DealerAI
Portal Guide

Analytics

Review performance dashboards tracking conversation volume, lead conversion, and AI efficiency.

The Analytics section is a set of dashboards showing how DealerAI is performing for your dealership — how many leads came in, how many conversations the AI handled and answered, how many appointments it booked, and how Reach leads moved through the funnel.

Open it from Analytics in the sidebar. The page is titled Analytics and Leads dashboard.

Overview

Analytics data is drawn from all conversations and interactions across every connected channel.

You can combine several stores into a single report. See How to switch between dealerships for how the multi-select works.

Leads tab

The default tab, covering lead volume and where leads came from.

The Leads tab of the Analytics dashboard

WidgetWhat it shows
LeadsTotal leads in the period. The ⓘ icon notes that a lead may have a phone number, an email, or both
Leads OverviewArea chart of leads per day, with Current Period and Previous Period tabs
Lead ChannelsDonut plus a table of Channel, Total, and Percentage
Lead Contact TypesBreakdown by how the customer wants to be contacted — In Person, Phone, and Email — with counts and percentages

Export Channel Data downloads a CSV containing the dealership, the date range, and the lead count for each channel.

Chat tab

Conversation and appointment activity.

The Chat tab of the Analytics dashboard

Chats

MetricWhat it counts
ConversationsConversation threads in the period
MessagesMessages exchanged
Total Responded ConversationsConversations that received a reply
Not Responded ConversationsConversations that never got one

Not Responded Conversations is clickable. Selecting it expands Not Responded Conversation Details, a table of Name, Dealer ID, Channel, Last Message, and Last Activity, with an Open Chat link on each row that takes you straight to the conversation.

The expanded Not Responded Conversation Details table

Below the numbers, a Channels donut and table break the conversations down by channel.

The Channels donut and table on the Chat tab

Appointments

Started and Completed counts, followed by a Types donut and table showing each appointment type as a total and a percentage.

The Appointments section of the Chat tab

Reach tab

Performance of your DealerAI Reach follow-up.

The Reach tab of the Analytics dashboard

Lead Providers shows a donut and a table of Provider Names, Total, and Percentage.

Under it, three cards trace the funnel:

CardWhat it counts
Inbound ADF LeadsLeads received from your lead providers
ConversingReach conversations currently active
Leads ForwardedLeads Reach sent back out to your team

Inbound ADF Leads and Leads Forwarded are clickable and swap the table shown below them:

TableColumns
Inbound leadsName, Inbound Date, Provider (shows Direct Contact when the lead came in without one), Conversation
Outbound leadsName, Sent Date, Conversation

Both tables offer search, column filters, show/hide columns, full-screen, and a download icon that exports the current rows to CSV. The View Chat link in the Conversation column opens the conversation in Chats.

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