Sales
The Sales Dashboard provides a consolidated view of sales performance and business activity across three key areas: Business KPIs, Leads & Deals Status, and F&I Products KPIs.
The dashboard enables users to monitor overall business performance, track the lead and deal lifecycle, and evaluate Finance & Insurance product performance from a single location. It combines key metrics such as sales volume, revenue, profitability, transaction values, lead conversion, appointments, active deals, F&I penetration, product revenue, and provider performance.
Business KPI Dashboard
The Business KPI Dashboard provides a consolidated view of key sales and business performance indicators. It enables users to monitor dealer accessory revenue, asset sales, vehicle sales, transactions, trade-ins, profitability, and top-selling vehicles from a single dashboard.
The dashboard is divided into multiple KPI cards and charts, with each visualization presenting a specific aspect of business performance.
Avg. Dealer Accessories Revenue
Displays the average revenue generated from dealer accessories over the selected period.
The card includes:
- Average Revenue - Displays the current average dealer accessories revenue.
- Trend Chart - Shows how the average revenue changes over time.
- Date Axis - Displays the applicable time period.
- OEM Installed Filter - Allows users to filter the displayed revenue based on OEM-installed accessories.
The trend line can be hovered over to view the revenue value for a specific date.
Top Dealer Accessories Sold
Displays the dealer accessories that have been sold most frequently.
The chart provides:
- Top 5 filter - Controls the number of accessories displayed.
- Units/Revenue toggle - Allows users to view accessory performance based on either:
- Units sold
- Revenue generated
- Horizontal Bar Chart - Ranks accessories from highest to lowest performance.
The chart can be used to quickly identify the accessories contributing most to dealer accessory sales.
Total Assets Sold
Displays the total number of assets sold, grouped by asset model or series.
Users can:
- Use the Top 5 filter to control how many assets are displayed.
- Select Model to view sales by individual asset model.
- Select Series to view sales grouped by asset series.
The horizontal bars show the relative sales volume for each asset.
Sales
Displays the total number of sales for the selected period.
The gauge visualization provides:
-
Total Sales - The total number of completed sales.
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Sales Breakdown - A legend showing the sales distribution across financing categories, such as:
- Finance
- Lease
- Cash
The gauge provides a quick visual representation of overall sales performance and its category distribution.
Dealer Accessories Revenue
Displays the total revenue generated from dealer accessories.
The card includes:
- Total Dealer Accessories Revenue - The current revenue value.
- Trend Chart - Shows revenue movement over the selected period.
- Date Axis - Displays the corresponding dates.
- Data Point Values - Hovering over the chart provides the revenue for a specific date.
This KPI complements the Avg. Dealer Accessories Revenue card by showing overall rather than average accessory revenue.
Asset Sales Revenue
Displays revenue generated from asset sales over time.
The bar chart provides:
- Time-based view - Shows revenue across the selected period.
- Vertical bars - Represent asset sales revenue for each period.
- Revenue scale - Displays the corresponding revenue values on the chart.
This visualization helps users identify periods with higher or lower asset sales revenue.
Deals with Trade-In
Displays the number of deals involving vehicle trade-ins.
The gauge shows:
- Total Deals with Trade-In - The total number of deals involving a trade-in.
- Trade-In Breakdown - Indicates the proportion of:
- Deals with trade-in
- Deals without trade-in
This KPI helps users understand how frequently trade-ins are included in sales transactions.
Avg. Transaction Value
Displays the average value of sales transactions over the selected period.
The card includes:
- Average Transaction Value - Displays the current average transaction value.
- Trend Chart - Shows changes in average transaction value over time.
- Data Point Values - Specific values can be viewed by hovering over the chart.
This KPI provides an indication of the typical value of transactions being processed.
Vehicle Sales
Displays the total number of vehicles sold.
The gauge provides:
- Total Vehicle Sales - The overall number of vehicles sold.
- Sales Breakdown - Displays the distribution of vehicle sales across:
- Finance
- Lease
- Cash
This allows users to quickly assess total vehicle sales and the associated payment/financing mix.
Asset Sales Profitability
Displays the profitability generated from asset sales.
The card includes:
- Total Profit - Displays the total profit generated from asset sales.
- Monthly Profit Chart - Shows profitability across the available months.
- Monthly Selection - Allows users to identify the selected month’s performance.
- Profit Scale - Provides a visual reference for the profit amount.
The chart makes it easier to identify months with stronger or weaker asset profitability.
Top Selling Vehicles
Displays the vehicles with the highest sales performance.
Each vehicle entry includes:
- Vehicle Image
- Model Year
- Vehicle Make and Model
The list allows users to quickly identify the highest-selling vehicles contributing to overall sales performance.
Leads & Deals Status
The Leads & Deals Status section of the Sales Dashboard provides a consolidated view of lead volume, lead status, appointments, active deals, conversion performance, and lead processing time.
Total Number of Leads
Displays the total number of leads recorded for the selected period.
The gauge provides:
- Total Number of Leads - Displays the overall lead count.
