Indonesia CRM Dashboard

Customer Journey & Commercial Performance

Configuration required

CRM Overview

Executive view of customer acquisition and sales performance.

Daily Performance Trends

Total Leads
0
By lead Created Time
Completed Test Drive
0
By Test Drive Complete Time
Orders (SPK)
0
Unique Order Code by Order Create Time
Retail Sales
0
Sold VIN count by Customer Delivery Time

Sales Funnel

Customer progression and official commercial activity volume.

Customer Journey (based on lead creation date)

Official Sales Funnel (activity volume)

Lead Management

Lead quality, follow-up compliance, and customer-level action list.

Lead Probability

Follow-Up Compliance

Lead Details Sensitive information is masked

CRM Analysis

Action-oriented insights for follow-up, aging, lead quality, targets, and data quality.

Lead Aging

Lost / At-Risk Follow-Up Results

Target vs Achievement Targets are saved in this browser and apply to the selected filters/date period

Action List & Data Quality

Metric governance: Retail Sales follows the manual Excel reference: count of nonblank VIN records with Vehicle Status = Sold, grouped by Customer Delivery Time. Official funnel percentages compare activity volumes and are not customer-level conversion unless a shared customer ID is available across sheets.

Dealer Performance

Rank dealers by the selected CRM or sales metric.

Dealer Performance — Leads

Sales Consultant Performance

Compare activity ownership and results by sales consultant.

Sales Consultant Performance — Leads

Monthly Comparison

Identify improvements and declines between any two months.

Monthly Performance Comparison

Compare two months across the four official funnel metrics. Date Period does not limit this comparison.

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