Revenue trends, pipeline funnels, agent leaderboards, profit margins, vehicle analytics, and AI-powered insights — all built into your DMS.
Sample data from "Summit Auto Group" — Real system includes all 20+ reports with live data
Every metric your dealership needs — zero setup, zero BI tools, zero extra cost
Join dealers who use Desk2Deal analytics to grow revenue, optimize their team, and close more deals.
Key Features & Benefits
- Sales Reports — Revenue trends, deal volume, cash vs financing, monthly growth, and AI forecast
- Pipeline Reports — Sales funnel, pipeline health, deal aging, stalled deal alerts
- Team Reports — Agent leaderboard, comparison radar, win rates, monthly trends
- Customer Reports — Lead sources, top customers by lifetime value, repeat buyer analysis
- Financial Reports — Financing analysis, profit margins, trade-in impact
- Vehicle Reports — Top makes, price distribution, inventory turnover, days on lot
- Location Reports — Multi-location performance, revenue per branch, top locations
- Operations Reports — Signature analytics, sales by day & hour, seasonal patterns
Frequently Asked Questions
What reports are included with Desk2Deal?
Desk2Deal includes 20+ built-in report types across 8 categories: Sales, Pipeline, Team, Customers, Financial, Vehicles, Locations, and Operations — with KPIs, AI insights, and PDF/Excel export on every report.
Can I export reports to PDF or Excel?
Yes. Every report can be exported to professional PDF documents or Excel spreadsheets with one click. PDF exports include your branding, charts, KPIs, and insights.
How does the AI revenue forecast work?
The forecast uses historical sales data and current pipeline to project 6-month forward revenue with confidence intervals (low, projected, high).
Can I filter reports by agent, deal type, or location?
Yes. All reports support filtering by time period (3/6/12/24 months), agent, deal type, and location. There's also a natural-language search bar.
What chart types do the reports use?
13+ interactive types: area, bar, stacked bar, line, multi-line, pie, donut, composed (bar+line), radar, radial bar, funnel, and gauge — all animated with tooltips.
What is the deal velocity report?
Deal velocity measures average days per pipeline stage, total cycle time, and bottleneck identification vs targets — helping optimize your sales process.