🌍 Overview

The client, an agency managing multiple party rental businesses, wanted a centralized dashboard to monitor the performance of their GHL CRM subaccounts and help reduce churn.

Before this solution:

• Each subaccount was using different booking systems and social media tools.
• Tracking revenue, orders, customer growth, and marketing performance was manual and time-consuming.
• It was difficult to identify underperforming accounts or suggest improvements.

I built a custom internal dashboard that:

• Tracks customer revenue month-by-month, number of orders, and new customers gained
• Monitors rental items owned and overall utilization
• Measures response rates in conversations and social media usage
• Aggregates Google Ads performance
• Consolidates data across different booking systems used by clients

✨ Key Business Benefits

• Monthly Performance Reports: Automated insights sent to agency clients.
• Churn Reduction: Agency could proactively identify underperforming accounts and guide improvements.
• Centralized Metrics: All client data is combined and visualized in one place.
• Actionable Insights: Revenue trends, customer growth, and marketing effectiveness help agencies advise clients.

⚙️ Technical Details

My Role