What’s the Email Reporting Tool?
Weekly email reports are sent every Monday and show the most important metrics from the passing week. Email reports provide insights designed to help you make the best decisions for your dealership.
What does the email include?
The Email Reports tool provides the following figures: The number of leads and sales, top 3 up-types, top 5 lead-generating vendors and top 5 salespeople.
The report is a quick and easy overview - for a detailed and in-depth breakdown of weekly metrics, you can click on the link below every report.
How do I activate the report?
On the left side panel of the dashboard, go into Setting > Report > Explore tab
- Click Add new email.
- Add your email address in the Recipient field.
- Select the report you wish to receive (currently, there is only one type of report available).
- Select the dealership for which you want the report (multiple choice).
- After a user email is created, it can be edited or deleted by clicking on the three dots on the right.
Do you have any questions about the Email Reporting Tool? Please let us know in the comments section below.