Overview
The CDP Dashboards Overview page is a one-stop-shop for quick analysis of your group's Shoppers, Service, Sales, Retention, and Activation efforts across one, some, or all rooftops in a Dealer group. AI-generated Insights now surface at the very top of the page, calling out the standout patterns in your data before you have to go looking for them.
Who Has Access
- 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 its drop-down options.
Learn more about user permissions here.
Where to Find It
- Enter the Fullpath Dashboard.
- Click Data in the top navigation bar.
- Scroll down to Dashboards > Overview.
https://dashboard.fullpath.com/group-cdp/overview
Page-Level Controls
Store Picker
The Store Picker at the top of the page lists all connected rooftops. View the data according to all Stores, Brands, or Location — or deselect stores to view only specific store data.
Store name abbreviations are used throughout the Dashboard (for example, in a Shopper timeline) to show where an action or event took place, and whether that store's data is included in the metrics visible on the page.
Date Picker
The default view is a 30-day window. Choose from several preset ranges, or select a custom date range to look at past performance. Users who view reports in other Dashboards or Products, then navigate to the Group Overview page, will have that last-used date range applied here as well.
Important: any Deltas displayed in reporting always show data compared to the previous period, with dynamic tooltips indicating the exact dates being compared.
Date Comparison
Click the date range and toggle ON Date Comparison to analyze data side-by-side across two different time frames.
AI Insights
At the very top of the Overview page, above the Top Line Highlights, up to three AI-generated Insight cards surface the most notable patterns in your current report — good news and bad — so you get the "so what" before scanning the rest of the dashboard.
- Each card shows a short title (a plain-language summary of the insight) and a body line explaining what's happening in the data.
- Cards are marked with an "AI Generated" label so it's always clear the insight was produced automatically rather than manually curated.
- Insights reflect whatever Store Picker and Date Picker selection is currently applied on the page, including the comparison period when Date Comparison is toggled on.
- Insights are cached for a short period to keep the page performant — if you change your store or date selection, allow a brief moment for new insights to generate.
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.
- Clicking the blue arrow next to a metric jumps to the corresponding audience in the CDP Audience Builder. This is only available when a single store is selected in the Store Picker.
Note: only certain CRMs and DMS support Service RO data.
Lead to Sale Performance
This report graphs Leads by source alongside Sales, displaying the 4 (sometimes 5) weeks in the month chosen in the date picker.
- Toggle between lead sources using the bubbles at the top: Total, Internet Leads, Phone Leads, Showroom Leads, and Other.
- Hover over any data point to see the number of leads and sales logged on a particular day.
Lead source labels and numbers are pulled directly from the Dealer CRM.
Service Performance Over Time
This report shows Fullpath Email and SMS engagement alongside Appointments and ROs, displaying the 4 (sometimes 5) weeks in the month chosen in the date picker.
- Click any measurement to add or remove it from the chart — active measurements are highlighted in blue.
- Hover over any data point to see the numbers logged on a particular day.
Appointments and ROs are pulled directly from the Dealer DMS.
Side Bar Highlights
Several KPIs appear along the side with their running average compared to the previous calendar month. The delta between this month and last is shown as a red/green percentage indicator.
Audiences and Segments
A quick view of the Dealership's customer base, in terms of active opportunities as well as inactive, 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.
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Prospects — shoppers from your CRM who have never purchased service or a vehicle from your dealership(s).
Segments are also shown without time filters, for a broader view of the Shopper breakdown at the Dealership:
- Service Only (total, ever)
- Service and Sold (total, ever)
- Sold Only (total, ever)
Leader Board
A view of the top-performing stores in the Dealer Group, broken down by Sales, Leads, and Service ROs.
The Leaderboard uses the abbreviated store names visible in the Store Picker dropdown.
UX Functionality Summary
| Control | What it does |
|---|---|
| Store Picker | Filters the whole page (including AI Insights) to selected Stores, Brands, or Location. |
| Date Picker | Sets the reporting window for the whole page, including AI Insights. Default is 30 days. |
| Date Comparison | Toggles a side-by-side comparison period across the page. |
| Lead source toggles | Filters the Lead to Sale Performance chart by source. |
| Measurement toggles | Adds/removes metrics from the Service Performance Over Time chart. |
| Blue arrow drill-through | Jumps from a Top Line metric into the CDP Audience Builder. Single-store selection only. |
Other Important Notes
- Deltas always compare to the previous equivalent period; hover the tooltip to see the exact dates being compared.
- Recent month data can shift as CRM/DMS records sync and attribution windows close — expect small differences if you check the same period on different days.
- Only certain CRMs and DMS support Service RO data.
- AI Insight cards may take a short moment to refresh after you change your Store or Date selection.