GM Weekly · Prepared by The Cooperative Agency · calendar dates on every section

BMW of Jackson · New

New department · how your sales team handled unique sales opportunities · Focus · Rolling 30
This page is for BMW of Jackson · New only · Report as of Aug 21, 2026 · Generated Aug 21, 2026 7:01 AM
New department — opportunities owned by New sales teams (Focus has no New/Used user groups — filtered by vehicle of interest stock type). Storewide website traffic is shown for context and is not department-split. Store collective: BMW of Jackson GM Weekly.
Data coverage — Lead export only covers Jun 23 – Jul 23, 2026. This window is partial (effective Jul 22–23, 2026). Closed-deal (DMS) history may still be complete. Prior window: Lead export only covers Jun 23 – Jul 23, 2026. This window is partial (effective Jun 23 – Jul 21, 2026). Closed-deal (DMS) history may still be complete.
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 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
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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.
MethodShare of workable oppsPlain English
Phone attempt0.0%Someone tried calling
Email attempt0.0%Someone sent an email
Text attempt0.0%Someone sent a text
Multi-channel0.0%Used 2+ methods on the same opp
Customer contact logged0.0%CRM shows an actual customer connect, not only outbound

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.
Date ranges on this page
Rolling 30: Jul 22 – Aug 20, 2026.
Prior 30 days: Jun 22 – Jul 21, 2026.
Organized as a sales funnel: website traffic → inventory health (active lot) → demand shape (VOI / trades) → CRM opportunities (site + 3rd party → internet/phone/walk-in) → handling quality (including how the team tries to reach customers) → salesperson execution. Unique opportunities after de-dupe (VIN/stock within 7 days, or same salesperson + day + vehicle). Internet + phone + walk-in on the same shopper counts as one. Headline contact rate is internet leads only (workable, de-duped, any real attempt). Internet speed uses CRM adjusted response time on internet leads only. Inventory panel uses Focus live-lot units when an inventory export is present. Lead data: Focus. Website traffic (GA4 cache 2026-08-21 · GA4 2026-07-22 → 2026-08-20): 30,206 visits · 26,734 people. Generated Aug 21, 2026 7:01 AM. This page is for BMW of Jackson · New only — no other stores.