Cashless Debt Balance
Assess whether available cash is sufficient to offset debt obligations.
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
What Ocean Freight KPIs can Freight Forwarders Track with a CargoWise BI Dashboard?
Ocean freight managers need more than shipment counts to understand whether operations
Blogs
How does a CargoWise Ocean Freight Insights Dashboard Help Freight Forwarders?
Ocean freight performance can change quickly across trade lanes, customers, ports, and
Blogs
What can Freight Forwarders Track with a CargoWise Consolidation Insights Dashboard?
Moving more cargo through consolidations does not always result in a higher
Blogs
What is a CargoWise Consolidation Insights Dashboard and How does it Help Freight Forwarders?
Freight consolidation can improve space utilization, reduce transportation costs, and help freight
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 CargoWise Dashboards to Decisions: How is AI Reshaping Logistics Business Intelligence?
Logistics businesses aren't short on data. CargoWise captures information across shipments, customers,
Newsletter
Gain Complete Warehouse Visibility with AI-Powered CargoWise Warehouse Dashboards
Warehouses are no longer just storage facilities. They have become the operational
Newsletter
CargoWise Conversational Business Intelligence: A Smarter Way to Explore Business Data
Every logistics company has questions. Which customers are generating the highest profit?
Newsletter
How is AI-Powered Business Intelligence Accelerating CargoWise Decision-Making?
Every logistics company has data. CargoWise records shipment milestones, financial transactions, warehouse
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.
IFRS Balance Sheet Dashboard for Logistics Leadership
Understand your financial position across assets, liabilities, debt, liquidity, and capital efficiency in one connected view.
The Problem
Why is Your Financial Position Difficult to Assess?
Balance sheet data is often buried within complex account hierarchies and separate entity reports, making it difficult to understand liquidity, debt exposure, capital efficiency, and overall financial strength.
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Financial Structure is Complex
Assets, liabilities, equity, receivables, borrowings, and payables are spread across multiple reporting levels.
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Liquidity Pressure is Hard to See
Cash, debt, and short-term obligations are difficult to assess without a consolidated financial position.
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Capital Efficiency Lacks Clarity
ROCE and ROIC are rarely reviewed alongside debt and tangible net worth.
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Cross-Country Reviews Take Time
Comparing balance sheet positions across countries, currencies, months, and reporting periods requires extensive manual work.
Solution: Clear balance sheet intelligence for control.
Capability Overview
What this Dashboard Helps You Evaluate?
The IFRS Balance Sheet Dashboard combines executive financial health indicators with detailed asset, equity, and liability hierarchies in one connected workspace. Instead of relying on complex balance sheet reports, leadership gains real-time financial position intelligence to assess risk, understand funding structure, and make more informed capital decisions.
Liquidity and Debt Position
Assess the relationship between available cash and financial obligations.
Monitor cash-less debt balance- Review total debt
- Evaluate liquidity pressure
Capital Efficiency
Understand how effectively invested capital supports business returns.
- Track ROCE
- Monitor ROIC
- Assess capital returns
Asset Structure
Review how financial resources are distributed across the business.
- Analyze current assets
- Review cash and cash equivalents
- Monitor trade receivables and other financial assets
Equity and Liabilities
Understand how business assets are funded.
- Review current liabilities
- Analyze borrowings and trade payables
- Monitor lease, contract, and other liabilities
Metric Index
Key Performance Indicators
Assess liquidity, debt, and capital efficiency from executive summary down to account-level detail.
Cashless Debt Balance
Assess whether available cash is sufficient to offset debt obligations.
Debt Position
Monitor total debt and overall financial exposure.
Capital Efficiency
Evaluate ROCE and ROIC to understand returns on employed and invested capital.
Tangible Net Worth
Review the underlying financial strength of the organization.
Asset Position
Analyze current assets, receivables, cash, and other financial assets.
Liability Structure
Review borrowings, payables, lease liabilities, contract liabilities, and other obligations.
Who Benefits from this Dashboard?
Designed for Leaders Managing Financial Strength and Capital Control
Executive Leadership
Understand the organization's financial stability, debt position, and tangible value.
Finance Leaders
Review assets, liabilities, capital efficiency, liquidity, and IFRS reporting structures.
Treasury Teams
Monitor cash, debt, receivables, payables, and short-term financial obligations.
Country and Regional Leaders
Compare financial positions across countries and reporting periods.
Strengthen the Financial Foundation of Your Business
Our IFRS Balance Sheet Dashboard connects liquidity, debt, capital efficiency, assets, equity, and liabilities into one executive view. Instead of reviewing complex financial statements, leadership gains a connected view of financial position and capital strength.
Key Outcomes:
Track a cashless debt balance and total debt.- Evaluate ROCE and ROIC together.
- Review tangible net worth across reporting periods.
- Analyze current assets and financial assets.
- Monitor trade receivables and cash equivalents.
- Review borrowings, payables, and lease liabilities.
- Compare financial positions across countries and currencies.
- Use WiseAI to investigate balance sheet movements and financial risks faster.
What's Unique About WiseBI?
"Every financial detail is designed to support stronger capital and risk decisions."
- Connects executive financial health indicators with detailed IFRS balance sheet structures.
- Presents assets, equity, and liabilities through expandable MIS reporting hierarchies.
- Supports analysis by country, currency, month, year, and value scale.
- Brings liquidity, debt, capital returns, and tangible net worth into one workspace.
- Pre-mapped with CargoWise financial data to reduce manual report consolidation.
- Enables country-level comparison across financial statement categories.
- Provides both summary financial indicators and detailed account-level analysis.
- WiseAI supports natural-language balance sheet investigation.