Four live dashboard modules covering every corner of your business — powered by Microsoft Power BI and refreshed in real time.
Embedded Power BI reports tailored to your business. Switch between dashboards to explore each module.
Full visibility into your sales pipeline by stage, value, and probability. Forecast close rates and identify deals at risk of slipping.
Measure conversion at every funnel stage — from lead to opportunity to close. Pinpoint where prospects drop off and fix it.
See which marketing channels drive your highest-converting, highest-value leads. Allocate budget to what actually works.
See every task and project at every stage: initiated, in progress, review, and completed. Identify where work stalls.
Measure cycle times, completion rates, and resource utilization. Benchmark performance across teams and departments.
Track per-team output, workload distribution, and capacity planning to optimize staffing and scheduling decisions.
Monitor outstanding balances, payment schedules, and aging buckets in real time. Stay on top of every account.
Track collection rates by account, period, and agent. Identify trends and optimize your recovery strategy.
Predict cash inflows based on historical payment patterns. Plan your cash position with confidence.
Break down charge-off amounts by category, time period, and account type. Understand where losses originate and take action.
Identify high-risk accounts before they become charge-offs. Proactive alerts help you intervene early and reduce losses.
Track charge-off trends over time to measure the effectiveness of your credit policies and collection strategies.
No feature gating. Every BorealisBI plan includes the complete feature set.
Tell us about your business and we'll have your custom dashboards live within 48 hours.
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