Intelligence
Reports & Analytics
Data-driven decisions
Revenue Trends
Track monthly and weekly revenue with visual charts and period-over-period comparisons.
Advisor Rankings
Leaderboard showing estimate count, revenue, and conversion rates per advisor.
Dealership Breakdown
Compare performance across all locations in your group with drill-down capability.
Flexible Periods
Filter by day, week, month, quarter, or custom date ranges.
Advanced Filters
Filter by advisor, status, source, vehicle make, or any combination.
CSV Exports
Export any report to CSV for payroll, accounting, or further analysis.
Role-based report views
Every role sees the data that matters to them.
Director View
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Cross-dealership revenue comparison
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Group-level KPI dashboard
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Advisor rankings across all locations
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Period-over-period trend analysis
Manager View
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Single-location performance dashboard
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Advisor-level metrics and goals
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Estimate source breakdown
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Revenue by vehicle make and type
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