Sales & CRM Dashboard
Lead pipeline, rep activity, and task management
Sep MTD
vs Aug
Sep MTD
526
New Leads
376
Active
0
Appts Set
71
Sold (VD)
Leads from Airtable Pipeline • Sold from Variable Dashboard (source of truth)
Aug (Last Month Pipeline)
975
Leads Received
774
Still Active
0
Appts Set
49
Sold (CRM)
Lead Pipeline data • March leads that converted to sold status
Active Pipeline
2168
Stale (15d+)
147
No Follow-Up
785
Sep Sold (VD)
71
All-Time Sold
674
| Rep | Sep Sold (MTD) | All-Time Sold | Active | Total | Appt Set | New | Stale | Overdue |
|---|---|---|---|---|---|---|---|---|
| A.J. | 12.5 | 121 | 134 | 330 | 0 | 0 | 13 | 17 |
| Shane | 11 | 78 | 256 | 422 | 0 | 0 | 23 | 30 |
| Lamarcus | 9 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Henry | 8.5 | 55 | 238 | 387 | 0 | 0 | 30 | 46 |
| Will G | 8 | 104 | 221 | 425 | 0 | 0 | 20 | 27 |
| Eddie | 5.5 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Emely | 5 | 5 | 140 | 174 | 0 | 0 | 5 | 6 |
| Pedro | 4 | 51 | 178 | 299 | 0 | 0 | 20 | 21 |
| Orlando | 3.5 | 2 | 102 | 122 | 0 | 0 | 3 | 7 |
| Robert | 3.5 | 4 | 0 | 4 | 0 | 0 | 0 | 0 |
| Robert | 0.5 | 3 | 22 | 32 | 0 | 0 | 1 | 2 |
| Will R ISM | 0 | 14 | 448 | 911 | 0 | 0 | 322 | 357 |
| LaMarcus | 0 | 82 | 215 | 406 | 0 | 0 | 2 | 5 |
| Eddie | 0 | 21 | 78 | 148 | 0 | 0 | 3 | 6 |
| Cesar | 0 | 5 | 33 | 44 | 0 | 0 | 10 | 14 |
| Trey | 0 | 0 | 15 | 21 | 0 | 0 | 0 | 1 |
| Richard | 0 | 0 | 13 | 15 | 0 | 0 | 3 | 4 |
| Source | Leads | Sold | Close % |
|---|---|---|---|
| Phone Up | 87 | 8 | 9.2% |
| Drive By | 71 | 14 | 19.7% |
| Autofi Standalone App | 42 | 3 | 7.1% |
| Repeat Customer | 30 | 8 | 26.7% |
| Carfax - Trade-In Leads | 21 | 0 | 0.0% |
| Referral | 21 | 4 | 19.0% |
| Cargurus | 20 | 0 | 0.0% |
| Vincue-Value Your Trade | 18 | 0 | 0.0% |
| Autofi Trade In Offer Shown To Customer | 16 | 0 | 0.0% |
| 13 | 1 | 7.7% | |
| Autotrader.Com - Lead | 12 | 0 | 0.0% |
| Truecar/Truecar | 10 | 0 | 0.0% |
| Dc New Quote | 9 | 1 | 11.1% |
| Cargurus - Digital Deal | 8 | 0 | 0.0% |
| DC Used Quote | 8 | 0 | 0.0% |
| Sendmeafriend.Com | 8 | 1 | 12.5% |
| Upstart Auto Retail | 7 | 3 | 42.9% |
| Autofi Request More Info | 7 | 1 | 14.3% |
| Chat-Impel | 6 | 1 | 16.7% |
| Fd - Oem Quick Quote | 5 | 0 | 0.0% |