Report on Deals Desked | Voters

Report on Deals Desked

Jessica Wilkins

A report that shows how many deals a MGR has desked per month along with gross, closing percentage and be able to break it down to new / used as well. The report should count as the 1st manager to send or print as their deal (who started the deal).

Shelby Parker

Thanks for posting this, Jessica Wilkins — really appreciate the detailed breakdown. Totally hear you on the need for a monthly “deals desked” view (units, gross, close %, plus new/used), and the nuance around crediting it to the first manager to send/print who started the deal. I’m sharing this with the team for review, and if we need any extra specifics (like where you’d want this report to live or how you define gross/close % in your workflow), I’ll follow up.