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Live Dashboard

Understanding data presented on the Live Board.

Genius avatar
Written by Genius
Updated over a week ago

Required permission: Reports

The Live Dashboard allows users with permission to see relevant, up-to-date information about their dealership in six categories for the current calendar day:

  1. Sales

  2. Opportunities

  3. Appointments

  4. Pipeline Conversion

  5. Message Responsiveness

  6. Personalized Video

To access the Live Dashboard click the Dashboard (odometer) icon on the top menu bar.

Live Dashboard Header

Timestamp

The header of the Live Dashboard displays the current time stamp with day of week, month, date and time.

TV Icon

The TV icon allows the user to enter a display mode for the Live Dashboard. Clicking the TV icon should open the TV Live Dashboard Home Page in a new browser tab.

Meatball Menu

Allows you to toggle on and off Live Updates for the Live Dashboard. By default Live Updates will be on. When on the data value squares will change color when data is updated for a specific field.

To turn Live Updates off click the meatball menu and toggle off the Live Updates option.

Store Filter

The Live Dashboard can display only one store at a time. By default, the store pre-selected in the store filter is the one you’re logged into under your user account.

You can search for a specific store or choose one from the list, but only stores you have access to will be visible. After selecting a store, make sure to click the Save button for the Live Dashboard to update and display the data for the selected store.

If you have any questions about the Live Dashboard, please reach out to your Customer Success Team by clicking on the Support Icon found in the bottom right-hand corner of DriveCentric!

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