CRM Pipeline Dashboard

Activity and opportunity across the dealership

JM

Lease Maturity

Next 180 days

12%

12

Service Upgrades

In replacement cycle

8%

12

Warranty Expirations

Next 90 days

4%

10

Re-engage (12mo+)

No contact in a year

5%

10

Unsold Follow-up

Awaiting outreach

18%

12

Activity vs Opportunity

Logged outreach and resulting opportunities — last 12 weeks

Conversion Funnel

From contact to delivered sale

Contacted482 (100%)
Appointment214 (44%)
Showed156 (73%)
Sold71 (46%)
Overall close rate14.7%

Pipelines

Each tab is a workable list. Hit the action icons to log outreach.

12 records
Next Best ActionAction
Iris Mahmoud2024 Honda Pilot2026-05-260$5,5002026-04-07K. Nguyen
In Progress
Book trade appraisal
Carla Whitfield2023 Ford Escape2026-06-051$4,2002026-05-07A. Morgan
New
Book trade appraisal
Quentin Brooks2023 Ford Edge2026-06-211$3,7002026-04-04M. Brooks
Snoozed
Book trade appraisal
Daniel Reyes2023 Honda Accord2026-06-282$3,1002026-05-04J. Patel
In Progress
Schedule lease-end review
Priya Shah2024 Toyota RAV42026-07-132$5,8002026-05-01S. Chen
Snoozed
Schedule lease-end review
Marcus Lin2023 Chevy Equinox2026-07-283$2,9002026-04-28R. Diaz
New
Schedule lease-end review
Olivia Bennett2024 Ford F-1502026-08-123$7,6002026-04-25K. Nguyen
In Progress
Schedule lease-end review
Henry Olson2023 Toyota Camry2026-09-014$2,4002026-04-22M. Brooks
Snoozed
Quarterly check-in
Grace Tanaka2024 Honda CR-V2026-09-214$5,2002026-04-19A. Morgan
New
Send equity offer
Theo Park2024 Chevy Trailblazer2026-10-115$1,8002026-04-16J. Patel
In Progress
Quarterly check-in
Naomi Carter2024 Ford Bronco Sport2026-10-215$6,3002026-04-13S. Chen
Snoozed
Send equity offer
Eli Rosen2023 Toyota Highlander2026-11-056$4,4002026-04-10R. Diaz
New
Quarterly check-in

Today's Priority Queue

Top 10 opportunities ranked across all pipelines

  • 01

    Iris Mahmoud

    Lease ends in 12 days

    Lease
  • 02

    Bianca Lopez

    Warranty ends in 5 days

    Warranty
  • 03

    Jeremy Watts

    Inquired 3 days ago — no contact

    Unsold
  • 04

    Riley Foster

    $12.4k equity on 2018 F-150

    Service
  • 05

    Owen Ali

    700 days no contact, $45.8k LTV

    Re-engage
  • 06

    Carla Whitfield

    Lease ends in 22 days

    Lease
  • 07

    Erica Sloan

    Warranty ends in 14 days

    Warranty
  • 08

    Sofia Ramirez

    $11.2k equity, 91k miles

    Service
  • 09

    Anika Suresh

    Showroom visit 5 days ago

    Unsold
  • 10

    Yuki Tanaka

    660 days no contact

    Re-engage