DealerX insights
Overview
DealerX → Insights shows how the business is doing at a glance: leads created, bad leads, sold and closing rate for a period, a daily trend of created and sold, the last six months by source and by rep, and what the AI sales assistant did.
Steps
- Go to DealerX → Insights. It shows the last 30 days.
- Change From and To, and the Dealership if you have several.
- Read the tiles: Leads created, Bad leads, Sold and Closing rate.
- Hover over the Daily trend for a day's numbers, or open Show as table.
- Below, Monthly source performance and Monthly rep performance show "created / sold" for each of the last six months up to the To date, and AI impact shows the assistant's replies, escalations, appointments and response times.
Tips
- Insights count the same way as the dashboard and reports: created on the creation day, sold on the sale day, closing rate = sold ÷ created.
- For any number in detail, open the matching report under DealerX reports.