Dealer Header & Global Controls
Dealer Identity Header
Displays the dealership’s name, address, phone, and website.
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User Action: Click the phone number to call or click the website link to open in a new tab.
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Note: Contact details are pulled directly from the dealer’s CRM record.
Status Pill
Shows the current CRM status (e.g., Active, Prospect, Ignore).
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User Action: Click to change status if permissions allow.
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Note: Updates sync to the CRM automatically.
+ Manage List
Adds or removes the dealer from lists used for reporting or targeting.
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User Action: Click → select list(s) → Save.
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Note: Changes appear instantly in Manage → Lists.
Primary Contact & Suggested Contacts
Shows the main contact for the dealership and recommended alternatives.
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User Action: Click Suggested Contacts to view related people or Add Contact to create a new one.
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Note: Suggested contacts are generated from previous interactions and public data enrichment.
View Rates (Beta)
Opens the dealer’s rate quoting workspace to review eligible coverages for their vehicles.
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User Action: Click View Rates to open.
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Note: If accessed from Inventory, the current VIN context carries over.
Share Menu
Generates a public link or PDF summary for dealer sharing.
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User Action: Click Share → choose a share option.
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Note: Share activity is tracked under Page Views analytics.
Tabs Navigation
Profile / Inventory / Activity Tabs
Switch between high-level views of dealer performance.
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Profile: KPIs, charts, and distribution breakdowns.
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Inventory: Current and sold vehicle tables.
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Activity: Tasks and notes related to this dealer.
Profile Tab
KPI Tiles
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Total Inventory: Count of active units.
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Avg. Price: Average list price for current inventory.
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Avg. Days on Lot: Mean time vehicles remain unsold.
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30-Day Turnover Rate: Percentage of inventory sold in the past 30 days.
Each tile includes hover tooltips showing calculation details and trend deltas.
Engagement & Reputation
Dealership Health
Displays Google rating, review count, years in business, and recent reviews.
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User Action: Click the Google icon to open the listing or leave an internal comment on the card.
Inventory & Sales Charts
Listed Inventory (Area Chart): Trend of active inventory count over time.
Total Inventory Sold (Line Chart): Shows sales history and forecasts.
Sales by Category (Stacked Bars): View sales by make, body type, or region.
Used Percent to Market (Table/Chart): Displays pricing distribution relative to the market.
Users can hover for data, toggle views, or leave comments on any chart.
Mix & Distribution
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Inventory Breakdown by Make Region (Donut): Displays brand origin mix (Asian, Domestic, European).
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Mileage Distribution: Shows vehicle counts and average days on lot per mileage range.
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Pricing Distribution: Groups inventory by price ranges for easy comparison.
Recency & Velocity
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Added Inventory (Last 7 Days): Recently added vehicles.
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Highest Selling: Top-selling models and their sales-to-inventory ratio.
Activity Tab
The Activity tab tracks all CRM activity related to the dealership.
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Tasks Panel: Create and manage follow-up items (calls, emails, meetings).
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Notes Panel: Add or view conversation logs and updates.
All entries sync automatically to the Manage module.
Layout & Comments
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Comment Buttons: Add internal comments to specific cards.
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Add Tiles / Edit Layout: Customize dashboard layout or add KPI tiles.
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Range Select: Adjust time periods (30 / 90 days).
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Table / Chart Toggle: Switch visualization type per card.
Tips
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Use Comments to leave context for teammates.
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Use View Rates for quoting directly from the profile.
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Tabs are deep-linkable via URL for faster navigation.