OVERVIEW
Today
Reps Active Today
—
of — total
Scripts Generated
—
This period
Appointments Set
—
Money metric
Live Coaching Sessions
—
This period
REP ACTIVITY BOARD
Click row → scorecard
| ● | Rep | Role | Scripts | Leads | Outcomes | Appt % | Log % | Coaching | Last Active |
|---|---|---|---|---|---|---|---|---|---|
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ACTIVITY FEED
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MY TEAM
Today
| Name | Title | Role | Scripts | Outcomes | Appt % | Tools Used | Coaching | S:O Ratio ⓘ | Last Active | Status |
|---|---|---|---|---|---|---|---|---|---|---|
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OUTCOMES
Today
OUTCOME BREAKDOWN
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OUTCOME FEED
| Timestamp | Rep | Tool | Customer | Result | Channels | What Customer Said |
|---|---|---|---|---|---|---|
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APPOINTMENT RATE BY REP
Red = below 20%
| Rep | Outcomes Logged | Appointments | Rate % |
|---|---|---|---|
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OUTCOMES BY REP
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OUTCOMES BY TOOL
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OBJECTIONS
Today
WHAT CUSTOMERS SAID
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BY TOOL
Coaching activity
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ASK THE GSM — QUESTIONS FEED
Newest first
| Rep | Question | Time |
|---|---|---|
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TOOL ADOPTION
Today
REP × TOOL MATRIX
Gold cell = used · scroll horizontally for more tools
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TOOL USAGE HEATMAP
Red = zero usage · Amber = <30% rep adoption
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Zero-use and low-adoption alerts only shown for 7-day+ periods.
USERS
Manage reps and admins
| Name | Title | Role | Store | Status | Last Login | Actions | |
|---|---|---|---|---|---|---|---|
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STORES
Manage dealership locations
| Store Name | OEM | Status | Onboarding | Created | Actions |
|---|---|---|---|---|---|
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LEADERBOARD
Today
REP RANKINGS
Engagement = Scripts×3 + Outcomes×5 + Coaching×4 + Tools×1
| # | Rep | Scripts | Tools Run | Coaching | Outcomes | Engagement Score |
|---|---|---|---|---|---|---|
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REP PERFORMANCE REPORT
Generate detailed performance reports by rep and date range
REP
START DATE
END DATE
BILLING
Plan management & usage
HARD CLOSE AI
Coming Soon
Stripe Integration in Progress
Plan management, usage tracking, and upgrade options will be available here.
Stripe integration is currently being finalized.
📣 BROADCAST
Send messages to your team on the floor
SEND A FLOOR MESSAGE
0/500
RECENT BROADCASTS
| Time | Message | Target | Sent By | Received |
|---|---|---|---|---|
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⚡ MONTHLY INCENTIVE UPDATE
Upload your OEM incentive summary below. Claude will parse and format it automatically.
MANUFACTURER INCENTIVES
From the OEM incentive summary. Parsed once per program period.
STEP 1 — UPLOAD OR PASTE INCENTIVE SUMMARY
📄
DRAG & DROP YOUR INCENTIVE SUMMARY PDF HERE
or click to browse — PDF, PNG, or JPG · max 8 MB
OR PASTE TEXT BELOW
UPDATE HISTORY
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STORE SPECIALS
Your dealership's advertised positions. When a special applies to a lead's vehicle, rep AI scripts lead with it over the OEM-only offer.
CURRENT SPECIALS
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IMPORT FROM AD SHEET
📢
DRAG & DROP YOUR AD SHEET OR SPECIALS FLYER HERE
or click to browse — PDF, PNG, or JPG · max 8 MB
OR PASTE AD TEXT BELOW
ADD SPECIAL
💡 Compliance: Use the same language as your approved advertising.
STORE POSITIONING (WHY BUY HERE)
This is what every rep AI script leans on for value: warranty, delivery, service, guarantees. Update any time positioning changes without re-running onboarding.
WHY BUY HERE — STATEMENT
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💡 Style: Write it the way you'd want a rep to say it out loud. Use periods and commas — the platform strips em dashes automatically.
📊 MARKET INTELLIGENCE
Competitive pricing analysis — upload conquest sheets or load existing data
COMPETITIVE DATA
Click LOAD DATA to view uploaded market intelligence.
SETTINGS
Account, appearance, and support