Move from market data to the next opportunity.

Bring fleet context, dealership activity, inventory, and cross-team follow-through into one secure workspace.

Welcome back.

Work

Prospects

Follow-ups

Pipeline

Teams

Insights

Building your opportunity briefing...

🔥 Prospect Categories

AHot - Ready to buy

BWarm - Real interest

CMild - Needs nurturing

DDead Lead - Invalid

GCool - Light touch

Total

🔴 Hot (A)

🟠 Warm (B)

Follow-ups

Sold (S)

30d: 0

Quoted (Q)

30d: 0

Lost (L)

30d: 0

Import & export

Select all visible prospects

Loading prospects...

➕ Add New Prospect

Company Name *

Customer ID

First Name *

Last Name

Title / Position

Phone

Address

City

State

ZIP Code

US DOT #

MC #

# Drivers

Carrier Operation

Safety Rating

Category

Department

Fleet Size (# of trucks)

Business Type

Source

Current Truck Brands

Segmentation

Body Application / Upfit Select one or more commercial applications Primary Application Which of the selected applications is the main one?

Location *

Assign To

Notes

🔔 Follow-up Reminders

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🔧 Parts & Service Pipeline

Fleet accounts managed by your Fixed Ops and Outside Parts team

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🔗 Cross-Team Handoffs

Sales, parts, and service opportunities shared across teams.

Pending

Accepted

Completed

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📦 Dealer Group Inventory

Inventory is isolated by dealer group and location.

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📄 Export Reports

Generate branded PDF reports — filterable by location and rep

📍 Report Scope

Business Unit

Location

Department

Rep

📊

Select filters above to load your report

Category

Location

Rep

Source

💼

Deal Desk

Open a prospect card and click Deal Desk to start or manage a deal.

Building your opportunity briefing...

🔥 Prospect Categories

A Hot - Ready to buy

B Warm - Real interest

C Mild - Needs nurturing

D Dead Lead - Invalid

G Cool - Light touch

Total

Hot (A)

Warm (B)

Follow-ups

Sold (S)

30d: 0

Quoted (Q)

30d: 0

Lost (L)

30d: 0

Import & export

Work

Home

Prospects

Add Prospect

Follow-ups

Territory Intelligence

Pipeline

Opportunities

Teams

Cross-Team

Insights

Analytics

Administration

0 prospect(s) selected

Add New Prospect

Company Name

Customer ID (Dealer Internal Use Only)

First Name *

Last Name *

Phone

Street Address

City

State

ZIP Code

US DOT #

MC #

# Drivers

Carrier Operation

Safety Rating

Current Truck Brands Hold Ctrl/Cmd for multiple

Segmentation Hold Ctrl/Cmd for multiple

Body Application / Upfit Primary Application Which of the selected applications is the main one? Hold Ctrl/Cmd for multiple commercial applications

Category

Source

Fleet Size

Region

District

Dealer

Assign To

Location *

Initial Notes

Looks up verified DOT fleet data — pre-fills blank fields

Follow-up Management

Filter by:

🔩 OPS Prospects

—

Total

—

Hot (A)

—

Warm (B)

—

Fleet

—

Shops

—

Resellers

—

Quoted

—

Sold

—

Lost

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🔗 Cross-Team

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📊 Analytics Dashboard

Report reflects current filters — drill down first, then export.

📍 Filter by Hierarchy

Prospect Type

📅 Date From

📅 Date To

Current View: Loading...

📊 Sales Performance

✅ Sold

Units

💬 Quoted

Sent

❌ Lost

Deals

📈 Win %

Sold/Total

Sold by Model

💰 Deal Profit Analytics

Sold Deals

—

Closed Only

Gross Profit

—

Sell − Net − Inc.

