From the top-left corner of the main menu, select the Dashboard tab. You will see options for Dashboard, Activations & Performance, and Stability. You can filter by specific workshop or view combined data from several locations.
The dashboard gives you an overview of the dealer's KPIs for the following:
- Leads
- Coversations
- Service reminders
- Conversions
- Vehicles
- Invitations
- Reason for closed Service Reminders
Each field is described in more detail below:
Leads:
Shows the number of active leads in your selected workshop(s), including counts for engine lamps, user-reported lamps, and low battery voltage from the last 30 days. It also lists quotes that are pending and due to expire within 30 days.
Conversations:
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How many open conversations there are in your workshop's inbox
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How many conversations have not been allocated to an employee
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How many conversations have been closed – i.e. the process has been completed – over the last 30 days.
This example is based on data from a workshop: there are currently 53 conversations, 45 of which have not been allocated to a specific employee; 60 conversations were closed over the last 30 days.
Service Reminders:
Displays all active service reminders, including overdue and unassigned ones. Hovering over the info icon reveals definitions for each category.
This example is based on data from a workshop and shows that there are 102 Open Service Reminders over the last 30 days. 45 Overdue Service Reminders and 100 Service Reminders that are not assigned.
Conversions:
A graph showing the percentage of service reminders converted into bookings over the past 30 days, organized by vehicle model year. Vehicles three years or older often represent the highest revenue potential.
Vehicles
Invitations
Use the information icon to the right of Invitations to get an explanation of the data shown.
Reason for closed Service Reminders
Lists all closure reasons from the past 30 days, ranked by frequency and percentage.