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.
Explore Custom BI Development
Custom BI Development · Wise BI
Tailored BI engineering — bespoke dashboards, data models and integrations built around your logistics stack.
Insights, playbooks and product thinking from the Wise BI team.
Blogs
Why is Data Visibility Important for Logistics and Supply Chain Companies?
“Better decisions start with better visibility.” Logistics and supply chain companies generate
Blogs
How can AI-Powered CargoWise BI Dashboards Help Freight Forwarders Turn AI Prompts into Actionable Insights?
Freight forwarders already have access to large volumes of CargoWise data across
Blogs
How do BI Dashboards Integrate CargoWise Data Across Modules for Freight Forwarders to Make Data-Driven Decisions?
CargoWise is built to bring global logistics operations together on one platform.
Blogs
Why is Customer Profitability Analysis Important for Freight Forwarders Using CargoWise?
A customer can generate a lot of jobs and still deliver weaker
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
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
Newsletter
CargoWise Creditor Dashboard: Enhances Accounts Payable Visibility and Creditor Performance
Accounts payable can provide valuable insights into a logistics company's financial health.
Newsletter
From CargoWise Dashboards to Decisions: How is AI Reshaping Logistics Business Intelligence?
Logistics businesses aren't short on data. CargoWise captures information across shipments, customers,
Browse the full glossary
Glossary · Wise BI
200+ logistics & BI terms explained in plain language — from chargeable weight to demurrage.
Explore every ebook
Ebooks · Wise BI
Deep-dive playbooks on freight analytics, BI adoption and dashboard rollouts — free to download.
Explore every use case
Use Cases · Wise BI
See how teams apply Wise BI across quoting, operations, finance and customer success.
Watch all videos
Videos · Wise BI
Product tours, feature deep-dives and webinar recordings from the Wise BI team.
Learn about Wise BI
About Us · Wise BI
The team building logistics intelligence for freight-forwarders worldwide.
Contact Wise BI
Contact Us · Wise BI
Questions, demos or partnerships — we reply within one business day.
Duty, compliance and clearance visibility for every customs house.
Explore Customs
Customs · Wise BI
Duty, compliance and clearance visibility for every customs house.
Explore Freight Forwarding
Freight Forwarding · Wise BI
End-to-end forwarding analytics across air, ocean and road.
Explore Manufacturing
Manufacturing · Wise BI
Production, inventory and supplier performance on one screen.
Explore NVOCC
NVOCC · Wise BI
Container, slot and vessel analytics for NVOCC operators.
Explore Transportation & Trucking
Transportation & Trucking · Wise BI
Fleet, route and haulage intelligence for transport teams.
Explore Warehousing & Distribution
Warehousing & Distribution · Wise BI
Warehouse throughput, picking and storage insights.
Explore 3PL & Contract Logistics
3PL & Contract Logistics · Wise BI
Multi-client billing, SLAs and operations visibility.
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.