Operational Reporting And KPIs

Client: A Marketing and Communications Agency

The company was looking to completely overhaul their operational and financial reporting capabilities. They approached Sapling to help them transform their KPI reporting into actionable insights and to enhance the company’s performance.

3 Key Insights:

In order to successfully accomplish this, we developed key metrics and identified a detailed list of operational and financial KPIs


We built out a detailed reporting environment to assist the company in analyzing performance from an operational and financial perspective. We also provided the company with a table and charts view, that could easily be updated and exported


One of the key features of the models is the thresholds and flags (e.g., internal or client alerts) functionality. These allow the company to make real-time decisions and be able to pivot operations successfully

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