📊Business Intelligence

Business Dashboard with AI

Most companies operate blind: not knowing if things are going well or badly until the accountant arrives the following month. With DelegaAI, we implement an intelligent panel that shows everything in real time and warns you before problems grow.

Explainer video — ~4 minutes

The problem

📉

Late decisions

Reports arrive days or weeks after problems have already occurred. By the time you react, it's already too late.

📋

Endless spreadsheets

Hours lost consolidating spreadsheets from different departments. One error in a cell distorts everything.

🔕

No early warnings

Nobody alerts when sales drop, expenses spike, or a critical KPI falls outside the normal range.

🧩

Scattered data

Information lives in the ERP, CRM, bank, and the accountant's spreadsheet — with no way to see it all together.

The DelegaAI solution

📡

Real-time KPIs

Sales, expenses, margins and cash flow updated automatically every hour.

🔔

Smart alerts

Immediate notification when a KPI falls outside the normal range, before it becomes a serious problem.

💬

AI chat

Ask in natural language: 'How much did we sell this week?' and the AI responds in seconds.

📅

Automatic reports

Daily report at 8am, weekly summary on Mondays and bi-weekly executive — without anyone creating them.

👥

Role-based access

The director sees everything; sales only sees their area; accounting only sees finances. No manual filters.

📱

Mobile access

The dashboard looks perfect on any device. Make decisions from wherever you are.

What the dashboard looks like

Executive Panel — January 2026● Live

Monthly sales

$1.24M

+12% vs previous month

Gross margin

38.4%

+2.1% vs previous month

Operating expenses

$487K

+5% vs previous month

Active customers

1,847

+94 vs previous month

⚠️

Automatic alert — Marketing expenses

Accumulated spend reached 87% of monthly budget. 8 business days remaining.

📈 Daily sales — last 30 days

Jan 1Jan 31

💬 AI Chat — recent queries

Which are the 3 customers with the highest billing this month?

Top 3: Company A ($142K), Company B ($98K), Company C ($76K). They represent 26% of total.

How are sales compared to the same period last year?

Current sales $1.24M vs $1.11M in 2025. Year-over-year growth of 11.7%.

* Illustrative dashboard with generic data

Try it now

Mini-demo with fictional data — this is what your live dashboard looks like

Executive Panel — Mar 2026● Live

Monthly Sales

$1,847,320

▲ +14.2%

Gross Margin

41.3%

▲ +2.8pp

Accounts Receivable

$284,500

▼ -3.1%

Active Clients

2,341

▲ +127

⚠️

Alert: Logistics expenses exceeded 85% of monthly budget. 9 business days remaining.

💬 AI Chat — Ask anything

Type a question or use the suggestion chips below

Typical results

< 5 sec

To access any KPI

-80%

Time on manual reports

24/7

Automatic monitoring

100%

Centralized data

Does your company operate with real-time data?

We implement your dashboard in less than 2 weeks. No long contracts.

Schedule a free demo →