Avg / Truck

—

Per deal

📋 Inbox

—

Tap to review

🏆 Gross Profit by Rep

#	Rep	Deals / Units	Gross	Avg/Deal
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Verified Customer Visits

Optional location confirmation for in-person activities

👥 Prospects

⚡ Activities

📊 Avg / Prospect

🔥 Hot Lead %

Prospect Distribution

Activities by Type

🔶 Hino/Fuso Conquest

Total

🔴 Hot

🟠 Warm

✅ Sold

❌ Lost

📈 Win%

Sales Rep Performance

Rep	Prospects	🔴 Hot	🟠 Warm	Activities	Avg	Follow-ups

Prospect Contact Matrix

Category	Prospects	📞 Calls	💌 Email	🤝 Mtg	📝 Notes	Total Acts	Avg

🎯 Goals & Quota Tracking

Monthly unit and gross profit targets vs actual performance

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🏷️ Dealer Logo for Quote PDFs

Upload your dealership logo to appear on all generated quote PDFs. Recommended: PNG or JPG, max 500KB, landscape orientation.

🗑️ Reset Demo Data

This will DELETE ALL prospects, activities, deals, handoffs, and voice notes. Users, dealers, districts, and regions will be preserved.

🏢 Dealer Addresses

The dealership address auto-fills the route start for every rep at that dealer

Code	Dealer Name	District	Region	Address	Phone	Action
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👥 User Management

Manage system users, roles, and email addresses

Total Users

Active Users

Admins/Managers

Sales Reps

User	Email	Role	Status	Last Login	🎙️ Voice Memo	Actions
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🏢 Dealer Groups

Manage dealer group tenants, their locations, and users

—

Total Groups

—

Active Groups

—

Total Locations

—

Total DG Users

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Commercial pipeline intelligence

Fleet Opportunities

Track each replacement, expansion, conquest, and commercial truck project from discovery through order.

Open Opportunities to load the pipeline.

Market coverage and field execution

Territory Intelligence

See where fleet opportunity is concentrated, identify coverage gaps, and turn the right accounts into an efficient day route.

0Mapped accounts

0High opportunity

0Need attention

View by

📍 Prospects in Area

Tap a prospect to view on map • ➕ adds to route

Legend: 🔴 A - Hot 🟠 B - Warm 🔵 C - Mild 🟡 G - Cool ⚫ D - Dead 🏠 Residential 🔶 Hino/Fuso Conquest 🟠 Fleet Search 🎯 Fleet Target Tap pin to add to route

🗺️ Map Filters

Category

Sales Rep

Prospect Source

⚙️ Admin Tools

📦 Dealer Inventory

Manage your available truck units. Import from Excel or add manually.

Stock #	Year / Model	GVWR	Body Type	Engine	MSRP	Status	Sold By	Website	Photos	Truck Invoice	Body Invoice	Actions
Loading inventory...

📋 Quotes & Deals

All deals at your dealership — any status, any rep

—

Total Units

—

Sold / Accepted

—

Quoted Units

—

Pending Approval

—

Draft

All Deals at Your Dealership

Date	Customer	Vehicle	Rep	Selling Price	Status	PDF	Actions
Loading deals…

💰 Default Deal Fees

These amounts will auto-fill every new deal at your dealership.

Doc Fee

Title Fee

Registration Fee

License Fee

Tire Tax

Other Fees

Other Fees Description

🗂️ Manage Sales Team

Control each rep's Deal Desk access and which tabs they can see

Rep	Status	🗂️ Desk a Deal	🏦 Finance Tab	💰 Pricing Tab	🔄 Trade-In Tab	Prospects	Deals	Actions
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📄 Export Reports

Generate branded PDF reports — filterable by region, district, dealer, or rep

📍 Report Scope

Choose the slice you want, then export a cleaner rep report.

📊

Select filters above to load your report

Deal Desk

New Deal

📦 Select from Inventory

No unit selected — fields can be filled manually or from inventory

Deal Type *

Deal Status

Deal Date

Deal / Stock #

Truck Model *

Model Year

Truck Class

# of Units

Body Type

Body Manufacturer

Cab Type

Axle Config

GVWR

Engine

Transmission

Exterior Color

VIN

Stock #

MSRP (Chassis)

Invoice Price (Chassis)

Selling Price * (Chassis)

Dealer Discount

🔒 Dealer Invoice — Internal Use Only

Only visible to Sales Manager, GM, and above.

