DealerX reports
Overview
DealerX → Reports lists every report, grouped by Sales, Team, AI, Leads, Messaging and Account. Each report covers a date range in your dealership's time, can be narrowed to one rep, dealership or source, and downloads as CSV. Underlined numbers open the lead list with exactly those leads.
Counting is the same everywhere in DealerX: a lead counts as created on the day it was created, and as sold, delivered or lost on the day that happened. Closing % is sold ÷ created. Deleted leads never count.
Steps
- Go to DealerX → Reports and click a report.
- Set From and To (the last 30 days by default), and optionally Rep, Dealership and Source.
- For Performance, pick Group by: Rep, Dealership or Week (Monday to Sunday).
- Click a number to see the leads behind it.
- Click Download CSV to get the same table as a file.
The reports
- Performance: Owned, Shared, Total, Bad leads, Lost, Sold, Delivered and Closing % per rep, dealership or week.
- Lead sources: leads, e-leads, bad leads, appointments set and sales per source.
- Appointments: appointments set, and how many showed, did not show or were cancelled, per rep, with the show rate.
- Sales representative activity: texts, emails, calls, notes and stage changes per rep per day.
- AI sales agent impact: assistant replies, leads it handled, escalations, appointments it set, and the average minutes to the first answer by the assistant and by reps.
- Delivered leads: every lead delivered in the period.
- E-lead providers: e-leads received per provider and how many were created, duplicates, failed or sold.
- E-lead distribution: e-leads each rep received, worked (moved past New) and sold.
- Rep efficiency: customer messages on each rep's leads, how many were answered, and the average minutes to answer.
- Email performance: emails sent per rep and by the assistant, and how many customers replied.
- Texts and telephony: texts sent and received, calls logged, call minutes and opt-outs per rep.
- Account phone and text usage: texts, text segments (160 characters each), emails and calls per dealership.
- Dealerships performance: leads, appointments and sales per dealership.
- Vehicles: vehicles of interest by make and model, and how many of those leads sold.
Tips
- Texts and emails count for a rep when the rep sent them from DealerX; messages sent before reports were available show under Other team members.
- Appointments, activity and messaging reports have no links: the lead list cannot filter by those.
- For trends over months, use DealerX insights.