Understand the mix
Break down new versus used traffic, then make and model. Separate channels to see where opportunities originate before comparing performance.
Dealership reporting / Open the evidence
Dealership CRM reporting that takes you from a metric to a customer.
Find the operating gap, inspect the people behind it, and decide what to do next. aiVenta brings traffic, lead handling, appointments and campaign activity into reviewable dealership workflows.
Explore the reporting workflowTraffic Breakdown
Connect what arrives with how the team works it.
A blended total can hide very different opportunities. Traffic Breakdown brings floor traffic, internet leads and phone opportunities into a common review workflow.
Inspect execution
Review contact, engagement, appointments, shown visits, demonstrations, worksheets, offers and sold stages. Narrow the view to a salesperson for a focused coaching conversation.
Read the denominator
A customer can create distinct opportunities across channels. Traffic totals describe the report’s opportunity records and should not automatically be read as unique people.
Campaign Results
Give each outreach workflow its own line of sight.
Review Autopilot, built campaigns, VentaSideKick and Lead Drip within campaign reporting. Their purposes differ, so their activity and customer outcomes deserve separate inspection.
Open supported metrics to review related customers, then continue into the customer record. The sequence helps distinguish a routine reminder from outreach that reopened engagement.
Explore VentaSideKick →Influence is a claim to inspect.
A reply, appointment or sale after a message supplies useful evidence. It does not establish that the message caused the outcome.
Review attribution definitions, the reporting window and customer activity together. Directional forecasts and influenced results should retain those labels.
Coach the stage that needs work
Different questions need different evidence.
Lead handling
Inspect response timing, engagement, activities per lead and appointment coverage. Use customer-level gaps to guide follow-up and coaching.
Appointment performance
Review appointment setting, shown visits and associated outcomes. Understand the crediting rules before comparing individual performance.
Vehicle Exchange
Review assignments, customers worked, calls, texts, emails, engagement and appointment show rates alongside explicitly influenced sold and gross metrics.
Explore Vehicle Exchange →Questions about dealership reporting
Can we review results by salesperson and vehicle model?
Traffic Breakdown supports new or used, make, model and salesperson drilldowns. Use the relevant store and date selection to frame the comparison.
Can AI help investigate the results?
Ask Venta helps investigate supported operating questions, review evidence and prioritize follow-through. Its answers depend on available data and your authorized scope.
Bring a report you currently have to explain in a spreadsheet.
We will walk through the metric, its definition and the customer evidence.
Book a reporting walkthrough