CBI Portal 

Gavin Fitzgerald, Customer Success Manager I

Today we’ll be diving into the wide world of data analytics! 

(I know you may be tempted to shuffle on to the next article in our Monthly Mile Marker Series, but I promise this will be worth it.)

Work Truck Solutions has revolutionized the commercial vehicle marketplace with industry-leading technology and easy-to-use tools that drive real sales conversions. 

The Commercial Business Intelligence (CBI) Portal is one of the powerful, data-driven features we offer our commercial partners. The on-demand reports provided in the CBI portal empower your commercial department with actionable insights that help you stock smarter; market effectively; and convert leads more efficiently. 

Let’s dive into four key reports to see how they can help enhance your commercial presence and profitability: 

1. Dealer Benchmark 

2. Inventory 

3. Leads 

4. Buyer Engagements 

1. Dealer Benchmark Report: Knowing Where You Stand Against the Competition 

Overview: 

● The Dealer Benchmark Report provides a comparative analysis of a dealership’s performance against similar-sized dealerships in the same geographic region. 

● Key Metrics: 

○ Days-to-Turn: How quickly your inventory is moving

○ Average On-Lot Vehicles per Month: A detailed overview of stocking trends compared to your dealership peers

○ Inventory Comparisons & Aging Inventory Reports: Identifying what’s moving and what’s stagnating

○ Aging Inventory Reporting: Gain insight into the top vocations and metros that are actively searching for your older upfit inventory. 

*This is a great tool for marketing initiatives. Pair this report with 2-Minute Prospecting to launch targeted outreach campaigns and move that aging inventory! 

Real-Life Use Case: 

You notice that your average Days-to-Turn is lagging behind your peers. By analyzing the aging inventory section, you can identify slow-moving body types and adjust your stocking strategy accordingly—ordering more of what’s in demand and running promotions on aging inventory. 

2. Inventory Report: Optimizing What You Stock 

Overview: 

● This report helps dealers understand their current inventory trends by body type, upfit options, and movement rates. 

● Key Metrics: 

○ Inventory Counts by Body Type: Spot gaps or oversaturation in your inventory. 

○ Upfit Invoice & Photo Completion Metrics: Ensure that inventory is fully represented online to attract more leads. 

Real-Life Use Case: 

You notice a high demand for service bodies in your region but realize you have very few in stock. Using the report, you can tactically adjust your next order and prioritize listing photos + detailed descriptions to maximize online visibility. 

3. Leads Report: Understanding Your Customers Interest Overview: 

● The Leads Report tracks calls, web leads, and lead sources to provide insight into where your customers are engaging with specific inventory. 

● Key Metrics: 

○ Lead Volume & Sources: Are your customers coming from Comvoy, OEM locators, or the dealer’s Work Truck Solutions site? 

○ Call & Web Lead Breakdown: Identify peak engagement times and response effectiveness. 

○ Pro-Tip: Compare your monthly Leads report, Body/Photo Completion Report and Buyer Engagement Report to spot trends in customer engagement and commercial site drop-off. *No photos, hidden pricing, and insufficient retail site navigation links may be causing your buyers to lose interest during their research process.

Real-Life Use Case: 

A dealer notices a significant portion of their leads are coming from Comvoy but that call response times are lagging. They adjust their internal sales process to ensure quicker follow-ups and see an immediate increase in closed deals. 

4. Buyer Engagement Report: Tracking Customer Behavior Online Overview: 

● Provides insights into how customers interact with the dealer’s online inventory. 

● Key Metrics: 

○ Website Visits vs. Vehicle Detail Page (VDP) Views: A strong indicator of overall engagement. 

○ Vehicle-Specific Interest: See which vehicles are getting the most attention. 

○ Web Visits by Month and Device Category: Monitor total monthly site visits broken down by the type of device used. 

Real-Life Use Case: 

A dealer sees that they have high website traffic, but low VDP views. They work with their CSM to improve vehicle listings by adding more photos, better descriptions, and adjusting pricing. Engagement improves, and so do sales! 

*Side notes on Photo Completion: 

Increased Engagement: A study by Kelley Blue Book found that switching from a stock photo to a high-quality lot photo resulted in a 675% increase in Vehicle Detail Page (VDP) traffic. 

public.dealerslink.com 

Enhanced Customer Trust: A survey revealed that 95% of consumers believe professional-looking photographs significantly increase a vehicle's perceived value, and 87% are more likely to click on listings with clear, well-lit, well-framed photos. 

autoremarketing.com 

Key Takeaways: Maximizing the data in your CBI Portal! 

- Use reports collectively – Data works best when analyzed together! Monitor trends across all of your data sets to inform educated business decisions.

- Check photo & invoice completion – Ensure your inventory is fully merchandised. You can always email upfit invoices to our phenomenal processing team at 

invoices@worktrucksomutions.com 

- Engage with your CSM – Work together to interpret reports and implement strategies. - Act on insights – Don’t just observe trends—use them to optimize inventory, marketing, and engagement efforts. 

Work with your CSM to leverage their industry insight & the powerful data in your CBI portal to create actionable plans for future growth. 

Let’s turn insights into action!