Instantly find the information you need and gain a bird’s-eye view of your dealership operations – without having to log in to WinXRM. Introducing the all-new and fully-responsive XRM dashboard, an innovative and easy-to-use solution for all the information vital to your dealership. Now web-based and receptive to the size of the active window, the XRM dashboard is optimized to get you what you need efficiently. Take a look at the new features below, or visit CAR-Research.com to login.
Ditch the Desk: Web-Based Platform
Need a customer’s contact information? Want to know stats on your showroom traffic? Simply hop on any device connected to the internet and get the data you need at a glance. No matter what the screen size, the dashboard intuitively adjusts how it displays the widgets across your screen.
Keep It Clean: Organized Layout
Enjoy all the same widgets you’ve been using with XRM in a new, clean layout. Easily configure your dashboard with the widgets you use most – drag and drop your widgets in your preferred arrangement, and resize them by clicking and dragging the corners to display graphs, lists and more in a way that works best for you. Create and save other dashboards for various teams – such as a dashboard for the sales team with widgets specific to their daily tasks or reporting needs. And optimize the look of your dashboard by toggling between a light or a dark theme.
Get the Details: Clickable Widgets
Effortlessly track your dealership operations and jump to reports with the click of a button. Any number displayed within a widget is now a hyperlink to a report of that data, which can then be saved, exported, printed and more. With this enhanced functionality, widgets are now able to be configured and those settings applied to that specific widget, to all widgets on that specific dashboard, or to all dashboards – making customization a breeze.
To learn more about how to revolutionize your work day with the new XRM dashboard, please reach out to your Performance Manager.
Customer Only | January 10, 2019