Reports · one source of truth
Dealership reporting: every rep, every source, every dollar.
The whole store in one place: what sold, what it cost, who answered, and what the AI handled. The reports live inside the same system that works the leads, so the numbers and the floor can never disagree.
20+ built-in reports 21 dashboard widgets 1 sold ledger
THE SOLD DEALS REPORT, RENDERED ON DEMO STORE DATA. A YEAR OPENS INTO MONTHS, A MONTH OPENS INTO DEALS, AND THE ONES REVIVED FROM AGED LEADS ARE CALLED OUT WITH THE GROSS THEY SAVED.
Every Monday question has a report waiting.
No BI seat, no export-to-spreadsheet ritual. All of it is built into the platform, and your Dealer Funnel team sets the right views up with your store. The money reports click all the way through: tap a sold deal or a scored lead and the actual customer conversation opens next to the number.
THE MONEY
Sold Deals
The full sold ledger, year to month to deal, with revived comebacks and the gross they saved.
Lead Equity
What your lead database is still worth: arrival cohorts, the carryover tail, the snowball.
Impact Report
Cost per sold unit, break-even point, and the return on your monthly fee.
Pipeline
Funnel, win rate, velocity, aging, and forecast, straight off the deal board.
THE FLOOR
Team Stats
A per-rep leaderboard: leads touched, texts, emails, and new leads assigned.
Calls + Call Coaching
Who makes and takes calls, with recordings and a coached 1 to 10 score on each one.
Live Phone Floor
Who is available and who is on a call, right now.
Activity
Texting volume, response times, and engagement trends over time.
THE LEADS
Leads Report
A by-day heatmap of arrivals, with the source behind every single lead.
Lead Sources
Which sources bring in leads that actually turn into conversations.
Lead Scores
A 0 to 100 score that sorts the book: New, Active, Cooling, Retention, Dormant.
Video
Views, watch time, and replies on every video your store sends.
THE AI + THE OUTBOUND
Carly AI
Which leads the AI is working, with a per-lead on and off switch.
Voice AI
Calls answered, booking rate, after-hours saves, and the exact vendor cost per store.
Blast Performance
Your top blasts, what is working, and every send in one table.
Google Reviews
Rating, reply rate, and the share of replies written by AI, per store.
AND WHEN A QUESTION DOESN’T HAVE A REPORT YET, THE REPORT BUILDER ASSEMBLES A CUSTOM ONE AND SHIPS IT TO YOUR STORES.
Your lead database is an asset. Here’s the proof.
Most stores treat a lead like milk: fresh this month, expired the next. Lead Equity lines up every arrival month as a cohort and shows it still selling cars a quarter later, a year later. Blue is the month the leads landed. Amber is the tail they keep paying out.
The Sold Deals ledger closes the loop: every revived deal is marked, with the gross it brought back. The public math behind this argument lives on the proof page.
You didn't buy 312 leads this month. You own 6,480 that are still in play.
A lead is not a purchase that expires at month end. It keeps paying, so the car someone buys this month can come from a lead you paid for months ago.
Shading is relative to the busiest cell. A dashed cell means that cohort is not old enough to have reached that month yet, not that it sold nothing. Sold counts use the same definition as the Sold Deals report.
THE EXECUTIVE RECAP
One report arrives as a text.
The monthly recap: Dealer Funnel reads your store’s numbers and writes it for you, covering new leads, what the AI worked, appointments set, after-hours conversations, cost per lead and per appointment. It goes out by text to the decision makers you choose. No login, no PDF, no dashboard homework.
It’s written fresh every month from your store’s actual metrics, leads with the strongest number, and always signs the same way.
Ask the numbers a question.
Ask Carly is the conversational layer over the same store data these reports read. Ask in plain English, get the answer in a sentence instead of an export. The Impact Report even opens with Carly narrating the month before you’ve touched a filter.
Between Mondays, the dashboard keeps score.
Reports answer the deep questions; the dashboard watches the week happen. A few of the widgets, rendered on a demo store:
The v2 dashboard, rendered on a demo store. Sample data.
The board is arranged from a shelf of twenty-one widgets, and a click on any number drills down to the actual leads behind it. The full shelf:
SOLD THIS MONTH, THE DEALS WIDGET, AND THE SOLD DEALS REPORT ALL READ THE SAME LEDGER. ONE EVENT, ONE TRUTH, EVERY SCREEN.
Bring your Monday questions.
Thirty minutes on a live store: the sold ledger, the equity cohorts, and the recap that texts itself.