Pipeline by Dealership and Owner Grouped
Which active stages hold the dealership's expected value and who is responsible for follow-up?
From Dealership Accounts
- Automotive Dealers CRM
- Pipeline and evidence reports
Reports for the questions your team asks
Review customer progress, test-drive readiness and the evidence behind protected operating decisions.
Overview×
Automotive Dealers CRM · Overview
Automotive Dealers CRM dashboard
This quarter
Test drives in view
6Total revision
3,260Submitted
6Starts at in 14 days
1Opportunities by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| New | 24 | ||
| Qualified | 11 | 46% | |
| Proposal | 7 | 64% | |
| Negotiation | 4 | 57% |
Expected value USD by status
Sample totals per stage
Questions to answer
Customer Follow-up History Grouped
What did the customer say, when was the activity due and what was completed?
From Dealership Accounts
Test Drive Readiness List
Which requests have a vehicle identity, start time and license-verification context ready for review?
From Dealership Accounts
Won and Lost Outcomes List
What date or reason supports closure, and what expected value did the opportunity retain?
From Dealership Accounts
Review Decisions by Revision Grouped
Which source revision did the reviewer consider and why was it approved, rejected or returned?
From Dealership Accounts
Operation Receipt Exceptions List
Which declared actions failed or need investigation against their saved effects?
From Dealership Accounts
Evidence Visibility Register List
Who uploaded the supporting file and which visibility scope was selected?
From Dealership Accounts
More reports
Expected Close Exposure List
Review opportunities by expected close date with stage, expected value in USD and probability, keeping Won and Lost records distinguishable.
Set up Automotive Dealers CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.