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.
September Release: Profit Density Dashboard
In today's competitive business environment, optimizing warehouse efficiency is key to improving profitability! The Profit Density dashboard provides a powerful tool for business owners. It utilizes a heat map that visually displays high-performing areas in your warehouse. By analyzing key metrics such as profit per square foot, inventory turnover, and occupancy rates, you can make data-driven decisions to maximize revenue from every square foot.
August Release: Inventory Turnover Tightener
In today's dynamic business environment, mastering inventory control is a defining factor between thriving and surviving. With FreshBI's Inventory Turnover Tightener, companies can navigate the complexities of inventory management with precision, ensuring they meet market demands efficiently while minimizing excesses.
The Inventory Turnover Tightener isn’t just data—it’s a roadmap for making smarter business decisions. Here’s how it can directly benefit you:
Inventory Turnover Ratio (ITR): Identify whether you're overstocked or understocked. This will help you maintain optimal stock levels and avoid wasting capital on slow-moving products.
Cost of Goods Sold (COGS): Tracking COGS metrics helps you assess how efficiently your business converts inventory into sales. A clear view of COGS lets you evaluate your pricing strategy and production costs, ensuring profitability.
Average Inventory Value: Get in-depth insights into how much of your capital is tied up in inventory at any given time. Make informed decisions about when to purchase more stock, when to hold back, and how to free up cash flow for other critical business areas.
July Release: Inventory Optimizer
Effective inventory management is vital for maintaining optimal stock levels and ensuring smooth operations in any business. The FreshBI Inventory Optimizer is designed to help you manage your inventory with precision and efficiency.
Unlike traditional inventory systems, this dashboard leverages advanced analytics to provide real-time insights into your stock levels and movement patterns. It identifies overstocked and understocked items and provides actionable recommendations to optimize your inventory. It highlights items that are understocked, identifies overstocked items and recommends actions to take to address imbalances.
If you want to experience the benefits of streamlined inventory management and avoid the pitfalls of stock imbalances, test drive the Inventory Optimizer!
June Release: Cash Runway Wizard
Positive cash flow is the foundation of a business owner's ability to grow and shape its future.
This FreshBI Cash Runway Wizard is ready to predict your working capital cash runway.
Unlike other cash predictions, this dashboard collects its intelligence from all the movements of your working capital engine and offers ways to increase your working capital through identifying workflow bottlenecks and opportunities. For example, it reveals late Accounts Receivable as they occur and uses Purchase Orders as a signal of imminent cash outflows.
If you'd like to experience the relief of your working capital needs perpetually accounted for then test drive this Cash Runway Wizard for your business.
May Release: Cash Capacitor
Making Cash Flow Statements Interesting
The Cash Capacitor is a Future-Looking, Point-in-Time snapshot of the directional flow of the cash in your business.
If you could visualize your Cash Flow Statement in one interactive form, this is it.
For those particular meetings with specific people, that yearn for Cash Flow presentations that are more interesting than the last one.
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.
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