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CFO / Group Finance use case

Group Financial Performance (Management Reporting)

Built forCFOControllerFP&A Lead

Equip executives with a real-time, drillable dashboard of financial KPIs across the enterprise.

  • Easy setup, no data storage required
  • Free forever for core features
  • Simple expansion with additional credits
8 wk

Time to first value

100+

Man-days saved per year

70%

Faster than spreadsheets

Dashboard shown is a conceptual example. Keboola integrates with any BI or analytics platform.

Generating report...
Group Financial Performance (Management Reporting) dashboard preview

Overview

What this use case actually does.

Plug into what you already run

Your ERP, CRM, planning tools, warehouse — connected without replacing anything.

Governed, not glued together

Versioned transformations, lineage, and audit trail — every number traces to source.

Live in 8 weeks, owned by your team

Not a black box — your team configures, extends, and runs it from week one.

Equip executives with a real-time, drillable dashboard of financial KPIs across the enterprise.

This use case delivers a comprehensive management reporting dashboard that consolidates key financial and operational metrics for the entire group. It is tailored for CFOs, CEOs, and Business Unit leaders who need an at-a-glance view of performance against targets. By automating data feeds from finance (GL, budget data) and operational systems, it provides up-to-date KPIs like revenue, profitability, expense ratios, and more, often with the ability to drill into details by division or product. The tone is that of a seasoned finance analyst who anticipates management's questions: the dashboard doesn't just show that profit is down 5% – it also allows a drill-down to see which region or product caused it. This use case enables fact-based discussions at monthly reviews or board meetings, replacing static slide decks with interactive insights.

What Keboola does

What Keboola actually delivers.

No magic, no replatforming. Just connectors, governed transformations, and outputs your team owns from day one.

01

Single Version of Truth Dashboard

Keboola provides a centralized model where all financial metrics and their definitions reside.

02

Real-Time or Daily Refresh

Unlike static monthly reports, this dashboard can refresh as frequently as needed – even in real-time if sources allow.

03

Drill-Down & Self-Service Analytics

The dashboard isn't just high-level figures; users can click on a metric to break it down by region, product, customer segment, etc.

04

Storytelling and Alerts

Beyond raw numbers, the platform can incorporate narrative and alerting.

Tangible deliverables

What lands in your team's hands.

Each role gets the format and the detail they need — already configured. Not slideware.

One use case · 3 roles servedCEO / CFODivision ManagerFP&A Analyst

CEO / CFO

EBITrevenuevariance

Year-to-date Revenue vs. Target (with % variance). EBITDA vs. Last Year. Cash Balance trend. Key Operating Metric. Heatmap of performance by division (red/yellow/green).

Division Manager

revenuebudget

Revenue. Gross Profit. OpEx for their division vs. budget. Headcount vs. plan. Customer satisfaction

FP&A Analyst

All calculated metrics: definitions of each KPI. Bridge analysis showing how much of profit change is volume vs price vs cost). Adhoc analyses

Balu Gopakumar|Account Executive
Balu Gopakumar
Martin Lepka|CMO Keboola
Martin Lepka
Giorgio Pontillo|CRO
Giorgio Pontillo

Talk to a
real human.

No bots, no SDR call sequence. A solutions engineer who runs use cases like this every single day.

Performance chart showing 100+ man-days saved, 8 weeks to first value, and 70% time reduction

Questions & answers

Things people always ask.

Everything your team, IT, and procurement will want to know — up front.

Keboola itself handles the data preparation and can feed into any BI visualization tool (Tableau, Power BI, Looker, etc.) or even its own simple dashboarding. Many customers use Keboola to ensure the data is clean and governed, then connect a BI tool to visualize it. The choice often depends on what tools your executives are comfortable with. If you have none, Keboola's platform allows creating shareable dashboards out-of-the-box. The key is that the heavy lifting of data consolidation and calc is done in Keboola, ensuring the BI layer is just for display – this avoids the "multiple versions of KPI logic" problem that happens if each report or tool calculates things differently.
Keboola's governance allows row-level and column-level security. That means we can set up the dashboard so that, for example, a Division Manager logging in only sees their division's data, whereas the CEO sees all divisions. Same for sensitive metrics – maybe only the CFO and HR see personnel cost details, others see only aggregated expense. These rules are centrally managed, so no need to create separate data sets for each viewer. This ensures broad access with appropriate confidentiality. Auditing features also log who viewed what, if that's a concern.
There's often a transition period. Many companies choose to complement the live dashboard with a PDF export or static summary for a while. Keboola's data can be used to generate a PDF report at period-end that mirrors the dashboard. Over time, as executives see the benefit (like drilling down during a meeting or getting daily updates), they usually adopt the live tool. We often find that once one or two leaders champion the interactive approach (for example, a CEO who asks a question and the answer is provided in seconds via the dashboard), others quickly come on board. And with features like scheduled reports (e.g., an email every Monday with key KPIs) directly from the platform, even the less tech-savvy leaders start relying on it. Ultimately, it's about making it easy and demonstrating value – the first time the dashboard highlights something that saves the company money or avoids a problem, the habit will stick.