Suggestions: Create a clear dashboard for all the staffs member and even For Dealers. #64
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Salesperson Dashboard - Attributes
My Leads: Lead Name, Contact Info, Source, Last Contact Date, Next Scheduled Activity, Lead Status.
My Opportunities: Opportunity Name (Customer), Associated Vehicle, Opportunity Stage, Estimated Close Date, Deal Value, Last Activity Date.
Daily Activity Summary: Number of Calls Scheduled, Number of Meetings/Test Drives Scheduled, Number of Follow-ups Due.
Sales Pipeline Value: Total Pipeline Value, Value per Stage.
Sales Performance Metrics: Deals Closed This Month (vs. Target), Lead-to-Opportunity Conversion Rate, Opportunity-to-Sale Conversion Rate, Average Deal Size.
Hot Leads/Opportunities: Customer Name, Vehicle, Urgency/Reason.
Inventory Person Dashboard - Attributes
Current Stock Overview: Total Vehicles in Stock, Number of New Vehicles, Number of Used Vehicles, Number of Vehicles "In Transit."
New Arrivals: VIN, Make, Model, Year, Color, Stock Number, Date Arrived, Days in Stock.
Aging Inventory: Number of Vehicles > 60 Days, Number of Vehicles > 90 Days.
Vehicles Needing Prep: VIN, Make, Model, Current Status (e.g., "Pending PDI"), Days in Prep Stage.
Vehicle Locations: Stock Number, Location Code, Current Status.
Reorder/Low Stock Alerts: Model, Current Quantity, Recommended Reorder Quantity.
Accountant Dashboard - Attributes
Daily Sales Summary: Number of Vehicles Sold, Total Sales Revenue, Total Cost of Goods Sold (COGS), Gross Profit from Sales.
Accounts Receivable (AR) Overview: Total AR, Overdue AR (by aging bucket), Number of Pending Bank Disbursements.
Accounts Payable (AP) Overview: Total AP, Overdue AP, Amount Owed to Manufacturer, Amount Owed for VAT/Registration Fees.
Inventory Valuation: Total Inventory Value (Cost), Value of New Inventory, Value of Used Inventory.
Profitability by Vehicle Type: Average Gross Profit % for New Cars, Used Cars, Specific Models.
Unprocessed Transactions: Number of Sales Pending Journal Entry, Number of Inventory Receipts Pending Costing.
Bank Reconciliation Status: Last Reconciled Date, Number of Unreconciled Items.
. Dealer/General Manager Dashboard - Attributes
Overall Sales Performance: Total Vehicles Sold (vs. Target), Total Gross Profit (vs. Target), Average Gross Profit Per Unit (GPU).
Dealership Profit & Loss Summary: Total Revenue, Total COGS, Gross Profit, Total Expenses (Simplified), Net Profit/Loss (Current Period).
Lead & Opportunity Funnel: Number of New Leads, Qualified Leads, Opportunities, Quotations, Closed Deals (with conversion rates between stages).
Inventory Health: Total Inventory Value, Average Days in Stock, % of Aged Inventory (>90 days), Inventory Turnover Rate.
Salesperson Performance Leaderboard: Salesperson Name, Number of Units Sold, Total Gross Profit, Conversion Rates.
Service Department Performance (If applicable): Number of Service Jobs, Total Service Revenue, Average Repair Order (ARO), Customer Satisfaction Score (CSI).
Customer Satisfaction Scores (CSI): Average CSI Score, % of Satisfied Customers, Number of Customer Complaints.
Marketing Campaign ROI: Campaign Name, Leads Generated, Cost, Sales Attributed, ROI %.