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"Last 30 Days" Date Filter
Having a "last 30 days" date filter in the standard reporting would be helpful to look at how internet leads are performing over the last 30 days instead of having to put in a custom date every time.
3
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gathering votes
11
Sales Manager Closing Ratio Report
Compile a report that shows the number of deals "desked" by a sales manager and a percentage of those that closed within a time period.
27
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gathering votes
39
Activity Report Board as an External Link
Reviewing the leaderboard in external links, it would be great if we were able to get one just like that for activity as well. That screen showing calls/texts/emails/videos/appts made in live time to display in our BDC.
5
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gathering votes
38
Add source cost for source ROI Report
It would be helpful to be able to add a monthly $ amount for the cost of 3rd party lead sources. This way each source can take front, F&I, and/or total gross into account and provide the ability to pull a quick monthly ROI report.
6
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gathering votes
17
Report on how many leads were grabbed by Users
Reporting Grabbed Leads
6
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gathering votes
8
Template Performance Report
Create a report showing sent, open, replies, and clicks for email templates. Allows a dealer to see the effectiveness of the templates they created and know what they need to do to drive engagements. Needs to also include both manual emails, auto emails, and ai emails. I attached a copy of the content performance report in VINsolutions as an example of what to look for.
8
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gathering votes
15
Support Multi-Dimensional Reports in Standard/Advanced Reporting
When sorting in the upper right by anything other than store, the store column is removed. When doing enterprise reporting, but wanting to drilldown, it would be great to be able to see the store column still but currently that column goes away when you sort with one of the other categories like User or Team or Source.
9
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gathering votes
5
Make Live activity Clickable
Please make it so that we can click and drill into live activity. I cannot believe I cannot look at all my BDC reps contacted calls for the current day. Waiting until the next day is almost pointless and no one has time to go through each call they make and look at what happened.
3
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gathering votes
1
Send Standard/Advanced Reports via Email
It would valuable if this report could be sent out via email.
5
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gathering votes
14
Sales Access to Reports
As a salesperson, we should be able to see how we are doing, and for that, we need to have our own reports. Example: closing ratio, month-to-date sales, year-to-date sales, same as dead deals, etc.
17
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gathering votes
160
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