The Desk Log provides a comprehensive list of all customers who have visited your dealership in the past or are currently checked into the store. This tool is essential for tracking key activities such as vehicle demos, proposals, and turnovers (T.O.s).
To access the Desk Log, click on the Dashboard Speedometer and select Dashboard.
The Desk Log will default to today's date, but you can change the timeframe by clicking on the blue date filter box in the upper right corner.
Appointments
Appointments: Number of appointments scheduled for the selected timeframe
Not Confirmed: Appointments that haven’t been confirmed
Showed: Appointments where the customer showed up during the selected timeframe
No-Show: Appointments where the customer did not show up.
Later Today: Appointments scheduled for later in the day (if viewing today’s data)
Desk Log
Visited: Number of customers who visited the showroom during the selected timeframe
Proposals: Customers who were shown proposals
Demo: Customers who had a demo
Manager T.O.: Customers who had a turnover to a manager
In-Store/Left Showroom: Tracks how many customers are currently in-store and how many have left (if viewing today's data)
Performance
Sold: Deals marked as “Sold” within the selected timeframe
Delivered: Deals both marked as “Sold” and delivered on the same day for the selected timeframe
New Delivered: New vehicle deals delivered during the timeframe
Used Delivered: Used vehicle deals delivered during the timeframe
Total Delivered: All deals delivered during the timeframe, including those sold on a different day but delivered within the selected period
Viewing and Interacting with Metrics
Drill Down: Clicking any metric or category provides a list of associated customers
Customer Details: The list shows customer names, the last note, a summary box, and the status of each active deal. Delivered deals are highlighted in green
Customer Card: Clicking on a customer name brings up the Customer Card