as of Sep 22, 7:44 AM CT
Performance
Sep MTD · ops efficiency, sources, conversions
Sep MTD
vs Aug
Money snapshot: Sep 21
Operational Efficiency
Leads Worked
671
of 4074 total · +42%
Messages Sent
2000
by AI Sep · new
New Leads Engaged
402
518 new total · +49%
Existing Engaged
269
reactivated · +33%
Appts Set
0
AI 0 · human 0 · 47 undated ignored
AI → Human Handoffs
120
rep took over after AI · new
Chat Conversion Funnel · Sep MTD
Messaged
647
leads with ≥1 AI touch
Replied
232
35.9% reply rate
Appointment
46
7.1% of messaged
Sold
24
3.7% of messaged
Replied is Sep-only; Appointment requires a dated Appointment Date (any status), Sold reflects current CRM status — both can predate this month
| Source | Leads | Replied | Appts | Sold | Reply% | Appt% | Close% |
|---|---|---|---|---|---|---|---|
| Internet | 268 | 263 | 28 | 13 | 98.1% | 10.4% | 4.9% |
| Phone | 85 | 38 | 17 | 10 | 44.7% | 20.0% | 11.8% |
| Walk-in | 64 | 30 | 6 | 8 | 46.9% | 9.4% | 12.5% |
| Referral | 35 | 21 | 5 | 3 | 60.0% | 14.3% | 8.6% |
| PreviousCustomer | 31 | 17 | 8 | 2 | 54.8% | 25.8% | 6.5% |
| Unknown | 30 | 0 | 4 | 18 | 0.0% | 13.3% | 60.0% |
| Import | 3 | 2 | 0 | 1 | 66.7% | 0.0% | 33.3% |
| AutoFi | 2 | 0 | 0 | 0 | 0.0% | 0.0% | 0.0% |
| Source | Leads | Replied | Appts | Sold | Reply% | Appt% | Close% |
|---|---|---|---|---|---|---|---|
| Phone Up | 85 | 36 | 17 | 8 | 42.4% | 20.0% | 9.4% |
| Drive By | 71 | 31 | 7 | 14 | 43.7% | 9.9% | 19.7% |
| Autofi Standalone App | 42 | 40 | 4 | 3 | 95.2% | 9.5% | 7.1% |
| Repeat Customer | 30 | 15 | 9 | 8 | 50.0% | 30.0% | 26.7% |
| Carfax - Trade-In Leads | 21 | 20 | 0 | 0 | 95.2% | 0.0% | 0.0% |
| Cargurus | 20 | 19 | 4 | 0 | 95.0% | 20.0% | 0.0% |
| Referral | 20 | 7 | 1 | 4 | 35.0% | 5.0% | 20.0% |
| Vincue-Value Your Trade | 18 | 18 | 1 | 0 | 100.0% | 5.6% | 0.0% |
379
Stale leads (15+ days no contact)
Across active reps. View details
Variable Dashboard · Snapshot Sep 21
Units Sold
78
41N + 37U
Goal
57%
78/137
Total Gross
$246,671
New PVR
$3,314
Used PVR
$2,889
Pace Needed
0.0
units/day
Inventory Health · Sep 22
New Units
174
no change
Avg Age
78 days
+1 vs prior
Days Supply
123
-1 vs prior
Turn Rate
98.9
+1.2 vs prior
Enterprise Receivables · Sep 22
Total Receivables
$2,084,857
+$70,754 vs prior
Unbooked Retail
$1,238,492
$110,246 vs prior
Unbooked Fleet
$103,534
no change
CIT Balance
$429,149
+$167,972 vs prior
Aged Balance
$454,021
+$13,216 vs prior
Bad Debt
$8,333
+$1,639 vs prior
CIT — Contracts In Transit · as of Sep 22
Open Contracts
12
$480,114 total
Aged CIT (7d+)
9
$312,142 of $480,114 · overdue funding, chase these
Deal-List vs DMS Total
$480,114 / $429,149
deal list vs Enterprise Receivables CIT line
Sep Sold: Axcessa Salesperson Board, same source as the store MTD total — not lead status/creation date.
👥
Sales & CRM
Leads, tasks, reps
💰
Money & Numbers
Gross, PVR, F&I
🏆
Rep Board
Individual performance
⚙
Command Center
Action items, pipeline
Data: Airtable Lead Pipeline + Message Log + Variable Dashboard • Auto-refresh 60s