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Desk Log

What is the Desk Log?

Genius avatar
Written by Genius
Updated over 4 months ago

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

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