- Lead Type Breakdown - Shows the distribution of leads across:
- Finance
- Lease
- Cash
The percentage breakdown is displayed below the gauge, allowing users to understand the composition of the total lead volume.
Lead Status
Displays the current status of active leads.
The gauge provides:
- Total Number of Active Deals - Displays the number of active deals associated with leads.
- Status Breakdown - Separates the displayed deals into:
- Active
- Closed
This provides a quick view of how many leads remain active versus those that have been closed.
Appointments
Displays the total number of appointments currently in the appointment queue.
Users can use the All dropdown to filter the appointment data.
The gauge provides:
- Total Pickups in Queue - Displays the total number of appointments/pickups currently in the queue.
- Appointment Status Breakdown - Shows appointments according to their status:
- Planned
- Rescheduled
- Cancelled
- Completed
This allows users to monitor the current state of scheduled appointments.
Active Deals
Displays the total number of deals that are currently active.
The All dropdown allows users to filter the displayed deal information.
The gauge provides:
- Total Number of Active Deals - Displays the overall number of active deals.
- Deal Status Breakdown - Categorizes active deals by their current status, including:
- Draft
- Submitted
- Approved
- Conditioned
- In-Review
- Reviewed
- Re-Submitted
- Awaiting Scheduled
- Appointments
The colored segments of the gauge represent the relative number of deals in each status.
DR Conversion Rate
Displays the DR Conversion Rate, representing the percentage of leads that have progressed through the relevant conversion process.
The KPI card displays the conversion rate as a percentage, providing a quick measure of lead-to-deal conversion performance.
Avg. Days to Close Lead
Displays the average number of days required to close a lead.
This KPI measures the average time taken from the lead creation or initiation stage through lead closure.
A lower value generally indicates a faster lead-closing process, while a higher value may indicate longer processing or sales cycles.
F&I Products KPIs
The F&I Products KPIs section of the Sales Dashboard provides a consolidated view of Finance & Insurance (F&I) product performance, including product sales, revenue, profit, penetration, per-vehicle retail value, and provider performance.
Top F&I Products
Displays the top-performing F&I products based on the selected performance metric.
Users can:
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Use the Top 5 dropdown to control the number of products displayed.
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Select the metric used for comparison:
- Units - Ranks products based on the number of units sold.
- Revenue - Ranks products based on revenue generated.
- Profit - Ranks products based on profit generated.
The horizontal bar chart displays the selected F&I products in descending order of performance.
F&I Penetration
Displays the F&I product penetration rate, representing the percentage of applicable sales that include an F&I product.
The card includes:
- F&I Penetration - Displays the current penetration percentage.
- Trend Chart - Shows how F&I penetration changes over the selected period.
- Percentage Scale - Provides a visual reference for the penetration rate.
- Time Axis - Displays the trend across the applicable dates.
This KPI helps users monitor the adoption of F&I products across sales.
Avg. F&I Product Revenue
Displays the average revenue generated per F&I product transaction.
The card includes:
- Average F&I Product Revenue - Displays the current average revenue.
- Trend Chart - Shows changes in average F&I product revenue over time.
- Data Point Values - Hovering over the chart provides the value for a specific date.
Avg. F&I Product Profit
Displays the average profit generated per F&I product transaction.
The KPI includes:
- Average F&I Product Profit - Displays the current average profit.
- Trend Chart - Shows the movement in average product profit over time.
- Data Point Values - Provides specific profit values when viewing individual points on the chart.
F&I Per Vehicle Retail (PVR)
Displays the average F&I revenue generated per vehicle sold, also referred to as Per Vehicle Retail (PVR).
The card includes:
- F&I Per Vehicle Retail (PVR) - Displays the current average F&I revenue per vehicle.
- Trend Chart - Shows changes in PVR over time.
- Data Point Values - Allows users to view the PVR for individual dates.
F&I Product Profit
Displays the total profit generated from F&I products.
The KPI card includes:
- Total F&I Product Profit - Displays the overall profit generated.
- Trend Chart - Shows the movement of F&I product profit over the selected period.
- Time Axis - Represents the applicable reporting period.
F&I Product Revenue
Displays the total revenue generated from F&I products.
The card includes:
- Total F&I Product Revenue - Displays the overall F&I product revenue.
- Trend Chart - Shows revenue changes over time.
- Data Point Values - Allows users to view revenue for specific dates.
F&I Product Per Deal (PPD)
Displays the average number of F&I products sold per deal, represented as Products Per Deal (PPD).
The KPI includes:
- F&I Product Per Deal (PPD) - Displays the current average number of products per deal.
- Trend Chart - Shows how the average product-per-deal value changes over time.
- Data Point Values - Provides the PPD value for individual dates.
This metric helps users understand the average number of F&I products attached to each deal.
Top F&I Provider
Displays the top-performing F&I providers based on their performance.
Users can use the Top 5 dropdown to control the number of providers displayed.
The horizontal bar chart ranks providers according to the selected performance data and allows users to quickly identify the providers contributing most to F&I performance.