Reporting - Dealer Action Report

Reporting - Dealer Action Report

The Dealer Action Report is available via Sales Pipeline>Dashboard>Reporting>Dealer Action Report.  The report is designed to give a dealer or group indicators at how efficient a dealer was at responding to individual leads -  tracking the time for each type of response and allowing management to get a clear picture of whether dealerships are actioning their leads quickly and efficiently.

The report gives dealerships/groups the following measurements;

Dealer ID Dealers AutoPlay ID
   
Dealer Name Dealers Name
   
Salesperson Salesperson who is allocated the lead
   
CustomerFirst Name Customer First Name
   
CustomerLast Name Customer Last Name
   
CustomerEmail Email address for Customer
   
Lead ID AutoPlay Lead ID
   
Listing Model Model of primary listing on lead
   
Listing Variant Variant of primary listing on Lead
   
Lead Created Date Date lead created
   
Lead Source Source of lead
   
Lead Campaign Campaign on lead
   
Time to allocation This would be a calculation of the time between the lead_create_date/time and the allocation to a sales person.  Does not include the first automatic allocation for electronic leads.  Excludes time attributed after 5pm and before 9am
   
Time to Contact This would be a calculation of time between lead_create_date/time and the First Response of any of the first communication methods (Email, SMS or Click To Call) OR a manually entered calendar event Phone In, Out, Visit In, Out, Email In, Out, Test Drive and Delivery event types.  Excludes time attributed after 5pm and before 9am
   
Time To Email Response Time from lead created to First Email Response (must be Email Response Sent not Email Sent Lead Progress) . Excludes time attributed after 5pm and before 9am
   
Time To SMS Response Time from Lead Created Date to Date of first SMS. Excludes time attributed after 5pm and before 9am.  Will not count Wholseale SMS.
   
Time To Click To Call Response Time from Lead Created Date to Date to First Click to Call.  (Must be Click to Call not Phone Call Made Lead Progress).  Excludes time attributed after 5pm and before 9am
   
Current Progress Current Progress of the Lead e.g. Meet & Qualify
   
First F-2-F Calendar Event Date Date of the first Visit In or Visit Out Event Type
   
First F-2-F Calendar Event Status Whether the first F-2-F Calendar Event is Complete, No Show or Incomplete
   
Next Action Calendar Event Date Date of the Next Calendar Event (Scheduled Date)
   
Next Action Calendar Event Type Event Type of Next Calendar Event (eg Phone Outbound)
   
Created Calendar Events # Count of the Number of Calendar Events Created
   
Completed Calendar Events # Count of the Number of Calendar Events Completed
   
Test Drive Date Earliest TD Date - Form Created
   
Sold Date Earliest Sold Date 
   
Closed Lost Date Earliest Date Close Lost
   
Closed Lost Reason Earliest Date Close Reason

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