What you’ll learn
This guide explains the types of reports available in OneLead and how to interpret them to improve your sales performance.
What Are Reports?
Reports in OneLead help you track performance, identify trends, and make informed, data-driven decisions.
Reports show you:
- How many customers you’ve contacted
- Activity levels (calls, messages, visits)
- Team performance
Accessing Reports
📱 Mobile App (iOS & Android)
Step 1: Open the OneLead app
Step 2: Tap the Analytics icon in the top right
Step 3: Browse available reports
Some reports may only be available on desktop due to screen size limitations.
💻 Web/Desktop App
Step 1: Click Dashboard in the sidebar
Step 2: View all available reports
The full reporting suite is accessible here.
Types of Reports You’ll Be Able to Make
Personal Performance Reports
Track your individual performance and daily activity.
What’s included:
- Customers Added — New leads you’ve captured
- Activities Logged — Calls, messages, notes, visits
- Appointments Set — Test drives and meetings
- Conversions — Leads that became sales
- Response Time — How quickly you follow up
- Win Rate — % of leads converted
- Sales Leaderboard (your position within the team)
Who can see: You and your manager
Team Performance Reports
Overview of how your dealership team is performing.
What’s included:
- Leaderboards
- Team activity totals
- Average conversion rates
- Response times
- Pipeline distribution
Best for:
- Identifying coaching opportunities
- Recognising top performers
- Balancing workload
- Setting realistic goals
Pipeline Reports
Shows where customers sit in your sales journey.
What’s included:
- Customers by stage (New, Contacted, Qualified, etc.)
- Deal value by stage
- Average time in each stage
- Bottlenecks and drop-off points
Helps you see:
- Where customers get “stuck”
- Stages that need more attention
- How healthy your pipeline is
Activity Reports
Track your day-to-day work.
What’s included:
- Calls (inbound and outbound)
- Messages sent
- Emails sent
- Appointments booked
- Check-ins completed
- Notes added
Source Reports
See where your strongest leads come from.
Lead sources tracked:
- Walk-in
- Website form
- Social media
- Referral
- Phone
- Events
- Third-party lead providers
Why it matters:
Helps you invest time and budget in the right places.
Time-Based Reports
Great for spotting patterns and forecasting.
Views available:
- Daily
- Weekly
- Monthly
- Quarterly
- Year-over-year
Best for:
- Identifying slow vs. peak seasons
- Measuring growth
- Planning staff and stock
Report Components Explained
Charts and Visuals
- Bar charts: Compare categories (e.g., leads by source)
- Line charts: Show trends over time
- Pie charts: Visualise proportions (e.g., pipeline by stage)
Understanding Your Numbers
What’s a “Good” Conversion Rate?
Typical automotive benchmarks:
- Lead → Appointment: 20–30%
- Appointment → Test Drive: 60–80%
- Test Drive → Sale: 40–60%
- Overall Lead → Sale: 8–15%
Your results will vary depending on:
- Lead quality
- Vehicle type
- Local market
- Follow-up processes
Pro Tip: Focus more on improving your own numbers month-over-month than comparing yourself to others.
What’s a “Good” Response Time?
Best practice guidelines:
- First contact: within 5 minutes
- After a visit: within 24 hours
- Enquiry reply: within 1 hour
Why it matters:
Leads contacted within 5 minutes are 21x more likely to convert.
What’s a “Good” Activity Level?
Suggested daily targets:
- Calls: 30–50
- Conversations: 15–20
- Messages: 20–30 personalised
- Appointments: 2–5
Quality matters more than quantity.
Filtering Reports
Filtering works the same way as filtering customer lists.
Report Permissions
Who can see what depends on your role.
Salesperson
- ✅ Own performance
- ✅ Own activities
- ❌ Team detail
- ❌ Dealership revenue
Manager
Everything salespeople see, plus:
- Team-wide performance
- Individual comparisons
- Revenue insights
Administrator
Everything managers see, plus:
- Cross-dealership trends
- System-wide reporting
- Audit activity
Important: If you’re missing a report you believe you should have, speak with your manager or admin.
Using Reports to Improve
Weekly Review Routine
Every Monday:
- Review last week’s numbers
- Compare to the previous week
- Identify one improvement focus
- Set achievable targets
Monthly Deep Dive
Once a month:
- Review conversion rates
- Analyse lead sources
- Identify bottlenecks
- Compare to team averages
- Discuss insights with your manager
Report Best Practices
Do:
- Review reports weekly
- Track improvement over time
- Use data to guide behaviour
- Celebrate progress
- Ask questions if unsure
Don’t:
- Ignore poor performance
- Rely on activity volume alone
- Compare yourself only to others
- Get discouraged by one slow week
Common Report Questions
“Why are my numbers different to what I expected?”
Check:
- Date range
- Active filters
- Logged activities
- Cached data
- Whether you’re viewing team totals
“My report looks blank.”
Check:
- Have you logged any activities?
- Are filters too strict?
- Do you have access permissions?
- Is your date range correct?
“What should I focus on improving?”
Start with:
- Response time
- Follow-up consistency
- Logging all activities
Then focus on:
- Stage conversion
- Customer experience
- Deal quality