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Our work / Dashboards and reporting

A live scoreboard for every role on an acquisitions team

The team wanted to see each role's performance, track bonuses and catch stalled deals without building reports every week. We connected a KPI dashboard to their CRM that keeps itself current.

10+automations keeping the numbers live
ClientReal estate acquisitions team
What we didGoHighLevel, Airtable and n8n build
StackGoHighLevel, Airtable, n8n

THE PROBLEM.

Performance reporting was manual. Nobody could see at a glance how each role was doing, bonuses were worked out by hand and stalled deals were only noticed once it was too late.

WHAT WE BUILT.

  • 4 role panels: Data Specialist, Researcher, Acquisitions and Transaction Coordinator
  • A marketing metrics suite and a monthly bonus tracker
  • Lead tagging and first contact alerts
  • Contract notifications and accuracy scoring
  • Stalled deal detection
  • Document compliance monitoring
  • Weekly performance reports generated automatically
The live KPI dashboard: active leads, contract to close rate and contracts signed
The live KPI dashboard: active leads, contract to close rate and contracts signed
The n8n workflow that pulls every KPI from Airtable on a schedule
The n8n workflow that pulls every KPI from Airtable on a schedule
The Average Days to Close automation in n8n
The Average Days to Close automation in n8n

WHAT CHANGED.

  • Performance is visible per role at a glance
  • Bonuses are tracked automatically each month
  • Stalled deals and missing documents are flagged before they slip
Dashboard documentation (PDF, 44 pages)
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