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How to read model and team performance

Which models sell best and how each advisor is doing: sales, revenue, reservations, touches and conversion.

Two tables to decide which models to push and which advisor to coach.

1. Model Performance

In the sidebar, under Monitor, click Model Performance (1).

Sidebar with Model Performance highlighted in the Monitor section

Top Selling Models shows, for each model, the period's Sales, the Revenue, the Days it took to sell and the Stock you have left. Velocity compares the month's sales with that stock: Hot (70 or more), Warm (40 to 69) or Cold. Click a header to sort.

Top selling models with sales, revenue, days, stock and velocity

2. Team

Under Team, the Advisor Leaderboard compares your advisors over the period:

  • Sales and Revenue.

  • Open res.: reservations active right now.

  • Touches: customer interactions logged in the period.

  • Conv %: how many of their reservations in the period ended in a sale.

Advisor leaderboard

Frequently asked questions

Can I filter? Yes: at the top choose the period, the branch or advisor, and the brand, then press Apply.

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