Portfolio Company KPI Dashboard Automation
Automated KPI tracking across your entire portfolio
What This Automation Does
How It Works
Monthly KPI Cycle
Calendar trigger for monthly collection
KPI Data Request
Automated requests to portfolio companies
Data Ingestion
Process and normalize submitted data
Anomaly Detection
Flag KPIs deviating >15% from targets
Alert Team
Notify team of anomalies
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$199/mo
Standard plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
One-Time Setup Fee
$1,499
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
No payment required — our team will finalize scope and pricing during the call.
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