Visualize your business with bite-sized dashboards.
Every month, FreshBI releases a new Pocket Dash, a bite-sized dashboard to help you reach your business goals. These instant insights give you the clarity you need to improve productivity in a wide-range of business contexts – all from a single place.
April Release: Pocket Financials
The Pocket Dashboard is Future-Looking in its perspective and Innovative in its 'at a glance' Financial Statement layout, bringing your Income Statement, Balance Sheet, Cash Flow, Predictive KPIs and AI Counsel into one page.
Visualize Your Financial Trajectory: Peer into Tomorrow with this intuitive dashboard that enables proactive financial planning and informed decision-making by clearly predicting your Profitability and Counsel on accelerating your Cash Conversion Cycle and what actions to take to maximize cash from Operations.
Early Warning System: Through a combination of Budget comparisons and Predictive Analytics, anticipate potential cash flow bottlenecks before they manifest, allowing for agile adjustments in financial strategies.
Strategically Anchored KPIs: Choose the KPIs that drive your business success. In this example we project and monitor our Cash Conversion Cycle and Cash Flow from Operations to Debt to fine tune the long-term Cash position of the business.
March Release: Cash to the Future
Experience Time Travel as you see your 12-month Cash Flow inside your Dashboard suite.
Track your 12-month Cash to Debt Ratio against your Company’s Target Cash to Debt Ratio to ensure a healthy and liquid state of Cash for your company.
Visualize Your Financial Trajectory: Peer into Tomorrow with this intuitive dashboard that enables proactive financial planning and informed decision-making by clearly predicting your Cash Position and its relationship to your company debt and what actions to take to maximize your cash position.
Early Warning System: Through a combination of Cash Forecasting and Predictive Analytics, anticipate potential cash flow bottlenecks before they manifest, allowing for agile adjustments in financial strategies.
Strategically Anchored KPIs: Choose the KPIs that drive your business success. In this example, we project and monitor our Cash to Debt to fine-tune the long-term Cash position of the business
February Release: Project Management Bottleneck Identifier
The Project Management Bottleneck Identifier is not just a dashboard; it's your strategic partner in optimizing project delivery and maximizing operational efficiency. Embrace the power of visualization and strategic foresight with this essential tool.
Visualize Resource Utilization: Easily see which departments are over-utilized or underutilized at a glance, across different time periods.
Identify Bottlenecks Early: Spot potential delays before they become critical, allowing for timely adjustments in project planning and execution.
Optimize Resource Allocation: Make informed decisions on where to allocate or reallocate resources for balanced workload distribution and efficient project progression.
Enhance Strategic Planning: With visibility into each business unit's capacity, plan future projects with greater precision and confidence, avoiding overcommitment and underutilization.
January Release: Milestone Matrix
Introducing the Milestone Matrix: Navigating the Path from Initiation to Completion
In the constantly changing realm of project management, having a clear understanding of each project's stage is paramount. This tool goes beyond mere numbers; it's a visual representation of your projects' journeys, empowering your team to make informed decisions and achieve successful outcomes. Here's how this tool can benefit your organization:
Visualize the Milestones: Witness the intricate progression of projects as they move through different stages.
Track the Trajectory: Understand how close each project is to reaching its completion, ensuring timely deliveries.
Plan with Precision: Make informed decisions based on detailed project timelines and progress projections.
Embrace project management foresight with the Milestone Matrix!
December Release: Burnings to Earnings Dash
In the dynamic landscape of financial management, understanding the interplay between a company's burn rate and earn rate is crucial. The Burnings to Earnings Dash connects your data to provide a comprehensive view of these vital metrics, enabling your business to track its journey towards financial sustainability. This tool is not just about numbers; it's about visualizing the path to your break-even point and beyond with clarity and foresight. This tool empowers you to:
Visualize the Balance: See the intricate dance between expenditures and income.
Track the Trajectory: Understand how close you are to achieving financial equilibrium.
Anticipate the Break-Even Point: Gain insights into when your earnings will surpass your burnings.
Plan with Precision: Make informed decisions based on a detailed three-year cash flow projections.
Embrace financial foresight with the Burnings to Earnings Dash!
