Case Study
Automated Agent Accountability Dashboard with Goals vs. Actual Tracking
Stepped in to fix a broken weekly accountability process for a real estate sales team — refined the forms, set up goal tracking, and built a dynamic automated dashboard giving leadership per-agent and per-month visibility for the first time.
The problem
Weekly accountability forms had been running for a year — inconsistent, untallied, invisible to leadership. Data came in and went nowhere.
How I approached it
Standardized the forms, built a Google Sheets dashboard connected to form responses via Apps Script, and set up goal vs. actual tracking per agent per week and month.
Added automated weekly reminders via n8n, built HTML views deployed for both agents and leadership, and wrote an SOP so the team could manage it independently.
What was built
01
Standardized accountability forms: cleaned up questions, aligned to trackable goals, consistent inputs across all agents.
02
Goals vs. actual dashboard: Google Sheets backend connected via Apps Script — auto-populates on submission, zero manual tallying.
03
HTML deployed views: separate live views built and hosted for agents and leadership — accessible without opening the spreadsheet.
04
Apps Script automation: powers the data pipeline from form submission to dashboard update — no manual steps, no copy-pasting.
05
Automated weekly reminders: n8n workflow prompts agents to submit each week — no one has to chase manually.
06
SOP and maintenance guide: full documentation so the team can update and manage the system without depending on me.
How the system runs
Reminder
n8n sends weekly prompt to agents
›
Submission
Agent fills Google Form
›
Apps Script
Auto-pulls response into Sheets dashboard
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Dashboard
Goals vs. actual updated instantly
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HTML Views
Agent + leadership views update live