Docs

Skip to content

Scoreboard ​

The month's scoreboard. Where Metrics answers what happened, Scoreboard answers one question: are you going to hit the goal, and what do you do tomorrow if you aren't?

It is built to be read standing up, in a ten-minute meeting: every number comes with what it is measured against and whether you are on pace or behind.

It exists to support the leadership team in managing their sales team. It brings together on one board what usually lives scattered across the CRM, the chats, the ad spend and the goals — how many leads come in, at which stage they are lost, which advisor is behind and which product gets asked for but doesn't sell — so the director knows every day where to step in, with their dealership's live data.

It is built for dealerships

The module's vocabulary — dealerships, brands, OEM, show, demo, pre-sale, invoice — comes from the automotive KB System. If your account is in another industry, the funnel steps are yours.

Before every month starts

The board only tells the truth if management does two things when the month begins:

  1. Set the invoice goal in The goal (it defaults to 50). The rest of the funnel is worked backwards from it: pre-sales, shows, appointments, SQL and MQL.
  2. Check how it is split across the sales team, digital and floor advisors, in the quotas. The system divides it evenly among the advisors; adjust it to the month's reality. Anyone without a quota shows up without a goal in The team and their progress can't be measured.

Without those two steps, the pace, the statuses and the recommendations lose precision.

The header ​

What sits at the top, and applies to every tab:

ElementWhat it is
The monthThe period you are looking at. The dropdown brings earlier months so you can compare closings.
TODAYA bar with how far into the month you are: September 1 to 14 · 47% of the month · 12 working days left to play. It is the reference for everything: being at 30% of the goal on the 5th is fine, on the 25th it is not.
LIVEThat what you are seeing keeps updating on its own.
REPORTDownloads the scoreboard to present it or send it.
Your accounts / View one accountSwitches between the consolidated view and a single dealership.

The thermometer and the traffic light ​

The TODAY bar is a thermometer: it measures how much of the month has gone by (October 1 to 5 · 16% of the month · 19 working days left to play). Every number on the board is compared against that pace and carries a status: On pace or Behind.

The conversion from one step to the next is judged separately, against the industry standard, with a traffic light:

ColorWhat it means
GreenThe step meets its conversion target.
YellowIt is just short of it.
RedThat is where the opportunity is.

Both readings come together in the signal of the day, which turns the gap into what needs doing per day: "0 invoices out of 13 on day 5 and 47 leads with no first reply: you need 0.7 invoices a day from today."

The two views ​

View one account is a single dealership's view: what a manager uses for their floor. It carries the full detail — the diagnosis, the sources, the campaigns, the The product tab and the Biky chat.

Your accounts is the consolidated view, for groups and OEMs running several dealerships. It adds up every account you pick and adds filters by country, OEM, group and brand; each filter has a NONE to clear it. The top tells you how many accounts you are looking at (150 accounts · 6 countries · 23 groups · 21 brands).

Not every account is in there

The consolidated view leaves out accounts with no invoice in the last two months, and tells you how many were left out. It is deliberate — a dealership that hasn't sold in months drags everyone's averages down — but it explains why the total doesn't match how many accounts you think you have.

The snapshot of the day ​

The numbers are not recalculated on every click: the module works off a snapshot, and tells you what time it was read (Snapshot of the day, read at 6:42 p.m.). Refresh takes a new one.

That is what lets the board be read as a group without the numbers shifting under you while you talk.

The signal of the day ​

At the bottom, always visible, one line with the only thing that matters today: "14 invoices out of 200 and 12 days left: the pace calls for 15.5 a day. Tomorrow go after the 178 appointments with no show."

It comes from crossing your goal with your progress and with the funnel step losing the most. It is the whole board in one sentence.

The chat ​

In the single-account view, from any tab, you can talk to Biky — the assistant in the bottom-right corner — about that analytics: ask why a step dropped, which dealership is falling behind, what to do about a number. Two uses get the most out of it:

  • Recommendations to hit the month's goal, based on the pace the thermometer sets.
  • A plan per salesperson, built around the funnel stage where their opportunities are getting stuck: a follow-up plan for the advisor with unattended leads, a closing plan for the one with shows but no demos.

That is what takes the board from diagnosis to action: it doesn't just show the problem, it helps define what each person on the team does next.

In the consolidated view it is disabled — you have to pick an account.

What that chat consumes is measured in BIKY Tokens.

In this section ​