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CM
Showroom3 Total< 2h2h - 4h> 4h
TB+2
1:20 pm2h 40mSales
GreetTest DriveAppraisalManager T.O.Credit App
2026 BMW X5 xDrive40i#4471902$74,900FinanceWorking
JM+2
3:05 pm0h 55mSales
GreetTest DriveAppraisalManager T.O.Credit App
2025 BMW 330i#4470310$48,200LeaseFresh
DB+2
11:10 am4h 50mSales
GreetTest DriveAppraisalManager T.O.Credit App
2026 BMW iX M60#4472558$112,300CashFinance
Team Accountability
| BDC3 reps | Tasks Today | Overdue | Calls | Texts | Emails | Avg Response | Appts Created | Appts Shown | Last Active |
|---|---|---|---|---|---|---|---|---|---|
| All (BDC) | 21 | 3 | 58 | 104 | 34 | 9m | 41 | 18 | |
1Devon BrooksBDC | 8 | 1 | 22 | 41 | 15 | 6m | 18 | 8 | 12m ago |
2Tara McCannBDC | 7 | — | 18 | 36 | 11 | 14m | 14 | 6 | 1h ago |
3Renee OkaforBDC Agent | 6 | 2 | 18 | 27 | 8 | 18m | 9 | 4 | 26m ago |
| Sales5 reps | Tasks Today | Overdue | Calls | Texts | Emails | Avg Response | Appts Shown | Sold | Last Active |
| All (sales) | 15 | 7 | 29 | 65 | 30 | 18m | 33 | 12 | |
1Sonya WestClient Advisor | 6 | — | 14 | 32 | 9 | 8m | 11 | 4 | 4m ago |
2Jake MartinSalesperson | 4 | 2 | 9 | 21 | 5 | 22m | 9 | 3 | 38m ago |
3Karla SellersSalesperson | 5 | — | 11 | 18 | 12 | 12m | 8 | 3 | 2m ago |
4Marcus LeeFleet Manager | 2 | 3 | 4 | 6 | 3 | 1h 12m | 3 | 1 | 1d ago |
5Priya NairClient Advisor | 3 | — | 7 | 12 | 8 | 31m | 2 | 1 | 3h ago |
—Daisi (AI) AI | — | — | — | 220 | 184 | 1m | — | — | 1m ago |
Totals are humans; AI reported separately.
Appt. Funnel
423324135
Set
Confirmed
Shown
Missed
Declined
Lead Funnel
1.9K84833159096
Fresh
Working
Finance
Close
Archive
Inbound Comm.
60300
6/307/17/27/37/47/5
Calls
Texts
Emails
Outbound Comm.
60300
6/307/17/27/37/47/5
Calls
Texts
Emails
Reports
| By User | New Leads Assigned | Appointments Created | Appointments Shown | Deals Closed Won | Win Rate |
|---|---|---|---|---|---|
| All | 96 | 42 | 24 | 14 | 58% |
| 1Sonya West | 28 | 14 | 9 | 4 | 44% |
| 2Jake Martin | 24 | 11 | 6 | 3 | 50% |
| 3Karla Sellers | 22 | 10 | 5 | 3 | 60% |
| 4Devon Brooks | 22 | 7 | 4 | 2 | 50% |