J
Jeff Harrelson
Date ranges
Every date range runs through yesterday, because the reports are pulled in the morning. Use the same days in all three periods.
Example for the report on October 14: this month October 1–13, 2026; last year October 1–13, 2025; last month September 1–13, 2026.
  1. Pull for all three periods
This month to date, the same days last year, and the same days last month (in that order).
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Report
What it feeds
1
Standard – Delivery Summary
Units sold, deals per 100 leads
2
Advanced – Source By Type
By department, lead providers, sales funnel
3
Advanced – Source Traffic
Shopper flow (appointments, shows, showroom), New vs used
4
Advanced – Lead Engaged
“How fast do we answer?” and “Are we working the lead?”
5
Advanced – Visit Delivered
Same-day sold, next-day follow-up on unsold visitors
6
Advanced – Response Time
Texts and emails answered within 15 minutes
  1. Pull for this month only
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Report
What it feeds
7
Standard – Appointment (month to date)
Cross-check on appointment counts
8
Sales KPI Report
Salesperson calls, texts, emails, be-backs, sold
9
KPI Comparison Report
Appointments set, confirmed and showed by salesperson and department (the source for “confirmed”)
10
Mining → Mine Deals (saved report)
Hottest leads right now, never-contacted leads, overdue follow-ups, open proposals
Mine Deals setup (once): filter Deal Date Created = past 90 days, then save the report. Columns: Customer, Vehicle 1 Stock Number, Vehicle 1 Year Make Model Trim, Deal Date Created, Current Stage, Next Task, Deal Sales 1, Deal BDC, Phone Count, Text Count, Email Count, Video Count. Worth adding if available: Lead Source, Engaged Date, appointment date and confirmed, last contact date.