In this video, you’re going to learn how to use the Safety Net reporting dashboard to identify lead logging trends at your dealership.

More of a reader? Jump to the section below.


Navigating to the Safety Net reporting dashboard

You can navigate to the Safety Net reporting dashboard by clicking on the Safety Net icon on the left-hand side. The Recovered tab will be your home base as you dig into lead logging trends.

Recovered Reporting

How many qualified prospects were recovered?

Use this visualization of your funnel to understand how many qualified prospects Foureyes recovered during the selected date range.

1) Qualified Prospects - the number of qualified prospects generated on the website during the selected date range

2) % Recovered - the percentage of qualified prospects that were were missing from the CRM and then added by Foureyes.

3) Prospects Added to CRM - the number of qualified prospects that were missing from the CRM and then added by Foureyes.

4) % Closed - the percentage of recovered prospects that bought a car from you.

5) Sold - the number of recovered prospects that bought a car from you.

Pro Tip: Look to % Recovered to understand changes over time. In a higher volume month, the total prospects added to CRM may also be higher without any cause for concern. % Recovered will tell you if the majority of your prospects are getting logged successfully.

Daily breakdown of recovered prospects

To understand when a spike in unlogged prospects may have started or identify changes over time, use this graph to visualize recovered prospects day-by-day.

Each bar shows you the total number of qualified prospects generated that day.

The light purple section shows you how many of those prospects Foureyes found in your CRM, logged successfully.

The dark purple section shows you how many had not been logged in your CRM when Foureyes checked.

Pro tip: A dramatic increase in the proportion of dark purple prospects, or a gradual increase over time, could indicate a process breakdown or system issue. Try adjusting the date range to 60 or 90 days to spot gradual changes.

How did the recovered prospects contact you?

To unpack which prospects were missing from the CRM, check out the breakdown of recovered prospects by lead action type.

It’s common to see a higher volume of recovered calls - busy humans make mistakes! But an uptick in any of these 3 categories could be a trend worth investigating.

A spike in recovered forms or chats could indicate a website problem or an issue with the integration between your website and your CRM. Remember, though, not all recovered forms indicate a system failure.

A spike in recovered calls could indicate a process breakdown or an individual team member logging prospects inconsistently.

Pro tip: If you think you’ve spotted a trend, and you’re looking to diagnose, click on the list icon beside each lead action type. From there, you can view the list of recovered prospects who reached out by phone, form, or chat.

Questions to Ask

As you're reviewing individual recovered prospects to diagnose a trend, here are a few questions to ask:

  • Who handled the recovered calls?

  • When were the recovered calls received?

  • Are most recovered forms a certain type?

Things to Keep in Mind

Not sure if you’re seeing a trend? Here are a couple key things to keep in mind:

Give it time.

Trends can take weeks or months to emerge. Give it time before concluding there is a root issue to be uncovered.

Foureyes has you covered.

No matter what you spot (or don’t spot), you’ve got Foureyes Safety Net to make sure that every sales prospect lands in your CRM safely.

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