The tabs
Five tabs to read and one to configure. This page covers the reading ones; the configuration one is The goal, and the consumption meter is BIKY Tokens.
The scoreboard
The front page: the numbers that matter today, one per step of the sale.
Each number brings three things alongside it, and the three are the point:
- Against last month, on the same day — not against the closed month, which halfway through says nothing.
- Against the goal, set in The goal.
- A status: On pace or Behind, depending on whether you are moving at the rate the rest of the month demands.
Below each one is the conversion from the previous step, the minimum it should be, and how far short you are: SQL / MQL 42.7% · minimum should be 80% · 1,256 interested short. That is the diagnosis: not in the number that dropped, but in the jump that doesn't convert.
It also shows where the leads come from — facebookad, instagramad, organic, web — with their share, and how many came in with no channel identified.
The dealerships, one by one
A table with each dealership's full funnel: in, replied, SQL, appointment, show, demo, pre-sale and invoice, each with its number and its conversion. It filters by brand and by status — ahead, close, behind.
The first row is the group: the sum of all of them. Comparing a dealership against that row says more than comparing it against the goal.
And below, a map of where each dealership is. The ones with no declared location are listed separately, because they cannot be placed.
The opportunity
The same funnel, but seen as a single staircase and against the industry standard.
For each step: how many there are, what share advanced from the previous step, how it compares to the same day last month, and how many you should have if you converted at the standard. That last number is the one that stings: Interested (SQL) · 1,436 · the standard calls for 2,414.
Where to look first
Not the step with the lowest number: the step with the biggest gap against the standard. A step converting at 18% where the standard calls for 70% is eating everything that comes in above it, and fixing it is worth more than bringing in more leads.
In the single-account view this tab also carries that dealership's diagnosis, sources and campaigns.
The team
Two different things, worth not confusing.
The team of the selected accounts is the advisors and how their month is going.
Who was on the board is something else: who opened the Scoreboard, when they came in, when they left and how long they stayed. With the detail of how it is measured, which matters:
It is measured with the module open and in view: a tab in the background does not count as activity, and a pause of more than 15 minutes closes the session.
It filters by 7, 30 or 90 days, and sums up how many people came in, how many are in right now, how many entries were logged and the total time.
What it is for
A board nobody opens changes no decisions. This table answers whether the tool actually entered the team's routine or whether one person opens it.
The product
What sells and what gets asked about, which are almost never the same.
It comes from the real CRM cards — from the interest field, with no personal data — and from the month's chats.
- What sells: each model with its units and its amount.
- What people ask about: each model with how many enquiries it got and how many sold, next to the exact words the customer used.
- At the top, the headline crossing the two lists: "people ask about X, but Y sells more". That is conversational demand going unconverted, or an opening for cross-promotion.
- The demand radar: the words people use to ask, mined from their own messages. It is the raw material for SEO and ads — the customer's language, not the catalog's.
- Nicknames and uses · the customer's voice: the agent reads the month's chats and pulls out the nicknames, the uses and the concepts people ask with (down payment, financing, promotions). Triggered with Read the customer's voice.
The case to look for
A model with many enquiries and few sales is not a bad model: it is a model that is badly explained, badly priced, or has nobody attending it. And a model that sells without anyone asking about it is selling itself — there is ad spend to spare there.
The action
The tab that turns all of the above into decisions. It only exists per account.
How much to spend on ads
A recommended budget for the rest of the month, worked backwards: how many sales are missing × how many leads each sale takes × your real cost per lead this month. Each part comes from your own data — the goal from The goal, the conversions from The opportunity and the cost per lead from your campaigns.
And alongside, the comparison that makes the argument: what each sale costs you in ads today against what it would cost with the funnel at the standard. When a step is broken the difference runs to several times over, and the text says it plainly: the first lever is the funnel, not the budget. Buying more leads is pointless if they fall at the same place.
The recommended actions
A list of concrete things to do, each with the same shape:
| Part | What it carries |
|---|---|
| Signal | The figure that triggered it, with its source: 178 appointments booked with no show this month. |
| Action | What to do, as an executable instruction: which audience to build, which ad to pause, which budget to raise. |
| Impact | What to expect if you do it, in numbers. |
Each comes tagged by type — launch now, stop the leak — and rated by impact and by how easy it is to do, plus the estimated cost. The "stop the leak" ones tend to pay best: pausing an ad buying leads fifty times dearer than your best one is a single click.
Generate more ideas asks for another batch.