DocumentationAnalytics & ReportsDashboard Overview
    Analytics & Reports

    Dashboard Overview

    Master your dashboard to track performance, monitor key metrics, and make data-driven decisions. Your command center for business insights.

    10 minutes
    Daily Essential
    01

    Understanding Key Metrics

    Learn what each dashboard metric means and why it matters.

    • Total Revenue: Sum of all sales in selected period
    • Active Listings: Vehicles currently available for sale
    • Total Leads: New customer inquiries received
    • Conversion Rate: Percentage of leads that become sales
    • Average Sale Price: Mean price of vehicles sold
    • Days to Sell: Average time from listing to sale
    02

    Customize Your View

    Personalize your dashboard to show what matters most to you.

    • Click 'Customize Dashboard' in top right
    • Drag and drop widgets to rearrange
    • Add/remove widgets based on your needs
    • Resize widgets for better visibility
    • Create multiple dashboard views for different purposes
    • Save your preferred layout
    03

    Filter Data by Date

    View metrics for specific time periods.

    • Use date picker in top right corner
    • Quick options: Today, This Week, This Month, This Quarter, This Year
    • Custom date range for specific periods
    • Compare data: Current vs Previous period
    • See trends and growth over time
    • Export filtered data to CSV
    04

    Drill Down into Details

    Click any metric to see detailed breakdowns.

    • Click revenue to see breakdown by vehicle type
    • Click leads to view source distribution
    • View individual transactions from total sales
    • See top performing vehicles and salespeople
    • Identify trends and patterns
    • Export detailed reports
    05

    Set Up Alerts

    Get notified about important changes and events.

    • Go to Dashboard Settings → Alerts
    • Set threshold alerts (e.g., revenue below target)
    • Get notified of new leads instantly
    • Alert when vehicles need price updates
    • Receive daily/weekly summary emails
    • Configure alert delivery (email, SMS, in-app)

    Available Widgets

    Revenue Widget

    Total sales and revenue trends

    Total revenue
    Growth %
    Average per sale
    Revenue chart

    Inventory Widget

    Vehicle stock and status overview

    Total vehicles
    Available
    Sold this month
    Aging inventory

    Leads Widget

    Customer inquiries and conversion

    New leads
    Hot leads
    Conversion rate
    Lead sources

    Performance Widget

    Sales team and individual metrics

    Top salesperson
    Team targets
    Commissions
    Performance trends

    Website Analytics

    Traffic and visitor behavior

    Page views
    Unique visitors
    Popular listings
    Bounce rate

    Notifications Widget

    Recent activity and alerts

    New inquiries
    Pending tasks
    System alerts
    Recent sales

    Quick Actions

    Access common tasks directly from your dashboard:

    Add New Vehicle

    Quick add from dashboard

    👥

    View All Leads

    Jump to CRM

    📄

    Create Invoice

    Generate new invoice

    ✉️

    Send Email

    Email template composer

    📊

    Generate Report

    Custom report builder

    📅

    View Calendar

    Appointments & reminders

    Sample Dashboard Layout

    Revenue

    ₹12.5L

    +24%

    Leads

    156

    +12%

    Vehicles

    48

    -3

    Conversion

    32%

    +5%

    Avg Sale

    ₹8.2L

    +8%

    Hot Leads

    23

    +18

    💡

    Dashboard Pro Tips

    • Check dashboard first thing every morning to stay informed
    • Focus on conversion rate - it's the best indicator of sales effectiveness
    • Watch for aging inventory - vehicles over 60 days need attention
    • Set daily revenue goals and track progress throughout the day
    • Use comparison view to see week-over-week or month-over-month growth
    • Customize dashboard per user role (sales, manager, owner)
    • Export dashboard as PDF for weekly team meetings
    • Set mobile app notifications for critical alerts

    Related Documentation

    Want a Custom Dashboard?

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