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

BMW of Jackson

All departments · how your sales team handled unique sales opportunities · Focus · Rolling 30
This page is for BMW of Jackson only · Report as of Nov 09, 2026 · Generated Nov 09, 2026 10:14 AM
Store collective — all departments. Department deep-dives: New · Used.
Data coverage — Lead export has no rows in this range (export Jun 23 – Jul 23, 2026). Prior window: Lead export has no rows in this range (export Jun 23 – Jul 23, 2026).
Last 30 days at a glance
Last 30 days: 0 retail workable opportunities (0 unique after de-dupe; Bad excluded); contact/response-time fields not in this CRM export — handling speed not graded.
Rolling 30: Oct 10 – Nov 8, 2026 · compared with prior 30 days Sep 10 – Oct 9, 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: Oct 10 – Nov 8, 2026 (vs prior 30 days Sep 10 – Oct 9, 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 · Oct 10 – Nov 8, 2026
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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
Focus retail sold ÷ retail workable · wholesale separate · Oct 10 – Nov 8, 2026
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vs prior 30 days: — · Prior (Sep 10 – Oct 9, 2026): —
Retail sold (Focus): 0 of 0 retail workable · Delivered 0 · On Order 0 · Open (retail): 0
What this means Headline close uses Focus lead export retail sold ÷ retail workable (Motosnap leads email). DMS deals are optional — used only when that file covers this window. Retail close only — acquisition and wholesale/auction solds stay on the Leads tab and out of this grade. On Order is still a retail sold (customer has a car ordered) — counted in close, broken out from Delivered. 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 Nov 09, 2026
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0
Of 0 workable unique opportunities in Oct 10 – Nov 8, 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 · Oct 10 – Nov 8, 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 attempt—Someone tried calling
Email attempt—Someone sent an email
Text attempt—Someone sent a text
Multi-channel—Used 2+ methods on the same opp
Customer contact logged—CRM shows an actual customer connect, not only outbound

Needs attention

Based on unique opportunities in Oct 10 – Nov 8, 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: Oct 10 – Nov 8, 2026.
Prior 30 days: Sep 10 – Oct 9, 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 2026-11-06 · GA4 2026-10-07 → 2026-11-05): 20,260 visits · 18,236 people. Generated Nov 09, 2026 10:14 AM. This page is for BMW of Jackson only — no other stores.