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Sound familiar?
Plenty of businesses have dashboards. Fewer have the time to read them properly, spot what's changing and turn that into a decision before it costs money.
We've got dashboards, but nobody has time to read them.
We plan next quarter on gut feel.
We spot a problem once it's already cost us.
We never really know our busy months in advance.
Systems applied to the numbers
We start with the forecast you'll use most, usually the sales pipeline, weighted by the chance each deal will close. Seasonality and repeat business sharpen it, and it updates as real numbers arrive.
Each deal counted at its chance of closing.
What the same months did last year.
The repeat work you can reasonably expect.
Every month the figures from your systems, finance and marketing come together, our analyst reads what changed, and the leadership team gets a short pack that says what the investment returned and what to decide next.
Prepared for the board meeting, from this month's records
Leads from search cost less than any other channel, and more of them became work.
Margin on smaller jobs is slipping as delivery time rises.
On the current pipeline, next quarter is ahead of target if two proposals land.
Data, then information, then insight, in that order.
A modern sales intelligence platform, connecting FileMaker CRM data to interactive dashboards for pipeline forecasting and opportunity management.
InsightFileMakerExtremely satisfied. The team are extremely responsive, flexible, fast, and precise in all areas. We started together with a small project, and have since expanded the SoW significantly after the service and talent we got. 10/10, would recommend.
William HillCEO, Bascule Insurance Services LLCWorking with Neptune has been an exceptional experience from start to finish. Their dedication, expertise, and swift execution in developing our system left me thoroughly impressed. The seamless communication and willingness to go the extra mile demonstrated their commitment to delivering excellence. Overall, my experience with Neptune has been nothing short of outstanding.
Neptune provided an excellent professional, knowledgeable service and offer exceptional value to any project. Thank you to Jordan and the Team.
Darren WilliamsProduct Owner, SolotechReads your reports with you on a regular rhythm, explains what's moved and why, and suggests what to look at or change next.
They're ranges, and we show how confident they are. Accuracy improves as more history builds up, and we track how close past forecasts came.
Not as a service on its own. For most growing businesses a well-built model of the pipeline and the seasons is the right method, and you can see how it works.