Sales

Bold BI empowers sales teams by consolidating CRM, pipeline, and revenue data, helping businesses forecast accurately, optimize performance, and close deals more efficiently.

Zendesk Sales Performance dashboard displaying deal progress, win rate trends, pipeline value, and sales performance insights.

Zendesk Sales Performance Dashboard

Analyze deal performance, velocity, and pipeline stages to improve win rates accuracy.
Freshsales Pipeline Performance dashboard showing pipeline value, deal stages, forecast trends, and sales conversion metrics.

Freshsales Pipeline Performance Dashboard

Keep an eye on important measures for this valuable commodity.
Stripe Subscription Performance dashboard displaying recurring revenue trends, churn rate metrics, subscriber growth, and billing analytics.

Stripe Subscription Performance Dashboard

Monitor utility and asset condition across electrical and water networks.
SingleStore Sales Funnel Analytics dashboard showing funnel stage conversion rates, lead progression trends, and revenue pipeline analytics.

SingleStore Sales Funnel Analytics Dashboard

Track prospects through the sales funnel and analyze key metrics like conversion rate and win rate.
Customer Profile Overview dashboard displaying customer demographics, purchase history trends, engagement metrics, and sales insights.

Customer Profile Overview Dashboard

Unify customer profiles and revenue insights for smarter account decisions.
Northwind Products and Suppliers dashboard showing product sales trends, supplier performance metrics, and revenue analytics charts.

Northwind Products and Suppliers Dashboard

Track sales by region, average revenue per unit, and more.
Financial Analysis dashboard displaying revenue metrics, cost breakdown, profit trends, and sales financial performance charts.

Financial Analysis Dashboard

Track revenue, expenses, sales sources, AR data, and more.
Sales Analysis dashboard displaying sales trends, product performance metrics, regional comparisons, and revenue insights.

Sales Analysis Dashboard

Track total sales, total orders, sales by country, and more.
Ticket Sales Analysis dashboard showing ticket sales trends, revenue breakdown, event performance, and sales analytics charts.

Ticket Sales Analysis Dashboard

Track revenue, bookings, trends, and performance insights with interactive visual analytics.
Sales Performance dashboard displaying sales targets vs actuals, rep performance metrics, pipeline tracking, and revenue trends.

Sales Performance Dashboard

Track total sales, product revenue, inventory turnover, and more.
Keap Revenue Analysis dashboard showing revenue trends, regional sales breakdown, product performance, and financial insights charts.

Keap Revenue Analysis Dashboard

Track revenue, returns, payment statuses, and more.
Pipedrive Sales KPI dashboard displaying revenue growth, conversion rates, quota attainment, and key sales performance indicators.

Pipedrive Sales KPI Dashboard

Track sales data, deal statuses, forecasted revenue, and more.
Salesforce Opportunity dashboard showing pipeline stages, deal values, closing trends, and sales performance analytics.

Salesforce Opportunity Dashboard

Track open opportunities, won and expected revenue, and more.
Insightly Opportunities Analysis dashboard displaying deal stages, revenue forecasting, win probability metrics, and opportunity insights.

Insightly Opportunities Analysis Dashboard

Monitor all the details of sales opportunities, including their status, value, win rate, reason for loss, and more.
Sales Activity Tracker dashboard showing sales activity logs, task progress, performance trends, and productivity metrics.

Sales Activity Tracker Dashboard

Track ticket sales by date, category, location, and more.
Sales Leads Tracking dashboard displaying lead sources, conversion trends, pipeline movement, and lead performance analytics.

Sales Leads Tracking Dashboard

Track your team’s lead metrics, account details, and more.
Sales Manager Summary dashboard showing revenue performance, team targets, pipeline overview, and sales KPI tracking charts.

Sales Manager Summary Dashboard

Track your team’s revenue details, sales pipeline, and more.
Pipedrive Sales Activities dashboard displaying call logs, meeting counts, task completion trends, and sales activity performance metrics.

Sales Activities Dashboard

Track your team’s activity, such as new contacts, leads generated, emails sent and received, and more.
Sales Opportunities dashboard showing opportunity pipeline stages, conversion rates, revenue forecasts, and deal tracking charts.

Sales Opportunities Dashboard

Track your team’s opportunity details, top accounts, top campaigns, and more.
HubSpot Deals dashboard displaying deal stages, pipeline value, win rate trends, and sales performance metrics.

Hubspot Deals Report Dashboard

Monitor your sales team’s performance by tracking conversion rate, win rate, deal value, and more.
ActiveCampaign Deals dashboard showing deal stages, automation performance, revenue tracking, and sales pipeline analytics.

ActiveCampaign Deals Performance Dashboard

Track every detail of sales deals, including deal values, conversion rate, deals by status, win-loss ratio, and deal win probability.
Shopify Product Monitoring dashboard displaying product sales trends, inventory status, revenue performance, and e-commerce analytics charts.

Shopify Product Monitoring Dashboard

Stay one step ahead of the competition by tracking your prices versus your competitors,’ monitoring sales by country, inspecting inventory levels, and more.
Copper Sales Opportunities dashboard showing sales pipeline stages, opportunity tracking, conversion rates, and revenue insights.

