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NextGen Code

Business Intelligence & Growth

Business intelligence consulting for numbers your whole team trusts

Business intelligence consulting turns the data scattered across your accounting, CRM, e-commerce, scheduling, and ad platforms into a short list of trusted numbers and the dashboards your team runs the business from. NextGen Code does this for owners and operators of businesses with roughly 5–500 employees who are tired of rebuilding the same spreadsheet every Monday, or of meetings that open with a debate about whose numbers are right.

This is for you if…

  • Someone on your team spends hours each week copying numbers out of QuickBooks, your CRM, and ad platforms into a spreadsheet.
  • Weekly meetings start with an argument about whose numbers are right.
  • You know last month's revenue, but not which locations, services, or marketing channels made money.
  • Problems like a margin slip, a jump in cancellations, or an overspending ad campaign surface weeks after they start.
  • You pay for Power BI, Tableau, or a reporting add-on that nobody opens.
  • You want to use AI on your data, but it lives in disconnected tools and nobody trusts it yet.

Overview

KPIs, pipelines, and dashboards that tie back to your books, so every meeting starts from the same numbers.

We start with decisions, not charts. Before we connect a single system, we agree on the KPIs that matter, usually 10–15 of them, write down exactly how each one is calculated, and name the person who owns it. Then we build the plumbing: connectors that pull data from tools like QuickBooks Online, Shopify, HubSpot, and Google Ads into a data warehouse, the central database your reports run on, such as BigQuery, Snowflake, or PostgreSQL. There, data models are tested and reconciled to your books before they feed dashboards in Power BI, Google Data Studio (called Looker Studio until April 2026), Tableau, or Metabase.

Once the numbers are right, AI makes them faster to use: plain-English questions, alerts when a metric moves outside its normal range, and forecasts that account for seasonality. AI is only as good as the data under it, which is why we build the foundation first. We built the platform that gives First Due Movers' team its analytics, scheduling, and quoting tools. Your BI gets built in accounts you own wherever possible, so the data, models, and dashboards stay yours.

What you get

Deliverables, not decks.

  • 01

    KPI framework and metric dictionary

    The 10–15 numbers that run your business, each with a written definition, formula, source system, owner, target, and review cadence. Definitions get settled before anyone builds a chart.

  • 02

    Data pipelines and a warehouse

    Scheduled connectors (Fivetran, Airbyte, or direct API integrations) that load accounting, CRM, e-commerce, POS, and ad data into BigQuery, Snowflake, or PostgreSQL. dbt models, version-controlled SQL that cleans, joins, and tests the data, sit on top.

  • 03

    Dashboards built around decisions

    An owner's dashboard plus views for sales, operations, marketing, and finance in Power BI, Data Studio, Tableau, or Metabase, with drill-downs to the underlying records and layouts that work on a phone.

  • 04

    Plain-English questions on governed data

    AI-assisted analytics through Power BI Copilot, Data Studio's conversational analytics, Metabase's Metabot, or a custom assistant, grounded in your metric definitions so its answers match the dashboard.

  • 05

    Anomaly alerts and forecasts

    Alerts by email, Slack, or Microsoft Teams when a metric moves outside its normal range, plus revenue, demand, or staffing forecasts that account for seasonality and show a range instead of a single guess.

  • 06

    Data quality checks and documentation

    Automated tests for freshness, duplicates, and missing values, revenue reconciled to your accounting system, and a runbook (step-by-step maintenance instructions) so your team or ours can keep everything running.

How it works

A clear process, start to finish.

  1. 01Weeks 1–2

    KPI workshop and data audit

    We interview the owner and department leads about the decisions they make each week, inventory every system that holds data, test exports for quality, and draft the metric dictionary. You get a plain-English readout of what's ready and what needs cleanup.

  2. 02Week 3

    Architecture and first-dashboard plan

    We rank dashboard ideas by the decisions they improve and the effort to build them. Then we choose tools that fit what you already pay for: Power BI for Microsoft 365 companies, Data Studio and BigQuery for Google Workspace companies, Tableau or Metabase when they fit better.

  3. 03Weeks 4–8

    Build, test, and reconcile

    We connect sources, model and test the data, reconcile totals to your books, and ship the first dashboard in weekly review cycles. Later dashboards follow the same pattern and go faster because they share the foundation.

  4. 04Ongoing

    Adoption, AI, and monitoring

    We train your team, set up a weekly review rhythm around the dashboard, and add plain-English Q&A, alerts, and forecasts. We also monitor the pipelines, so a broken connector gets fixed before anyone sees a wrong number.

What we measure

The numbers this moves.

We baseline these before we start and report against them after launch.

  • Hours spent on manual reporting

    Two people spending 6 hours a week each on reports adds up to more than 600 hours a year. We baseline that number and target near zero for every recurring report we automate.

  • Time to answer a business question

    The gap between asking a question and getting a number you trust. For anything in the metric dictionary, the target is minutes instead of days.

  • Reconciliation to your books

    Dashboard revenue, orders, and margin tie to your accounting system within an agreed tolerance at launch, and automated tests flag any drift after that.

