The monthly review and traffic dashboards are live; some sections are manual slots and ad dashboards are partly connected.
The monthly review builds itself from your live records.
Boat dealer marketing reporting without the monthly scramble. The monthly review pulls leads, channels, calls, rankings, newsletters, funnel and deal data into one deck. Missing data says so.
A deck that builds itself, and admits its gaps.
Boat dealer marketing reporting should come from the same records as the rest of the store. Pick a month and the review fills in: leads by channel, inbound calls, organic performance, rankings, newsletter results, funnel, speed to first contact and customer economics. Where a figure is unavailable, a badge explains why, such as pre-platform or not connected. Any manual slot can be edited and is saved per month.
- Executive summary tiles, what's working and what's slipping
- Lead volume, attribution and leads by channel
- Inbound calls, organic performance, keyword rankings and local map pack coverage
- Newsletter results, funnel and qualified-lead rate
- Speed to first contact, deals created and won, lifetime value and repeat purchase
- Google Analytics traffic and Google and Bing ad spend views
Your month, reviewed
- 01
Choose the month
The latest complete month is the default; the current month shows month to date.
- 02
Read the live sections
Leads, calls, rankings, newsletters and funnel fill in from your data.
- 03
Fill the manual slots
Add notes for sections that are not automated, saved per month.
- 04
Present it
Use the deck in the meeting instead of building slides.
increase in leads arriving with a known source. Organic search turned out to be the #1 lead channel.
What is still manual or missing
Some sections are manual slots
They are labeled 'not live' until you write them, and the deck's structure follows one dealership's own.
No ad return
There is no spend table by source and no return-on-ad-spend. Meta is not connected.
Ad dashboards are partial
Google is live through Analytics. Bing shows a summary only and cost per lead is empty pending attribution.
Not every figure is a global guarantee
The not-tracked treatment applies to the review and show analytics, not everywhere in the product.
What dealers ask about this
For the parts that are live, yes; you fill in the manual sections. The deck used to be compiled by hand.
The figure shows a reason such as 'Not tracked' or 'No YoY, pre-platform' instead of a number.
No. See the limits above.