We spend a lot of time exporting DBS and COTI reports to build dashboards to help visualize In Progress deals, Invoiced deals, ect. All of this information is in COTI and changes often so once data is exported, it's out dated. We'd like to have the capability to have these in COTI to visualize the data that is there and it's be constantly reflecting what is happening at any given moment. The dealer would need to be able to customize them based on what they want to see, by user group or even by specific. Maybe they could build their own, or admin could build template dashboard they could choose to utilize. See attached picture for an example of one we utilize to see the equipment sales analsys.
Kelly Kotara
