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A small cloud data warehouse in BigQuery or Postgres with up to 4 business tools synced daily, 10 cleaned reporting tables and…
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AI Business Intelligence Dashboard
A live, conversational dashboard over your key business metrics, built from scratch and ready to question.
If your key numbers live in five places, nobody agrees on them. This build creates a live dashboard over your key business metrics from scratch, with a conversational layer so anyone can ask a question instead of hunting through charts. Every answer shows the query behind it. Alerts and scheduled summaries reach email or Slack, and connections are read-only.
- One live dashboard over the metrics that run your business
- Anyone can ask it a question in plain language
- Alerts and summaries delivered to email or Slack
$8,300
20–30 working days
Optional maintenance $415/mo
What it is
AI Business Intelligence Dashboard builds a live dashboard over your key business metrics from scratch, with a conversational layer so anyone can ask it a question instead of hunting through charts. Every answer shows the query behind it, and alerts reach email or Slack.
Why businesses buy it
Without a single trusted dashboard, meetings start with arguments about whose number is right. Building one usually means a long BI project, and then few people use it because finding answers is hard. This build gives you one dashboard, defined with you, that people can simply ask. Decisions move faster when everyone works from the same numbers. The written scope sets the sources, metrics, alerts and testing against your history before you order.
Problems this solves
Key business numbers live in several tools with no single view
A live dashboard is built over your key business metrics from scratch, drawing on up to three read-only data sources. Everyone looks at the same picture.
People hunt through charts to find one specific answer
A conversational layer lets anyone ask the dashboard a question in plain language. Every answer shows the query behind it, so the number can be checked.
Important changes go unnoticed between dashboard visits
Up to five alerts can reach email or Slack when a metric moves past a level you set. The dashboard comes to you when something needs attention.
A good fit if
You do not have a dashboard yet, and want one built rather than explained or patched together from spreadsheets.
You want the dashboard to answer plain-language follow-up questions, not just display fixed charts.
You already keep data in tools such as Google Sheets, BigQuery, PostgreSQL, MySQL or Google Analytics 4, and can grant read-only access.
You want one dashboard covering up to 25 defined metrics, with alerts on up to five of them.
Not the right fit if
You already have a dashboard and just want it explained. See AI BI Assistant, which explains an existing dashboard instead of building a new one.
You want answers to occasional questions rather than a permanent dashboard. See AI Data Analyst Agent, which answers on request without a standing dashboard.
Your main need is threshold alerts on a handful of KPIs, not a full dashboard. See AI KPI Monitor.
You need forward-looking projections rather than a view of current metrics. See AI Forecasting Assistant, which forecasts demand, revenue or volume.
How it works
- You tell us the key business metrics to include, from up to 3 read-only data sources such as BigQuery, PostgreSQL or Google Analytics 4.
- We design and build the dashboard's layout, covering up to 25 defined metrics, and add a conversational layer so questions can be asked in plain language.
- Up to five alerts are configured on the metrics that matter most, so a threshold breach is flagged without anyone having to check the dashboard.
- The dashboard is checked against 3 months of your historical data, so every chart and answer matches what actually happened.
- You review the dashboard with us and get two rounds of changes to layout, metrics or wording before launch.
- At launch, the dashboard is live in your chosen delivery channel, with an admin guide and written handover report showing your team how to use and question it.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- Read-only access to each data source that should feed the dashboard.
- Your own definitions of the key metrics, so the dashboard matches how your team already talks about the numbers.
- At least 3 months of historical data, so the dashboard can be checked before launch.
- The list of people who should have access, and the delivery channel you prefer.
- Admin access and API keys for every connected system, shared by adding our team as a user or creating a key you control, never by email.
- Your business information (company basics, hours and brand voice), shared during intake.
- One decision-maker who can approve the dashboard layout and metric definitions.
- An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Intake confirmed and the metrics and layout for your dashboard agreed.
Weeks 1–2
Data sources connected and the dashboard built.
Week 3
Conversational layer and alert thresholds configured.
Weeks 3–4
Dashboard tested against 3 months of your historical data.
Week 4
Your review and two rounds of changes to layout or metrics.
