Dealer Control Room

MV

Control Room

TODAY'S PERFORMANCE

Read this first: today’s pace, immediate revenue risk, and the issues that need owner attention now.

Finance, risk, and operations
Deals Closed Today 2 Sold units logged today
Gross Profit Today R78 466 Estimated front-end Gross Profit
Deals Stuck (F&I / Docs) 3 Pending bank approval or documents
Overdue Follow-ups 6 Sales Executive action required

Lost Money Engine

Revenue at risk - take action now

These buyers, finance blockers, and missing follow-ups are the fastest places to recover money already in the pipeline.

3 leads requiring action
Estimated lost profit R122 422

This money can be recovered today.

Average deal value R305 000

Per buyer in lost pipeline.

Ethan Smit

2018 BMW 320d M Sport - 3 days ago

Michael Coetzee

2020 VW Polo 1.0 TSI - 4 days ago

Karabo Molefe

2021 Kia Seltos CRDi EX - 5 days ago

Alert Indicators

Problems that cost money

This is where lost leads, stuck deals, and ageing stock become visible before they damage month-end performance.

3 Leads not contacted Hot or warm buyers slipping away
5 Deals stuck in Deal Flow F&I, negotiation, or missing documents
7 Vehicles ageing over 60 days Floor Stock tying up cash
Auto-follow-up sent Finance reminder triggered Customer notified

Dealer Operating System

Performance, control, and action queue

Total Stock 24 All captured vehicles
Active Leads 20 Buyers still in Deal Flow
Cars Sold This Month 3 Units closed and delivered
Monthly Revenue R879 700 Sold-unit retail value
Workshop Jobs Open 8 Active Job Cards
Vehicles Aged 60+ Days 7 Stock tying up cash

Warnings

Operational alerts that need a decision

1 critical
Overdue follow-ups 3 buyer follow-ups need action before close of business.
Stale stock 7 vehicles have crossed 60 Days in Stock.
Missing vehicle photos 4 listings need photo completion before AutoTrader or Cars.co.za sync.
Incomplete listings 5 stock records need VIN, registration, or retail description checks.

Role Control

Role-aware demo views

Lead Operations System

Source visibility, fair distribution, accountability, and channel flow

Built for owner control

Lead Source Tracking

Know exactly where your leads come from

Website Meta Ads Google Ads WhatsApp Walk-in Referral
Website 7
Meta Ads 5
Google Ads 2
WhatsApp 3
Walk-in 3
Referral 3

You can finally see which channels are producing real opportunities and which ones are wasting budget.

Lead Distribution

Divide leads fairly and keep sales accountable

Round-robin allocation Share new enquiries evenly across the sales floor.
Manual manager assignment Let management place the right lead with the right Sales Executive.
Branch-based assignment Route leads automatically to the correct branch or region.
Vehicle/category-based assignment Send bakkie, SUV, or premium stock leads to the right specialist.
Reassign after no response Escalate unattended leads before opportunities go cold.

This reduces missed leads, removes confusion, and helps prevent unfair lead allocation between staff.

Sales Accountability

Track response time, follow-up, and performance

Sales Executive Leads Response Overdue Conversion Closed
Lerato Mokoena 18 14 min 1 44% 8
Johan Botha 16 19 min 0 38% 6
Ayesha Naidoo 15 27 min 1 33% 5
Sipho Dlamini 13 32 min 0 31% 4
Megan Jacobs 12 24 min 1 25% 3

Owners and managers can clearly see who is working their leads properly and where deals are being lost.

Integration Overview

Bring dealership activity into one control room

Website forms WhatsApp enquiries Social ad leads Google leads Manual captured leads Stock updates Deal progress Customer records

Less admin chaos, more visibility, and faster decision-making.

Operational Snapshot

Today's dealership rhythm

Dealer Principal View
Deliveries Today 3 2 ready, 1 awaiting Lic & Reg
Test Drives Today 5 R1.55m pipeline value
F&I Outstanding 6 Pending bank approval or docs
Vehicles in Recon 7 2 blocking floor stock
Trade-ins Awaiting Appraisal 4 Used Vehicle Manager review
Docs Outstanding 8 Copy of ID, Proof of Residence, bank statements

Retail performance

Monthly unit sales trend

Target: 24 units

Gross Profit

GP by Sales Executive

Operational Flags

Items needing management attention

Natis pending on 2 sold units Delivery Pack cannot be closed until registration documents are captured.
4 floor stock vehicles over 60 Days in Stock Used Vehicle Manager pricing review due before Friday campaign goes live.
3 hot leads need Sales Executive follow-up No outbound call logged in the last 48 hours.
Recon capacity is tight Workshop has 7 active Job Cards and two Roadworthy bookings pending.

Deal Desk

Recent deal movement

Open Deal Files

08:42 - Ayesha Naidoo

submitted WesBank application for Thabo Khumalo

Pending Bank Approval

09:10 - Andre Steyn

updated Roadworthy status on AF-1159

Ready for Delivery

10:05 - Lerato Mokoena

added Delivery Pack note for Nadia Petersen

Copy of ID received

11:20 - Priya Govender

approved trade-in estimate for Zanele Nkosi

Settlement Figure requested

13:35 - Johan Botha

moved Musa Gumede to Negotiation

Trade-in appraisal booked

CustomerVehicleStatusValue
Sibusiso Radebe 2023 Chery Tiggo 4 Pro Sold R319 900
Dewald Pretorius 2023 VW Polo Vivo Trendline Sold R209 900
Nadia Petersen 2023 Toyota Corolla Cross XS Approved R369 900
Thabo Khumalo 2021 Ford Ranger Wildtrak Finance Review R499 900
Busisiwe Cele 2021 Isuzu D-Max X-Rider Negotiation R384 900

Stock Ageing

Floor Stock exposure

Deal Funnel

Conversion checkpoints

Lead to Contact 88%

21 deals at this checkpoint

Contact to Test Drive 57%

12 deals at this checkpoint

Test Drive to F&I 58%

7 deals at this checkpoint

F&I to Delivery 57%

4 deals at this checkpoint

Buyer Follow-ups

Today's calls that protect Gross Profit

Open Deal Flow

Michael Coetzee

2020 VW Polo 1.0 TSI

09:30 Auto-follow-up sent

Ethan Smit

2018 BMW 320d M Sport

10:45 Auto-follow-up sent

Karabo Molefe

2021 Kia Seltos CRDi EX

12:15 Auto-follow-up sent

Willem Kruger

2018 Nissan Navara LE

14:00 Auto-follow-up sent

Anele Mbatha

2020 Hyundai Creta Executive

16:30 Auto-follow-up sent

Inventory Ageing

Cash tied up in Floor Stock

0-30 days 7 units
31-60 days 7 units
61-90 days 6 units
90+ days 1 units

Lead Source Performance

Where buyer demand is coming from

Website 7 leads - 0% won
1 stale
AutoTrader 4 leads - 0% won
2 stale
Facebook 3 leads - 0% won
Clean
Walk-in 3 leads - 33% won
Clean
Referral 3 leads - 33% won
Clean

Top Salespeople

Gross Profit leaders

1. Lerato Mokoena 8 units - 44% conversion
R384 500
2. Johan Botha 6 units - 38% conversion
R312 800
3. Ayesha Naidoo 5 units - 33% conversion
R261 400
4. Sipho Dlamini 4 units - 31% conversion
R194 900