You’ve asked us for better visibility into what your sales reps are doing: emails, calls, demos, appointments. We’ve always displayed these details on the Activity tab in a running log, but it was a bit hard to see the “big picture.” Starting today we show the “numbers” behind those activities – right on your Dashboard.
When viewing a single dealership you can click an individual statistic (“Fresh”, etc.) to see how your users compare against each other. If you choose “All Dealerships” then clicking an individual statistic will show you how each dealership compares to the others.
Note: In order to properly track calls, demos, etc. your sales team needs to choose the matching label for the type of activity, for example “Outgoing Call” for call made to customer, when they are adding notes to the up sheet.