Texo Advisors Team Dashboard
Demo, sample data

Team Dashboard

Every home in delivery on one page. Sample as of . Every name, figure and date is fictional.

Actions

Owner portal (opens in a new tab)

Monthly reports go to every owner automatically on the first of the month. Next send: November 1, 2026.

Owner portal opens the sample owner portal in a new tab.

Projects

Select a project for budget, schedule, critical path, decision deadlines, change orders, invoices, payments and cash flow. Select a substantial completion date to see how it was reached.

Projects: sample data
Project and owner General contractor % paid % complete against schedule Paid to date Next milestone Substantial completion

Schedule

Read from each general contractor's newest schedule: the next milestone, the decisions due before it, and whether the project is on schedule. The contractor's Gantt chart is not rebuilt here.

Conflicts

What the nightly folder check moved or renamed to the Project Standard, for review. Moves and renames keep each file's Drive ID, so links survive.

Budget, schedule and critical path

Critical emails to answer

Shipping and materials cost index

index, January 2025 = 100

Sample index of freight and building material costs to the island, weekly. Not live data. Hover or tap the line for a value.

Project brief

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Meetings

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Project checklist

Business

Sample figures

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To do

    How this date was reached

    Monthly owner report, preview. Sends automatically on the first of every month

    October 2026

    Download PDFThe PDF the owner receives on November 1, 2026: cover page, financial summary, contracts, invoices paid by contract, cost to complete, pending change orders.

    Update assistant

    Portal update: changes for approval

    Changes the assistant proposes from email, meeting transcripts and minutes. Nothing is written until it is approved; each approved change is written to the project's Google Sheet and owner portal together.

    In the live version

    Google Sheet

    Upload GC schedule

    Arrange panels