Missed Trade Report
gathering votes
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Sean Sweeting
I would like to have a report built that would tell me all of the unsold customers we presented numbers with a trade in and would calculate the total gross we let the customer walk out of the showroom on the last proposal. The goals is to allow me to see which of our stores needs management training on how to work a deal at an enterprise level. The goal of the report is to shrink the number of missed trades we have by seeing the opporunities real time before they buy elsewhere.
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Jacob Coleman
gathering votes
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Jacob Coleman
Hi Sean, thanks for the feature request! We'll continue to monitor this for votes, and you'll receive any updates automatically.
Shelby Parker
Hiya Sean Sweeting, thanks for this post! I have a few more questions for you:
- Can you provide more details on the specific data points you would like included in the report, beyond the total gross and trade-in details?
- How frequently would you like this report to be generated (daily, weekly, monthly)?
- Would you like the report to include any specific comparisons or benchmarks, such as comparisons with other stores or industry averages?
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Sean Sweeting
Shelby Parker Report Details:
- include store name, customer info, vehicle of interest, trade in info, ACV vs Trade allowance on last proposal, total gross on last proposal given to customer
- this is something I look at for our auto group once a week
- I would like the report to include all stores on the report for me so I can compare each store.
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Sean Sweeting
Shelby Parker I would also like the manager to be included in the report so I can see who worked the deal.