Live Dashboards That
Replace Your Spreadsheets
See your P&L, job costing, and team performance in real time. No more waiting until month-end to discover if you are making or losing money. Data syncs every 5 minutes.
Book a Free Discovery Call →The Cost of Flying Blind
Most businesses make critical decisions based on data that is weeks or months out of date. The cost is invisible until it is too late.
Spreadsheet Chaos
Critical business data lives across dozens of spreadsheets, each maintained by different people. Version conflicts, formula errors, and outdated numbers make it impossible to trust the figures.
Delayed Reporting
Monthly financial reports arrive weeks after the period closes. By the time you spot a problem, the damage is already done. You are always reacting, never preventing.
No Real-Time Visibility
You cannot answer basic questions about your business right now. Which jobs are profitable? Which team members are over capacity? Where is cash flow heading this week? The data exists, but it is scattered and stale.
How It Works
From scattered data to a single source of truth. Here is how we build your live dashboard.
We Map Your KPIs
In a discovery session, we identify the metrics that matter most to your business - revenue, profit margins, job costs, team utilisation, pipeline value, or anything else you need to track.
We Connect Your Data Sources
We integrate with your existing tools - Xero, QuickBooks, Monday.com, HubSpot, Google Sheets, or custom databases. No migration needed. Your data stays where it is.
We Build Your Dashboard
A custom dashboard is designed around how you actually run your business. Drill-down views per project, site, or team. Dark and light themes. Mobile-friendly so you can check from anywhere.
Data Syncs Automatically
Once live, your dashboard refreshes every 5 minutes. No manual updates. No exports. Your team always sees the latest numbers, and we manage everything going forward.
What Your Dashboard Can Track
Every dashboard is custom-built for your business. Here are the most common capabilities our clients use.
Live Revenue Tracking
See your revenue as it happens. Track invoices raised, payments received, and outstanding balances across every client and project in a single view.
P&L Statements
Profit and loss calculated in real time, broken down by project, site, or business unit. Know which jobs are making money and which are eating into your margins before it is too late.
Job Costing
Track every cost against every job - materials, labour, subcontractors, overheads. Compare budgeted versus actual spend and catch cost overruns while there is still time to act.
Team Performance
Monitor utilisation rates, output per team member, and workload distribution. Identify bottlenecks before they cause delays and allocate resources based on real data.
Automated Reporting
Schedule weekly or monthly reports delivered straight to your inbox. PDF exports, CSV downloads, and shareable links for stakeholders who need access without logging in.
Custom KPI Tracking
Define the metrics that matter to your business. Quote-to-close ratios, average job value, customer acquisition cost, or any formula you need. If you can measure it, we can track it live.
Your Business, At a Glance
Every dashboard is custom-built, but here is a preview of what real-time visibility looks like in practice.
Real Results: Tileex Construction
See how a growing construction company replaced spreadsheets with live dashboards and regained control of their finances.
From Spreadsheet Chaos to Real-Time Profit Visibility
Tileex was running multiple construction sites with no real-time view of profitability. P&L data lived in spreadsheets, supplier costs were buried in email threads, and the owner would not know if a project was making or losing money until it was finished.
EngageAI built a live P&L dashboard that syncs every 5 minutes across every active site. Supplier documents are automatically processed by AI, costs are extracted and routed to the correct project, and the dashboard calculates profit in real time. The team can now track all jobs, invoices, and quotes from a single screen.
"We have just received a response to the first tender chase, thank you!"
- Maeve, Office Manager, TileexCustom Dashboard Pricing
Every dashboard is built to fit your business. Pricing varies based on the number of data sources and complexity of the metrics you need.
- Full dashboard design and build
- Data source integration and mapping
- Automatic 5-minute data syncing
- Mobile-responsive web dashboard
- Ongoing management and updates
- CSV export and scheduled reports
Pricing depends on the number of data sources and dashboard complexity. Book a call for an accurate quote.
Frequently Asked Questions
We connect to virtually any business tool including Xero, QuickBooks, Monday.com, HubSpot, Salesforce, Google Sheets, Airtable, and custom databases. If your tool has an API or can export data, we can pull it into your dashboard automatically.
Most dashboards sync every 5 minutes by default, giving you near-real-time visibility into your business. For critical metrics like revenue or stock levels, we can configure more frequent syncs. Historical data is preserved so you can track trends over time.
Most dashboards are live within 2 to 3 weeks. This includes a discovery session to map your KPIs, data source integration, dashboard design and build, testing, and training your team on how to use it. More complex builds with many data sources may take a few extra days.
Yes. All dashboards are fully responsive and work on any device with a web browser. You can check your P&L from a job site, review team performance on the train, or share a live link with stakeholders who need visibility without logging in.
As a fully managed service, we handle all changes for you. If you switch accounting software, add a new CRM, or need additional metrics tracked, we update your dashboard at no extra charge as part of your monthly plan. Your data never stops flowing.
Ready to See Your Business in Real Time?
Book a free discovery call and we will map out exactly which metrics and data sources your dashboard needs to track.
Book a Call →