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Round Robin Reports

How to navigate the Activity tab for Round Robin users and the Round Robin dealership reports.

Monitoring Round Robin Activity and Reports

If your dealership is a Round Robin user, there are several ways to monitor activity and access reports:

Activity Tab Overview

Activity Dashboard:

  • Clickable Numbers: Quick access to Up Sheets.

  • Round Robin Events: View who has received Up Sheets, which users have been removed from Round Robin, and more.

  • Edit Eligibility: Direct link to backend settings to add or remove users from Round Robin.

  • View Report: Link to the E-lead Distribution Report, providing detailed insights on users, leads, and Round Robin performance.

    actvity dashboard

Dashboard Definitions:

  • Initial Distribution Count: The number of leads assigned through Round Robin.

  • Manual Distribution Count: The number of leads assigned manually.

  • Up Sheets: The number of Up Sheets currently assigned to the user, including those reassigned after a Round Robin assignment.

  • Fresh: The newest leads in AutoRaptor that have not yet been responded to.


All Round Robin Events:

  • Scroll to the bottom and filter by Round Robin events to see a daily summary of all events.

    • Here is where a Dealership can see what users have logged their hours (if they are on Round Robin), if users have been added or taken away for eligibility to receive leads, as well the name of leads and who they are assigned to.

round robin assignment

 

Editing Eligibility

edit round robin

  • This feature provides a quick way to access backend settings to add or remove a user from receiving Round Robin leads. Note: you must be an Admin to remove or add users from eligibility.

  • If a user is checked, they will receive leads via Round Robin.

  • Important: For users not on Round Robin 24/7, they must log their hours to be eligible to receive leads. Learn how to log your Round Robin hours here.

  • As an Admin, you can also view eligible users by clicking the people icon in the top right corner and see when they were also last active and if they have logged their hours.

    view round robin report

Viewing the E-lead Distribution Report

e leads distribution report

  • The "View Report" link on the Round Robin Dashboard leads to the E-Lead Distribution Report, where you can access more detailed information on user activity, lead distribution, and Round Robin performance.

    e leads distribution