Go-live
Live, handover report sent, 30 days of support starts.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $8,300 |
| Express | 15–25 working days | $9,550 |
| Rush | 10–20 working days | $10,800 |
What you receive at handover
- The AI business intelligence dashboard, built and live, with its conversational layer
- Read-only connections to up to three data sources
- Definitions for up to twenty-five metrics or recurring questions, plus up to five alerts
- A test report checking results against three months of your historical data
- An admin guide and the written handover report
- 30 days of post-launch support
Expected benefits and how to measure them
- Can give the whole team one place to check key numbers
- Helps non-analysts get answers by asking a question
- Makes important changes harder to miss
- Time to prepare the management pack
- Time the current process of gathering figures. Compare with the time needed once the dashboard is live.
- Dashboard users per week
- Check the dashboard's usage records weekly after launch.
- Alerts acted on
- Keep a short log of alerts and what was done about each one.
Before you start: List where each key metric lives today and how long the regular management figures take to pull together.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
The build itself is a one-time payment, shown before you buy. Running the dashboard costs roughly $20 to $150 a month in your own accounts, covering AI model usage and hosting or scheduler fees, depending on how many people use it and how often it refreshes.
AI usage during the build and testing is billed to your own accounts as well, so the provider relationship stays in your name.
Ask about running costsCustom requirements
If you need more than 3 data sources, more than 25 metrics, or a second delivery channel, add a note at checkout for a written Change Quote. Your order still runs on its original delivery date. Larger or bespoke projects go through the Custom AI request form instead.
Request a custom versionKeep it running
We recommend monthly maintenance for this build. It covers monitoring, fixes and monthly change hours for new metrics, layout tweaks or an extra alert. The allowance scales with the build, and bigger changes go through a Change Quote. It starts after the included support period and can be cancelled any month.
$415/mo (5% of the build price a month, includes 4 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | A BI platform charges a monthly seat fee whether or not you finish building | A BI agency quotes after weeks of discovery | Ours is one fixed price, shown before you buy |
| Delivery | A BI platform license is instant, but building the dashboard yourself takes months | An agency dashboard build usually takes several weeks | Ours has a fixed delivery time shown before you buy, with faster options |
| Ownership | A BI platform dashboard lives inside their tool, tied to their subscription | An agency build depends on what was agreed | Ours is built in your own accounts, on your own data |
| Interaction | A BI platform dashboard is charts only, no follow-up questions | An agency build depends on what was agreed | Ours answers plain-language follow-up questions alongside the charts |
Questions about this product
What does the AI Business Intelligence Dashboard price include?
One fixed price, agreed before work starts, covers up to three read-only data sources, up to 25 defined metrics, one dashboard with up to five alerts and checks against three months of your history. Faster delivery options are shown in the price panel before you order, and there are no other build fees.
Can the AI Business Intelligence Dashboard answer follow-up questions?
Yes. Alongside the charts, you can ask a plain-language question about any metric on the dashboard, and it answers with the underlying query or source shown. That conversational layer is included in the base build, not sold separately as an add-on.
How long does the AI Business Intelligence Dashboard take to launch?
The standard, Express and Rush delivery times are all shown in the price panel before you order, and the clock starts once your intake is complete. Delays only happen when data access or metric definitions arrive late, which moves delivery by three working days per day of delay.
Where does the AI Business Intelligence Dashboard run?
In your own accounts, connected to your own data sources such as BigQuery, PostgreSQL or Google Analytics 4. It is not hosted inside a separate BI vendor's platform, so you keep control of the underlying data and the hosting relationship.
How much does the AI Business Intelligence Dashboard cost to run each month?
Roughly $20 to $150 a month in your own accounts, covering AI model usage and hosting or scheduler fees. The figure depends on how many people use the dashboard and how often it refreshes. You pay these providers directly, with no markup from us.
Can I add more metrics to the AI Business Intelligence Dashboard later?
Yes. A metric count above 25, or a fourth data source, is quoted through a written Change Quote once you send your request. Layout tweaks and new alerts on existing metrics fit inside the monthly change hours that come with maintenance.
Who owns the AI Business Intelligence Dashboard once it is built?
You do. The dashboard, its metric definitions and its data connections run in your own accounts, not inside a separate vendor's platform. If maintenance lapses, the dashboard keeps running; you lose the monthly monitoring and included change hours, not the dashboard itself.
Get one dashboard everyone trusts, built once and done properly.
Order the AI Business Intelligence Dashboard and it goes live with a conversational layer. The scope above is what you get, in writing, before you pay.
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