additionally, closed opportunities by stage, opportunity stage distribution, sales velocity by month, and active opportunities revenue by stage and lead source provide a comprehensive view of sales progression, performance, and revenue generation. |
Salesforce Opportunities – Sales Dashboards | Bold BI® |
| Tickets Sales Analysis Dashboard |
This dashboard provides a comprehensive overview of ticket sales performance for events. Key metrics such as revenue, tickets sold, and average ticket price are readily available, while revenue by ticket type and top 5 shows by ticket sales offer insights into which types of tickets and events are driving the most revenue. In addition, you can monitor ticket sales by source and type to optimize marketing strategies, and view demographic breakdowns to understand your audience better. Metrics like time to sell out, sell-through rate, upsell rate, and conversion rate help you evaluate the effectiveness of your sales and marketing efforts, while attendance rate and refund rate provide insight into customer satisfaction. Detailed show and ticket information and issued vs. sold ticket breakdowns, sales by region and customer feedback complete the picture, giving you a full understanding of your event's performance. |
Tickets Sales Analysis Dashboard – Sales Dashboards | Bold BI® |
| Financial Analysis Dashboard |
This financial analysis dashboard offers a comprehensive view of a retail business's financial health. It includes important metrics like revenue, expenses, net profit, gross profit margin, and net profit margin. Key performance indicators (KPIs) such as revenue by product category, sales agent performance, and revenue by state help track profitability, sales effectiveness, and geographical performance. The dashboard aids in strategic decision-making for business growth. |
Financial Analysis Dashboard – Sales Dashboards | Bold BI® |
| Amazon Redshift Sales Activity Tracker Dashboard |
This Amazon Redshift Sales Activity Tracker dashboard helps you track and follow all tickets sold over a specific period with metrics including available tickets, events, buyers, sales amount by category, and more. |
Amazon Redshift Sales Activity Tracker Dashboard – Sales Dashboards | Bold BI® |
| Microsoft Dynamics CRM Sales Manager Summary Dashboard |
This Sales Manager Summary Dashboard offers a comprehensive overview of your sales performance, revenue generation, and customer acquisition efforts within Microsoft Dynamics CRM. With a wealth of essential metrics at your fingertips, you can make informed decisions and optimize your sales operations. This dashboard provides a holistic view of your sales process, from lead generation to revenue realization. Monitor the total number of leads and opportunities, track the win rate to evaluate your team's effectiveness, and explore revenue breakdowns by lead source, account, and country. Gain valuable insights into your estimated revenue pipeline and forecast, empowering you to plan strategically. Identify top-performing sales leaders by reviewing each sales leader's top 10 revenue wins. With these key metrics, you can assess your sales performance, identify areas for improvement, and drive your team toward success. |
Microsoft Dynamics CRM Sales Manager Summary Dashboard – Sales Dashboards | Bold BI® |
| Microsoft Dynamics CRM Sales Leads Tracking Dashboard |
This sales leads tracking dashboard provides a comprehensive overview of an organization's lead generation and conversion process. It includes the key metrics: accounts, leads, sales forecast, leads generation by month, leads by campaign, top 10 accounts by revenue, leads by rating, accounts by country, top 10 owners by number of accounts, leads by source and owner, and accounts by industry. With this dashboard, you can easily monitor and analyze crucial aspects of your sales pipeline, identify opportunities for growth, optimize marketing efforts, and make data-driven decisions to drive revenue and achieve business objectives. |
Microsoft Dynamics CRM Sales Leads Tracking Dashboard – Sales Dashboards | Bold BI® |
| Microsoft Dynamics CRM Sales Opportunities Dashboard |
This sales opportunities dashboard provides a comprehensive view of your organization's sales performance and effectiveness in Microsoft Dynamics CRM. It allows you to track key metrics such as won and lost opportunities, opportunity distribution by owner and state, top revenue-generating opportunities, revenue by country, and the comparison of won and lost opportunities by owner. Additionally, it provides insights into the impact of campaigns through metrics like opportunities by campaign type and top campaigns by opportunities. The dashboard also includes revenue analysis, showcasing won and lost revenue by month and actual versus estimated revenue. Lastly, it highlights the top accounts by opportunities and customers by estimated revenue, enabling you to focus on high-potential opportunities and strategic customer relationships. With this dashboard, you can monitor sales performance, identify trends, and make data-driven decisions to optimize your sales processes and maximize revenue generation. |
Microsoft Dynamics CRM Sales Opportunities Dashboard – Sales Dashboards | Bold BI® |
| Sales Activities Dashboard |
This Pipedrive sales activities dashboard tracks activities over a specific period of time. It helps monitor sales metrics: overall activities status, top deals won amount, products sold, completed activities by type, win rate, deals overview, and activities summary. You can also track the pipeline stages to be processed to win a deal. |
Sales Activities Dashboard – Sales Dashboards | Bold BI® |
| Dashboard Name |
Description |
Online Dashboard Link |
| Bold Desk Ticket Analytics Dashboard |
The Bold Desk Ticket Analytics Dashboard offers real-time insights into ticketing platform performance. It tracks ticket volume, resolution times, response efficiency, and customer satisfaction. Visualizations include charts depicting ticket sources, statuses, types, and priorities, empowering support teams to monitor and optimize their operations for exceptional customer service and adherence to SLAs. |
Bold Desk Ticket Analytics – Customer Support Dashboards | Bold BI® |
| Zendesk Customer Support Monitoring Dashboard |
The Zendesk Customer Support Monitoring Dashboard provides a comprehensive overview of customer support performance. It includes key metrics such as ticket volume, closed tickets, resolution time, tickets by type and status, tickets by channel, tickets by priority, satisfaction rate, and ticket volume versus satisfaction rate. |
Zendesk Customer Support Monitoring – Customer Support Dashboards | Bold BI® |
| LiveAgent Customer Support Dashboard |
Track and manage customer support operations efficiently with our LiveAgent Customer Support Dashboard. Monitor key metrics like ticket volume, average response and resolution times, customer satisfaction, and agent performance. |
LiveAgent Customer Support – Customer Support Dashboards | Bold BI® |
| Twilio Voice Calls and SMS Tracking Dashboard |
This Twilio Voice Calls and SMS Tracking Dashboard provides insights into voice call and SMS message performance on the Twilio platform with key metrics such as total calls, total cost of calls, total messages, cost per call, and more. |
Twilio Voice Calls and SMS Tracking – Communication Dashboards | Bold BI® |
| Agent Activity Dashboard |
The goal of the Freshdesk Agent Activity Dashboard is to provide insight into a company's customer experience, the level and type of support it offers, and customer loyalty using metrics like response time, resolution time, and agent workload. |
Agent Activity – Customer Support Dashboards | Bold BI® |
| Nicereply Customer Satisfaction Dashboard |
The Nicereply Customer Satisfaction Dashboard helps monitor critical metrics like total agents, average response time, response rate, customer satisfaction score, net promoter score, and customer effort score. |
Nicereply Customer Satisfaction – Customer Support Dashboards | Bold BI® |
| Customer Ticket Traffic Management Dashboard |
The Customer Ticket Traffic Management Dashboard shows a detailed view of customer tickets including new tickets, escalated tickets, tickets handled by group, resolved vs. unresolved tickets, and customer satisfaction rate. |
Customer Ticket Traffic Management – Customer Support Dashboards | Bold BI® |