// Case Study
Zero manual reporting for a real-estate acquisitions team: 15+ KPIs tracked live per role, monthly bonus tiers auto-calculated, stalled deals flagged automatically, and weekly leadership emails generated without a spreadsheet.
The problem
Leadership had no unified view of performance across four roles. Each role tracked KPIs in disconnected systems: GHL, Airtable, the WAVV dialer, and SignNow.
Monthly bonus calculations were manual and inconsistent, stalled deals sat unnoticed, and weekly reporting meant someone pulling and formatting data for named stakeholders every week.
A live KPI dashboard inside GHL, backed by n8n orchestrating data from GHL, Airtable, Zapier, and SignNow.
15+ role-specific widgets inside GHL. Each role gets its own panel, Acquisitions, Researcher, Transaction Coordinator, and Operations, tracking the KPIs that matter for that role.
A monthly bonus tracker auto-calculates tiers per role, removing the manual and inconsistent spreadsheet work that used to sit behind every payout.
A weekly consolidated KPI email is delivered to stakeholders automatically, replacing the manual pull-and-format reporting cycle entirely.
24-hour lead-accountability alerts and stalled-deal detection run continuously, surfacing overdue follow-ups and deals that have gone quiet before they slip.
Zero manual reporting across 6 roles and 15+ KPIs.
Monthly bonuses calculated across tiers with no spreadsheet work.
A weekly consolidated KPI email auto-delivered to stakeholders.
Stalled deals and overdue follow-ups flagged within 24 hours.
County-expansion tracking enforced across the team.
Social-content-consistency and Perfect Month/Quarter indicators tracked per team member.
SaaS / Roofing Tech
A full RevOps infrastructure across GHL, Close CRM, Airtable, and n8n with deterministic attribution.
Reputation Management
Five reps closing deals entirely from GHL, with SOW, e-sign, and payment collection triggered automatically.
Finance / Debt Settlement
Three Retell AI agents running separate debt-settlement campaigns from a single GHL and n8n stack.
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