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Reporting

See the whole dealership, then act where it matters.

34 KPIs in five categories, each with a target and a red, amber or green status, on a dashboard you arrange. Drill into a site when a number looks wrong.

The Spectra overview dashboard with sales, gross profit and enquiry figures, a sales pipeline funnel and recent deals won.

What it does

Targets that tell you when to look.

Each KPI carries a target with red, amber and green thresholds. View month to date, year to date or a custom period, arrange the tiles, and drill into a site.

  • 34 KPIs in five categories
  • Red, amber and green targets
  • MTD, YTD or custom periods
  • Per-user layout
  • Per-site drill-down
Configuring the dashboard: KPIs grouped into sales performance, stock health and leads, with a targets and thresholds tab.

A stock report with four ways to look.

The stock report offers table, board, timeline and ageing views, and exports to Excel for the meeting that still runs on a spreadsheet.

  • Table, board, timeline and ageing views
  • Excel export
  • Filters by vehicle type and delivery date

Analytics where the work happens.

The workshop reports technician efficiency and utilisation, health-check analytics attribute revenue to the inspection that found the work, and CRM reports email engagement. KPIs pull the headline into one place.

  • Workshop efficiency and utilisation
  • Health-check revenue attribution
  • Email deliverability, engagement and send-time

Export your data when you need it.

Export contacts, deals and complaints as CSV, and the stock report, stock book and training register to Excel. The NCC assessment pack gathers complaints, provenance and towing evidence.

  • CSV exports of contacts, deals and complaints
  • Excel stock report, stock book and training register
  • Data Hub table export from Professional
The NCC assessment pack gathering complaints, handover overrides, provenance, registration and towing evidence.

AI in Reporting answers questions about your numbers.

The assistant's tools include analytics across CRM, sales, stock, workshop and finance, so you can ask for a number in your own words. It works within your role's permissions.

  • It answers from live data it looks up through its tools.
  • Your role decides which tools it can use.

Built on Spectra core. Customers, vehicles and the books are shared by every module, and Spectra AI works across them.

See the platform

Connected modules. They work from the same customer, vehicle and money records as this one.

Works with. The systems this module connects to.

  • Google Analytics 4

    Measure storefront and website traffic.

    Connect your account

  • Google Search Console

    Connect your storefront's search data.

    Connect your accountFrom Professional

Questions and answers

How many KPIs are there?

34, in five categories, each with targets and red, amber and green thresholds.

Can each person arrange their own dashboard?

Yes. The layout is per user and drag-and-drop.

Can I see one site on its own?

Yes. Most KPIs drill down to a single site; a few, such as new subscribers and open warranty claims, are counted for the whole business.

Can I get the stock report into Excel?

Yes. The stock report has table, board, timeline and ageing views and exports to Excel.

What is the NCC assessment pack?

A report that pulls together complaints, handover overrides, provenance, registration and towing evidence. It supports NCC Code of Practice requirements and is not an NCC certificate.

Does the assistant answer questions about my numbers?

Yes, using the tools your role allows, from live data.

Start Monday knowing which numbers need you.

Book a demo and we will set targets on the KPIs you care about and drill into a site with you.

Spectra. The DMS for leisure dealers.