Dashboard Overview
What is the P&L Dashboard?
The Tileex P&L Dashboard gives you a live, real-time view of profit and loss across all your construction sites. It pulls data directly from Monday.com, so everything you see is always up to date — no spreadsheets, no manual updates.
How does it work?
The dashboard reads your Monday.com project boards automatically. It discovers columns like Lump Sum, Material Costs, Supplier Costs and Labour Costs, then calculates profit and margin for every site and every plot. Data refreshes automatically every 5 minutes, or you can hit Refresh at any time.
The Three Views
P&L View (default)
This is your main profit & loss overview. At the top you’ll see four KPI cards: Total Revenue, Total Costs, Net Profit, and Average Margin. Below that is the Applications & Cashflow widget showing what’s been applied for recently. Then you get charts (Revenue vs Costs by Site, and a By Developer breakdown) followed by your site cards.
Cashflow View
Switch to this view using the tabs in the header. Cashflow shows you the money flow from your Application board — what’s been applied for, what’s been paid, what’s outstanding. You’ll see a monthly breakdown table and a status breakdown showing how many applications are in each stage (Submitted, Paid in Full, Payment Outstanding, etc.).
Retentions View
The Retentions view focuses specifically on retention money being held. It lists every application that has a retention amount, grouped by site, so you can easily see what needs chasing. Summary cards at the top show Total Retentions and Total Outstanding.
Understanding the KPI Cards
Total Revenue
The sum of all Lump Sum values across every plot on every site. This is the total value of work priced. The subtitle shows how many sites and plots are included in the current filter.
Total Costs
The combined total of Material Costs + Supplier Costs + Labour Costs across all sites. This is everything you’re spending to deliver the work.
Net Profit
Revenue minus Total Costs. This is your bottom line — what’s left after all costs. It shows green when positive and red when negative.
Average Margin
The overall profit margin as a percentage: (Profit ÷ Revenue) × 100. A healthy margin is typically above 30%.
Applications & Cashflow Widget
Applied Last Month
The total value of applications submitted in the previous calendar month. This shows what money should be coming in soon.
Applied This Month
The total value of applications submitted in the current month. This is work that’s been invoiced recently.
Outstanding
The total amount due across all applications that haven’t been marked as “Paid in Full”. This is money owed to you.
Retentions Held
The total retention money being held back across all applications. Retentions are typically 2.5–5% held until defects periods end.
Site Cards & Drill-Down
Reading a Site Card
Each card shows one construction site. The site name is at the top left, with the developer name and plot count below it. The arc gauge on the right shows the profit margin as a percentage with a colour indicator. Below, a progress bar shows costs vs revenue visually. At the bottom you’ll see the Profit and Revenue figures.
Margin Colour Guide
The colours tell you how healthy a site’s margin is at a glance. Green (50%+) is excellent. Light green (40–49%) is very good. Yellow-green (30–39%) is good. Amber/yellow (20–29%) needs attention. Orange (0–19%) is concerning. Red (negative) means the site is making a loss.
Clicking into a Site
Click any site card to drill down into the detail view. You’ll see the site’s own KPI cards (Revenue, Total Costs, Net Profit), a cost breakdown pie chart, a cost summary with progress bars, and a full plot-by-plot table.
Plot Table Colours
In the plot breakdown table, each row has a coloured left border. Green border means that plot has a margin of 30% or above — healthy profit. Amber/yellow border means the margin is between 10–29% — keep an eye on it. Red border means margin is below 10% or negative — this plot needs attention.
Filters, Sorting & Date Ranges
Developer Filters
The pill buttons below the charts let you filter by developer (e.g. Dandara, Bellway, etc.). Click “All” to see every site, or click a developer name to focus on their sites only. The KPI cards and charts update to reflect your selection.
Date Range Filters
After the developer pills, you’ll see date range options: All Time, This Month, Last Month, and Last 3 Months. These filter sites by when they were last active on Monday.com, so you can focus on current work.
Sort Options
On the right side you’ll see Sort options: Margin (highest margin first), Profit (highest profit first), Revenue (highest revenue first), and Name (alphabetical). Use these to find your best or worst performing sites quickly.
