Sales Intelligence

Turn Lead Activity Into Sold Units and Gross

Track the sales process from source to appointment to showroom to sale, with the visibility managers need to coach faster.

Lead Source Performance

See which sources create appointments, shown traffic, sold units, and front-end gross.

Manager Accountability

Spot performance gaps by team, manager, salesperson, and store before the month gets away.

Front-End Gross Trends

Monitor deal quality, volume, and margin together instead of managing them in separate reports.

Salesperson and Desk Manager Scorecards

Sales leaders can see the individual salesperson view and the desk manager view together: lead sources, appointment conversion, shown rate, sold units, manager accountability, inventory movement, and front-end gross trends by manager.

Salesperson Scorecard
Sales Consultant

Riley T.

Lead activity, appointments, shown traffic, sold units, closing percentage, and front-end gross

Pace
+4 Units
Leads
146
+18 vs goal
Appt Set
62
42.5% set rate
Shown
41
66.1% show
Sold
18
43.9% close
Lead SourceLeadsSoldFE Gross
OEM3811$3,420
Phone247$3,080
Internet619$2,640
Walk-in238$3,710
AI Coach Prompt

What should I focus on today to improve my appointment show rate, protect front-end gross, and turn more internet leads into sold units?

AI Coach Answer

Start with internet leads because they are your largest volume source but lowest sold conversion. Call every open lead over 24 hours, confirm appointments with a specific vehicle and time, and ask your desk manager for help on any deal where gross is trending below $2,800. Protect your phone and walk-in process because those sources are producing stronger gross per copy.

Desk Manager Scorecard
Manager Accountability

Desk Performance Summary

Appointment conversion, desk execution, inventory movement, and front-end gross trends by manager

ManagerCloseFE GrossInventoryStatus
Jordan K.24.8%$3,41022 unitsLead
Taylor M.21.2%$2,94018 unitsGood
Chris R.18.4%$2,52031 unitsCoach
Morgan S.19.6%$2,78027 unitsWatch
Front-End Gross Trend by Manager
Jordan K.$3,410
Taylor M.$2,940
Morgan S.$2,780
Chris R.$2,520
AI Coach Prompt

Which desk managers are below front-end gross target, and which lead sources are producing sold units with the best gross per copy?

AI Coach Answer

Chris R. is the clearest coaching priority at $2,520 front-end gross and an 18.4% close rate. Morgan S. is also below target and should review deal structure on aged inventory. Walk-ins are producing the strongest gross at $3,710 per copy, followed by OEM at $3,420. Internet has the most lead volume but needs tighter appointment confirmation and desk involvement to improve gross.

Lead Source Performance
Sales Source Scorecard

Lead Source Performance Summary

Compare internet, showroom, email, website, and phone leads by appointment creation, show rate, sold rate, sold units, and front-end gross per copy.

Best Gross
Showroom
SourceLeadsApptsShowSoldUnitsFE GrossStatus
Internet Leads42817661%18%77$2,640Coach
Showroom Leads2149884%31%66$3,710Win
Email Leads1867458%15%28$2,480Watch
Website Leads34215164%21%72$2,920Good
Phone Leads1296876%27%35$3,080Good
AI Coach Answer

Showroom and phone leads are converting with the strongest sold rates and front-end gross, so protect those handoffs. Internet and email have the most appointment opportunity but need faster response, stronger confirmation, and earlier desk involvement. Website leads are healthy and should be scaled while monitoring gross per copy.

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