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Automotive · BDC

KPIs and Performance Dashboards

A recurring report tracking how a dealership's business development center handles leads, calls, and appointments against set targets.

What it usually contains

  • Lead volume by source and response times
  • Call, text, and email contact and connect rates
  • Appointments set, confirmed, and shown counts
  • Appointment-to-sale or repair-order close rates
  • Per-agent scorecards versus monthly goals

What the assistant uses it for

Use it to answer how many leads the BDC handled, how quickly they were contacted, and what share became appointments and sales. Also useful for comparing individual agent or team performance against targets over time.

How it is versioned

A document of this type has exactly one current version at a time. Upload a revision and it becomes the version that counts — the one before it is kept and dated, but is no longer what your assistant answers from. Nothing is ever deleted, so you can always show what this document said on a given date.

On one AI system

Everything your company knows.
One version that counts.

You already own the documents. We make them the only thing your AI is allowed to answer from, and we keep them current — so nobody quotes last year’s price by accident again.