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Business intelligence for firms

Business intelligence that shows where your firm stands.

Bring data from CRM, billing, time tracking and finance into clear dashboards for revenue, utilisation, pipeline, collections and client profitability.

  • Revenue dashboards
  • Utilisation
  • Pipeline
  • Client profitability
Quick answer

How does business intelligence help professional firms?

Business intelligence brings data from systems such as CRM, time and billing, accounting and HR into dashboards that show revenue, utilisation, pipeline, collections and profitability by client, service and team. Partners and managers make faster, better-informed decisions. NextGenSol builds BI dashboards for Saudi professional and financial services firms.

Decisions backed by data

See performance at a glance

What you get
  • Data from CRM, billing and finance
  • Revenue and collections dashboards
  • Utilisation by team and person
  • Pipeline and win-rate analysis
  • Client and service profitability

Monthly reports built by hand in spreadsheets arrive late and answer only yesterday's questions.

We connect your systems, model the data around your KPIs and build dashboards that update automatically and work on desktop and mobile.

Key features

BI features

Data integration

CRM, billing, finance and HR.

KPI dashboards

Revenue, utilisation and pipeline.

Profitability

By client, service and team.

Auto refresh

Up-to-date numbers every day.

Role views

Partner, manager and team views.

Secure access

Permissions on sensitive data.

How we work

From idea to launch in five clear steps

Every project follows the same proven process, with your approval at each stage.

  1. 01
    Step 1

    Discovery

    Workshops to understand your users, processes and goals.

  2. 02
    Step 2

    Design

    User flows, screens and a clear scope you approve before build.

  3. 03
    Step 3

    Build

    Development in short sprints with regular demos.

  4. 04
    Step 4

    Test & integrate

    Testing with real data and connections to your existing systems.

  5. 05
    Step 5

    Launch & support

    Training, go-live and ongoing support and improvements.

FAQ

Business intelligence questions

Can't find your answer? Talk to our team.

Ask a question
01Which BI tools do you use?

We work with leading BI tools such as Power BI and recommend the best fit for your systems and budget.

02Do we need a data warehouse?

Not always. We start simple and add a warehouse when data volume or complexity requires it.

03Can dashboards be in Arabic?

Yes. We build bilingual dashboards and labels for Arabic and English users.

Ready to see your numbers clearly?

Tell us which decisions you need data for. We'll design the right dashboards.

Get in touch

We’re excited to hear from you and let’s start something special together
info@nextgensol.com.sa