The ConnectedWorkshop Dashboard consolidates all your essential workshop tasks into a single view. It is designed to help you identify what needs attention, manage your work-lists, and keep customer follow-ups organised; ensuring a smoother, more efficient day.
Accessing the Dashboard
From the left-hand navigation menu, select Dashboard. At the top of the page, you can switch between three primary views:
Dashboard: Your daily operational hub.
Activations and Performance: High-level growth metrics.
Stability: Technical health of your connected fleet
Remember:
Check the header (e.g. "Displaying data from 9 workshops") to ensure you are viewing either a single site or a combined organisational overview.
Understanding the Tiles
Each tile provides a snapshot of current activity. Click any tile to open the full list view, or hover over the Information (i) icon for a detailed description:
Leads Tile
Shows open items requiring immediate follow-up, categorised by:
Warning Lamps: Critical engine or system alerts.
Low 12V Battery: Vehicles at risk of non-start issues.
Quotes: Pending offers (where enabled).
Goal: Use this to prioritise urgent technical issues and prevent them from being left open.
Service Reminders Tile
Tracks service-related actions across three categories: Open, Overdue, and Unassigned.
Goal: Identify vehicles that require a booking and ensure every reminder is assigned to a specific staff member.
Conversations Tile
Monitors customer messaging activity, including unassigned chats and those closed in the last 30 days.
Goal: Ensure no customer message is missed and that threads are formally "Closed" once resolved.
Vehicles & Invitations Tiles
Vehicles: A tally of Activated vs Not Activated vehicles in your fleet.
Invitations: Tracks customer invitation activity over the last 9 days.
Data Insights & Reporting
The Dashboard also includes two key charts to help with long-term planning:
Service Reminders by Model Year: Shows which vehicle age groups generated the most reminders over the last 30 days. Use this for workshop workload forecasting.
Reasons for Closed Service Reminders: Lists the most common outcomes (e.g. "Booked", "Closed without booking"). Use this to spot patterns in customer behaviour and improve your conversion rates.
Key Takeaways for Daily Success
Check the Leads and Service Reminders tiles first each morning.
Assign unassigned items immediately to clear the backlog.
Review the "Closed Reasons" monthly to understand why some leads aren't turning into bookings.