May 11th, 2021 Release

General Notice:

This update release is scheduled to occur on the morning of May 11th, 2021.

Looker

Two New Dashboards:

1. Sales Funnel by Salesperson - Based on the existing Sales Funnel dashboard, we have created a new dashboard with similar content but have added Salesperson data into the grids and provide the user the ability to filter this new dashboard by individual (or groups of) salespeople. Additionally, this new dashboard will allow users that have access to it to drill-in to customer detail. Access to this dashboard is limited to manager level and above roles.

2. Salesperson Comparison - A new dashboard that allows users to view comparisons of salespeople activity across locations, stores, regions based on filters applied. The dashboard shows Total Applications and Approvals, Gross and Net Units Sold, CoBuyer %, Trade %, Average Cash Down and Sold Tier Mix.

NOTE = Filters Update: You will notice a change to how the Filters appear on these two new dashboards compared to our other existing dashboards. Looker has updated the Filters section and will sunset the “old” appearance in the coming months; therefore, we are introducing this new Filters’ look and feel with these new dashboards and will be transitioning all our existing dashboards to this new Filter structure soon. There are no major changes to the Filter functionality as this is more of an appearance and performance update on the Looker side.

Retirement of Additional Legacy Reports - Low Balance YOY and Customer Referral YOY

The following two legacy SSRS reports, Low Balance YOY Report and Customer Referral YOY Report, will be retired as of June 1, 2021 and will no longer be sent via email. The information found in both reports is available in the Lead Contact Source YOY dashboard in Looker utilizing the Contact Source filter.

If you have any questions about these new dashboards, access to the dashboards, etc. please reach out to your FC or Company Store Regional Manager. Please feel free to submit feedback and issues via the Service Desk Portal for Looker.

CRM

UI clean up: Disable "save" buttons after 1 click to prevent rage clicking. Repeated clicking of buttons was causing errors and performance issues.