Reports Dashboard: Activity, Company and Management

A report is only as honest as the system underneath it. LeadLocate's Reports read the calls, texts, emails, statuses and lost reasons the CRM already recorded, so the number on the screen is the number that happened.

Reports is the dashboard on the LeadLocate CRM dock where a dealership reads its own activity, company and management reporting, built from what the CRM already recorded: every call, text, MMS, email and voicemail in the communications log, every lead status change, every lost reason a rep picked, every appointment on the calendar. That last part is the point. A report that depends on salespeople filling in a spreadsheet at the end of the day measures who is good at spreadsheets. A report that reads the system the team was already working in measures the work.

The three modules divide the store's questions the way a manager actually asks them. Activity reporting answers what each person did. Company reporting answers what happened to the store. Management reporting is the layer on top, the comparison and the trend that turns both into a decision about who to coach, which source to keep and what to change on Monday. The dealer CRM reporting dashboard page explains why a CRM's reporting is the report that matters at a dealership; this page is about the screens themselves and how they get used.

It is Saturday morning and the sales manager has twenty minutes before the floor fills. She opens Reports from the dock and looks at activity for the week: who made calls, who sent texts, who let leads sit. One rep has a full inbox of leads and almost no outbound activity logged against them, so she pulls two of his leads and listens to the call recordings before she talks to him, because the recording tells her whether it is effort or technique. Another rep's numbers are high and his lost reasons are all the same reason, so she knows what to work on with him.

Monday morning the general manager looks at the company view instead. Leads in, by source, because every lead in the CRM carries the feed it came from, against what happened to them. Two sources are producing leads that reps mark lost for price; one is producing appointments that show. He is not guessing which vendor to call this month. Later in the day the BDC manager uses the same reports to defend her team's appointment count to the desk, with the calendar and the communications log behind every line. Three people, three questions, one dashboard, no spreadsheet built by hand.

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Reports sits on the dock, the bottom taskbar of the desktop CRM, next to My Office, Marketing Tools, Referral Program, Design Studio, My Inventory, SecureWebX, Feedback, More Options and Jax. It is a dashboard rather than a menu of exports: open it and the reporting is on screen. A manager can keep the Leads menu open in the main area and pull Reports up from the dock without leaving the lead she was reviewing, which is how most coaching conversations start.

What feeds the dashboard is everything else in the LeadLocate CRM. The texting inbox records every message with its delivery status. The softphone logs every call, with recording and transcription where the store turned them on. The email inbox logs every send. Custom lead statuses record where each lead is; the lost reason popup records why a lead stopped; Lead Feeds Manager records where each lead came from. None of that is entered for the sake of reporting. It is the normal act of working a lead, and Reports is the view of it.

Activity reporting is the user level view. It exists because the most common disagreement in a sales office is between a rep who says he worked his leads and a manager who is not sure. The CRM keeps one communications log per customer with every call, text, MMS, email and voicemail in it, and activity reporting is that work seen by user rather than by customer. Who reached out, on which channel, and how much of each. Who booked appointments and who had them show. Who is quiet.

Used well, it is a coaching tool rather than a scoreboard. Low activity on a rep who closes is a different conversation from low activity on a rep who does not, and the report gives the manager the opening to have the right one. It also protects good reps. A salesperson who is texting every lead the minute it lands has a record that says so, which is worth something when the argument is about who deserves the next fresh lead in the round robin.

Company reporting is the rooftop view. It answers the general manager's questions about the store as a whole: how many leads came in, from which feeds, what status they reached, what the team said when they were lost. Because the CRM asks for a lost reason when a lead is closed out, and because every lead carries its source, the company view can show which sources produce leads that turn into appointments and which produce leads that stall, without anyone tagging anything by hand. For a store that buys leads from more than one place, or runs its own campaigns in Leads Manager alongside the webXintel Ads Network, this is where those sources are judged by the same yardstick.

Management reporting sits on top of the other two. It is the comparison view: this rep against that one, this month against last, this source against the others. It is where the decision gets made and where the reasoning behind it can be shown to the person it affects. The BDC manager dashboard page describes how a BDC lead uses this kind of reporting to run a team; the same screens serve a sales manager, a general manager or a dealer principal who wants to read the store from a phone on a Sunday.

