Team reporting · Real estate acquisitions team

A live scoreboard for every person on the team

A dashboard connected to the CRM that shows how each role is doing, tracks bonuses and flags stuck deals, with no one building reports.

Result: 10+automations keeping the numbers up to date
Client: Real estate acquisitions team
Tools used: GoHighLevel, Airtable, n8n

How it works

step by steplive

01
Team activity
in the CRM
02
Collected
automatically
03
Calculated
per person
04
Reported
weekly + alerts

FIG. 01The live dashboard: active leads, close rate and contracts signed

FIG. 02The automation that pulls the team's numbers on a schedule

FIG. 03The automation that tracks average days to close

The problem

Reports were put together by hand. Nobody could quickly see how each person was doing, bonuses were worked out manually, and stuck deals were only noticed once it was too late.

What I built

01A panel for each role on the team
02Marketing numbers and a monthly bonus tracker
03Alerts when a new lead comes in and when it is first contacted
04Notifications when contracts are signed
05Warnings when a deal stalls or paperwork is missing
06A weekly performance report, sent automatically

What changed

Everyone's performance visible at a glance
Bonuses calculated automatically each month
Stuck deals and missing paperwork caught early

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