Use this pre-formatted document to format raw clicktrails

Use this Excel workbook when you have downloaded raw clicktrails from Looker and need to show them in our standard, color-coded format. Copy the contents of your downloaded CSV file, and paste it into the “Clicktrails” tab. The document also contains a second tab, “Legend,” which explains the color scheme.

Use this pre-formatted document for 3PA Overlap Reports

This document is used to determine the percentage of all buyers who engage with third-party marketplaces, and the extent to which that they are using multiple marketplaces prior to purchase. Keep in mind that this report only speaks to website engagement, and does not take into account any of the other services or products the dealer is purchasing from these vendors.

To create a third-party behavioral overlap report, it is recommended that you include three months of clicktrails. Copy the contents of your clicktrail documents, and paste into the “clarivoy_clicktrails” tab. Switch to the “Summary” tab to present to your dealer. DO NOT send the entire document to the dealer, but instead include a screen shot in your email.

Use this pre-formatted document for 3PA Closing Rates 

This report can be used to compare closing rates of various third-party lead providers. It can be a tool for uncovering lost opportunity. The conversation should include determining whether the leads are handled by the sales team, or by a BDC; what the dealer's expectations are for close rate; overall close rate differences between rooftops; potential training or process improvements; and potentially too many lead sources to be effective.

Use this Looker Report to see Total Leads Over Time

This document can be used to compare leads volume with the KPI Over Time data. Each channel can be chosen individually for comparison. CAUTION: Some CRM leads are collect via Scraper, which can mean these numbers are over-stated. If the dealer is using DealerSocket, DriveCentric or Elead, this report is not reliable at this time.

Use this Looker Report to see Days to Sale and Touchpoints to Sale

This report can easily be segmented by New or Used, and by rooftop or OEM. Use this report when discussing the challenges of moving inventory in a slow market, or the comparing the used to new market. You can also compare the dealership to all dealers with the same OEM.

Use this Looker Report to see Sales Over Time

This is the CS QA report with many metrics removed so that it can be shown to dealers when discussing sales history.