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.
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
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.