Overview
The CDP Dashboards Overview page provides customers with a one-stop-shop for quick analysis of the groups' Shoppers, Service, Sales, Retention, and Activation efforts across one, some, or all rooftops in a Dealer group.
Eligibility, Permissions
- CDP Pro accounts or Enterprise accounts with more than one rooftop linked in a group will see the Group Overview page.
- All rooftops for which the logged in Dashboard user has view, edit, or admin permissions will be visible on the Overview reporting.
- Users who do not have permissions to view specific rooftops in the Dealer group will not see that rooftop's data in the Overview page or drop down options.
Learn more about user permissions here.
Navigation
- Enter the Fullpath Dashboard
- Click on Data (top navigation bar)
- Scroll down to Dashboards > Overview
https://dashboard.fullpath.com/group-cdp/overview
Page Structure
The Overview page has several sections, some of which highlight key metrics and link to additional, extended reporting. Look for the Full Report button in the relevant reporting sections.
Store Picker
The Store Picker at the top of the page shows a list of all connected rooftops. You may view the data on the page according to all Stores or deselect and choose to view only specific store data.
The Store name abbreviations are used in several places throughout the Dashboard to denote where an action or event took place (in a Shopper timeline, for example) as well as if the store's data is included in the overall metrics visible on the page.
Date Picker
The default view is set fat a MONTH-TO-DATE view. You may click on several different internal options or select a custom date range to look at past performance.
Users who view reports in other Dashboards or Products, and then navigate to the Group Overview page, will have that last date range applied to the Overview page as well.
Keep in mind, there is often a delay between when a Sale is made and when it is finalized across all Dealer systems. Additionally, attribution is often connected several weeks after certain actions or events take place. For this reason, looking back at the previous month's data on the 1st and on the 30th of the current month may yield different numbers. These discrepancies lessen over time as data syncs, records are closed, and attribution windows are met.
Important to note: any Deltas displayed in reporting will always show data compared to previous period, with dynamic tooltips highlighting the present the date:
Top Line Highlights
The top line highlights provide an aggregated view of key metrics for all stores selected in the store picker, within the selected date range.
Note: only certain CRM, DMS support Service RO data.
Lead to Sale Performance
The Lead to Sale Performance report shows a graph of Leads by source with accompanying Sales. The chart displays the 4 (sometimes 5) weeks in the month chosen in the date picker at the top of the page.
- You may toggle between lead sources by clicking on the source bubbles at the top which include: total, Internet Leads, Phone Leads, Showroom Leads, and Other.
- You may hover over any data point in the graph to view the number of leads and sales logged on a particular day.
* The leads source labels and numbers are pulled directly from the Dealer CRM
Service Performance Over Time
The Service Performance report shows Fullpath Email and SMS engagement alongside Appoints and ROs. The chart displays the 4 (sometimes 5) weeks in the month chosen in the date picker at the top of the page.
- You may click on any of the measurements components to add or remove them; those displayed as highlighted in blue.
- You may hover over any data point in the graph to view the number of leads and sales logged on a particular day.
* The Appointments and ROs and are pulled directly from the Dealer DMS
Side Bar Highlights
Several KPIs are included on the side along with their running average compared to the previous calendar month. The delta between this and last month is show as a red / green % indication.
Audiences and Segments
Audiences and Segments display a quick view of the Dealership customer base both in terms of active opportunities as well as inactive, or colder opportunities.
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All Customers - All CRM customers who have previously purchased a vehicle or service from your dealership(s) up to the selected date range
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Active Customers - All CRM customers who have serviced or purchased a vehicle from your dealership(s) in the 12 months leading up to the selected date range.
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Inactive Customers - All CRM customers who have previously serviced or purchased a vehicle from your dealership(s), but not in the 12 months leading up to the selected date range.
- Prospects - Shoppers from your CRM who have never purchased service or a vehicle from your dealership(s).
The segments are also displayed without time filters to give a broader view and understanding of the Shopper breakdown at the Dealership.
- Service Only (total, ever)
- Service and Sold (total, ever)
- Sold Only (total, ever)
Leader Board
The Leaderboard section provides a view of the top performing stores in the Dealer Group broken down by Sales, Leads, and Service ROs.
* These boards use the abbreviated store names visible in the Store Picker dropdown menu at the of the Group Overview page.