How-to: create your own widget dashboard.

Customer Only | October 15, 2018

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How much more efficient would you be if you had relevant, actionable data right on your screen? Kick your productivity up to the next level with the responsive and customizable dashboard in AutoLoop Essentials™. With multiple widgets to choose from, you can set up various dashboards to keep every department of your store informed and focused. You can even configure dashboards for yourself or specific team members to quickly pinpoint the data you need.

Build the Dashboard that Works for You

Break valuable data into actionable chunks with a variety of widgets that allow you to track your sales and service performance. Here are some of the many widgets available:

  • 30-Day Reach
  • Appointment Trends
  • Customer Booked Appointments
  • Declined Repairs
  • Email Collection
  • Lease Conversion
  • MPI Inspections, Service Value, and Top Services
  • MTD Deal and RO Trends
  • Newsletter Activity, Click Rates, and Top Clicks
  • Quote Metrics and Missed Opportunities
  • Repurchase and Vehicle Loyalty
  • Sales and Service Responses
  • Service Advisor Performance
  • This Month’s Opens and Clicks
  • Top Campaigns

But here are a few of our dealers’ favorites.

Lease Conversion

A little competition promotes more sales. With this widget, you can view lease conversion stats for the last 30 days for your dealership and group hierarchy. See how your store stacks up against your group or region, with percentages displayed for the current month’s lease conversions.

30-Day Reach

Gain valuable insight into your marketing efforts and make sure everyone in your database is being reached. This widget shows your dealership’s notification reach for the last 30 days. Take a look at the percentage of customers reached through different channels such as email, mail, and phone, and how they compare against each other. A graph displays the percentage of your database being reached, along with the amount of increase or decrease compared to the previous month.

Vehicle Loyalty

How loyal are your customers? Monitor the retention of your sales and service customers with this widget. The 12-month retention percentage is calculated using transactions—whether a deal or RO—associated with a customer’s VIN. Other insights shown on this widget include:

  • Days to Retain: an average of the days between the last visit and return visit is displayed here.
  • Visits Per Vehicle: this is the total visits (deals and ROs) per vehicle in a 365-day retention period.
  • RO$ Per Visit: this shows the total RO dollars divided by the total visits in a 365-day retention period.

Ready to create your dashboard?

Select Dashboard next to the home icon at the top left of your screen. Click on the wrench and screwdriver icon at the far right corner to enable a dropdown menu of editing options. From here you can add a new dashboard page, rearrange the order of your pages, rename pages, save pages as templates for easy duplication later, reset, or delete dashboard pages. In this same dropdown, you’ll also find all the widgets listed, divided by whether they are currently being used on a dashboard or not in use. Click Finish Editing to save your changes.

Maximize your insights into day-to-day operations with at-a-glance data and reports only a click away using the dynamic and customizable Essentials dashboards. If you need any assistance setting up dashboards for your store, please reach out to your Performance Manager.

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