Reporting
Turning data into actionable insight
Customer retention is driven by more than just instinct, it’s powered by insight. That’s why our Reporting Suite is designed to give dealers a clear, data-led view of retention performance.
Whether you’re looking to understand renewal behaviours, benchmark performance, or refine your strategy, our reporting tools provide the clarity and confidence to act decisively.
What our Reporting Suite offers
Agreement-level insight
Our reports provide a detailed view of how customers transition from one agreement to the next, including:
- New vs previous agreement analysis: Understand how the terms, vehicle type, and finance structure have evolved.
- Timing of renewal: Track when customers renew within their agreement lifecycle, helping you identify optimal contact windows.
Granular performance breakdown
Data can be segmented at both Dealer Group and Individual Site level, allowing you to:
- Benchmark performance across locations
- Identify high-performing teams or sites
- Pinpoint areas for improvement or extra support.
Trend identification
Our reporting tools help you spot emerging patterns in customer behaviour, such as:
- Early renewals linked to specific vehicle types
- Shifts in finance preferences
- Seasonal or regional variations in retention rates.
Supporting Smarter Decisions
The Reporting Suite is more than just a dashboard, it’s a strategic asset. By combining customer statistics with policy data, we enable your teams to:
- Refine campaign timing: Use renewal timing data to align outreach with customer readiness.
- Tailor offers: Understand what customers are choosing and why, so you can present more relevant options.
- Improve training focus: Identify where additional support or coaching may be needed to improve conversion.
Empowering your team
We also give training and support to help your team make the most of the insights available. From interpreting data to applying it in customer conversations, we make sure your team is equipped to turn information into outcomes.
Let’s make your data work harder
Are you partnered with us?
Contact your Account Manager to request a demo.