Overview
The Sales Dashboard provides Enterprise customers with a one-stop-shop for quick analysis of the groups' Sales, Engagement, Growth, Retention, and Activation efforts across one, some, or all rooftops in a Dealer group.
Eligibility, Permissions
- Enterprise accounts with more than one rooftop linked in a group will see the Sales page.
- All rooftops for which the logged in Dashboard user has view, edit, or admin permissions will be visible on the Sales reporting.
- Users who do not have permissions to view specific rooftops in the Dealer group will not see that rooftop's data in the Sales 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 > Sales
https://dashboard.fullpath.com/group-cdp/sales
Page Structure
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, Brands, or Location 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.
[NOTE: On CDP reporting pages you cannot switch stores using the top navigation bar; instead, use the store picker dropdown to view aggregated data]
Date Picker
The default view is set at a 30 day 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.
- Clicking on the arrow next to the overview metric will direct users to the corresponding audience in the CDP audience builder. Note - this is only available when a single store is selected - this feature is not available when more then 1 store is selected in the store picker.
* Shoppers are those who've had meaningful interaction with FP activities / the dealership (such as receiving an email/ sms + click, visiting the website, had a phone call)
Sales by Segmentation
Sales by Segmentation reporting helps the Dealer to splice and dice Sales data in multiple ways to find and analyze patterns or trends.
Sub-tabs allow you to look at:
- Leads to Sale by source (Internet, Phone, Showroom, or other)
- Total Sales (returning, new customer)
- Inventory sold (New, Used)
Export Sales Segmentation Report
Users with edit or admin permissions may export the Sales segmentation report as a CSV. The export will cover the selected date range on the top of the page.
Sales Growth and Retention
Sales growth and retention give you an understanding of how effective your dealership has been in conquesting new business as well as retaining current customers.
These view may be further broken down by Inventory type and Service / Sale record.
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The default look-back period is the last 12 months however you may adjust the default to view these metrics Year to Date as well.
Lead Types: New and Returning
New and returning customer data is broken down by leads and Sales; this data is also cross referenced by Store Engagements - activities recorded in the CRM which the store has initiated.
*Engagements are CRM activity and are currently supported for Reynolds and Reynolds, DealerSocket, and Momentum CRMs. For those using other CRMs, the Engagements metrics will not appear.
VIN Engagement Segmentation
The VIN Engagement Segmentation provides a view of Sales from the perspective of Vehicle Data instead of Shopper Data.
This data is taken from the Dealership DMS and may be viewed by 1 , 3 , and 5 year look-back activity windows.
Customers by Distance
Customer data by distance from the Dealership is broken out by Sold Only (vehicle purchase), Service Only (Service on record), or Sold and Service (both on record).
The Data shown here is taken from BOTH the CRM and Dealership DMS however only those contacts with a valid address are counted.