AGENCY

REI Deal Systems Scalable Reporting System

AGENCY

REI Deal Systems Scalable Reporting System

AGENCY

REI Deal Systems Scalable Reporting System

The Challenge

REI Deal Systems was using a third-party reporting tool to track key client metrics like CPL, Cost to Contract, and other performance indicators across Google Ads and GoHighLevel (GHL) accounts.

While the tool helped centralize some of the data, the reports were often inaccurate or incomplete, leading to misinformed decisions, client confusion, and a lack of trust in the reporting process.

Another key challenge was scalability. As the company grew, they needed a way to quickly implement new client reports without extensive manual setup or technical effort—something their existing solution couldn’t support efficiently.

The Solution

We implemented a scalable reporting system tailored to REI Deal Systems’ needs—focusing on both data accuracy and ease of scaling.

This included properly integrating data from all their Google Ads and GoHighLevel (GHL) accounts, building a matching logic to accurately link each Google Ads account to its corresponding GHL account, and deploying a live-updating dashboard. This dashboard enables the team to monitor key client metrics in real time—supporting effective campaign optimization.

We also built a modular framework that makes it easy to add or remove clients with minimal effort, allowing the team to stay focused on what matters most: scaling their business.

Results

  • Improved campaign optimization with real-time access to accurate key metrics

  • Faster client onboarding, with new reports set up in minutes instead of hours

  • 100% alignment between Google Ads and GHL data, eliminating reporting discrepancies

Tech Stack

  • Data Integration: Airbyte

  • Data Transformation: dbt

  • Data Warehouse: BigQuery

  • Dashboarding: Looker Studio

  • Automation & Alerting: Make.com

Ready to streamline your data?

Automate your analytics and take control of your metrics.

Ready to streamline your data?

Automate your analytics and take control of your metrics.

Ready to streamline your data?

Automate your analytics and take control of your metrics.