KPI Target Settings

KPI Target Settings

The Daily Activity Performance Report features targets which can be managed via Settings>Sales Pipeline Settings>KPI Targets.  To access the screen you must have the Manage KPI Targets role.  Within this screen you can set targets at several levels;
  1. Dealer KPI Targets
  2. Yard KPI Targets
  3. Salesperson KPI Targets
--------------------------------------------------

Dealership KPI Targets
You can add Monthly Leads, Monthly Test Drives, Monthly Sales, Monthly Appraisals, Monthly Deliveries, Monthly Traded Appraisals and Monthly Write-Up targets.  You can set either a 'Total Target' or set individual targets for each metric for 'New', 'Used' or 'Demo' vehicles.
To add a target click on the 'ADD' button and simply type in the target numbers.  
When you set up Dealer KPI Targets these will show when you run the report without filtering by Yard, Salesperson or Make/Model.



Yard KPI Targets
For every Yard in the account you can also set up KPI Targets for each Yard.  
When you set up Yard Targets these will show when you run the report by Yards.




Salesperson KPI Targets
You can also set up Salesperson KPI Targets using the same process.  Simply select the user you want to add targets for, and set up Monthly Leads, Test Drives and Sales targets.  You can set these targets for New, Demo or Used listings.
When you set up Salesperson Targets these will show when you run the report by Salesperson.



    • Related Articles

    • Role Management - Manage KPI Targets

      The Manage KPI Targets role enables the Dealership KPI Targets, Yard KPI Targets, Salesperson KPI Targets, Lead Sources and screens under Settings>Sales Pipeline Settings.  (Note Campaign visibility is controlled by the Lead Manager Role) If the User ...
    • Automation - Dealer Group Settings

      With the popularity of AutoPlay Automation growing we've now added some tools to make it easier to set up for OEM's and Dealer Groups en masse. Instead of having to replicate 20 unique Automation settings for 20 different AutoPlay accounts you can ...
    • How To Set Up Email Campaign Follow Up Settings

      When you send a Live Leads email via www.autoplayauto.com it's possible to set an automatic threshold for follow up. You can navigate to this screen if you have the 'Email Campaign role. To create a new record click on the + icon in the grey action ...
    • Settings - Appraisal Declarations

      In 21.1.1 we've added new Appraisal Declaration options to the Vehicle Appraisal Form. These can be managed and customised by dealership or group via Settings>Sales Pipeline Settings>Appraisal Declarations by AP1 users. The details typed in the ...
    • How To Add A Privacy Policy

      To add a PDF as your Privacy Policy Terms & Conditions go to Settings>Listing Settings>Images and click on the + button to load a new record. To load a Privacy Policy you must complete the following steps; Choose the Image Type 'Privacy Policy'. ...