Setting Up The Sales Report

1. Login to ProMax CRM full website (not the Mobile website).  ProMax CRM can only be accessed from a PC using Internet Explorer.
2. If you have multiple rooftops, switch to the desired rooftop/store by clicking the green right arrow icon in the top center, next to the store name.
    
3. Click on Reports in the gray tabs at the top. 
4. Under Sales & Finance Management, click on Sold Vehicle / Profit Report Builder. 
5. Click on Report Builder. 
6. Click on Create New Report.  This brings up the Sold Vehicle/Profit Report Builder. 
7. On the bottom left side, set Report Name to Clarivoy Sales. 
    
8. Under “Available Columns” select each of the columns listed below.  As you click on each column, it will appear on the “Selected Columns” list. 

• Address (Street Address) 
• Address (City) 
• Address (State) 
• Address (Zip Code) 
• EMail Address 
• Name (Customer First Name) 
• Name (Customer Last Name) 
• Name (Customer Name) 
• Phone (Cell Phone) 
• Phone (Home Phone) 
• Phone (Work Phone) 
• Name (Co-Buyer Name) 
• Phone (Co-Buyer Cell Phone) 
• Phone (Co-Buyer Home Phone) 
• Phone (Co-Buyer Work Phone) 
• Email Address (Co-Buyer Email) 
• Delivered Make 
• Delivered Model 
• Delivered Year 
• New/Used 
• Profit (Back End Profit) 
• Profit (Front End Profit) 
• Profit (Total Profit) 
• Sale Price 
• Type of Deal 
• VIN 
• Dealership 
• Customer ID
• Delivery Date 

9. Click on Save Report. 
10. Click on Run Report. 
11. Next to Dealer, select the store. 
12. Enter the desired dates (right side). 
13. Click Compile Report. 
                
    
14. Click Export (top left side). 
15. Click Ascii File (CSV). 
     
16. Save the file somewhere you will remember. Name it with your dealership name, the word “Sales” and the month(s) the data is for.   
    Example:  ABC Autos – Sales – Jan 2024.csv 
17. If you have multiple rooftops, repeat all steps above for each additional rooftop/store. 
18. 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 Monthly Sales Report

1. If you have multiple rooftops, switch to the desired rooftop/store by clicking the green right arrow icon in the top center, next to the store name.
    
2. Click on Reports in the gray tabs at the top. 
3. Click on PROSPECT ACTIVITY REPORT (under “Salesperson & BDC Management”). 
4. Click on the report name (usually Clarivoy Sales). 
5. Next to Dealer, select the store.
6. Enter the desired dates (right side).
7. Click Compile Report.
   
8. Click Export (top left side).
9. Click Ascii File (CSV). 
    
10. Save the file somewhere you will remember. Name it with your dealership name, the words “Sales” and the month(s) the data is for.   
    Example:  ABC Autos – Sales – Jan 2024.csv 
11. If you have multiple rooftops, repeat all steps above for each additional rooftop/store. 
12. Upload all files securely at https://upload.clarivoy.com/sourcereports checking the box for “Sales”.