WIP - Group Financial Performance (Management Reporting)

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.