Dealership Sales Reporting Software: The Reports Dashboard

A report is only as good as the system underneath it. Reports reads the calls, texts, emails, appointments and deals the CRM already recorded, so the number on the screen is the number that happened.

Dealership sales reporting software has one job: show a manager what happened to the leads, the conversations, the appointments and the deals, without anyone typing it in twice. 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 already works in measures the work.

That is how Reports works in LeadLocate CRM. It reads every call, text, email and voicemail in the communications log, every lead status change, every lost reason a rep picked, every appointment on the calendar and every deal in DealTracker and EZ Desking. Open it from the Reports button on the dock and the numbers are already there.

The people who use it most are sales managers coaching the floor, BDC managers proving their appointment count, general managers judging lead sources, and dealer principals who want the store's week on one screen. It serves franchise and independent stores, buy here pay here lots, RV and boat dealers and groups alike.

Across the top sit the filters that shape every view: User (one person or All Users), Date From and Date To, and Granularity (Daily, Weekly or Monthly) for the charts. Quick presets jump to Today, Yesterday, 7 Days, 30 Days, MTD, QTD or YTD, and a Print button produces a clean copy for the meeting.

Below the filters, six tabs divide the store's questions:

• Overview: the headline counts for the range, a Leads vs Communications Over Time chart and the Funnel.
• Leads: Leads Over Time, leads By Source and By Status, and a Status Breakdown table.
• Communications: texts, emails, calls and voicemails sent and received, bulk send totals, Total Talk Time and a volume chart for each channel.
• Appointments: counts for today, tomorrow, this week, this month, yesterday, last week and last month, appointments By Type and By User, and a Recent Appointments list.
• Deals: Deal Tracker and EZ Desking deals, Sold deals, a combined count, each tool by status, and a Recent Deals list.
• Users: the Per User Scoreboard and an Activity by User chart of calls, texts and email.

The filters sit above every tab, so a manager can move from one view to the next without starting over.

Leave your number and a lead specialist calls you back to answer your questions about pricing, coverage, and setup. Mon - Sat, 9:00 AM - 6:00 PM Pacific.

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

A report is only useful when everyone in the meeting agrees what the number means. These are the definitions behind the main counts.

The Funnel on the Overview tab follows the same leads through four stages, so the percentages compare like with like.

1. Leads: the active leads created in the date range, for the selected user when one is picked.
2. Contacted: leads that received an outbound text, call, voicemail drop or email on or after the start of the range.
3. Appointment: leads with at least one calendar appointment, counting real appointments rather than follow-up tasks.
4. Sold: leads marked Sold, or with a Sold deal started from that lead, counted once.

A later stage includes the earlier ones, so a walk-in who bought counts as contacted and seen, and the funnel only narrows as it goes down. That makes the drop between stages easy to read. A big gap between Leads and Contacted is a speed problem. A gap between Contacted and Appointment is a follow-up and phone skills problem. A gap between Appointment and Sold belongs to the floor and the desk.

Saturday morning: who worked their leads

The sales manager sets the range to 7 Days and opens Users. The Per User Scoreboard shows one rep with plenty of leads and almost no texts or calls out. Before she talks to him, she opens two of his leads and plays the call recordings, because the recording tells her whether it is effort or technique.

Monday: which sources earn their budget

The general manager opens Leads for the last month and reads leads By Source next to the Status Breakdown. Then he checks Recent Deals on the Deals tab, where every deal shows its source and the salesperson it is assigned to. Two sources fill the inbox; one fills the calendar and the delivery line.

Midweek: the BDC appointment count

The BDC manager opens Appointments, reads This Week and Last Week, and checks appointments By User. The Recent Appointments list shows each appointment's type, source, previous status and who it is assigned to, so the count she brings to the desk is backed by names.

Month end: deals by status

The desk manager opens Deals with MTD, reads Deal Tracker by Status and EZ Desking by Status, and prints the page for the month end meeting.

