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Automate Dotloop Dashboards for Transactions

Transform transaction tracking through an automated dashboard integrating Dotloop with Tableau or Data Studio. Achieve a consolidated view for strategic insights and improved decision-making.

When a Transaction is Updated
Solution
1. Monitor Transaction Updates

Detect changes in transaction status.

Extract Transaction Data
Solution
2. Pull Data from Dotloop

Extract the latest transaction data.

Load Data into Data Studio
Solution
3. Visualize Extracted Data

Reflect updates in your dashboard.

Refresh Dashboard Automatically
Solution
4. Keep Insights Up-to-Date

Ensure real-time data visualization.

- Repeat -

Automation Benefits

Top Automation Benefits

Understand the practical benefits of transitioning to an automated dashboard solution.

Increase Efficiency

Free up time spent manually tracking progress.

Enhance Accuracy

Minimize human error in tracking updates.

Boost Decision-Making

Make informed decisions with comprehensive insights.

Improve Resource Allocation

Allocate resources optimally based on data insights.

Streamline Communication

Ensure stakeholders stay informed with real-time updates.

Gain Competitive Edge

Stay ahead by leveraging automated transaction tracking.

Features

Key Features

Explore the core features of automating Dotloop transaction tracking with a visual dashboard.

  • 1
    Real-Time Tracking

    Monitor each transaction's progress live.

  • 2
    Comprehensive Overview

    Display all client transactions on one screen.

  • 3
    User-Friendly Interface

    Easily navigate insights with accessible visuals.

Feature

Outcomes

Expected Outcomes

Implement this automation to gain significant business advantages.

50%
Reduce Tracking Time
2x
Improve Decision Efficiency
80%
Early Bottleneck Identification

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FAQ

Frequently Asked Questions

Common questions addressed about the Dotloop dashboard automation.

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Pricing Plans

Our pricing plans

Choose a plan that is suitable for your needs.

One-Time
One-time Fee

Pay once for build out.

  • Custom project build (template / blueprint)

  • You choose platform (n8n, Zapier or Make)

  • Follows your requirements

  • Integrates with your systems

  • Paid after build maintenance

  • No recurring charges monthly

Build Fee + Maintenance Fee
from 300$/month

Pay for build + lower recurring maintenance fee.

  • Custom project build

  • We choose best platform

  • Follows your requirements

  • Integrates with your systems

  • Maintenance, priority email / Slack support

  • Monthly recurring charges, 3+ months contract

Recurring
from $600/month

Use our pre-built solution with no changes.

  • Existing solution access (no source code)

  • No platform selection

  • Integrates as described / documented

  • Integrates with specific systems and software

  • Maintenance, priority email / Slack support

  • Monthly recurring, 3+ months contract required