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. I connected a KPI dashboard to their CRM that keeps itself current.
10+automations keeping the numbers live
- Client
- Real estate acquisitions team
- What I did
- GoHighLevel, Airtable and n8n build
- Stack
- GoHighLevel, 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 I 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
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