Analytics & ReportingPurpose
1.2. Deliver regularly scheduled reports to management, streamlining operational oversight and accountability.
1.3. Centralize data from diverse dealership systems to ensure KPIs such as conversion rates, average vehicle turnover, and service revenue are automatically tracked.
1.4. Facilitate standardized reporting for compliance, financial auditing, and manufacturer incentives without manual compilation.
1.5. Enable near real-time adjustment of sales strategies based on actionable analytics.
Trigger Conditions
2.2. Manual initiation by management for ad-hoc reviews.
2.3. Upon new data updates from CRM, DMS, or inventory systems.
2.4. Conditional triggers when specific thresholds are crossed (e.g., inventory below 10 vehicles).
2.5. Event-based triggers such as completion of financial close or end-of-quarter reviews.
Platform Variants
• Function: Scheduled Reports → Use “Report Scheduler” to auto-export KPI reports to email/FTP.
3.2. Microsoft Power BI
• Feature: Data Driven Alerts + “Scheduled Refresh” for dashboards, auto-send KPI PDFs via Power Automate.
3.3. Tableau
• Feature: “Subscriptions” to dashboards, schedule recurring KPI emails using Tableau Server/Online.
3.4. Google Analytics
• API: “Core Reporting API” to extract and email web engagement KPIs on dealership sites.
3.5. HubSpot
• Feature: “Report Automation” to email sales/service performance KPIs automatically.
3.6. Looker (Google Cloud)
• Feature: “Looker Scheduler” for recurring delivery of dealership KPIs to Slack/email.
3.7. SAP Analytics Cloud
• Feature: “Calendar Events” auto-export reports to management as Excel or PDF.
3.8. Zoho Analytics
• Feature: “Scheduled Email Reports” to disseminate sales, inventory, and service KPIs.
3.9. Qlik Sense
• Feature: “NPrinting” for auto-generating and emailing dealership KPI dashboards.
3.10. Oracle Analytics Cloud
• API: “Analytics REST API” to pull KPIs, configure reporting scripts for auto-email or SFTP.
3.11. IBM Cognos Analytics
• Setting: “Report Delivery Scheduler” to automate monthly/weekly KPI report dispatch.
3.12. Domo
• Feature: “Scheduled Report Delivery” for automated KPI insights to stakeholder emails.
3.13. Monday.com
• Feature: “Automations” + “Workdocs” to generate and distribute sales KPI summaries.
3.14. Smartsheet
• Feature: “Automated Workflows” to create and send inventory/sales KPI reports.
3.15. Google Sheets
• Script: “Apps Script Triggers” to auto-calculate and email dealer KPIs.
3.16. Airtable
• Feature: “Automations” for scheduled sending of KPI performance dashboards.
3.17. Slack
• Integration: “Scheduled Messages” API for posting daily KPI summary to dealership channels.
3.18. Microsoft Teams
• Feature: “Power Automate” workflow to push reports into Teams channels.
3.19. Sendgrid
• API: “Mail Send API” with attachments for direct email of customized KPI reports.
3.20. SFTP Server
• Feature: Automated file delivery of KPI batch reports using script or API with secure transfer.
3.21. AWS Lambda
• Function: Scheduled function runs every morning to fetch, aggregate, and dispatch dealership KPIs from multiple sources.
3.22. Asana
• Feature: “Rules” for auto-task creation and report distribution upon KPI thresholds.
Benefits
4.2. Integrates data from multiple dealership tech stacks, enabling holistic performance oversight.
4.3. Increases responsiveness by instantly notifying leaders of critical metric changes or trends.
4.4. Frees staff to focus on customer and sales priorities instead of report-building.
4.5. Supports compliance and audit trails with consistent, automated report archiving and distribution.