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 Desk Log.

The Desk Log will default to today's date, but you can change the timeframe by clicking on the date filter in the top center.

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)

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

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: New vehicle deals delivered during the timeframe

Used: 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

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

From this view and with permissions, you can print or Download this view using the menu button in the upper right corner.