One set of numbers for the whole store, live.
Live report pages for revenue, the lead funnel by channel, inventory aging and customer lifetime value, with the source on every lead.
Yesterday, on one screen.
Boat dealer reporting and marketing attribution share one set of records. Insights has live report pages today. They cover revenue, the lead funnel by channel, inventory aging and customer lifetime value. More pages are planned, with no dates.
- Lead funnel by channel
- Inventory aging
- Revenue and lifetime value
- Pipeline and stuck deals
The number on a card equals the rows behind it.
A dashboard figure and the records it is built from agree. Brokerage revenue is booked as commission only, so a brokered boat is never counted twice. Won deals lock, and every change has a name on it.
Every lead labeled two ways.
How they heard about you, and how they reached out. That is what lets the funnel be split by channel.
Ask the business a question in plain English.
Type a question and get an answer from live data. The AI can read your data and never change it. Every AI instruction is a setting you can read and edit, and AI spend is capped per feature. A second Ask mode, behind its own password, can read uploaded files.
Stuck deals, pipeline health, forecast against goal.
One view of every open deal, where it stalled and how the month is tracking, next to lead volume and response speed by source.
Every feature in Reporting
- Insights dashboards Live reports for revenue, lead funnel, customer value, inventory age and visitors, plus a command center. Live
- Ask Ask a business question in plain English and get an answer from live data. The AI can only read. Live
- AI assistants AI drafts, a help assistant, prompts you can edit per dealership, and spend caps per user and per feature. Live
From a working dealership.
increase in leads arriving with a known source. Organic search turned out to be the #1 lead channel.
of leads matched to what they browsed before reaching out.
Insights report pages work today. The other planned pages are not built yet.
What reporting does not do.
No export or scheduled email yet
Reports are read in the app. Exporting them and emailing them on a schedule are not built.
Live pages, not planned ones
The report pages still to come are not built. We count only the ones that work.
No cost per lead or ad return
Reports show where leads came from. They do not show cost per lead or return on ad spend.
The monthly review is partly manual
Some parts of the monthly review still need a person.
Ask reads, never writes
It answers from live data and cannot change a record.
Questions you'd ask.
Insights has live report pages today, covering revenue, the lead funnel by channel, inventory aging and customer lifetime value. More are planned, with no dates.
You type a question in plain English and get an answer from live data. The AI can read your data and never change it. Every AI instruction is a setting you can read and edit, and AI spend is capped per feature.
Not yet. Reports are read in the app. Export and scheduled email are not built.
It shows which channel each lead came from. It does not show cost per lead or return on ad spend, and it makes no promise about either.
Every lead is labeled with how they heard about you and how they reached out.
Who uses it
Coming from another system?
The other parts
- Lead management One list of leads, the source on every one, and each call and text on the file.
- Inventory Type the boat once. One record drives your website, feeds and CRM.
- Website A dealer-owned site fed by your inventory, with a source on every lead.
- Calls and texts Every call, text and voicemail on the customer file, with the transcript.
- Integrations What it runs on, what it can add, and what is not built.