Automotive Insights features five core dashboards designed to provide actionable intelligence within the dealer’s and the original equipment manufacturer’s workflow.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, and Unlimited Editions with the Agentforce for Automotive Cloud Add-on License |
Vehicle Portfolio Insights
The Vehicle Portfolio Insights dashboard provides a workspace for tracking your overall vehicle portfolio and getting a 360 view of warranty terms, recalled vehicles, work orders, and other important metrics for your business. Review the insights for the following aspects.
- Vehicle Count
- Market Value
- Residual Value
- Mileage
- Milestone
- Warranties
Key Metrics
| Metric | Description |
| Vehicle Portfolio | Shows the vehicle count, market value, and residual value of vehicles based on the condition type. Shows the mileage based on the last odometer reading as well as the milestones and warranties available. |
| Vehicles by Warranty Expiry | Shows the number of vehicles by the remaining warranty terms in days along with the warranty expiry. |
| Recalled Vehicles | Shows the count of recalled vehicles for each product. |
| Work Orders Overdue and Due | Shows the number of vehicles with submitted work orders and whether they’re due in a few days, or are overdue by a number of days. |
| Vehicles Overview | Shows the vehicle information such as product model and make names, asset milestone types, odometer readings, open recalls, and other important values. |
Dealer Performance
The Dealer Performance dashboard provides a workspace for tracking your company’s performance based on important metrics and trend projections for dealerships. Review the insights for the following aspects.
- Sales
- Region-wise Trends
- Leads
- Inventory
Key Metrics
| Metric | Description |
| Top Products Sold | Groups products by attributes such as Product Family, Make, or Model, and shows the total revenue and quantity in sales for each top product sold. |
| Sales Trend | Shows the monthly or quarterly trends of total sales revenue and vehicle count based on the order timeline. |
| Sales by Location | Shows the sales in quantity and revenue for each region. |
| Performance by Dealer | Shows the sales in quantity and revenue for each account. |
| Dealer Revenue per Employee | Shows the revenue amounts for each account. |
| Top-Selling Vehicles | Groups products by attributes such as Product Family, Make, or Model, and shows the total price amounts for each top vehicle sold. |
| Opportunity Stages | Shows the value of opportunities in quantity and revenue across different derived stages, such as Prospecting, Qualification, and Closed. |
| Lead to Opportunity by Month | Calculates and shows the lead to opportunity conversion percentage based on monthly data. |
| Leads Won | Calculates and shows the number of leads won and the source for each lead based on monthly data. |
| Opportunities Won by Month | Calculates and shows the percentage of opportunities won based on monthly data. |
| Opportunity Details | Shows opportunity information such as opportunity name, stage, type, lead source, and total price amount. |
| Total Inventory | Groups products by attributes such as Product Family, Make, or Model, and shows the inventory count for all inventory. |
| Aging Inventory | Groups products by attributes such as Product Family, Make, or Model, and shows the inventory count for aging inventory that have a manufactured date of more than 60 days before the current date. |
| Aging Inventory Details | Shows inventory information such as serial number, model name, body type, inventory age, and total inventory value. |
Dealer Performance - RDR
The Dealer Performance - RDR dashboard provides a workspace for tracking your company’s performance by measuring the metrics on retail delivery reports (RDRs) by dealers for vehicles. Review the insights for the following aspects.
- Sales
- Region-wise Trends
- Leads
- Inventory
Key Metrics
| Metric | Description |
| Top Products Sold | Groups products by attributes such as Product Family, Make, or Model, and shows the total revenue and quantity in sales for each top product sold. |
| Sales Trend | Shows the monthly or quarterly trends of total sales revenue and vehicle count based on the order timeline. |
| Sales by Location | Shows the sales in quantity and revenue for each region. |
| Performance by Dealer | Shows the sales in quantity and revenue for each account. |
| Dealer Revenue per Employee | Shows the revenue amounts for each account. |
| Top-Selling Vehicles | Groups products by attributes such as Product Family, Make, or Model, and shows the total price amounts for each top vehicle sold. |
| Opportunity Stages | Shows the value of opportunities in quantity and revenue across different derived stages, such as Prospecting, Qualification, and Closed. |
| Lead to Opportunity by Month | Calculates and shows the lead to opportunity conversion percentage based on monthly data. |
| Leads Won | Calculates and shows the number of leads won and the source for each lead based on monthly data. |
| Opportunities Won by Month | Calculates and shows the percentage of opportunities won based on monthly data. |
| Opportunity Details | Shows opportunity information such as opportunity name, stage, type, lead source, and total price amount. |
| Total Inventory | Groups products by attributes such as Product Family, Make, or Model, and shows the inventory count for all inventory. |
| Aging Inventory | Groups products by attributes such as Product Family, Make, or Model, and shows the inventory count for aging inventory that have a manufactured date of more than 60 days before the current date. |
| Aging Inventory Details | Shows inventory information such as serial number, model name, body type, inventory age, and total inventory value. |
Original Equipment Manufacturer Performance
The Original Equipment Manufacturer Performance dashboard provides a workspace for tracking your company’s performance based on top metrics and trend projections for original equipment manufacturers. Review the insights for the following aspects.
- Sales
- Inventory
Key Metrics
| Metric | Description |
| Sales by Location | Shows the sales in quantity and revenue for each region. |
| Sales Trend | Shows the monthly or quarterly trends of total sales revenue and vehicle count based on the order timeline. |
| Performance by Account | Shows the sales in quantity and revenue for each account. |
| Top Products Sold | Groups products by attributes such as Product Family, Make, or Model, and shows the total revenue and quantity in sales for each top product sold. |
| Total Inventory | Groups products by attributes such as Product Family, Make, or Model, and shows the inventory count for all inventory. |
| Aging Inventory | Groups products by attributes such as Product Family, Make, or Model, and shows the inventory count for aging inventory. |
| Aging Inventory Details | Shows inventory information such as serial number, model name, body type, inventory age, and total inventory value. |
Leads Intelligence
The Leads Intelligence dashboard provides a workspace for tracking your company’s lead conversion rates and getting projections to identify high-value leads. Leverage these analytics to monitor outcomes and direct your attention toward the most promising leads, optimizing your conversion rates. Review the insights for the following aspects.
- Lead Attention
- Top Leads
- Total Leads
Key Metrics
| Metric | Description |
| Products by Lead Count and Value | Shows the number and value of leads for different products as well as the percentage of converted leads. |
| Leads by Preferred Seller | Shows the number and value of leads captured by different accounts as well as the percentage of converted leads. |
| Lead Details | Shows lead information such as the lead name, owner, source, value, company, status, and product. |