Sales Reporting Made Easy With AgentDealer

Sales reporting is critical for success. It allows you to see what’s working and what’s not, so you can make data-driven decisions. 

Unfortunately, many dealers are forced to rely on manual spreadsheets or third-party products. These methods are either time-consuming, lack transparency, or, specifically in the case of third-party products, involve an added business expense.

Fortunately, AgentDealer is built on the Salesforce platform, meaning reports and dashboards are native to our solution. The platform enables you to build and customize your own reports and dashboards using whatever data points you feel are relevant. Plus, anyone with access to our solution can access these reports based on the permissions you give them, no distribution or third-party login required. 

Further, because AgentDealer was built specifically for the imaging channel, it tracks data that other CRMs simply can’t, like equipment and contract metrics, giving you the extra edge you need to close more deals and hit your KPIs. 

Let’s take a closer look:

Ease and Diversity of Metrics

Most CRMs give you the basics: total revenue, gross profit, etc. But AgentDealer can give you so much more than that. 

Our solution allows you to report on every data point within your system without the help of a separate, third-party product. Want to know how much you made from managed services vs. equipment sales? What about customer breakdowns? For example, how many of your customers are imaging vs. managed services? 

AgentDealer allows you to report on all the specific services you offer beyond traditional imaging equipment — such as IT, cybersecurity, VOIP, etc. — and on specific financials like hardware leasing and service, plus labor or MRR for managed services.

Lease Expirations

Dealers often ask us how AgentDealer can help their teams manage lease expirations more effectively. Our answer is simple: 

We can auto-create notifications for reps and managers when an expiration is due, along with activities to keep the reps on track from 6 to 12 or even 18 months out. This information is, of course, visible in list views, reports, and dashboards so reps and managers can see where they are in the process. 

It’s also worth noting that we can track both customer and competitive expirations, and that all of this is customizable.

Real-Time Dashboards and Mobile

As previously mentioned, AgentDealer enables you to create real-time custom dashboards in addition to reports, so reps and managers can stay up-to-date and strategize accordingly. They never have to wonder where they are in hitting their quotas or what products are performing best, and can plan for the days, weeks, and months ahead. 

We also make this information available in our real mobile app, so you can view it whenever, wherever; on the go, in the office, or at home.

AgentDealer Support

At AgentDealer, you’re never alone. If you ever need help building or customizing your reports and dashboards, you can visit your AgentDealer community and chat with a live support professional, or scroll through our library of how-to articles, videos, and webinars. 

And, starting in July, customers can sign up for a reports and dashboards certification course, where you’ll receive detailed instructions on how to build reports and dashboards specific to your dealership, and review some advanced capabilities.

Sales reporting is a tool that should help you, not hinder you. Book a demo today to learn more about how AgentDealer’s native processes can empower you to stay informed and stay ahead.