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Dashboard

What it is for​

The Dashboard is your home page: what to do today, key sales and stock figures, hot leads and inventory status. You can reorder or hide its cards.

Access​

  • Menu: Dashboard (/dashboard).
  • Available to every user; each card follows the modules enabled on your team.

Steps​

  1. Open Dashboard. The header greets you: "What's happening today?".
  2. Read To do today: actions such as reviewing a price, following up hot leads, finishing inspections, checking campaigns burning their budget, promoting old cars or completing drafts. Nothing urgent means everything is up to date.
  3. Use the filters at the top (period) to change the figures.
  4. Jump to a section: Sales and leads, Inventory or Marketing.
  5. Read the KPIs: Available stock, Average car age, Hot leads, Lead conversion, Average time to sell, each compared with the previous period.
  6. Check Hot leads (View all) and Inventory by status (Trend or Breakdown).
  7. Click Customize dashboard, then Reorder cards or Hide this card. Click Done to finish.
  8. Open Detailed analyzes for customizable charts and indicators.

Good to know​

  • Each action links to the right screen (car, lead, campaign).
  • Prices are shown excluding VAT where indicated ("excl. VAT").

Common issues​

"Couldn't load the stock." Click Retry.

"No hot leads right now." No lead is currently hot. Click View all leads to see the pipeline.

"No inventory data yet." Add or import cars to fill the inventory cards.

See also​