Last 30 days at a glance · New
Last 30 days · New department: 6 retail workable opportunities (7 unique after de-dupe; Bad excluded); retail close 16.7% (1 retail sold); 5 still open in CRM status; internet is 66.7% of retail workable; contact/response-time fields not in this CRM export — handling speed not graded.
Rolling 30: Jul 22 – Aug 20, 2026 · compared with prior 30 days Jun 22 – Jul 21, 2026
Funnel stages are tabs — click through Traffic → Inventory → Demand shape → Leads → Handling → People. Print still shows every stage.
Stage 1 · Top of funnel
Website traffic
People visiting bmwofjackson.com before any CRM lead is created.
Total website traffic picture
Google Analytics · last ~30 days in cache dated 2026-08-21 · align with CRM window Jul 22 – Aug 20, 2026 where possible
What this means
This is the top of the sales funnel: how much store-site demand you are generating.
Traffic alone is not leads — next is what the store has to sell (active inventory), then how demand becomes CRM opportunities
(website forms, 3rd-party portals, then phone and walk-in).
Visits (sessions)
30,206
One visit = one trip to the site
People (users)
26,734
Unique visitors
Page views
59,981
2.0 pages per visit
Engagement rate
39.7%
Visits with meaningful activity
Bounce rate
60.3%
Left after one page — lower is usually better
Mobile share
75.5%
Visits from phones/tablets
Where site traffic came from (top sources)
How to read this
Top source/medium rows from the GA4 cache. These are mix indicators — they are not required to sum to total site sessions above (attribution overlap and cache windows differ).
Website traffic mix only — not the same labels as CRM lead sources. No source total row (avoids a sum that can exceed site sessions).
Stage 1b · Supply
Inventory export incomplete this cycle
Full lot aging is withheld until the export looks like a complete active lot.
Partial inventory export
Focus file bmwj-inventory-latest.csv · as of Jul 23, 2026 3:39 PM · lead window Jul 22 – Aug 20, 2026
What this means
File returned 10 units (New 10 · Used 0 · CPO 0).
Export looks smaller than a full store lot — treat as the units in this file, not necessarily every unit in DMS.
Median age in file: 178 days · no-photo flags: 10.
Re-export full active New/Used/CPO before using inventory as a coaching stage.
Stage 2 · Demand shape
How demand shows up
Vehicles of interest and trades — demand pressure next to traffic and inventory. Attempt methods (phone / email / text) live on Handling.
What cars people asked about
Workable opportunities · Jul 22 – Aug 20, 2026
What this means
Vehicle of interest on the lead when CRM has it. Helps with stocking and coaching — not a sold report.
Top vehicles of interest Jul 22 – Aug 20, 2026
Trade-ins mentioned
Workable opportunities · Jul 22 – Aug 20, 2026
What this means
16.7% of workable opportunities included a trade vehicle.
Higher trade rates often signal more serious shoppers.
Stage 3 · Demand becomes leads
CRM opportunities from website + 3rd parties
Unique sales opportunities (de-duped) created in Focus for Jul 22 – Aug 20, 2026. Website and marketplace demand show up as internet forms, then also as phone and walk-in — including full source detail on this tab.
Lead volume entering the funnel
Unique opportunities · Jul 22 – Aug 20, 2026 · de-duped · retail workable = excl. Bad + excl. KBB ICO acquisition
What this means
CRM sales opportunities after de-dupe. Same shopper is not counted three times as internet + phone + walk-in.
Retail workable drops Bad junk and KBB ICO (acquisition — they want a value on their car, not a retail buy).
Unique after de-dupe
7
From 8 raw CRM rows · 1 repeats collapsed
Retail workable
6
Excl. Bad (1) · excl. acquisition (0)
Retail sold
1
Retail close 16.7% of 6 retail workable
Delivered
1
CRM status Delivered · of retail sold
On Order
0
CRM status On Order · sold, not delivered yet
Wholesale / auction sold
0
DMS outlets · separate from retail close · total sold 1
A) Where digital retail demand is sourced
Funnel read
Owned website + on-site tools (Motive, store forms/chat, Remora) vs 3rd-party portals (Autotrader/KBB, CarGurus, Carfax…) vs OEM/brand digital (BYO, BMW USA, military/event programs). These sources create internet opportunities — and often later phone/walk-in on the same shopper.
Digital families above total 3 workable internet-side rows shown in those buckets; internet CRM channel is 4. Gap is other internet sources (campaigns, uncategorized, etc.) detailed under Source detail.
Response = Focus average adjusted response minutes (excludes responses over 4 hours) (+ % ≤15). Internet is the reliable speed signal.
B) How opportunities show up in the CRM (channel)
Funnel read
Website and 3rd-party activity turns into internet form leads, phone calls, and walk-ins (plus Other CRM types).
Close = retail sold ÷ retail workable on the hero grade; per-row close uses that channel’s workable opps.
Contacted column is blank — Focus export has no attempt/contacted fields this cycle.
Response uses adjusted minutes when present — Phone/Walk-in often log 0 min (* = half or more timed at 0; treat as weak signal).
