Real Estate Operations Intelligence Platform: GHL KPI Dashboard — 6 Roles, 14 KPIs, Automated Bonus Calculation
Zero manual reporting for a 6-role real estate acquisitions team. 15+ KPIs tracked live per role, 3-tier monthly bonuses auto-calculated, stalled deals flagged automatically, and weekly leadership emails generated without anyone touching a spreadsheet.
15+
KPIs tracked
6
Roles automated
0
Manual reports
$500
Max monthly bonus auto-calc
The Problem
- Leadership at NCPS had no unified view of team performance across four roles (Data Specialist, Researcher, Acquisitions, Transaction Coordinator).
- Each role tracked KPIs in disconnected systems — GHL, Airtable, WAVV dialer, and SignNow e-signatures weren't connected.
- Monthly bonus calculations were manual, inconsistent, and took hours.
- Stalled deals sat in pipelines unnoticed.
- Weekly reporting meant someone pulling data from GHL, compiling it, and formatting it for four named stakeholders — every single week.
The Solution
- Built a live KPI dashboard inside GHL with 15+ role-specific widgets backed by n8n automation orchestrating data from GHL, Airtable, Zapier, and SignNow.
- Each role gets its own panel: Acquisitions tracks Active Leads, Contract-to-Close Rate, Speed to First Contact, and Conversion Rate;
- Researchers track Research Packets Completed, Average Turnaround Time, and Lead Accuracy Score;
- TC tracks Active Files, Average Days to Close, and Resolution Time;
- Ops tracks County Expansion, Social Content Consistency, and System Uptime.
- Monthly Bonus Tracker auto-calculates per role: <49% = $0, 50–89% = $250, ≥90% = $500.
- Weekly consolidated KPI email delivered to four stakeholders automatically.
- 24-hour lead accountability alerts and stalled deal detection running continuously.
Walkthrough
Screenshots
Results
Zero manual reporting across 6 roles and 15+ KPIs — data updates automatically from GHL, Airtable, WAVV, and SignNow
Monthly bonuses calculated across 3 tiers ($0 / $250 / $500) per role without any spreadsheet work
Weekly consolidated KPI email auto-generated and delivered to 4 stakeholders without human input
Stalled deals and overdue follow-ups flagged within 24 hours automatically
County expansion tracking enforced — minimum 2 new counties per 90 days per role
Social content consistency and Perfect Month / Perfect Quarter indicators tracked per team member
Tech Stack
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