DashboardDemo
Marcus DeLuca
Demo workspace
MD

Good morning, Marcus.

7 quotes came in overnight and 5 decisions are waiting on you.

Needs you

5 OPEN

Cetane is handling

2 RUNNING
  • Dealer follow-up

    RUNNING

    SOURCING AGENT · 4 OF 5 DEALERS · 18 MIN

  • Quote normalization

    DONE

    SOURCING AGENT · 4 RESPONSES · 2 MIN

    Landed cost compared across four dealers

  • Customer proposal

    WAITING

    DESKING AGENT · 3 SCENARIOS · 1H 18M

    Drafted and held for a person to approve before it can go out

  • Insurance request

    REFUSED

    DELIVERY AGENT · SMS · TEMPLATE NOT READY

    No approved copy exists for an insurance request, so nothing was drafted or sent

  • Lease-end sequence

    RUNNING

    LIFECYCLE AGENT · TOUCH 2 OF 4 · 2D

Work Cetane performs under policy. Nothing is sent without a person, and a refusal says why.

Business

Pipeline

LAST 30 DAYS
$842,315.66
+$64,210 (8.3%)12 WON · 3 LOST
$842,300
Today
30 days agoToday
  • LEASE24 DEALS$412,900
  • FINANCE11 DEALS$286,400
  • SELL6 DEALS$98,210
  • TRADE5 DEALS$44,805

Money

MONTH TO DATECommissions

BROKER GROSS

$16,650

3 of 9 deals reconciled

OVERDUE

$4,900

3 receivables past terms

OUTSTANDING RECEIVABLE$10,650
  • Grace Liu$1,85017 DAYS OVERDUE
  • Luis Herrera$1,65011 DAYS OVERDUE
  • George Kim$1,4004 DAYS OVERDUE
  • Derek Alvarez$2,100SOLD JUL 8
  • Nina Kowalski$1,750SOLD JUL 5
  • Priya Nair$1,900SOLD JUN 30

Operations

SYSTEMSettings
  • CONSENT AUTHORITYHEALTHY
  • SMS TRANSPORTNOT CONFIGURED
  • EMAIL TRANSPORTNOT CONFIGURED
  • VEHICLE CATALOGUEHEALTHY