Copper Sales Opportunities Dashboard

Keep an eye on important measures for this valuable commodity.
PipelineCRM Deals Analysis dashboard displaying deal stages, revenue forecasts, pipeline trends, and opportunity performance analytics.

Pipeline CRM Deals Analysis Dashboard

Track details of your entire sales pipeline, revenue by deal source, qualified leads, deal win rate, and more.
Keen E-commerce Analytics dashboard showing online sales trends, product performance, customer purchase behavior, and revenue metrics.

Keen E-Commerce Sales Analysis Dashboard

Improve your online sales analysis capabilities.

Chargebee Subscription Overview dashboard displaying recurring revenue, subscription growth trends, churn metrics, and billing insights.

Chargebee Subscription Overview Dashboard

Keep an eye on how subscribers behave and keep precise records of how much money you make with this subscription dashboard.

Why Sales Teams Prefer Bold BI

  • Full Pipeline Visibility: Track leads, deals, and stages in real time as they progress through the pipeline.
  • Revenue Forecasting: Visualize trends, quotas, and forecasts by region or product to plan more effectively.
  • Sales Performance Insights: Identify top-performing reps and provide coaching for underperformers to boost results.
  • Conversion Optimization: Spot bottlenecks in the sales cycle and improve win rates with data-driven strategies.
  • Enterprise-Grade Security: Safeguard sensitive sales data with RLS, SSO, RBAC, and on-premises deployment support.

What You’ll Track

Bold BI’s customizable dashboards put the sales KPIs you depend on at your fingertips, making it easy to improve transparency, efficiency, and overall business growth.

  1. Revenue Performance: Monitor total sales, revenue growth trends, and average deal size to understand overall business performance and identify opportunities for improvement.
  2. Sales Pipeline: Track leads, opportunities, and conversion rates across different stages of the sales funnel to optimize the process and forecast future revenue accurately.
  3. Team Productivity: Measure individual and team performance by analyzing the number of calls, meetings, and closed deals to ensure accountability and efficiency.
  4. Customer Insights: Visualize customer acquisition costs, retention rates, and lifetime value to refine targeting strategies and improve customer relationships.
  5. Operational Metrics: Keep an eye on order fulfillment times, delivery accuracy, and inventory levels to maintain smooth operations and enhance customer satisfaction.
  6. Financial Metrics: Analyze profit margins, discounts offered

Bold BI for Sales – Common Metrics

With fully customizable dashboards, you can track the KPIs that matter most:

  • Total revenue and revenue growth
  • Sales by region, product, or channel
  • Average deal size
  • Lead-to-opportunity conversion rate
  • Opportunity win rate
  • Pipeline value by stage
  • Customer acquisition cost (CAC)
  • Customer lifetime value (CLV)
  • Quota attainment percentage

How It Works

  • Connect Your Data Sources: Integrate sales data from Copper, PipelineDeals, cloud apps, or REST APIs, Infusionsoft, Salesforce, Excel, SQL databases, and other CRM platforms.
  • Choose Dashboards: Start quickly with prebuilt samples or design custom layouts tailored to your sales workflows.
  • Analyze Sales Data: Gain insights into pipeline health, revenue trends, customer activity, and forecasts to drive growth.
  • Collaborate Securely: Share dashboards with sales managers and executives using RLS, SSO, and RBAC for enterprise-grade security.
  • Stay Proactive: Set up alerts for declining pipeline health or missed targets to take timely action.
Trusted & recognized

Analytics that wins awards and users

Recognized by G2, TrustRadius, and Visual Studio Magazine for delivering standout performance and value.

I appreciate Bold BI for making it easier to provide reporting for our customers, allowing both our analysts and customers to easily build and publish reports. The ability to build dashboards and modify queries for specific outcomes is very user-friendly. I value the mobile readiness of the app and its integration capabilities with API structures. The addition of AI features is impressive. The economic pricing model and the effective partnership, which includes consistent and helpful support, make it an invaluable tool for our OEM model.

Ravi S.

G2 Review logo

The support from Bold is unmatched. They do not charge extra for support and it is excellent anyway. All our tickets and questions are quickly answered with authoritative and precise guidance. This is important at the product is complex, powerful and mature. To get the most out of the tool, the level of support they provide is essential.

Murph M.

G2 Review logo

It was easy to implement data visualizations into our product. The standard widgets allowed us to build professional looking dashboards, and a robust API provided excellent control of the development and runtime process from within our application.

Scott Y.

G2 Review logo
RECOGNITION

Users Love Us

Visual Studio Reader's Choice - 2025

Leader - Fall 2025

High Performer - Fall 2025 EMEA

Regional Leader - Fall 2025 AMERICAS

TrustRadius Tech Cares

Capterra - 4.9/5

G2- 4.4/5

GetApp - 4.9/5

Software Advice - 4.9/5

Frequently Asked Questions

Bold BI consolidates CRM and revenue data to provide real-time insights into pipeline health and sales trends.
Yes. Bold BI works with Copper, PipelineDeals, cloud apps, or REST APIs, Infusionsoft, Salesforce, Excel, SQL databases, and other CRM platforms.
Yes. Role-based access ensures personalized views for each role.
Yes. Bold BI offers secure on-premises deployment for full data control.
Most teams start viewing dashboards in a few hours; the time varies depending upon the complexity of the environment and requirement.
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