Bold BI is Syncfusion's business intelligence platform for building and embedding dashboards, run in its cloud, a private cloud or on premises.

Bold BI turns data scattered across databases, warehouses and business applications into charts that staff, or a software company's own customers, can read and act on. Syncfusion, Inc., a self-funded software company founded in 2001, builds and owns it. Bold BI covers both internal reporting and analytics placed inside another product. Work starts in Data Connectors, which reach relational databases such as SQL Server, Oracle and PostgreSQL, warehouses such as Snowflake, Google BigQuery and Amazon Redshift, and applications such as Zoho CRM and ServiceNow. Data Preparation joins and filters sources in a visual editor before anything is charted. The drag-and-drop designer places widgets on a dashboard, and templates start one for a known source such as GitHub. Natural language query answers plain questions, while AI-generated summaries and anomaly alerts point people to changes. Email alerts follow configurable rules, row-level security filters rows by user or group, and a mobile app carries dashboards to phones. Bold BI suits software companies that want analytics inside their own application, since its multi-tenant mode publishes one dashboard source across many customers. Agencies use the same mode to keep each client apart. Enterprises in regulated industries choose it when data must stay inside their perimeter, including offline and air-gapped networks. It comes in three editions that differ only in where it runs, each with the full platform. Cloud Edition is hosted and scaled by Syncfusion, On-Premises Edition runs on Windows, Linux, Docker or Kubernetes, and Managed Private Cloud gives a dedicated environment in a region the customer selects. A product team embeds customer-facing dashboards in a SaaS application through the native SDK and sets row-level security so each customer sees only its own records. A marketing team follows campaign results from SendGrid, and a sales team watches orders and subscriptions from Infusionsoft or leads from Nutshell CRM. Finance and operations staff build dashboards over SQL Server tables and receive an email when a figure crosses the rule they set. Bold BI fits organisations that want one analytics platform for their own staff and for the customers of the software they sell.

Features

  • Included: Drag-and-drop report builder
  • Included: Live connection to cloud data warehouses
  • Included: Scheduled data extract refresh
  • Included: Semantic data model with governed metrics
  • Included: Self-service data preparation
  • Included: Natural language questions on data
  • Not included: Ad hoc drill-down and cross-filtering
  • Not included: Paginated print-ready reports
  • Included: Scheduled report subscriptions by email
  • Included: Automated anomaly and trend insights
  • Included: Row-level security by user attributes
  • Not included: Data lineage and impact analysis
  • Not included: Version control and deployment pipelines
  • Included: Native mobile apps for reports
  • Not included: On-premises data gateway
  • Included: Free viewer seats for report consumers
  • Included: Self-hosted BI server option

Additional Features

  • Drag-and-drop dashboard designer
  • 140+ native data connectors
  • Direct connections to Amazon Redshift, Google BigQuery and Azure Synapse Analytics
  • Relational database connections to SQL Server, Oracle, Postgres, MySQL and MariaDB
  • Visual data preparation with joins and filters
  • Natural language query (NLQ)
  • AI-generated plain-language summaries
  • Automated anomaly alerts
  • Email alerts on configurable rules
  • Scheduled reports managed through the API
  • Row-level security by user or group
  • Multi-tenant mode publishing one dashboard source across tenants
  • Embedding through a native SDK
  • Customizable mobile app
  • Dashboard templates for known sources such as GitHub
  • Drill-down from overview to detail
  • Export to PDF, Excel and Word
  • Self-hosting on Windows, Linux, Docker or Kubernetes
  • Offline and air-gapped deployment
  • Dedicated private cloud in a customer-selected data region

Best for

  • SaaS companies embedding multi-tenant analytics in their own product
  • Software vendors serving hundreds of end customers from one deployment
  • Agencies keeping each client's dashboards in a separate tenant
  • Regulated organisations that need BI on premises or air-gapped
  • IT teams that run Docker or Kubernetes and want to self-host BI
  • Data teams on Snowflake, BigQuery, Redshift or Azure Synapse
  • Organisations sharing dashboards with a large audience of viewers
  • Companies that need their analytics data kept in a chosen region

Use cases

  • Embedding customer-facing dashboards inside a SaaS application
  • Building internal dashboards from SQL Server or Oracle data
  • Reporting email campaign results from SendGrid data
  • Tracking sales and orders from Infusionsoft (Keap) or Nutshell CRM
  • Alerting the right person by email when a metric moves unexpectedly
  • Sending scheduled reports to stakeholders
  • Limiting each user to their own rows of a shared dataset
  • Asking questions of business data in plain language
  • Running BI inside an air-gapped network
  • Publishing one set of dashboards to many client tenants
  • Starting a GitHub analytics dashboard from a template

Screenshots & Videos

Explore Bold BI in action

Bold Bi Homepage With Dashboard Builder Preview
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Bold Bi Homepage With Dashboard Builder Preview

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