Exporting the Sales Data on your own

This article explains how to pull Sales data from Momentum CRM.

Setting Up the Report

1. To switch to the appropriate rooftop, click the gear icon in the top right corner.

2. From main screen, click the Custom Reports tab (middle of page)

3. Under  Full Report List  (right side), click New.

4. Under Custom Report Filters (left side) click Sale.

5. Under Deal Date, click the radio button next to “Today” and change “Today” to “Last Month.”

6. Click the  Next >  button in bottom right corner.

7. Fill in the following:

• Report Name = Clarivoy Sales – StoreName (StoreName is the dealership name)
• Employee Groups = Select All
• Employee Group Options = Can view creator's results
  

8. Under Report Filters, choose "Person", then select the following fields:

• First Name
• Last Name
• Company Name
• Home Address: Street
• Home Address: City
• Home Address: State/Province
• Home Address: US Zipcode
• Business Address: Street
• Business Address: City
• Business Address: State/Province
• Business Address: US Zipcode
• Active Email Address
• Work Phone
• Cell Phone
• Home Phone   
  THEN click ► to move them to the right side

9. Under Report Filters, choose "Sale", then select the following fields:

• Deal Date
• Retail or Wholesale
• New or Pre-owned
• Vehicle Year
• Vehicle Make
• Vehicle Model
• VIN Range
• Front End Gross
• Gross Profit
• Sale Amount   
  THEN click ► to move them to the right side.

10. Click the  Finish  button in bottom right corner.

11. Under "Full Report List", find "Clarivoy Sales Report" and click on the report name to bring it up.

12. File-> Export-> External File-> CSV

13. Save the file somewhere you will remember. Name it with your dealership name, the word “Sales” and the months the data is for.   
Example: ABC Autos – Sales – Jan 2024.csv

14. If you have multiple rooftops, repeat all steps above for each additional rooftop/store.

15. Upload all files securely at https://upload.clarivoy.com/sourcereports, checking the box for “Sales”

Moving forward, you will be able to pull the sales easily each month by following the steps below.

Pulling the Report Monthly

1. To switch to the appropriate rooftop, click the gear icon  in the top right corner. 

2. From main screen, Custom Reports tab (middle of page).

  
3. Under "Full Report List", find "Clarivoy Sales Report" and click on the report name to bring it up.

4. File→ Export→ External File→ CSV

5. Save the file somewhere you will remember. Name it with your dealership name, the word “Sales” and the months the data is for.   
Example: ABC Autos – Sales – Jan 2024.csv

6. If you have multiple rooftops, repeat all steps above for each additional rooftop/store.

7. Upload all files securely at https://upload.clarivoy.com/sourcereports, checking the box for “Sales”