Sales Pipeline
All Leads
| Name ↕ | Type | Stage | Dealer | Received ↕ | Priority | Score | Action |
|---|
Analytics
Total Leads
—
All time
Test Rides Booked
—
Active pipeline
Closed Won
—
close rate
Uncontacted >4hrs
—
Need attention
Sales Performance
Conversion Funnel
Dealer Close Rate
Lead Volume by Week
Avg Days New → Closed Won
Lead Intelligence
New vs Existing Sidecar Owner
Ride Interest Split
Lead Score Distribution
Newsletter Opt-In Rate
Source Tracking
Leads by Source
Avg Score by Source
Close Rate by Source
Inquiry Type Split
Geographic
Leads by State (Top 10)
Unassigned Leads by ZIP
Preferred Location vs Assigned Dealer Mismatches
Dealer Health
Leads per Dealer
Unassigned Queue Age
Stage Progression per Dealer
Reports
Leads by Dealer
A full breakdown of lead count, auto-assigned count, avg score, and stage distribution for every dealer location.
Leads by Region
Regional summary showing lead distribution across Northeast, Southeast, Midwest, Southwest, West, and International.
Full Lead Roster
Complete list of all leads with name, email, dealer, stage, score, and date. Useful for review and backup.
Email Campaign
Audience
Compose
Available Variables —
{{first_name}} first name ·
{{last_name}} last name ·
{{full_name}} full name ·
{{city}} city ·
Case-insensitive · also works in Subject line
Email Preview
Email preview will appear here...
Templates
Send Log
No sends yet this session.
Dealer Network
Service Centers
Potential Dealers
Dealer Map
Neo Confirmed
Active Dealer
Service Center
Potential Dealer
Signed Prospect
Dealer Coaching
Dealers flagged based on response time, close rate, and pipeline stalls.
Import Lead
Paste Email / Webform
Parsed Result
First Name
Last Name
Email
Phone
City
State
Inquiry Type
Priority
Notes
Assign Dealer
Waiver Leads
| Name | Phone | Waiver Signed | Stage | Source | Created |
|---|
Questions Inbox
International Leads
| Name | Country | City / State | Stage | Score | Submitted |
|---|
Contacts
| Name | Phone | City | State | Dealer | Stage | Score | Waiver | Demoed | Received |
|---|
User Management
| Name | Role | Dealer | Last Sign In | Status |
|---|
My Dashboard
Pipeline Breakdown
Recent Leads
| Name | Type | Stage | Score | Received |
|---|