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Julius Dela Peña

Selected WorkProject 022026Business Intelligence

DirectorDashboard.

Business intelligence and operational visibility for a construction business.

A director-level dashboard bringing pipeline, project, financial, work-in-progress and risk information from connected business systems into one clear decision-making view.

  • Next.js
  • Supabase
  • n8n
  • GoHighLevel
  • Xero
  • WunderBuild

02Project
of 15

Project overview
Director overview in dark mode with KPI cards, budget-versus-actual chart, exposure breakdown and job health; figures blurredOpen the full Overview (opens in a new tab)
01Director overview
Pipeline page showing opportunities by pipeline and stage, value coverage and outcomes; pipeline value blurredOpen the full Pipeline (opens in a new tab)
03Pipeline
Risk page with exposure, at-risk contract, overrun and unbudgeted spend cards, exposure by cause, data confidence and at-risk jobs; figures blurredOpen the full Risk (opens in a new tab)
02Risk
Context
Construction business
Domain
Business intelligence
Scope
CRM, accounting and construction data, in one view
Status
In development

01The Challenge

Every answer meant opening another system.

Pipeline, project, cost and receivables information lived in separate systems — the CRM, the accounting platform and the construction platform — so understanding the business meant opening each one.

The goal

One operating view, calculated consistently from the same data rather than reconciled by hand.

Overview in light and dark mode, pipeline, risk and integrations. Financial figures and identifying details are blurred.

02Director View

Six views. One source of truth.

Overview, Pipeline, Projects, Finance, WIP and Risk, all read from the same synchronised model.

A persistent frame keeps navigation, the organisation’s identity and the theme in place while the views change beneath it.

Dashboard spec

Sources
GoHighLevel, Xero and WunderBuild
Model
Normalised, tenant-scoped data in Supabase
Figures
Calculated by the application, deterministically

03How It Works

Synchronise first. Then read one model.

Four steps from connected sources to the figures a director sees.

  1. Connect

    Each organisation connects its own GoHighLevel, Xero and WunderBuild sources.

    Per organisation

  2. Synchronise

    Source data is pulled in and normalised into one operational model. No vendor API is called while a page renders.

    Integration layer

  3. Calculate

    Server loaders read the tenant-scoped model and calculate every figure.

    Deterministic

  4. Present

    Six views read the result; summary sentences are built from the loaded facts, with no model call.

    No AI at render

From the dashboard

04Architecture

From connected sources to a director’s view.

Sources are synchronised and normalised first; every figure is then calculated from one tenant-scoped model.

  1. 01Sources

    • CRM pipelineGoHighLevel (Third-party handoff)
    • Invoices & receivablesXero (Third-party handoff)
    • Projects & commercialWunderBuild (Third-party handoff)

  2. 02Integrate

    • Integration layerSync & normalise
    • Tenant-scoped dataSupabase

  3. 03Calculate

    • Next.js server loadersKPI & insight layer
    • From loaded facts, no AI callInsight sentences

  4. 04Present

    • BusinessOverview & Pipeline
      DeliveryProjects & WIP
    • ReceivablesFinance
      ExposureRisk
  • System stage
  • Third-party data source

Data flows one way: sources are synchronised into Supabase, the application calculates every figure, and the views read the result. Every read is scoped to the signed-in organisation.

05Data Controls

Figures a director can rely on.

The same data always gives the same figures, and every read stays inside its own organisation.

Implementation statusIn development

  • Source integrations (GoHighLevel, Xero, WunderBuild)Built
  • Tenant-scoped data modelBuilt
  • Deterministic KPI layerBuilt
  • Overview, Pipeline and Risk viewsBuilt

Engineering safeguards

Isolation
Each builder works in a private tenant; every read is scoped to verified membership and fails closed on errors.
KPIs
Figures are calculated by the application from normalised records, so the same data always gives the same result.
Insight text
Summary sentences are built from the loaded facts with controlled variants; no model call at render time.
Finance
Overdue invoices are classified in the builder organisation’s timezone, so date boundaries stay correct.
Loading
Loading never shows 0 or $0, because zero is a valid business result.

06The Stack

Each tool has a defined job in the system.

Roles over logos. Only integrations that exist in the build are listed.

  • Next.js

    Web application and server loaders

  • Supabase

    Tenant-scoped application data

  • n8n

    Workflow automation

  • GoHighLevel

    CRM pipeline, third-party source

  • Xero

    Invoices and receivables, third-party source

  • WunderBuild

    Projects and commercial, third-party source

07The Outcome

What the dashboard does.

One operating view of pipeline, project load, cash, work in progress and risk.

A multi-tenant dashboard that synchronises and normalises CRM, accounting and construction data, then presents Overview, Pipeline, Projects, Finance, WIP and Risk views from that one model.

My role

  • Product Architecture
  • Dashboard Engineering
  • Data Integration
  • Multi-Tenant Data Model
  • KPI & Calculation Logic
  • Dashboard UX/UI

Delivered capability

  • Connects GoHighLevel, Xero and WunderBuild per organisation
  • Normalises source data into one tenant-scoped model
  • Calculates every KPI deterministically, in the application
  • Presents director views from that one model
  • Keeps each organisation’s data isolated, failing closed on errors

Contact

Have a workflow, dashboard or CRM that needs fixing? Let’s talk.

Available for new projects

Tell me about the operation, the systems involved and where the work gets stuck. A short call is usually enough to see whether I can help.

Book a call (opens in a new tab)Email me