Overview
The Data Ups Agent Management System allows dealers to identify in-market opportunities using buying-intent signals pulled from within the dealership's first-party data. The Overview page provides a high-level view of identified opportunities and their engagement outcomes for the selected month.
Where to Find It
Navigation:
- Enter the Fullpath Dashboard.
- Click Activation in the top navigation bar.
- Scroll down to Data Ups.
Direct link: https://dashboard.fullpath.com/data-ups
Who Has Access
Dealerships paying for the CDP Add-On have access to Data Ups inside their Fullpath Dashboard.
Page-Level Controls
The Overview page is organized into three sections:
- Top-Level Stats for the selected month.
- Six-Month Breakdown of those metrics over time.
- New and Returning Customers Breakdown of key metrics.
New Data Ups opportunities are generated every 24 hours.
Top-Level Stats
The top-level stats show the number of opportunities identified and the meaningful actions taken on those opportunities in the selected month.
| Metric | Definition |
|---|---|
| Generated Opportunities | Opportunities generated in the selected month across all of your activated audiences. After Fullpath extracts and merges customer data into a unified shopper, shoppers are classified as opportunities based on their likelihood to purchase a car. |
| Touched Opportunities | Opportunities whose shopper page was opened by a Fullpath user in the selected month. This count includes opportunities later marked Not in Market and expired opportunities, so it may differ from the counts on the opportunity list pages. |
| Pushed to CRM | Opportunities pushed to the dealership CRM as a new lead in the selected month, either by clicking Push to CRM on the shopper page or opportunities list, or through Auto Sync. Each push creates a new lead for the shopper's primary email within the CRM. |
| Cars Sold | Vehicle purchases by shoppers who had either a Touched Opportunity in the last 90 days or a Pushed to CRM opportunity that was never touched. |
Six-Month Breakdown
A six-month bar chart of the top-level metrics, to help you analyze trends and patterns over time.
New and Returning Customers Breakdown
A weekly breakdown of key metrics for new and returning customers. Use the metric chips above the chart to switch between Cars Sold (selected by default), Pushed to CRM, Touched Opportunities, and Generated Opportunities.
| Metric | Definition |
|---|---|
|
New Customers Sales (Cars Sold) |
Sales to customers who have never previously made a purchase from your dealership(s). |
|
Return Customers Sales (Cars Sold) |
Sales to customers who have previously purchased from your dealership(s). |
|
PVR (Cars Sold) |
Profits on all vehicles sold, represented by gross sales divided by total sales. |
|
Prospects (Pushed to CRM, Touched, Generated) |
Shoppers from your CRM who have never purchased service or a vehicle from your dealership(s). |
|
Return Customers (Pushed to CRM, Touched, Generated) |
Customers who have previously purchased from your dealership(s). |
Opportunity Status Details
The following rules govern how opportunities move between statuses.
Touched Opportunities
- A touched opportunity returns to untouched after 30 days with no engagement.
Pushed to CRM
- All Data Ups leads are sent with the ADF Lead Type "Campaign."
-
Automatic reset: Pushed to CRM status lapses after 60 days. The shopper can then return as a new opportunity. The lapse does not re-push the shopper to the CRM.
-
Reset CRM Status: In the Pushed to CRM tab, use Reset CRM Status on any shopper row to move that shopper back into the active Data Ups pipeline immediately. The shopper's most recent opportunity from each list returns to New, where it can be re-engaged and pushed to the CRM again.
- Tracked: Every push and reset is logged with the user and timestamp.
Not In Market
- A Fullpath user marked the opportunity as Not in Market from within the Data Ups dashboard and selected a reason, such as No Response, Not Interested, Decided to Wait, or Bought Elsewhere.
- The shopper remains Not in Market for 30 days. After 30 days, the shopper is automatically moved back to the market.
Enrichment inside Data Ups
For dealerships with Data Enrichment, lists of Data Ups with enriched and verified contact details are grouped in the side menu for visibility and quick action.
UX Functionality Summary
- Selected month: Top-level stats reflect the selected month.
- Six-month view: The breakdown chart shows the same metrics across six months.
- Metric chips: In the New and Returning Customers Breakdown, chips switch the chart between Cars Sold, Pushed to CRM, Touched Opportunities, and Generated Opportunities.
- Shopper actions: Push to CRM, Reset CRM Status, and Not in Market are taken from the opportunity lists and shopper pages.
Other Important Notes:
- The 60-day Pushed to CRM lapse and the 30-day Touched-to-untouched reset are separate timers.
- Touched Opportunities on the Overview include Not in Market and expired opportunities, so totals may differ from the opportunity list pages.
- Data Ups leads are always sent to the CRM as sales leads.