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Book more jobs from every call and get more customers
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Reporting & Insights

See what is happening across every store.

Move from dealer-group performance to the source, outcome, team, owner, campaign, or rooftop behind it.

Book a Demo Explore the workflow
Available nowGroup, location, campaign, and customer detail
Representative product viewSample workspace
R
NJ
Reporting / Group overview

Performance

All rooftopsAll sourcesAll ownersLive
Conversations12,480+12.8%
Qualified2,184+18.4%
Appointments1,026+9.7%
Needs attention84−6.2%
Appointments bookedAcross all active sources
9.7%
Jul 24Aug 8Aug 22
AttentionNorthside is gaining momentum.

Appointments are up 14.2%, led by reactivation campaigns.

View location
Location performanceCompare the same outcomes across rooftops
View all
LocationConversationsQualifiedAppointmentsTrend
1Northside3,84221.4%328+14.2%
2Lakeside3,12618.8%247+8.1%
3Downtown2,97416.2%231+3.4%
Group → rooftopOne operating viewOutcome-linkedTrace every resultReady to actOpen the underlying work
How it works

From a group-wide signal to the work behind it.

RevDesk reports from the same activity and outcomes created by conversations, coworkers, and Desk.

01

See the signal

Start with the outcomes that matter across the whole group.

1,026 appointments+9.7% this period
02

Trace the cause

Drill through location, source, campaign, owner, and channel.

Reactivation42% of the lift
03

Act on the work

Open the customer, activity, or opportunity behind the number.

84 need attentionAssigned with context
Customer evidenceVerified RevDesk campaign data.
Commercial lending

Bluegrass Lending Group

An outbound AI coworker handled the first conversation, qualified the borrower, and booked the next step for a person.

Read the customer story
$44per qualified leadSix-week campaign · 12,000 conversations
Built for operators

Every number keeps its context.

Compare performance without flattening the work. RevDesk keeps the same definitions from the group view down to the customer record.

01

Start at the group level

See shared activity and outcomes across the organization before drilling into one location.

  • Organization view
  • Location filters
  • Rooftop drill-down
All rooftops
Northside84
Lakeside71
Downtown62
02

Find the source of the result

Cut the work by source, campaign, owner, outcome, and supported channel.

  • Source
  • Campaign
  • Owner and outcome
Filter stack
Source ReactivationRooftop NorthsideOutcome Appointment
03

Keep execution connected

Reporting links back to the activity, customer, and opportunity that produced the result.

  • Activity detail
  • Customer record
  • Next step
Underlying activity
Appointment bookedToday · 10:30 AM
Northside rooftopOwner · Jordan M.
Clear scope

Operational reporting, not financial accounting

RevDesk reporting covers supported platform activity and outcomes. It is not audited accounting or DMS financial reporting.

Supported platform activity and outcomes
One source of truth

One view. Different decisions.

Everyone works from the same activity and outcome definitions, with the view their role needs.

01Managers

See what needs attention today.

02Dealer groups

Compare locations with the same operating definitions.

03Revenue teams

Connect outreach to actual next steps.

Continue the workflow
AutomotiveCRM & DeskCoaching & Enablement
Bring your questions

See what your team could know—and do next.

Walk through the reporting workflow with your locations, sources, and operating model in mind.

Book a Demo
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