Daily Activity Performance
This report shows the tracking of LEADS, TEST DRIVES & SALES by day and aggregates over the report period. This report will automatically pull through the previous equivalent periods performance and performance against set targets. This report can be run by dealership or Sales Person. Leads and Sales are reported against the primary make/model on the lead.
Test Drives are reported against the vehicle on the Test Drive Form at time of creation and can be a count of Test Drive Forms (multiple TD Forms counted per lead), and Leads at Test Drive Progress (up to 1x TD counted per lead) 5. The report logic does not need to change from current behavior in any other way than making the count across multiple months accurate on both the data table and graphs.
Leads and Sales are reported against the primary make/model on the lead. Test Drives are reported against the vehicle on the Test Drive Form at time of creation.
New additional options have been created for this report. There are now options to view this chart not as an accumulative but as a daily, weekly or monthly actual.