How can I view, filter, and export sold customer data in DriveCentric?
DriveCentric offers multiple tools and features to help you view, filter, and export sold customer data. This guide provides step-by-step instructions for using the Mining Tool, Pipeline, and reporting features to manage your sold customer data effectively.
Overview of Reporting Tools
DriveCentric provides several tools for managing customer and sales data:
Mining Tool: A flexible tool for filtering and generating customer and deal lists.
Pipeline: A visual representation of your sales process, including sold deals.
Reports: Standard and advanced reports for detailed sales and activity tracking.
Using the Mining Tool
The Mining Tool is the most versatile option for viewing and filtering sold customer data. Follow these steps:
Access the Mining Tool: - Click the magnifying glass icon in the top menu. - Select "Mine Deals."
Filter for Delivered Customers: - Add a filter for Deal Status = Delivered to view delivered customers. - To filter by a specific user, add Deal User = [USER_NAME]. - To filter by date, use Delivered Date = [DATE_RANGE].
Customize Columns: - Use the column editor to add or remove fields such as "Sold Date" or "Customer Name."
Save and Export: - Save your filtered list for future use by selecting "Save Segment" at the top of the data list. - Export the list as a CSV file by clicking the three-dot menu in the top-right corner.
Filtering Sold Customers
You can apply various filters to narrow down your sold customer data:
By Date Range: - Use the Mining Tool or Pipeline to filter sold customers within a specific timeframe (e.g., last month, last year).
By Salesperson: - Add a filter for Customer Sales Rep = [USER_NAME] to view customers sold by a specific salesperson.
By Lead Source: - Use the source filter to view sold customers originating from specific lead types, such as eleads.
By Vehicle Model: - Use the Mining Tool to filter by vehicle make or model (e.g., Rogue).
Exporting Data
DriveCentric allows you to export customer and deal data for external analysis:
Export from the Mining Tool: - Filter your data as needed. - Click the three-dot menu and select "Download" to export as a CSV file.
Export from Reports: - Use the Delivery Summary report to export sold customer data for the last 12 months.
The ability to "Download" data is permission-based so if you do not see "Download" as an option, reach out to an Expert User to make the necessary permission changes.
Advanced Reporting Options
For more detailed analysis, use DriveCentric's reporting features:
Daily Activity Report: - Track salesperson activities and interactions with customers.
Delivery Summary Report: - View and export data on delivered deals within a specific date range.
Pipeline: - Use the "Delivered" bucket to view sold deals for the current month or apply filters for other timeframes.
Conclusion
By leveraging the Mining Tool, Pipeline, and reporting features in DriveCentric, you can efficiently view, filter, and export sold customer data. Customize your filters and reports to meet your specific needs, and export data for further analysis or record-keeping.