Charts & Visualisations
Revenue vs Costs Bar Chart
This chart shows every site side by side with blue bars for Revenue and grey bars for Costs. Hover over any bar to see the exact figure. Sites where the cost bar is close to or taller than the revenue bar need attention.
By Developer Breakdown
If you work with multiple developers, this panel shows each developer’s total performance. The coloured bar represents their share of total revenue, and the margin percentage is shown alongside. You can quickly see which developer relationships are most profitable.
Cost Breakdown Pie Chart (in drill-down)
When you click into a site, the pie chart splits costs into three categories: Material (blue), Supplier (purple), and Labour (amber). This helps you see where the money is going on each site.
Exporting Data (CSV)
Overview Export
Click the download icon (circle with a down arrow) in the header bar to export all currently filtered sites as a CSV file. The file includes: Site, Developer, Plots, Revenue, Material Costs, Supplier Costs, Labour Costs, Total Costs, Profit, and Margin %. The filename includes today’s date.
Detail Export
When you’re in a site’s drill-down view, there’s a download button next to the Back button. This exports the plot-level data for that specific site — useful for sharing with site managers or including in reports.
Opening in Excel
The downloaded CSV file opens directly in Excel, Google Sheets, or any spreadsheet app. All the numbers are formatted for easy use — no extra cleaning needed.
Cashflow View (Detailed)
Cashflow KPI Cards
At the top of the Cashflow view, four cards summarise the big picture: Total Pre-Deductions (total value applied for), Total Paid, Total Retentions, and Total Outstanding.
Monthly Breakdown Table
Below the KPIs, a table breaks down applications by month. Each row shows: the month, how many sites applied, the pre-deduction total, amount paid, retentions, amount due, and outstanding balance. Newest months appear first.
Status Breakdown Table
This table groups all applications by their current status (e.g. App Submitted, Paid in Full, Payment Outstanding). For each status, it shows the count of applications and the total Pre-Deductions, Paid, and Due amounts. Use this to quickly see how many applications are stuck or waiting.
Retentions View (Detailed)
Retentions Summary
The top KPI cards show Total Retentions (all retention money held) and Total Outstanding. Use these to understand the total exposure from retentions across all sites.
Retentions Table
The main table lists every application that has a retention amount. Columns include: Site name, Application number, Pre-Deductions value, Retention amount (highlighted in purple), Status, and Due Date. The table is sorted by site name so retentions for the same project are grouped together.
Status Colours
In both the Cashflow and Retentions views, status text is colour-coded: Green means “Paid in Full”. Amber means “App Submitted”. Red is used for all other statuses (Payment Outstanding, overdue, etc.).
Theme, Refresh & Tips
Dark / Light Mode
Click the toggle switch in the header (next to the view tabs) to switch between dark and light themes. Dark mode is easier on the eyes in dim environments. Light mode works better in bright offices or for printing.
Auto-Refresh
The dashboard automatically refreshes every 5 minutes, pulling the latest data from Monday.com. You’ll see the last sync time in the header. If you need an immediate update, click the Refresh button.
Live Indicator
The green pulsing dot in the header confirms the dashboard is connected and live. The badge next to it shows how many sites are currently loaded.
Mobile Access
The dashboard is fully responsive and works on phones and tablets. Some elements reorganise on smaller screens for easier reading. The filter pills and tabs wrap to fit the screen width.
Getting Your Data Right
What the Dashboard Reads
For the P&L view, the dashboard looks for columns named “Lump Sum”, “Material Cost”, “Supplier Cost”, and “Labour Cost” on your Monday.com project boards. The column names just need to contain those keywords — they don’t have to match exactly.
Which Boards Appear
The dashboard automatically discovers project boards from Monday.com. It excludes system boards like Templates, Masters, Invoicing, Subcontractor lists, etc. If a board has the right cost columns and at least one item with data, it will appear on the dashboard.
Application Board
The Cashflow and Retentions views pull from your Application board (the one with monthly groups like “January 2026”). The dashboard only shows data from January 2026 onwards. Make sure applications are in the correct monthly group on Monday.com.
Missing Data?
If a site shows £0 revenue or £0 costs, it means the data hasn’t been filled in on Monday.com yet. Check that the project board has columns with the right names and that the plot rows have values entered. The dashboard can only show what’s in Monday.com.