VinSolutions Report Set Up - INTERNAL ONLY

Log into VinSolutions account 

• Click Insights
• On left hand rail, click My Reports
• On right side of page under blue bar, click the 3 dots 
• Click "Create Report"
• Click the settings icon next to Untitled Analysis to rename the report

Report Name: “Dealership Name - Lead Type”

• Dealership Name - Internet Leads
• Dealership Name - Phone Leads
• Dealership Name - Walk-In Leads

Data 

Select data for analysis - click Select Data drop down 

   Choose Leads -- Select the following data points:

• • BD Agent
  • Customer
  • Inventory Type
  • Last Attempted Contact
  • Last Attempted Email Contact
  • Last Attempted Phone Contact
  • Last Attempted Text Contact Datetime
  • Lead ID
  • Lead Last Modified Date
  • Lead Origination Date
  • Lead Source
  • Lead Source Group
  • Lead Status
  • Lead Status Type
  • Lead Type
  • Make
  • Model
  • Sales Rep
  • Stock Number
  • Trade 1 Make
  • Trade 1 Model
  • Trade 1 Year
  • Trim
  • Vin 
  • Year

Select Data - Add Appointments to Leads

• Remove any data points chosen by default - by clicking the "All" box twice

Select Data - Add Showroom Visits to Appointments 

• Remove any data points chosen by default - by clicking the "All" box twice

Select Data - Add Customers to Leads -- 

• Clear out any defaulted data points chosen and choose the following:
  • Can Be Called
  • Can Be Emailed
  • Can Be Texted

Select Data - Add CRM Sales to Leads

• Remove any data points chosen by default - by clicking the "All" box twice

Select Data - Add Inventory to Leads

• Clear out any defaulted data points chosen and choose the following:
  • Age

Select Data - Add Vehicle Trade-Ins to Leads

• Clear out any defaulted data points chosen and choose the following:
  • ACV
  • Body Style
  • Color
  • Created By
  • Created Date
  • Drive Type
  • Engine
  • Odometer
  • Payoff
  • Trade #
  • Trade Value

Filter

Lead Type: Dependent on which report you are building

• [Lead Type] = Internet
• [Lead Type] = Phone
• [Lead Type] = Walk In

Lead Date Range:

• [Lead Origination Date] Date Range 60 Days Ago - Today

Inventory Type: Dependent on Used or New vehicles

• USED CAR: [Inventory Type] In List - Used, Certified, Unknown 
• NEW CAR: [Inventory Type] In List - New, Unknown 

Scheduler

• Click 3 dots on right side of report 
• Click Schedule
• Make sure the selected dealer is correct
• Fill in the following: 
  • To: Lotmining@gmail.com
  • Subject: depending on what report it is (i.e. Internet, Phone, Walk In) 
    • dealerCode_internet
    • dealerCode_phone
    • dealerCode_walkin
  • Format: Excel (should be defaulted to this)
  • Message: Lotpop
  • Schedule dropdown: Daily
  • Run On: Schedule it to start on the following day
  • Start Time: 1 AM