• Coaching. Low activity on a rep who closes is a different talk from low activity on a rep who struggles. The scoreboard opens the right conversation, and the recordings settle it.
• Protecting good reps. A salesperson who texts every lead the minute it lands has a record that says so, which matters when the question is who deserves the next lead in the round robin.
• Lead source decisions. Every lead carries the feed it came from, so a store that buys leads from more than one place, or receives leads from the campaigns our team runs on the webXintel Ads Network, judges every source by the same yardstick.
• Lost reason patterns. When one rep's lost reasons are all the same reason, you know what to work on with him.
• BDC accountability. Appointments by user and by type turn the weekly BDC review into a reading of facts.
• Speed to contact. The funnel's Contacted stage shows how many new leads heard from the store at all.

The BDC manager dashboard page shows how a BDC lead runs a team from these screens.

None of the numbers is entered for the sake of reporting. They come from the normal work of selling:

• The SMS inbox records every message with its delivery status.
• The browser softphone logs every call placed and received, with recording and transcription where the store turned them on.
• The email inbox logs every send and reply.
• Voicemail drops and bulk sends record their recipients.
• Custom lead statuses record where each lead stands, and the lost reason popup records why a lead stopped.
• Lead Targeting gives every lead the feed it came from.
• The calendar holds every appointment, and DealTracker and EZ Desking hold every deal.

Reports count what is logged, so the best reports come from stores whose people call from the softphone and text from the inbox rather than from personal phones. That habit pays twice: the reports reflect the work, and the store owns a communications log that holds up when a customer or a regulator asks what was said.

Reports is on the dock from the first login and fills as soon as the team works leads in the CRM. A few setup choices make it sharper:

1. Set custom lead statuses that match how your store moves a deal, so the status counts mean something.
2. Leave the lost reason popup on, so every lost lead carries a reason.
3. Give each source its own feed in Lead Targeting, so leads By Source can tell them apart.
4. Add a tracking phone number per source, so calls carry their source too.
5. Turn on call recording and transcription, so a number on the scoreboard can be checked against a real conversation.
6. Put every person who talks to customers in User Management with the right access.

The how to read your reports guide walks through each tab step by step, and Jax answers how-to questions about the CRM's screens in English or Spanish.

Reports is the automotive CRM reporting layer of the whole platform, because the leads, calls, texts, appointments and deals all live in one login. Pair it with website visitor analytics when the question is about traffic to your site and lead pages, and with the lead feeds manager when the question is about sources. The dealer CRM reporting dashboard guide explains why the CRM's reports are the ones that matter at a dealership, and the dealership CRM page shows how the whole store runs on the same system.

Reports comes with LeadLocate CRM on every plan, including CRM Only. Plans are month to month: each includes a login to start, more users are an add-on, and bulk sends run on prepaid usage credits. Plans are on the pricing page, and the recorded demo shows the dashboard with real activity behind it.

What is dealership sales reporting software?

It is the part of a dealership's software that turns leads, calls, texts, appointments and deals into reports a manager can act on. In LeadLocate, it is the Reports dashboard inside LeadLocate CRM, built from what the CRM already logs.

Where is the Reports dashboard in LeadLocate CRM?

On the dock, the bottom taskbar of the desktop CRM, under the Reports button. It opens with filters for user, dates and granularity, and tabs for Overview, Leads, Communications, Appointments, Deals and Users.

What does the Funnel count?

It follows the leads created in your date range through four stages: Leads, Contacted (an outbound text, call, voicemail drop or email), Appointment (at least one calendar appointment) and Sold (marked Sold, or a Sold deal from that lead). A later stage includes the earlier ones.

Do salespeople have to enter anything for the reports?

No. Reports read the calls, texts, emails, voicemails, status changes, lost reasons, appointments and deals the CRM logs as the team works. The one habit that matters is doing the work inside the CRM rather than on personal phones.

Can I see which lead source produces appointments and deals?

Yes. The Leads tab shows leads By Source and By Status, and the Recent Appointments and Recent Deals lists show the source of each appointment and deal, so every source is judged by the same yardstick.

Can I print a report for the sales meeting?

Yes. Set the user and date range, open the tab you want and use the Print button for a clean copy titled with the report name.

Which plans include Reports?

Reports comes with LeadLocate CRM on every plan, including CRM Only. Plans are month to month and listed on the pricing page.

See the funnel, the scoreboard and the source reports on a working store in the recorded demo, or ask our team a reporting question about your rooftop.

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