  • Time to spot a problem

    How long a margin slip, cancellation spike, or overspending campaign goes unnoticed. Alerts target same-day detection.

  • Dashboard adoption

    Weekly active viewers and the meetings that run from the dashboard. A dashboard nobody opens is a cost, so we track usage and fix what people skip.

In practice

What this looks like in a real business.

  • A multi-location owner's Monday dashboard

    Example: a home services company with three branches sees revenue, gross margin, average ticket, and booked jobs by branch and technician, refreshed nightly from ServiceTitan and QuickBooks Online. The Monday meeting is about decisions instead of data.

  • Ad spend tied to real revenue

    Example: an e-commerce brand joins Shopify orders with Google Ads and Meta spend to see cost per acquisition and 90-day customer value by channel, instead of trusting each ad platform's own attribution.

  • Plain-English questions for sales managers

    Example: a distributor's sales managers ask which accounts ordered less this quarter than last and get an answer drawn from the same metric definitions as the dashboard, with the logic visible so anyone can check it.

  • Alerts that catch problems early

    Example: a restaurant group gets a Slack alert when food cost, voids, or labor hours at any location move outside their normal range, using data from its Toast POS and payroll, instead of finding out at month-end close.

  • Demand forecasts for scheduling

    Example: a specialty clinic forecasts weekly appointment demand by provider and season from 2 years of scheduling history, so staffing is set weeks ahead instead of the Friday before.

  • Analytics inside an online booking platform

    For First Due On Demand, we built the platform where customers buy moving services online. The First Due Movers team uses it to see analytics, schedule appointments, and create price quotes for in-person customers.

Tools & platforms we work with

  • Power BI
  • Google Data Studio
  • Tableau
  • Metabase
  • BigQuery
  • Snowflake
  • PostgreSQL
  • dbt
  • Fivetran
  • Airbyte
  • Python
  • Microsoft Excel

We're vendor-neutral: we recommend what fits your stack, budget and risk profile — not what pays us a referral fee.

Next step

Let's talk about Business Intelligence.

Bring a problem or a goal. In 30 minutes we'll tell you what's realistic, what it would take, and where AI fits — even if the answer is to start smaller.

FAQ

Business Intelligence: common questions

Still have a question? Ask us directly.

How much does business intelligence consulting cost?

Cost depends mostly on how many data sources you have, how clean they are, and how many dashboards and users you need. Real-time requirements, systems without good APIs, and ongoing support after launch also add scope. Software is a separate line: Data Studio and Metabase's open-source edition are free, Power BI and Tableau are licensed per user, and connectors and warehouses are usually billed by usage. We scope and quote after a free consultation and a short look at your systems.

How long does it take to get our first dashboard?

A first production dashboard on three to five data sources typically takes 6–8 weeks, including the KPI workshop, pipelines, testing, and reconciliation to your books. You review working drafts along the way, not just the finished version. Timelines stretch when source data needs cleanup, when a system has no API and we work from exports, or when several people must sign off on definitions. Later dashboards usually go faster because they reuse the same pipelines and models.

What access and data do you need from us?

We need access to each system that holds your numbers, an admin who can approve connectors, and a few hours of your leaders' time in the first 2 weeks. Typical sources are accounting (QuickBooks Online, Xero, or NetSuite), CRM, e-commerce or POS, scheduling or field service software, and ad platforms. We request read-only access wherever a system supports it. We also ask for the spreadsheets and reports you use today, because they show what people actually rely on.

Which BI tool should we use: Power BI, Data Studio, Tableau, or Metabase?

Usually the one that fits the software you already pay for. Power BI is the natural choice for companies that run on Microsoft 365 and Excel, while Google Data Studio, called Looker Studio until April 2026, is free and strong for marketing and Google Workspace data. Tableau suits teams that do heavy visual analysis or already run Salesforce, and Metabase is simple, can be self-hosted, and embeds well in your own product. The data model underneath matters more than the tool on top.

Can we really ask our data questions in plain English?

Yes, once each metric is defined in one governed place. Power BI Copilot, Data Studio's conversational analytics, Metabase's Metabot, and Snowflake Cortex Analyst all turn questions into queries, but without a semantic layer, a single home for metric definitions, they guess at the logic and can be confidently wrong. We build that layer first, then test the assistant against questions with known answers. If your reports use Power BI's older Q&A visual, Microsoft is retiring it at the end of December 2026, and we can move you to Copilot.

Do we need a data warehouse?

Not always. If you report from one or two systems with modest data volume, a direct connection or a well-built spreadsheet can be enough, and we'll tell you so. A warehouse earns its keep when you need to join three or more sources, keep history your systems don't store, reconcile numbers automatically, or run AI and forecasting on clean data. BigQuery or PostgreSQL is often the most cost-effective start for a small or mid-sized company, while Snowflake makes sense when volume or your existing stack calls for it.

Who owns and maintains the dashboards after launch?

You own them, and either your team or ours maintains them. We build in accounts you control wherever possible, document every pipeline and metric, and train the people who will use and update the reports. Your team can take it from there, or you can keep us on a support plan to monitor pipelines, fix broken connectors, add dashboards, and extend the AI features. Either way, nothing is locked inside a system only we can operate.