The dashboard and the Reports & AI menu
Read the dashboard's daily figures and find the right Reports & AI page for each question: metrics, report library, analytics, market research.
The dashboard answers "what needs attention today?". The pages under Reports & AI answer "how are we doing?". This page explains the dashboard figures and helps you pick the right report page for each question.
Read the dashboard #
Open Dashboard from the top of the main menu. Below the setup checklist you see eight figures. Each one is a link to the list behind it.
(open full size)- Vehicles in stock. Units with the status available, plus a count of pending units. Opens the inventory list.
- New leads (7 days), Awaiting contact and Tasks due. Your team's workload. Awaiting contact counts leads in the New stage that nobody has contacted yet. Tasks due counts open tasks that are overdue or due within the next 24 hours.
- Website page views (30 days). Page views on your public website, with vehicle page views and saves underneath. Opens website analytics.
- Lead conversion (30 days). The share of the last 30 days' leads that were won. Opens the lead reports.
The other tiles are Appointments (7 days) (requested or confirmed appointments in the next 7 days) and Form submissions (30 days). Below the tiles are the sales pipeline by stage, inventory by category, inventory aging buckets, recent lead activity and recent account activity.
What you see depends on your access:
- If your access is limited to some rooftops, the figures cover only those rooftops.
- If you can see only your own leads, the lead figures cover leads assigned to you, and the dashboard says so.
Pick the right report page #
All of these live in the Reports & AI menu group. You only see the entries your role allows.
| Menu item | Use it to | Page |
|---|---|---|
| Metrics | Check one number exactly: its formula, parts, data completeness and the records behind it. | Metric definitions |
| Report library | Run ready-made reports (20 of them) with filters, charts, comparisons, saved views, exports and schedules. | Reports |
| Market research | Compare your units with similar listings near you. Needs a licensed data provider. | Market research |
| Reports | Count leads by source, marketplace, employee or location, and export the table as CSV. | Lead reports |
| Analytics | See leads, appointments, website traffic and inventory health on one page. | Website analytics |
| Assistant | Ask questions in plain language (when your dealership has switched the AI assistant on). | AI assistant |
Use it day to day #
- Start the day on Dashboard. Select a tile to jump to the leads, tasks or vehicles behind it.
- Once a week, open Reports & AI › Report library and run Executive overview for the last 7 or 30 days.
- When a number looks wrong, open it on Reports & AI › Metrics. The detail shows how it was calculated and how complete the data is.
- Set up a scheduled email for the reports your managers read every week.
Tips #
- Dashboard figures use rolling windows (the last 7 or 30 days, up to today). Report library periods are calendar periods in your dealership's time zone, so the two can differ slightly.
- The aging buckets on the dashboard (0–30, 31–60, 61–90 and 90+ days) are a quick view. The Inventory aging report adds a 91–120 day bucket and a breakdown by category and rooftop.
- Use Ctrl + K (Jump to) and type "metrics", "report" or "analytics" to open a report page quickly.
Permissions #
Limitations #
Screenshots show the fictional demo dealership. Something unclear or out of date? Tell your MotoDealerHQ contact or email support@motodealerhq.com.