How Predikt AI works

Predikt AI is a mission-critical enterprise solution for professional services companies in different industries: Software development, IT services, Marketing, BPO, etc. It’s a platform designed to simplify professional services automation and boost efficiency. It also consolidates data from more than 50 data sources in a centralized and easy-to-use reporting and analytics platform.

Read this article to learn how Predikt AI works and start automating your reporting activities.

Proposal modeling

Predikt AI's proposal modelling connects sales and delivery teams by automatically converting opportunities into service engagements.

1. Accelerate client onboarding with intelligent project and resource creation.
2. Maintain alignment with real-time project schedules and resource availability insights.
3. Boost deal closure rates by crafting compelling proposals or integrating seamlessly with your preferred CRM.

Resource management and staffing

Predikt AI ensures that the right people are scheduled for the right projects at the right time, avoiding conflicts before they arise.

• Identify and meet resource demands early in the sales cycle.
• Effortlessly schedule team members for projects, minimizing downtime.
• Proactively resolve staffing conflicts to maintain smooth project workflows.

Delivery and project management

Predikt AI offers tools to create and oversee projects, schedule tasks, and track progress—all while keeping essential documents and discussions centralized.

1. Assign and schedule tasks efficiently, with a clear view of deadlines and deliverables.
2. Track project progress and gain insights through integrated reports.
3. Centralize project documents and discussions for streamlined communication and improved accountability.
4. Lay the groundwork for scaling your team, projects, and overall profitability.

Invoicing and financial management

Whether your contracts are T&M, subscription-based, fixed-fee, or hybrid, billing and revenue recognition becomes straightforward, ensuring faster payments.

1. Automate complex billing operations for a streamlined workflow.
2. Shorten collection cycles and improve cash flow.
3. Ensure accuracy and consistency across varied billing models.
4. Reduce manual errors and administrative burden for finance teams.

Connect your data

Predikt AI consolidates data from different sources into structured and shareable dashboards.

It does this by connecting to a data source's API and then pulling the data from that API on demand. You define which accounts to use, what data to pull, and where to display it. Predikt AI does the rest.

Explore our integrations guides to learn how to connect your data sources to Predikt AI.

Connect your accounts

When you connect a data source to Predikt AI, you'll be asked to choose which accounts you use in that data source you want to pull data from. These are called your data source accounts.

A data source account is an account you use in a data source. For example, Atlassian Jira uses "accounts," while Google Analytics 4 uses "properties," and Instagram Insights uses "profiles". To keep things as simple as possible, Predikt AI refers to all of these as data source accounts.

You can connect any data source account to your reports. Make sure the accounts you connect have access to the data you want to pull — if they don’t, Predikt AI won't be able to access the data and add it to your reporting.

Build your reports

Predikt AI comes with predefined dashboards for different roles and industries. By creating a dashboard, you define the data you’d like Predikt AI to pull from a data source. A dashboard defines which metrics and dimensions — when we refer to these together, we call them fields — to pull from the data source into your report.

Each dashboard can be customized to include specific date ranges, campaigns, clients, and more. Every report you create with Predikt AI can support as many variations as you need it to.

Once you've connected to multiple data sources, you can display them all within the same report. 

Share with your team or client

Teams can work together to build and modify integrations and reports. The number of people who can work with your Predikt AI license depends on that license's subscription tier.

In most of our products, teammates can create and then share connections with each other. This means that once one person connects a data source account to Predikt AI, they can choose to let teammates access that connection without having to log in again.

Automate your reports

Once you've set up your reports, Predikt AI can automatically update and share them with anyone who needs to see it.