Management committee
An executive board with sales, margin, EBITDA, cash and working capital up-to-date to review in under 30 minutes.
Solution · Dashboards
The whole company understands the numbers
Dashboards preconfigured by finance specialists. For management, controlling, treasury and operations. Every KPI is traceable down to the source entry.
🔒app.quickbidata.com / ejecutivo
2026Real vs BudgetTodas las sociedadesTodos los CECO
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Ingresos
7,21 M€
+12,4%
EBITDA
1,84 M€
+18,1%
Margen %
25,5%
+1,8 pp
DSO
47 d
−6 d
Ingresos Real vs Budget (k€)
YTD · mensualP&L por línea
jun 2026| Concepto | Real | Bud | Δ |
|---|---|---|---|
| Ventas | 1.450 | 1.300 | +11,5% |
| COGS | −812 | −760 | −6,8% |
| Margen bruto | 638 | 540 | +18,1% |
| OPEX | −295 | −280 | −5,4% |
| EBITDA | 343 | 260 | +31,9% |
What it covers
Dashboards the whole company understands
Quickbidata dashboards translate financial data into the question each role needs to answer: the CFO's liquidity, the Controller's margin, store-level profitability for the head of operations, or executive KPIs for the board.
They're preconfigured from day one but fully customisable without touching formulas. Every chart, KPI or table is interactive and lets you drill down to the source data, so decisions are made looking at reality, not last month's screenshot.
The essentials
- Ready to use
- Templates by role and use case
- Interactive
- Filters, drill-down and export
- No extra licences
- Web access per user
The problem
Having BI is not the same as having financial dashboards
Power BI shows you sales. But P&L, cash flow, ratios and working capital still live across different sheets, with figures that don't match.
Dashboards fed manually
Different figures per dashboard
No drill-down to transactions
Additional licences required
Features
What you can do
Ready-to-use dashboards
Financial, executive, operations, liquidity, working capital, profitability, projects and ratios.
KPIs with targets and traffic lights
Each KPI shows value, trend, target and variance with visual status.
Multi-dimensional filters
Entity, year, month, Actual/Budget, cost centre, project, scenario, mapping and structure.
Role-based access
Different views for CFO, controller, CEO and finance team, no extra licences.
Alerts and comments
Notifications when a ratio drifts from its target range and collaborative comments.
Responsive
Access from laptop, tablet or phone with the same real-time data.
Video
See Dashboards in action
A short walkthrough of the solution, with real data and traceability down to the entry.
Product demo
Solution walkthrough
Benefits
What changes with Quickbidata
Dashboards ready from day one.
The whole company works with the same KPIs.
Drill-through from KPI down to the entry.
No Power BI licence per user required.
Responsive design for mobile use.
Collaboration with comments and alerts.
Practical example
A board meeting with always-fresh data
A group of 6 entities runs its monthly board with dashboards connected to the ERP — no intermediate slides.
8
Preconfigured dashboards
0
BI licences per user
100%
KPIs traceable
−80%
Time preparing the board
In depth
Context and approach
A good financial dashboard is not a pretty screen, it is a governance tool. Its value lies in everyone in the company looking at the same number at the same time and being able to drill down without asking for favours. When each department builds its own dashboard in Excel or Power BI, meetings drift into arguing which number is correct.
Quickbidata delivers dashboards preconfigured by role (CFO, controller, CEO, store manager) from day one and, at the same time, leaves freedom to create custom views without touching formulas. Every metric is computed on the validated financial model, so consistency across the organisation is guaranteed.
Dashboards are interactive: filter by dimension, export to PDF or Excel for committees and open any chart down to the entries behind it.
Use cases
Real situations we cover
Retail operations
Each store manager accesses their own dashboard with sales, margin and budget variance, without seeing the rest of the network.
Investor reporting
Standardised monthly view with financial and operating KPIs, exportable as an investor pack with one click.
Coexistence with corporate BI
Quickbidata exposes its cubes via connector so Power BI or Tableau read already consolidated, error-free data.
Glossary
Key terms in this solution
- KPI
- Key Performance Indicator that measures the achievement of a business objective.
- Drill-down
- Ability to open an aggregated value to see its components down to the source entry.
- Data cube
- Multidimensional structure that allows analysing a metric across different dimensions (time, entity, product).
- Traffic light
- Visual indicator (green, amber, red) marking the distance between an actual value and its target.
- Dynamic filter
- Interactive control that recalculates the dashboard by a specific dimension without reloading.
FAQ