Total Assets
Monitor the overall value of assets across your business.
Curated dashboards plus predictive insights that recommend your next move
Ocean Freight
Ocean Freight Insights
Analyze ocean freight performance, costs, and shipment trends by tradelane.
Ocean – Total Chargeable Weight by Supplier
Compare chargeable weight contributions across ocean freight suppliers and vendors.
Ocean LCL Volume vs LCL Shipments
Compare LCL shipment counts against total volume for better planning.
Revenue Insights
Global Insights Dashboard
See revenue, cost, and profit trends across your entire organization.
Branch Insights Dashboard
Compare revenue and profitability performance across every individual branch location.
Country Insights Dashboard
Track revenue, cost, and profitability trends across every operating country.
Department Insights Dashboard
Compare financial performance and profitability across every internal department team.
Customer Performance
Customer Analysis Dashboard
Understand customer contribution, retention, and growth across your whole business.
Per Customer Analysis Dashboard
Drill into individual customer performance, revenue, and profitability details directly.
Customer Insights Dashboard
Reveal customer behavior patterns, preferences, and long-term value opportunities clearly.
Company Finance Overview
IFRS Balance Sheet
View IFRS-compliant assets, liabilities, and equity in one clear place.
IFRS Profit & Loss Dashboard
Review IFRS-compliant income, expenses, and profitability trends in real time.
Balance Sheet Dashboard
Track assets, liabilities, and equity across every reporting period clearly.
Profit & Loss Dashboard
Monitor income, expenses, and net profitability trends across the business.
Insights, playbooks and product thinking from the Wise BI team.
Blogs
CargoWise + Power BI: A Better Way to Analyze Your Logistics Data
Here’s something most logistics leaders already know but don’t often say out
Blogs
What Business Problems can CargoWise BI Dashboards Solve for Freight Forwarders?
Your CargoWise data may show growth, but is that growth actually profitable?
Blogs
How do BI Dashboards Simplify MIS Reporting for Freight Forwarding Businesses?
"Most decision makers are still making today's decisions using yesterday's information." This
Blogs
Power BI Header Icons Explained: What they Mean and How to Use them
Power BI reports are designed to help users move from a high-level
Case Studies
Enhancing Accounts Receivable Visibility for a Multinational Logistics Company
A multinational logistics and supply chain provider, known for its commitment to
Case Studies
Custom BI Development for a Leading Middle East-Based Transportation Company
About the Company (GETTO) GETTO is a renowned logistics and supply chain
Case Studies
Streamlining BI Operations for an Australia-based company with Our CargoWise Expertise
About the Company (MEORD) MEORD is considered one of the leading logistics
Case Studies
Kickstarting the BI Journey for a UK-Based Supply Chain Brand with Zero Capital Expenditure
About the Company (WidTron) WidTron is a progressive business entity whose goal
Newsletter
From Production Data to Decisions: How is BI Changing Manufacturing Operations?
A modern manufacturing floor creates data almost every second. Machines generate performance
Newsletter
From Dashboard to Decision Engine: Is this the Next Generation of Logistics BI?
Logistics companies already have data on shipment activity, expenses, margins, warehouse performance,
Newsletter
How is CargoWise Business Intelligence Reshaping Freight Management for NVOCCs?
For an NVOCC, almost every freight movement creates data. Bookings, shipments, containers,
Newsletter
CargoWise Debtor Dashboard: Turning Receivables Data into Better Financial Control
CargoWise can hold a huge amount of financial information behind every logistics
Balance Sheet Dashboard for Your Finance Team
Gain complete visibility into your assets, liabilities, equity, and shareholder funds from one connected financial view.
The Problem
Why is the Balance Sheet Difficult to Analyze?
Balance sheet data is often spread across account reports, spreadsheets, and financial statements. Manual consolidation slows analysis and makes it harder to understand changes in your financial position.
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Financial Data is Fragmented
Assets, liabilities, and equity are often reviewed through separate financial reports.
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Account Analysis Takes Time
Drilling into individual balances manually slows financial investigation.
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Period Comparison is Difficult
Changes in assets and liabilities can be harder to identify across reporting periods.
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Business-Level Visibility is Limited
Comparing financial position across companies, branches, and departments requires additional reporting.
Solution: Connected intelligence for complete financial visibility.
Capability Overview
What this Dashboard Helps You Analyze?
The Balance Sheet Dashboard connects assets, liabilities, equity, shareholder funds, and account-level balances, helping finance leaders understand financial position, investigate movements, and compare performance across their business.
Financial Position
Understand your overall balance sheet position.
Monitor total assets- Review total liabilities
- Track liabilities and equity
Shareholder Funds
Analyze changes in shareholder value.
- Monitor total shareholder funds
- Review monthly movements
- Compare reporting periods
Account Analysis
Investigate the balances behind financial totals.
- Review account-level balances
- Analyze financial categories
- Track balance changes
Business Comparison
Compare financial performance across your organization.
- Analyze department performance
- Compare branch contribution
- Filter by company and period
Metric Index
Key Performance Indicators
Monitor assets, liabilities, equity, and shareholder funds from executive summary to account-level detail.
Total Assets
Monitor the overall value of assets across your business.
Total Liabilities
Track financial obligations and liability balances.
Shareholder Funds
Review shareholder funds and monthly movements.
Liabilities & Equity
Understand the overall funding structure of your business.
Account Balances
Drill into financial accounts and balance changes.
Monthly Financial Position
Compare assets, liabilities, and shareholder funds over time.
Who Benefits from this Dashboard?
Designed for Teams Managing Financial Performance
Executive Leadership
Understand your overall financial position from one executive view.
Finance Leaders
Monitor assets, liabilities, equity, and shareholder funds efficiently.
Financial Controllers
Investigate account balances and financial movements in greater detail.
Branch & Department Leaders
Understand contributions to shareholder funds across the organization.
Strengthen Financial Control with Connected Balance Sheet Insights
The Balance Sheet Dashboard connects financial position, account balances, and shareholder funds in one executive view, helping leadership understand financial changes and make more informed decisions.
Key Outcomes:
Monitor assets, liabilities, and equity from one view.- Track shareholder fund movements across reporting periods.
- Compare monthly asset and liability trends.
- Investigate detailed account-level balance changes.
- Compare shareholder funds across departments.
- Review branch-level shareholder fund contribution.
- Use WiseAI to investigate financial movements and balance sheet trends faster.
What's Truly Unique About WiseBI?
"Each insight helps finance leaders understand the company's financial position at a glance."
- Combines assets, liabilities, equity, and shareholder funds in one view.
- Pre-mapped with CargoWise financial data for faster reporting.
- Provides account-level visibility behind financial totals.
- Tracks monthly asset and liability movements.
- Compares shareholder funds across departments and branches.
- Supports analysis by financial year, month, and company.
- WiseAI enables natural-language balance sheet analysis.