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Overview of Bold BI

Bold BI is a next-generation analytics solution designed to help organizations transform raw data into actionable insights. Whether you need self-service dashboards or a fully embedded analytics experience, BoldBI offers flexible deployment and robust security for teams of all sizes.

Our platform utilizes a modern data architecture model and boasts a range of in-built capabilities. With Bold BI, you can connect to your data, modify it to suit your specific needs, construct dashboards with relevant KPIs, and share these with your users to facilitate collaboration. Additionally, depending on your use case requirements, several other features can be enabled throughout these processes.

Bold BI also offers flexible deployment options. You can take advantage of the Syncfusion Cloud Managed service, or choose to deploy Bold BI in your own cloud environment or on-premise servers.

Whichever deployment you opt for, integration is supported through two different methods: JavaScript Embedding and IFrame Embedding. We recommend JavaScript Embedding for its seamless website integration experience, delivered via our Embedded SDK APIs. This method ensures a smooth and consistent user experience, further enhancing the value of your analytics.

Bold BI: Designed for Everyone

Bold BI brings the power of self-service and embedded analytics to teams across all industries, helping everyone from developers to business users unlock data-driven insights effortlessly.

Businesses of All Sizes - From startups to large enterprises, Bold BI empowers organizations to make data-driven decisions at every level. Whether scaling operations or optimizing processes, our analytics solutions adapt seamlessly to your business’s unique needs.

Developers and IT Professionals - Bold BI provides flexible APIs, sample code, and seamless integration options. Perfect for software developers and IT teams looking to embed analytics directly into applications with full control and customization.

Data Analysts and Business Users - Give data analysts, scientists, and business users the power of self-service analytics that are easy to use and implement. Bold BI’s intuitive tools make it simple to explore data, generate insights, and share findings—all without the need for technical support.

Key Features

Effortless Dashboard Creation

  • Build Dashboards in Minutes - Empower non-technical users to create or modify dashboards instantly, reducing IT dependency. Use interactive visuals to streamline decision-making and accelerate business insights.

  • Data Visualization - Transform complex data into clear, insightful dashboards effortlessly with an intuitive drag-and-drop designer using over 40+ interactive charts, maps, and graphs. Present data effectively to enhance decision-making

  • Interactive and Drill-Down Capabilities - Explore your data dynamically using live dashboards to gain real-time insights. Easily drill down, apply filters, and uncover key trends for faster, data-driven decision-making.

  • Dashboard Customization - Design dashboards with flexible or fixed layouts to ensure an optimal experience across devices while maintaining consistency and usability.

  • Slideshows / TV Mode - Display dashboards in full-screen slideshow mode for continuous monitoring. Rotate through key insights automatically in high-visibility environments like command centers and office displays.

  • Export Options - Offer multiple export formats—including PDF, PowerPoint,Excel, or CSV for easy sharing and offline analysis. Empower users to access dashboards in their preferred format anytime.

  • Mobile-Friendly Dashboards – Access interactive dashboards on any device with responsive design, ensuring seamless analytics on the go.

  • Prebuilt Dashboard Examples - Jumpstart your analytics with a collection of ready-to-use dashboard templates across various industries, including sales, marketing, finance, healthcare, and operations. Customize these templates to fit your unique business needs and gain instant insights without starting from scratch.

Seamless Data Connectivity

  • Extensive Data Sources - Connect data from files, databases, APIs, or cloud storage, and seamlessly integrate and blend data from over 150 sources including SQL Server, PostgreSQL, MySQL, Google Analytics, Salesforce, HubSpot, and Zendesk, with support for custom connectors.

  • Data Modeling - Prepare data efficiently with built-in features like filters, joins, expression support, and data type transformations. Unify, transform, and blend multiple data sources, ensuring a single, consistent view without additional integration software.

  • Inbuilt ETL Capabilities - Bold Data Hub handles data transformation, visual modeling, calculated fields, and multi-source integration—all without the need for separate add-ons or tools.

  • Data Processing Modes – Choose between live or extract mode for real-time insights or optimized query performance based on your data needs. Live mode ensures real-time updates, while extract mode boosts speed by storing optimized snapshots

AI-Powered Insights

  • AI-Powered Analytics - Engage with AI to create widgets or explore data effortlessly through conversational chat. Simply ask questions, generate visualizations, and refine insights instantly. Additionally, make informed decisions with AI-generated summaries of dashboards and widgets, highlighting key trends, anomalies, and actionable insights.

  • Predictive Analytics – Leverage AI-driven forecasting and trend analysis to make data-backed decisions and stay ahead of future business trends.

Team Collaboration & Sharing

  • Version Control - Maintain a history of dashboard changes with built-in versioning. Restore previous versions when needed and track modifications to ensure data integrity and collaboration efficiency.

  • Collaboration Options - Share, comment, and co-author dashboards in real time. Keep teams aligned, boost productivity, and streamline workflows with transparent, team-based collaboration.

  • Automated Dashboard Delivery - Set up scheduled deliveries of dashboards as PDFs, images, or Excel files. Keep stakeholders informed with timely insights while eliminating manual distribution tasks.

  • Data Alerts – Stay informed with automated alerts for anomalies, threshold breaches, or KPI changes via email, SMS, or push notifications.

Enterprise-Grade Security & Access Control

Seamless Embedding & API Integration

Branding & Customization

  • White Labeling - Rebrand the entire interface with custom logos, fonts, and color schemes. Provide a cohesive, native experience that aligns with your organization’s branding.

  • Custom Theme – Personalize dashboards with customizable themes, including colors, typography, and layout styles, ensuring a consistent brand identity across all visualizations.

  • Localization – Offer a localized experience with multi-language support, date-time formats, and regional settings to cater to global users effortlessly.

  • Custom Domain – Use your own domain to provide a seamless branded experience without exposing the analytics provider’s branding.

Performance & Optimization

  • Data Caching – Speed up performance with intelligent caching, reducing load times and optimizing data retrieval for faster analytics.

  • Incremental Data Refresh – Fetch only new or updated data instead of reloading entire datasets, boosting efficiency.

  • Virtual Loading – Load data dynamically in chunks as users scroll or interact, reducing initial load time and enhancing performance.

Flexible Deployment & Scalability

Pricing

  • Pricing- Simple, predictable pricing with no per-user fees, ensuring cost-effective scaling. Get powerful analytics at a transparent, flat rate with no hidden fees or per-user charges, offering enterprise-grade insights without breaking the bank.