Dashboard page

The Dashboard is the first page you see after logging in to the application. The Dashboard page provides a snapshot of the campaigns, tasks and progress of the Appointment Coordinators.

If multi-dealer support is enabled at your dealership, the Dashboard page can be used to view results from one or more of your authorized dealers. Refer to Multi-dealer support for more information.

Note: Appointment Coordinators see information for tasks they are assigned to or that are unassigned. Dealer Administrators see information for all campaigns and tasks.

The Dashboard page contains the following information:

1. Today’s statistics - This panel provides totals representative of all campaigns and Appointment Coordinators including:
   • Total Tasks: The total number of tasks assigned at the start of the day (new tasks plus incomplete tasks from previous days).
   • New Tasks: The number of tasks that have not been started.
   • In Progress Tasks: The number of tasks in progress (not yet closed).
   • Closed Tasks: The number of tasks closed today.
   • Expired Tasks: The number of tasks that expired today.
   • Appts Scheduled/Confirmed: The number of appointments booked or confirmed today (depending on the campaign).
   • Calls Made: The number of contact attempts (from any campaign type) today.
   • SMS Sent: The number of texts sent today (from any campaign type).
   • Emails Sent: The number of emails sent today (from any campaign type).

   Note: Today's statistics reset daily at 12:01 am. Results are current to the time the application is opened by the user or the page refreshed.

    

2. Historical trends - The line graphs allow the dealership to monitor historical call trends by previous days, weeks or months. Note the 'hover-over' feature that shows the statistics at the cursor point.
   1. Daily statistics are calculated from 12:01 am to midnight, up to the previous day.
   2. Weekly statistics are calculated from 12:01 am Monday to midnight the following Sunday, up to the previous full week.
   3. Monthly statistics are calculated by calendar month, up to the previous full month.
      
      
3. Campaign tiles - The tiles show each campaign’s progress.
   • Filter the tiles by type as needed i.e. All, Active, Inactive, Phone, SMS, Email, Multi-Comm.
   • Communication type is indicated by an icon:
     • (phone); (SMS); (email); (multi-comm.)
   • Click a phone campaign tile to go directly to its task list on the Tasks page as shown in Task Details page. This only applies to phone campaigns as SMS and email campaigns do not have task lists.
   • (Dealer Administrators only) Click the "Hide" icon to quickly hide the campaign from the dashboard.
   • (Dealer Administrators only) Click the "Settings" icon to go to the campaign's settings. Refer to Campaign settings.
     
     
     
4. Each tile shows today's task statistics:
   • Tasks Completed/Total Tasks: The number of tasks completed today/Total number of tasks assigned at the start of the day. Progress is shown graphically by the circle.
   • Calls Made/Emails Sent/SMS Sent: the number of attempts to contact (depending on the campaign type).
   • Appts Scheduled/Confirmed: The number of appointments booked or confirmed (depending on the campaign).

Note: Tile statistics are current to the time the application is opened by the user or the page refreshed.

 

5. BDC agent summary (Dealer Administrator view only): This panel shows progress and performance by Appointment Coordinator as shown in the following example.
• Click to open and close the panel.
• Click '...' to see a further breakdown by campaign for the Appointment Coordinator. Click again to collapse the detail.