4. Dashboard

This article will highlight aspects of Showroom to aid you in getting the most out of the platform.

We'll discuss:

• Dashboard;
  • The Welcome Banner
  • Leads and Proposals Cards
  • Vehicle Section
  • Statistics Card
  • Applications and User Guides

Dashboard

Dashboard is Showroom's landing page. It provides an overview of activities, such as the number of leads/proposals, and it's also where updates are announced.

The Welcome Banner

Located at the top of Dashboard, the welcome banner states your name and that of your organisation.

It has a ‘Create quote’ button, which allows you to quickly create a quote page. Conveniently, the banner can also house additional buttons, such as the ‘Start Pre-Approval’ and ‘Create Offer’ buttons—however, this will depend on what your organization sets up.

Leads and Proposals Cards

Below the welcome banner, you typically have a couple of cards: Leads and Proposals. These provide summaries of their respective topics.

Leads are draft applications, while proposals are finance applications sent to a lender. Learn more about leads and proposals.

To see your leads, click 'View all Leads' button and click 'View all Proposals' to see proposals.

Depending on your organisation, other cards, such as the Orders card, may also be present.

Vehicles Section

If active, this section shows your vehicle inventory. Conveniently, you can start a quote by clicking on 'New Quote'. Click here to learn more about starting quotes. 

Statistics Card

The Statistics card provides a summary of Finance Applications. It shows information such as the number of successful and unsuccessful lender submissions.

Next up, we have 5. The Navigation Panel.