November Release: Cash Runway Wizard
The FreshBI Cash Runway Wizard helps you visualize:
Your Working Cash Capital Runway
Your Accounts Payable & Receivable
Your Purchase Orders & Invoices
Your Payroll & Other Cash Expenses
All built into the Cash Runway Wizard, a Cash Projection Dashboard delivered with Microsoft Power BI.
October Release: Cash-Cash Dash
In the ever-changing realm of business, cash flow serves as the invisible stream that directs the ebb and flow of daily activities, creative endeavors, and growth. Grasping the flow of funds transcends mere financial analysis; it transforms data into a tangible visual representation, grounded in objectivity. So, how can one nurture a profound comprehension of cash flow to drive a business ahead when they cannot, at any instant, observe the objective in real-time and ponder "What if?"
The Cash-Cash-Dash is a powerful tool that lets you:
Imagine the Flow
Map the Riverbed
Grasp the Undercurrent
Have Visual Clarity
Seize the current!
September Release: Real-Time Financials
Enhance your financial supervision with our adaptable Financial Dashboard, a tool that integrates easily with any financial reporting system and is customizable to mirror your business landscape, allowing a straightforward analysis of your P&L, Balance Sheet, and Income Statement. This easy plug-and-play financial dashboard gives you the power to:
Universal Integration: Effortlessly connects to any financial reporting system, ensuring consistency and reliability.
User Friendly: Dive deep into your P&L, Balance Sheet, and Income Statement with a user-friendly interface.
Customizable Experience: Modify and add data as per your needs, ensuring the dashboard mirrors your business landscape.
Dynamic Updates: Ensure real-time responsiveness and adaptation as your financial landscape changes.
August Release: Salesforce Dash
Optimize your sales process with powerful data and technology, all integrated seamlessly into your Salesforce CRM. Our comprehensive dashboard will provide immediate and invaluable insights to drive smarter decisions and adapt quickly to emerging trends. Here's what you can expect from our newest release:
Pipeline Staging Analysis
Win Rates Metrics
Forecasted Sales Figures
AI Chatbot Assistance
Key Performance Indicators
Actionable Insights
Experience the power of data and technology to enhance your sales with Salesforce Dashboard - The Ultimate Sales Tracker. Your sales performance will never be the same.
June Release: Golf Course Dash
Maximize your golf course's revenue and profitability potential with a Power BI dashboard that provides real-time insights into your financial performance, resource utilization, and customer behavior.
With this simple yet powerful tool, essential information can be captured including, but not limited to:
Revenue and profitability metrics
Resource utilization metrics
Golfer behaviours and feedback metrics
Course maintenance and conditions data
Marketing and promotional metrics
March Release: Hospital Hub Pocket Dash
Use data and technology to increase the performance of your hospital.
With these instant insights, you can gain the clarity you need to make good decisions, and pivot where necessary, to ensure you hospital is functioning at an optimal level while delivering the best possible care:
Treatment charges
Status of insurance claims
Hospital wait and stay times
Key performance indicators
Immediate actionable insights
February Release: Construction Profit Pocket Dash
Gain clarity to make good decisions, and pivot where necessary.
With this simple yet powerful information, you will access key construction project metrics anytime, anywhere, including:
Project safety
Project quality
Project performance
Employee/Labour performance
January Release: Restoration Pro Pocket Dash
Scale your business, get results, and maximize your financial success.
Using this tool will help any restoration company owner, project manager, or contractor effectively analyse business operations and scale to meet the demands – and opportunities – of the future, including:
Cash flow projections
Profitability
Estimated completion dates
Visualize Your Business
FreshBI is a boutique Microsoft Silver Partner that unlocks the value trapped in your data using Microsoft Power BI. Our beautifully designed dashboards that are easy to engage with, beautifully designed, and developed with your project profitability in mind.
Stay in the loop on our monthly Pocket Dash launches by entering your contact information here:
Get Instant Insights.
Everything You Need to Become a Data Driven Business.
Equip your organization, department, or business unit with a team of business intelligence experts for less than the cost of hiring a single analyst. To ensure our partnership is always on your terms, we require no long-term commitments or contracts. Learn more about our Sprint Cycle model.