Source detail
Unique workable opportunities · Jul 22 – Aug 20, 2026 · de-duped · same funnel window · Close = sold ÷ opps · Response = average adjusted minutes (over 4 hours dropped from average) · Contact blank — not in Focus export
What this means
Drill-down on where demand came from — owned website vs Autotrader/KBB vs other portals vs OEM/brand digital, then phone and walk-in. High volume + low close often means a source quality issue. Whether the team worked those leads fast belongs on the Handling tab. Dealer website includes Motive, Remora, store-domain forms/chat, and on-site quote tools. Autotrader/KBB is one 3rd party with many of their own channels.
Response sits next to close so you can see whether slow first touch lines up with weak conversion. * on response = half or more timed values are 0 (common on phone/walk-in — weak signal).
1) Channel mix
2) Internet broken down
Families inside internet · Jul 22 – Aug 20, 2026
Dealer website & on-site
2 · 50.0% of internet · close 0.0% · avg —
ATKBBAutotrader / KBB (one 3rd party · their channels)
1 · 25.0% of internet · close 0.0% · avg —
Campaigns & conquest
1 · 25.0% of internet · close 100.0% · avg —
3) Phone and walk-in detail
Stage 4 · Lead handling quality
How well are we taking care of the leads?
Speed and contact coverage when the CRM export includes them; how the team tries to reach customers (phone / email / text); retail close and open pipeline. Source mix lives on the Leads tab.
Pertinent handling numbers
Date range: Jul 22 – Aug 20, 2026 (vs prior 30 days Jun 22 – Jul 21, 2026)
What this section is
Handling grades for rolling 30 on unique opportunities after de-dupe.
Bad CRM leads are excluded. Contact and speed grades appear only when the CRM export includes attempt fields.
Handling color legend
GoodKPI is in the healthy band for that metric
WatchKPI is middling — keep an eye on it
ProblemKPI is below the store target band
This exportContact/speed badges are off until attempt fields are in the CRM file; close still grades
1) Contact / response speed
Not available in this Focus export · Jul 22 – Aug 20, 2026
—
Not in export
No first-touch timestamps, contacted flag, or adjusted response minutes in the file.
What this means
We will not invent a contact rate or speed grade from status alone.
Ask Focus for first attempt / last attempt / contacted fields (or adjusted response minutes) on the next export to unlock Handling grades that match ABR/BHBMW.
2) Retail close rate
Retail sold ÷ retail workable · wholesale separate · Jul 22 – Aug 20, 2026
Good
16.7%
↓ 14.1 pts vs prior 30 days · Prior (Jun 22 – Jul 21, 2026): 30.8%
Retail sold: 1 of 6 retail workable · Delivered 1 · On Order 0 · Open (retail): 5
What this means
Retail close only — KBB ICO acquisition and wholesale/auction DMS solds are on the Leads tab and excluded from this grade.
On Order is still a retail sold (customer has a car ordered) — counted in close, broken out from Delivered.
Useful for source quality; not the only measure of sales performance (inventory and desking matter too).
Rough store-level bands used here: ≥8% good · 5–8% watch · under 5% problem.
3) Open pipeline
Workable opps still Open in CRM status · as of Aug 21, 2026
—
5
Of 6 workable unique opportunities in Jul 22 – Aug 20, 2026
What this means
Still-open opportunities in the export window. Not the same as “untouched” — open can mean actively worked.
Use the People scoreboard for who owns the volume.
How the team is trying to reach customers
Workable opportunities · Jul 22 – Aug 20, 2026
What this means
Share of opportunities where phone, email, or text attempts were logged. Multi-channel = two or more methods on the same opportunity. This is handling effort mix — not demand shape.
Needs attention
Based on unique opportunities in Jul 22 – Aug 20, 2026
What this means
Handling problems to bring into the next sales meeting — slow or no-attempt work, untouched leads, named coaching flags.
Source mix and close-by-origin live on the Leads tab.
- Focus export has no first-touch / contacted fields — blank contact columns are not 0% contact.
Stage 5 · People + execution
Salesperson effectiveness
Who owns volume and retail close — and where coaching should start.
Sales team scoreboard
Workable unique opportunities · Jul 22 – Aug 20, 2026 · split by Focus team · most sold first
Team viewStoreNewUsedShowing New only — pick Store for both teams
Sales 6 workable opportunities
Scoreboard legend
Green rowOverall close rate 14% or higher
Red rowOverall close rate under 14%
Gray rowFewer than 3 workable leads, or system / unassigned
Sort orderMost units sold at the top inside each team group (New Sales first, then Used)
Avg responseInternet timed leads only · average drops responses over 4 hours (overnight/slow-tail outliers) · % ≤15 still uses all timed
How to read this
New Sales first, then Used Sales on the Store view. Channel columns = opps · sold · close %.
On Order solds show under Total as N on order.
Contact/speed columns hidden until attempt fields are in the export.
Opps — workable unique opportunities assigned to them.
Internet opps — subset that arrived as internet/digital.
Sold — retail CRM sold in window (wholesale under its own group).
Close rate — retail sold ÷ their workable opps.
Note — contact and speed columns are hidden until Focus includes attempt timestamps.