The greeting, the reporting period and the four headline figures
The Overview page opens when a team member signs in. The top of the page holds the greeting, the reporting period and the quick actions. The four headline figures follow.
The line above the greeting names the dealership. The greeting reads Good morning, Good afternoon or Good evening, followed by the first name of the team member. The time of day follows the clock of the server. Morning ends at 12:00 and afternoon ends at 18:00.
The names of the periods are Last 7 Days, Last 30 Days, Last 90 Days and Last 12 Months. The default is 30D.
The period applies to the headline figures, to the Cash Flow chart and to the Top Partners widget. The other widgets do not depend on the period.
The control does not appear while the Getting Started checklist is the only content of the page. See Complete the Getting Started checklist.
| Figure | Value | Context line |
|---|---|---|
| Cars In Stock | The number of cars with the status Checked, Bought or In Inventory. | The number of cars added in the period. |
| Deals Won | The number of deals won in the period. | The total sale value of those deals. Without access to deal finances, the line reads Over the last 30 days, with the chosen period in place of 30 days. |
| Open Deals | The number of deals that are still open. | The value of the pipeline. Without access to deal finances, the line states the number of deals opened in the period. |
| Net Cash Flow | Money in minus money out in the period. | The period. |
| Overdue Tasks | The number of open tasks whose due date has passed. | The number of tasks due this week. |
The fourth place shows Net Cash Flow for team members who may read transactions. Other team members see Overdue Tasks in that place.
A small badge on Cars In Stock, Deals Won and Net Cash Flow shows the change against the equal period before. The badge is absent when no earlier figure exists. A negative Net Cash Flow and a positive count of Overdue Tasks appear in a warning color.
Selecting a figure opens the related page.
| Figure | Page |
|---|---|
| Cars In Stock | Inventory |
| Deals Won, Open Deals | Deals |
| Net Cash Flow | Profit & Loss |
| Overdue Tasks | Tasks |