Data-Driven Approach to Advanced Reporting Visualization
The client needed clearer, more impactful financial reporting to support strategic decision-making. Traditional Excel reports lacked consistency and visual clarity, making it difficult for leadership to interpret trends quickly. We implemented Zebra BI across Power BI and Excel to deliver high-quality visuals, standardized KPIs, and fully automated financial dashboards.
Client:
Helios Manufacturing Group
Location:
Madrid, Spain
Project Year:
22 June 2024
Duration:
7 Months
Budget:
€75,000
Annual Savings:
€52,000
Helios Manufacturing relied on complex spreadsheets and manual charts that varied from one department to another. Financial presentations lacked coherence, delaying board-level discussions and limiting the organization’s ability to respond quickly to performance shifts.
By deploying Zebra BI for Power BI and Excel, we introduced dynamic visuals, standardized templates, and automated reporting structures. Financial statements (P&L, Cash Flow, Balance Sheet) now follow IBCS-compliant design principles, enabling instant understanding for executives.
We also created year-over-year comparisons, variance analysis visuals, forecasting layouts, and dynamic drilldowns. Thanks to Zebra BI’s visual intelligence, leadership now enjoys a clear, consistent, and professional view of company performance—updated automatically from their ERP and dataflows.
“This implementation changed the way our leadership team consumes financial data. Reports that used to take hours to prepare are now instantly available, visually consistent, and much more insightful.”
The integration of Zebra BI templates across departments led to unified reporting practices. Monthly financial reviews are now streamlined, with automated updates and clearer communication of business results. The finance team reports a significant reduction in preparation time and an increase in analytical capacity.
Key Performance Metrics
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Hours saved annually on financial report preparation
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Standardized financial KPIs implemented across departments
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Increase in report clarity and executive understanding
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Management presentations automated and improved
? Frequently Asked Questions
01. What benefits does Zebra BI bring to reporting?
Zebra BI delivers standardized, professional visuals that make financial results easier to interpret, improving communication and decision-making at the executive level.
02. Can Zebra BI work with both Excel and Power BI?
Yes. We deploy templates for both tools to ensure consistency across your entire reporting ecosystem, whether you work in spreadsheets or interactive dashboards.
03. Do you help configure financial templates?
Absolutely. We build IBCS-compliant templates for P&L, Cash Flow, Variance Analysis, Forecasting, and Management Reporting tailored to your business.
04. Will this reduce manual reporting work?
Yes. Zebra BI combined with automated dataflows removes repetitive steps, updates visuals automatically, and saves significant preparation time for finance teams.
05. Can executives use these visuals easily?
Yes. Zebra BI visuals are intuitive and interactive, allowing leadership to drill into results, compare periods, and analyze performance with clarity.