Neptune Digital

Operational reporting: KPI dashboards built on the systems you run

Jobs, orders, stock, workload and service levels in one view, drawn from the systems your teams already use and updated as the work happens. Your operations people see the week at a glance instead of chasing the numbers.

Trusted by clients from global brands to local charities

Sound familiar?

If you have to ask someone to pull the numbers, you're already behind.

By the time the weekly figures are ready, the week has moved on, and every manager keeps their own spreadsheet of what they think matters.

  • I find out we're behind when a customer chases.

  • Every manager has their own KPI spreadsheet.

  • The weekly meeting starts with arguing about the figures.

  • We can see this week. We can't see the trend.

Systems applied to the numbers

See the same day when something slips

One screen with the figures that tell you the operation is on track, drawn from the systems where the work happens.

  • Jobs and orders

    What's in, what's moving and what's late.

  • Workload by team

    Who's stretched and who has room.

  • Exceptions flagged

    The few things that need a person today.

What we report on

Whatever tells your operation it's on track. These come up most.

  • Jobs and orders

    Volumes, stages and anything running late.

  • Stock and capacity

    What you have, what's committed and what's running low.

  • Workload and utilisation

    How busy each team is, and where the time goes.

  • Service levels

    Response and turnaround times against what you've promised.

  • Delivery and dispatch

    What went out on time, and what didn't.

  • Trends over time

    This week against last month and last year, so a slide is spotted early.

How we work with your data

Data, then information, then insight, in that order.

  • 01

    Map what you have

    Which systems hold what, where the same thing is recorded twice, and where the figures disagree.

    Where it starts
  • 02

    Build the foundation

    One structured, cleaned place for the data, fed by the systems you already run.

    Before the reports
  • 03

    Report by team

    The views your operations, finance and marketing people need, refreshed as the work happens.

    As the work happens
  • 04

    Review and look ahead

    A regular review with our data analyst, and forecasts once there's enough history to trust.

    Monthly or quarterly

Reports inside one system, and reports across all of them

If we build your operational system, the screens your team uses come with reports built in. That's part of the build.

Operational reporting is for when the view crosses several systems, or needs trends and targets that no single system holds.

Recent data and reporting work

Dashboards and reporting built on the data our clients already had.

  • Custom Sales Pipeline Dashboard: Midton
    Midton

    Custom Sales Pipeline Dashboard

    We built a custom web-based sales dashboard that connects directly to FileMaker data, replacing an off-the-shelf CRM solution. The dashboard provides real-time pipeline visibility and performance tracking across all sales stages.

    OperationalFileMaker

What clients say about working with us

  • Extremely 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 LLC
  • Working 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.

    Jacquie FreearPurchasing Manager
  • Neptune provided an excellent professional, knowledgeable service and offer exceptional value to any project. Thank you to Jordan and the Team.

    Darren WilliamsProduct Owner, Solotech

Questions about operational reporting

  • Most systems with a way to get the data out: your operations system, CRM, finance software and spreadsheets. We bring it together in one place first, so the figures agree.

  • As up to date as the systems feeding them. In most cases that means the figures move as the work happens, not once a month.

  • Yes. Each team sees what it needs, from the same underlying data, so the numbers match across the business.