The whiteboard, first. Most stores still keep a board with names and units, filled in by hand, that says nothing about the leads that never became a unit. Second, the spreadsheet a manager builds every Friday by asking each rep what they did, which is slow and is only as accurate as the least accurate rep. Third, and most expensive, the reporting add on from a CRM vendor that charges for the dashboard on top of the seats, and then charges again for the analytics module that makes the dashboard useful.

Reports is part of LeadLocate CRM on every plan, from CRM Only up, with nothing extra to license; the plans are on the pricing page. The bigger saving is time. Nobody assembles the report, because the report is a view of work already recorded. And nobody argues about the numbers, because the number links back to the log, the recording or the status change that produced it.

One thing to know about LeadLocate leads before reading a report about them. Every submitted lead in your zone is delivered to you, exclusively, with the answers to the prescreening questions asked at capture. Nothing is filtered, scored or graded before it reaches you, so the report shows all of them, including the shopper asking about a truck three times her budget and the buyer who intends to negotiate every dollar. That is what real demand looks like, and the what to expect from car sales leads page explains it rather than apologising for it. A lead that is genuinely bad goes through a Quality Control Request for replacement review, and that record is visible too.

The other thing is that reports count what was logged. A rep who calls customers from a personal cell and texts them from a personal phone will look idle in activity reporting, and the fix is not the report. It is moving the calls to the softphone and the texts to the inbox, where the store owns the record. Stores that do that get two things at once: reporting that reflects the work, and a communications log that holds up if a customer or a regulator ever asks what was said. The report is a byproduct of doing it right.

There is nothing to turn on. Reports is on the dock from the first login, and it starts filling as soon as the team starts working leads in the CRM. The setup that makes it more useful happens elsewhere: custom lead statuses that match how your store actually moves a deal, so the status counts mean something; the lost reason popup left on, so the reasons get captured; Lead Feeds Manager with a feed per source, so the company view can tell sources apart; call recording on, so a number in activity reporting can be checked against a real conversation. The help center article walks through the screens.

Pair it with website visitor analytics when the question is about traffic to the store's lead pages rather than leads themselves; the two are separate views on purpose. Pair it with lost reason tracking and Lead Feeds Manager for the source question, and with call recording and transcription for the coaching question. If you want to see the dashboard with real activity behind it before you sign up, the pre-recorded live demo shows a working store, and the contact page reaches a person who can answer a specific reporting question about your rooftop.

Where is the Reports dashboard in LeadLocate CRM?

On the dock, the bottom taskbar of the desktop CRM, under the Reports button, next to My Office, Marketing Tools, Design Studio and SecureWebX. It opens as a dashboard on screen.

What are the three reporting modules?

Activity reporting shows what each user did. Company reporting shows what happened to the store as a whole, including leads by source and lost reasons. Management reporting compares people, periods and sources so a manager can decide what to change.

Do salespeople have to enter anything for the reports?

No. Reports read the calls, texts, emails, voicemails, status changes, lost reasons and appointments the CRM already logs as the team works leads. The only requirement is that the work happens inside the CRM rather than on personal phones.

Can I see which lead source is worth the money?

Every lead carries the feed it came from, and every closed lead carries a lost reason, so company reporting can show what each source produced against what happened to it, whether the source is a purchased feed, your own Leads Manager campaign or the webXintel Ads Network.

Why do some leads in the report look unqualified?

Because every submitted lead in your zone is delivered, exclusively, with nothing filtered or scored first. The report shows real demand, including shoppers who want to negotiate. A genuinely bad lead goes through a Quality Control Request for replacement review.

Is reporting an extra charge?

No. Reports is part of LeadLocate CRM on every plan, including CRM Only, with no separate analytics module to license. Plans are month to month and listed on the pricing page.

Reports is included with LeadLocate CRM on every plan, month to month. See activity, company and management reporting on a working store in the demo, or ask us a reporting question about your rooftop.

Prefer to talk right now? Call or text 844-376-2274.