Business Dashboard with AI
Most companies operate blindly: not knowing if they're doing well or poorly until the accountant shows up the following month. With DelegaAI, we implement an intelligent panel that shows everything in real time and alerts you before problems grow.
The problem
Late decisions
Reports arrive days or weeks after problems have already occurred. By the time you react, it's too late.
Endless spreadsheets
Hours lost consolidating spreadsheets from different departments. One error in a cell distorts everything.
No early warnings
Nobody alerts you when sales drop, expenses spike, or a critical KPI falls outside the normal range.
Scattered data
Information lives in the ERP, the CRM, the 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 report — without anyone preparing 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.
This is what the dashboard looks like
Monthly sales
$1.24M
+12% vs prior month
Gross margin
38.4%
+2.1% vs prior month
Operating expenses
$487K
+5% vs prior month
Active clients
1,847
+94 vs prior month
Automatic alert — Marketing expenses
Accumulated spend reached 87% of the monthly budget. 8 business days remaining.
📈 Daily sales — last 30 days
💬 AI Chat — recent queries
→ Who are the 3 clients 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 vs 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
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 the monthly budget. 9 business days remaining.
💬 AI Chat — Ask any data point
Type a question or use the suggestions below
30 scenarios available — click to try:
Typical results
< 5 sec
To get any KPI
-80%
Time spent on manual reports
24/7
Automatic monitoring
100%
Centralized data
Compatible with your current tools
Our dashboard integrates directly with Power BI, Tableau, Google Sheets, and any BI tool you already use — without replacing anything.
📊 Power BI
Bidirectional connection: we send AI-processed data to your Power BI and also access your existing data to enrich it with AI insights.
- • DirectQuery — Power BI connects to our database in real time
- • Push API — Data sent directly to your datasets
- • Read existing data — We access your current Power BI datasets to cross-reference with AI and generate insights
- • AI enrichment — Predictions, alerts, and analysis on top of data you already have in Power BI
- • Auto-refresh — Scheduled updates from every 15 min to 24 hrs
🔗 Other integrations
- • Tableau — Direct connection via PostgreSQL/API
- • Google Sheets / Looker — Automatic export
- • SAP / Oracle / Odoo — Native ERP connectors
- • QuickBooks / Xero — Accounting sync
- • Salesforce / HubSpot — Bidirectional CRM
- • REST API — Any system with an API connects
How does the Power BI integration work?
AI processes your data
Our agents automate invoices, sales, inventory and write them to a clean database
Power BI connects
We add our database as a data source in your existing Power BI via DirectQuery or Import
Real-time data
Your Power BI dashboards update automatically with AI-processed data
Is your company operating with real-time data?
We implement your dashboard in less than 2 weeks. No long contracts.
Schedule a free demo →