The Dashboard Overview
Your dashboard offers you a lot of information straight away, with access to all sorts of different areas of the system and ways to interpret your data.
Please note: The system dashboard is slightly different for each organisation and varies to match the needs and requirements of each market. Basic anatomy, however, remains the same.
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Dashboard Pods
The dashboard pods segment your customer database into a series of categories for easy classification. The parameters used to define pod groupings are specific to each network, so your dashboard pod layout and configuration may vary, depending on your access. However, there are some aspects of the dashboard pods which are universal.
To view the customers in your database who do not fall within the parameters for a dashboard pod, open the search menu and select the No Score option in the Lead Type tab.
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KPI Reporting
The dashboard KPI report offers an overview of system activity over the last twelve months. This takes a count of the customer status updates you have made to Contacted, Appointed, Attended and Sold, and matches them against best-in-class targets to benchmark your progress. The KPI figures you see are reactive to your system visibility, and are dependent on the system access you have or the dealer/group visibility you have chosen to view.
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The Tasks Menu
The Tasks menu gives a seven-day reminder of your system activity, and what actions need to be taken to capitalise on the subsequent opportunities. Your tasks view may vary, depending on your brand parameters, and whether your system is set up with the standard Key2Key configuration or with workflow enhancements.
Standard Task Menu:
Workflow Enhanced Task Menu:
Please Note: Additional feature information may also be visible in the tasks menu, depending on your network parameters. For more information on these features please contact our support team.
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Prefer to take these instructions to go? Download the PDF guide here: