Performance and reports
Understand your dashboard, channels, ad spend and reports.
- Read the Performance overviewWhat each Performance tile counts, how date ranges compare, and what the four filter toggles do by default.
- Understand the dashboard tilesWhat the six dashboard tiles measure, how the period buttons work, and how Website leads differs from All leads.
- See what sold and what’s on the lotUse the Sold, Vehicles and Inventory tabs to list every car sold, see weekly sales and gross, and check how long stock has sat.
- Compare channels, leads and rooftopsUse the Marketing tabs to compare vendors, open the leads behind a number, find funnel leaks and review the last full week.
- Group your lead sources into channelsTurn the many source names your CRM writes into the vendors you think in, with rules that also catch new spellings.
- Enter your ad spendAdd spend by month, set up recurring retainers, or import a CSV or vendor invoices so cost per lead and cost per sale fill in.
- Plan next month’s budgetThe Budget tab suggests how to move the same ad money between paid channels, based on each one’s cost per sale and close rate.
- Use Reports: cost per lead, cost per sale and gradesRun the five reports month by month, compare periods, grade your channels, and download a CSV or a print-ready PDF.
- Read traffic and search dataSee website sessions, Google search clicks, top queries and visitors by channel, once Google Analytics and Search Console are connected.
- Ask the AI AnalystAsk plain-English questions about your website leads, inventory age, traffic and search clicks, and get answers built from your own data.
- Why your numbers don’t matchWhy the lead inbox, All leads, the dashboard and Performance give different counts, and which one to use for each question.