Advanced Dealer Dashboard Reporting

1. REPORT MANAGEMENT

Make Data-Driven Decisions. Track What Matters. Improve What Counts.

CMS Systems offers a powerful suite of reporting and analytics tools that give dealership leaders complete visibility across every department — from lead management and sales activity to service performance, marketing results, and OEM compliance. With real-time dashboards and configurable reports, you can move from guessing to knowing, from reacting to leading.

All your dealership data. One source of truth.

KEY REPORTING CAPABILITIES

REAL-TIME DASHBOARDS
Monitor live performance across departments with visual dashboards that highlight sales pipeline activity, lead conversion, stock availability, technician performance, CSI scores, and more — all updated in real time.

SALES PERFORMANCE REPORTS
Track individual and team sales activity, appointments, test drives, lost sales, quotes issued, and deals delivered. Use data to coach your team, identify gaps, and drive results.

LEAD SOURCE & MARKETING ROI REPORTING
Understand where your leads are coming from and how they’re performing. Track cost-per-lead, response times, and conversions by channel — including websites, portals, social media, and campaigns.

SERVICE & WORKSHOP REPORTS
View workshop loading, job card flow, carry-over jobs, technician efficiency, and service turnaround times. Use insights to optimise scheduling and aftersales operations.

STOCK & INVENTORY REPORTS
Run real-time stock reports by make, model, location, or status. Identify unsold units, demo usage, vehicle movements, and audit history with full traceability.

CRM ENGAGEMENT & COMMUNICATION LOGS
Report on customer contact history, campaign effectiveness, birthday and reminder responses, CSI outcomes, and concern resolution metrics.

COMPLIANCE & AUDIT TRAIL REPORTS
Maintain full visibility into deal file status, document flows, access permissions, and data handling — all aligned with POPIA and your dealership’s internal policies.

OEM & GROUP REPORTING DASHBOARDS
View performance across multiple dealerships or franchises in one place. Review scorecards, forecasting, sales funnel movement, and compliance metrics by dealer, region, or group level.

WHY CHOOSE CMS REPORTS & DASHBOARDS?

• Real-time visibility across all dealership operations
• Fully customisable reports with user-defined filters and export options
• Improve accountability, performance, and compliance
• Designed for Dealer Principals, Sales Managers, OEMs, and Support Teams
• Seamlessly integrated with all CMS modules — LMS, Sales Cloud, CRM, DDF, and Service Centre

Want to unlock the power of your dealership data?

Contact CMS Systems for a live demo of our Reporting & Insights Suite.

2. Reporting, Analytics & Target Management

Real-Time Insights. Measurable Targets. Total Control.
At CMS Systems, we believe great decisions are driven by great data. That’s why our integrated Reports, Analytics, Targets & Management Suite gives Dealer Principals, Sales Managers, OEMs, and Group Executives full visibility into every key performance area — in real time, across every dealership function.
From frontline sales activity to aftersales efficiency, customer engagement, and lead performance — CMS makes your data work for you.

CORE CAPABILITIES

LIVE DASHBOARDS & REAL-TIME REPORTING
Visualise sales, service, CRM, stock, and marketing performance as it happens. Filter by dealership, team, brand, or user — all from one central platform.

TARGET SETTING & PERFORMANCE TRACKING
Set and monitor performance targets for individuals, teams, departments, or branches. Track progress against monthly or quarterly KPIs — with built-in alerts when targets are at risk.

CUSTOM & SCHEDULED REPORTS
Design your own reports or use prebuilt templates tailored for automotive workflows. Schedule reports to be delivered automatically to stakeholders, ensuring visibility and accountability.

LEAD & SOURCE ANALYSIS
Identify which campaigns, platforms, or sources are generating the best leads — and which are underperforming. Drill into response times, lead quality, and sales conversion by source, user, or region.

SERVICE & WORKSHOP ANALYTICS
Track workshop loading, technician productivity, carry-over jobs, CSI outcomes, and customer communication history. Use actionable insights to improve turnaround times and service satisfaction.

STOCK & INVENTORY INTELLIGENCE
Monitor ageing stock, sales velocity by model, group-wide availability, and stock movement across locations. Gain data-driven clarity to make pricing, transfer, and stocking decisions.

CRM ENGAGEMENT & RETENTION METRICS
Analyse contact activity, campaign responses, CSI feedback, and concern resolution rates. Use these insights to strengthen customer retention and long-term loyalty.

OEM & GROUP REPORTING DASHBOARDS
Review performance by dealership, region, or group — including scorecards, forecast tracking, lead aging, and activity stats. Ideal for OEMs, Regional Sales Managers, and Head Office use.

POPIA & AUDIT-COMPLIANT DATA LOGS
All reporting includes traceable user actions and system events — supporting full compliance and internal audit trails.

WHY DEALERSHIPS AND OEMS CHOOSE CMS REPORTING TOOLS:

• Real-time insights across sales, service, CRM, stock & marketing
• Fully configurable dashboards and auto-scheduled reports
• Track team performance, marketing ROI, and CSI scores effortlessly
• Set, track, and optimise targets for continuous improvement
• Fully integrated with CMS Sales Cloud, CRM, LMS, Stock, DDF & Service Centre

Want to take the guesswork out of managing your dealership?

Get in touch to explore the CMS Reports & Analytics Suite in action.

CONTACT US

If you have any questions about this product, you can contact us:

• By email: sales@cmssystems.co.za
• By phone number: 0861 999 609