Leadership and data · Live demo
Morning sales and stock briefing for dealer principals
Sends the managing director and site managers a short morning summary of vehicles sold, gross, aged stock and enquiries, and answers follow-up questions from the DMS.
Talk to Tess at Totara Bay Motor Group
Totara Bay Motor Group is made up. Tess is a real agent, set up the way we would set one up for your team. Talk or type and ask what your staff would ask.
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The problem
The managing director pieces together yesterday's sales from three site managers, a DMS report and a spreadsheet of aged stock, usually after the morning sales meeting. When a number looks off, someone has to dig through the DMS to find out why.
How it works
- Reads sales, stock and enquiry data from the DMS and lead inbox each night
- Sends a short summary before the morning sales meeting
- Answers follow-up questions by chat or phone, saying where each number comes from
- Lists the oldest used stock by site with days in stock and price
- Sticks to the numbers, with no forecasts or judgements about people
What it connects to
- Craig (managing director)How are we tracking for October?
- AgentMonth to date to Saturday 24 October, the group has sold 95 new against a target of 130, and 112 used against 153. There are 5 trading days left after Labour Day. That's from the DMS sales report.
- Craig (managing director)Which site is furthest off on used?
- AgentPenrose has 41 of 55, Takapuna 19 of 28, and Manukau 52 of 70, so Manukau has the most still to sell, 18 units.
- Craig (managing director)And aged stock?
- Agent38 of 312 used units are over 90 days, 12% against the 10% target. The oldest is U-40718, a 2019 ute at Manukau, 141 days in stock at NZD 38,990.
Illustrative conversation. Names, numbers and details are made up.
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