Store Opportunity Boards

One board per rooftop: who came in, who turned into a deal, and who is still waiting on a call. Each asks for the manager access key once per visit.

Cam Clark Ford Airdrie

Morning call list, deals written yesterday, what is still on the table by age, source mix, and who is carrying each customer.

Morning call list, deals written yesterday, what is still on the table by age, source mix, and who is carrying each customer.

Morning call list, deals written yesterday, what is still on the table by age, source mix, and who is carrying each customer.

Morning call list, deals written yesterday, what is still on the table by age, source mix, and who is carrying each customer.

Morning call list, deals written yesterday, what is still on the table by age, source mix, and who is carrying each customer.

Morning call list, deals written yesterday, what is still on the table by age, source mix, and who is carrying each customer.

Morning call list, deals written yesterday, what is still on the table by age, source mix, and who is carrying each customer.

Morning call list, deals written yesterday, what is still on the table by age, source mix, and who is carrying each customer.

Morning call list, deals written yesterday, what is still on the table by age, source mix, and who is carrying each customer.

The full board. Visits, sold linked to each customer, capture rate, be-backs, and the review gap — fed live from Save-A-Deal Logic.

Why Clark Hyundai's board is different

Clark Hyundai reads a live feed. Save-A-Deal Logic knows which customer bought, so that board shows a capture rate, be-backs, and each salesperson's captured and open customers side by side. It updates itself — nothing to upload.
The other nine read the uploads. Visits come from the store's DriveCentric export and deals from its Pipeline: Sold export, both dropped on the group Visit Tracker. Those name the customer, so buyers are crossed off the call list by name.
They still show no capture rate, because the floor does not mark every deal. The deal count is a floor — at least that many — and a customer missing from the sold list is not proof they did not buy, so it is never divided into the visitor count.
A store with nothing uploaded shows an empty board, not a store with no customers. Check its row on the group Visit Tracker before reading a quiet board as a quiet month.

More rooftops join as their uploads land on the group Visit Tracker. How the 8:00 meeting runs →