Turn Your Quickbase Data Into Business Intelligence

QuickView dashboards are built using Quickbase's code pages feature—custom-coded visualizations that live right inside your Quickbase application. Your team sees interactive charts, KPIs, and drill-downs without ever leaving Quickbase.

Because the dashboards pull directly from your Quickbase tables, the data is always live. No exports, no syncing, no waiting for a refresh. Click a filter and the entire dashboard updates instantly. Your team works in one place—the same application they already use every day.

There's nothing else to buy or maintain. No Power BI licenses, no external hosting, no separate login. Just open Quickbase and your dashboards are there, ready to use. It's the fastest path from operational data to visual insights.

No problem—we work with Quickbase applications as they are. Part of our value is transforming operational data structures (which are optimized for data entry) into analytical structures (optimized for reporting). If significant Quickbase restructuring would benefit your analytics, we'll recommend it, but it's rarely a prerequisite to getting started.

QuickView dashboards are code-based visualizations embedded directly in your Quickbase pages—your team sees them without leaving Quickbase. Power BI dashboards are more powerful: they can pull data from multiple Quickbase apps (and other sources), support complex calculations via DAX, and offer richer interactivity like drill-throughs and cross-filtering. Choose QuickView for speed and simplicity; choose Power BI for enterprise analytics.

Not necessarily. Power BI Desktop is free—you can use it to build dimensional models, create interactive reports, and distribute them as files without any licensing cost.

If you want to publish reports to the Power BI service and share them online with your team, you'll need Power BI Pro licenses ($14/user/month from Microsoft). This gives you cloud hosting, scheduled data refresh, and easy sharing via links or embedded dashboards.

We'll help you determine the right approach during the discovery phase. Many clients start with Desktop-only and add Pro licenses later when they're ready for broader distribution.

A dimensional model (or star schema) organizes your data into "facts" (transactions, events, measurements) and "dimensions" (categories you analyze by—date, customer, product, location). This structure makes complex business questions easy to answer and is the foundation of effective business intelligence. It's what allows you to slice metrics by any combination of dimensions instantly.

Absolutely—that's exactly how we designed it. Many clients start with QuickView to get immediate value, then upgrade to Power BI Analytics Suite when they need cross-application reporting or more sophisticated analysis. The AI Intelligence tier builds on Power BI, so each step creates a foundation for the next.

Imagine asking your data questions the way you'd ask a colleague. With the AI Intelligence tier, you open a conversation with Claude and simply ask: "How did production yield compare to last quarter, broken down by product line?" Within seconds, you get a detailed analysis—not a raw data dump, but an executive-ready summary with the key insights highlighted.

Want to dig deeper? Just ask a follow-up: "Which product line had the biggest improvement, and what changed?" The AI pulls from both your Quickbase operational data and your Power BI dimensional model to give you context you couldn't get from either system alone.

When you're ready to share, you can ask the AI to draft an email summary for your leadership team or format the findings as a weekly report. What used to take hours of pulling data, building pivot tables, and writing up conclusions now happens in a single conversation—often in under five minutes.

We configure secure, authenticated connections that allow AI assistants to query your Quickbase applications and Power BI models directly. Your data stays in your systems; the AI reads it on demand to answer questions. All queries run through your existing Quickbase security permissions, so users only see data they're authorized to access.

Your reports are grounded in your actual data, not generated from the AI's imagination. The AI queries your Quickbase and Power BI data directly through secure API connections—it doesn't guess or fabricate numbers. Every metric, trend, and insight in your report traces back to real records in your system.

We also build in verification layers: the AI shows its work by citing specific records and calculations, and you can drill down to the source data anytime. For regulated environments, we can include audit trails showing exactly which data points informed each conclusion.

We treat all client data as business critical—whether you're in a regulated industry or not. The same rigor we apply to FDA-compliant quality systems applies to every analytics implementation. Your decisions depend on accurate data, and we build accordingly.

That said, we always recommend a human review before finalizing reports for external distribution—not because the data is wrong, but because context matters, and you know your business best.

Yes. The AI accesses your data through authenticated API connections with the same security permissions as your users. Data is not stored by the AI—it's queried in real-time and used only to generate the requested analysis. For regulated industries, we can configure solutions that meet specific compliance requirements including HIPAA, FDA 21 CFR Part 11, and SOC 2.

QuickView dashboards typically take 1-2 weeks. Power BI Analytics Suite implementations run 3-4 weeks, depending on the number of Quickbase applications and complexity of your reporting needs. AI Intelligence tier takes 4-6 weeks to properly configure and tune. We'll provide a specific timeline after the discovery phase.

QuickView ($500/month): Bug fixes, adjustments when your Quickbase schema changes, minor tweaks to visuals and filters, performance troubleshooting, and email support with 48-hour response time. Typically 2-4 hours of work per month.

Power BI Suite ($1,000/month): Everything above, plus data model updates as your business evolves, 2-3 new DAX measures per month, minor report enhancements, data refresh monitoring, and a monthly 30-minute check-in call. Email support with 24-hour response. Typically 4-8 hours per month.

AI Intelligence ($1,500/month): Everything above, plus AI connection monitoring and updates, prompt tuning based on usage patterns, semantic layer refinements, priority same-day support, a monthly 1-hour strategy call, and quarterly AI performance reviews. Typically 6-10 hours per month.

Need more than what's included? Additional work is available at $150-200/hour depending on tier.