List Price

Freight Cost

Promo 1 Desc

LESS: Promo 1

Promo 2 Desc

LESS: Promo 2

Factory Disc %

LESS: Factory Disc

LESS: Price Protect

Sales Allow %

LESS: Sales Allow

Ext Warranty on Inv

CARB Surcharge

Marketing Fee

MISC 1 Description

MISC 1 Amount

MISC 2 Description

MISC 2 Amount

Factory FET Exemptions

FET Exempt 1 Desc

Net Amount

FET Exempt 2 Desc

Net Amount

🚐 Body / Upfit Pricing

Body Type

Body Manufacturer

Body / Upfit Price

Body Invoice / Cost

🏷️ Incentives

OEM Incentive

Dealer Incentive

Fleet Incentive

Other Incentive

Incentive Notes

Quick Price Preview

Chassis: $0

Body/Upfit: +$0

Incentives: -$0

Net Price: $0

Trade-In Year

Trade-In Make

Trade-In Model

Trade-In VIN

Trade-In Mileage

ACV (Actual Cash Value)

Trade Allowance

Trade Payoff

📍 Customer Location & Tax Estimate

ZIP Code

City

State

Doc Fee

Title Fee

Registration Fee

License Fee

Tire Tax

Sales Tax Rate (%)

Sales Tax Amount

Other Fees

Other Fees Description

Tire Credit

Deal Quantity

🏭 Factory / Warranty Add-ons

Factory Ext. Warranty

Addt. Ext. Warranty

LIST MISC - FET Exempt Desc

Amount

Factory MISC 1 Desc

Amount

Factory MISC 2 Desc

Amount

Total Fees & Taxes: $0

📋 Trade Details

Trade Description

Hard Trade Value

Lien Holder

Date Good Thru

Finance Type

Lender / Bank

Down Payment

Amount Financed

Term (Months)

Interest Rate (APR %)

Monthly Payment

Residual Value (Lease)

Estimated Monthly Payment

—

Complete the other tabs and click Recalculate to see your deal summary.

Deal Notes (Customer-Facing)

Internal Notes

➕ Add New Prospect

🔔 Follow-up Reminders

🔧 Parts & Service Pipeline

🔗 Cross-Team Handoffs

📦 Dealer Group Inventory

📄 Export Reports

🔥 Prospect Categories

📅 Your Follow-Up Reminders

Add New Prospect

⚠️ Potential Duplicate Detected

Follow-up Management

🔗 Cross-Team

📊 Analytics Dashboard

📍 Filter by Hierarchy

🎯 Goals & Quota Tracking

🏷️ Dealer Logo for Quote PDFs

🗑️ Reset Demo Data

👥 User Management

🏢 Dealer Groups

Fleet Opportunities

Weighted revenue by expected close

Pipeline by stage

Territory Intelligence

📦 Dealer Inventory

📋 Quotes & Deals

💰 Default Deal Fees

🗂️ Manage Sales Team

📄 Export Reports

Transfer & Update Rep

Quote History

Move from market data to the next opportunity.

Welcome back.

➕ Add New Prospect

🔔 Follow-up Reminders

🔧 Parts & Service Pipeline

🔗 Cross-Team Handoffs

📦 Dealer Group Inventory

📄 Export Reports

🔥 Prospect Categories

📅 Your Follow-Up Reminders

Add New Prospect

⚠️ Potential Duplicate Detected

Follow-up Management

🔗 Cross-Team

📊 Analytics Dashboard

📍 Filter by Hierarchy

🎯 Goals & Quota Tracking

🏷️ Dealer Logo for Quote PDFs

🗑️ Reset Demo Data

👥 User Management

🏢 Dealer Groups

Weighted revenue by expected close

Pipeline by stage

📦 Dealer Inventory

📋 Quotes & Deals

💰 Default Deal Fees

🗂️ Manage Sales Team

📄 Export Reports

Edit Prospect

👥 Additional Contacts

Add Contact

Add Activity

Activity History

Assign Selected Prospects

Change Category for Selected Prospects

Transfer & Update Rep

Quote History

Add New User

🔑 Reset Password

🏢 New Dealer Group

📍 Add Location

👤 Add Dealer Group User