SiteLedger Intelligence Dashboard

Custom Executive Dashboards For Construction & Real Estate Teams.

Stop running your construction business from disconnected spreadsheets, pay app trackers, AR reports, and project folders.

SiteLedger builds custom executive dashboards that give owners, executives, finance teams, and PMs one clear view of revenue, margin, cash flow, change orders, active jobs, and jobs at risk.

Request Dashboard Demo Send Current Spreadsheet

No ERP replacement. No forced software migration. Built around the reports and workflows your team already uses.

SiteLedger Intelligence executive dashboard preview showing revenue, profit, margin, cash collected, AR, jobs at risk, active jobs, and open pay apps KPI cards

Example executive dashboard preview — KPI cards can be customized around each company’s workflow.

Dashboard First. AI Optional.

Start With The Executive View.
Layer In AI When Ready.

SiteLedger dashboards can be built as a standalone executive reporting tool, or paired with SiteLedger’s AI document modules later. Start with the dashboard your leadership team needs today, then add document intelligence when the workflow is ready.

Standalone Dashboard

A clean reporting layer for revenue, margin, AR, retention, pay apps, change orders, active jobs, and job risk — using the data sources your team already has.

Optional AI Layer

Add SiteLedger document intelligence later to read bids, contracts, pay apps, CO logs, insurance certs, field reports, and project PDFs.

The Key Difference

Your Dashboard Should
Match Your Business.

Not every company tracks the same KPIs. Not every team manages risk the same way. Not every leader needs the same view. SiteLedger lets the dashboard adapt to the company instead of forcing the company into a generic template.

Example KPI cards can include revenue, profit, margin, cash collected, total cost, outstanding AR, retention held, change orders, active jobs, open pay apps, jobs at risk, and cost outstanding.

RevenueCostProfitMarginCash FlowRetentionARChange OrdersActive JobsJobs At RiskProject PerformanceExecutive Reporting

Who This Is For

Built For Developers, Subs,
And Mid-Size GCs.

Developers

Track project performance, cash exposure, draw activity, capital planning, active projects, and jobs that need leadership attention.

Specialty Subcontractors

Track margin, AR, retention, change orders, cost exposure, open pay apps, and job profitability across the business.

Mid-Size GCs

Track active jobs, open commitments, project risk, pay apps, change order movement, and executive reporting in one view.

What You Get

A Concrete Dashboard Build,
Not A Generic Template.

KPI Layout

Custom KPI cards, executive summary views, finance views, and project/job performance views built around your workflow.

Cash + Risk Visibility

Change order visibility, pay app status, AR, retention, cost exposure, jobs at risk, and action items in one command center.

Reporting Layer

Exportable reporting views and an optional AI document intelligence layer when you are ready to connect PDFs to the dashboard.

Built For Construction Operators

Less Spreadsheet Chasing.
More Visibility.

Executive View

Leadership gets one clean roll-up of company performance, project risk, cash exposure, and operational priorities.

Finance View

Track AR, retention, cash flow, revenue, cost, margin, change orders, and job profitability without digging through disconnected reports.

Project View

PMs can see active jobs, risk flags, unresolved action items, open COs, and job-level performance in one place.

Option 1

Dashboard Only

A custom executive dashboard built around your company’s KPI structure and reporting workflow.

Custom KPI cards and views
Manual, spreadsheet, or connected data sources
Executive, finance, and project reporting layouts
No AI document review required

Option 2

Dashboard + AI Layer

Add SiteLedger document intelligence to turn project PDFs into risk, cost, compliance, and action-item insights.

Bids, contracts, pay apps, field reports, insurance certs, and CO logs
Cross-document risk and cost exposure flags
Dashboard-ready action items and document history
Optional rollout after the dashboard foundation is built

How It Works

Built Around The Way
Your Team Actually Works.

KPI Discovery

We identify the numbers leadership, finance, and project teams actually care about.

Data Source Review

We review spreadsheets, reports, exports, PDFs, or connected tools and map what can feed the dashboard.

Dashboard Prototype

We create executive, finance, project, and risk views so each team sees what matters before the final build.

Final Build + Rollout

We finalize the dashboard and can add an optional AI document layer when your workflow is ready.

Timeline depends on data complexity, number of views, number of KPI cards, data sources, and whether AI document intelligence is included.

Ready To See It?

Build A Cleaner Executive View
For Your Construction Business.

Dashboard builds are scoped based on KPI count, number of views, data sources, and whether AI document intelligence is included.