---
title: Weekly Dealer Activity and Sales Reporting Explained - EasyCare
description: Starting in September 2025, we will send weekly Sales reports from HubSpot to allow leadership to have access to real-time and accurate data on their dashboard at any time.
---

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# Weekly Dealer Activity and Sales Reporting Explained - EasyCare

## Starting in September 2025, we will send weekly Sales reports from HubSpot to allow leadership to have access to real-time and accurate data on their dashboard at any time.

### Weekly Dealer Activity and Sales Reporting Explained

#### Starting in September, we will send weekly Sales reports from HubSpot to allow leadership to have access to real-time and accurate data on their dashboard at any time.

### **Dashboard Delivery Schedule**

You will receive **three dashboards** each week on **Monday, Wednesday, and Friday at 8:00 a.m. Eastern Time**.  
These dashboards provide visibility into key dealer activities, pipeline performance, and inactivity alerts.

---

#### [**1. Dealer Activity Dashboard**](https://app.hubspot.com/reports-dashboard/20692887/view/17493203)

This dashboard provides an overview of all dealer activity from the **beginning of the month to the current date**.

### **Included Reports**

- **Dealer Activity (Pivot Table Format):**  
  Displays all dealer activities categorized by **activity type**, and further broken down by **DVP** and **RD**.
  
    - Each row represents an activity category.
    - The **bottom row** of the report shows the **total activity count** across all teams.

![Recording 2025-10-21 134637](https://knowledgebase.apcoholdings.com/hs-fs/hubfs/Recording%202025-10-21%20134637.gif?width=681&height=389&name=Recording%202025-10-21%20134637.gif)

---

#### **2. [Sales Reporting Dashboard](https://app.hubspot.com/reports-dashboard/20692887/view/17767831)**

This dashboard provides insights into pipeline performance and recent closed-won activity.

### **Included Reports**

1. **Pipeline Reporting (Pivot Table Format):**  
   Similar to the Dealer Activity dashboard, this report is broken down by **DVP** and **RD**. The deals stage and probability also break this down.
2. **Closed-Won Deals (Last 7 Days):**  
   Displays all deals marked as *Closed Won* within the **last seven (7) days**, based on the **Close Date** property.

![Recording 2025-10-21 134756](https://knowledgebase.apcoholdings.com/hs-fs/hubfs/Recording%202025-10-21%20134756.gif?width=688&height=430&name=Recording%202025-10-21%20134756.gif)

---

#### [3. Inactivity Dashboard](https://app.hubspot.com/reports-dashboard/20692887/view/17372422)

This dashboard helps identify deals and companies that may need follow-up due to inactivity.

### **Included Reports**

1. **Deals with No Activity (45+ Days):**  
   Lists all deals that have had **no activity in over 45 days**.
   
     - This includes deals where **no stage movement, comments, or emails** have occurred and **no major properties** have been updated.
     - These deals may require attention or follow-up.
2. **Companies with No Dealer Activity (45+ Days):**  
   Identifies companies that have not recorded any dealer-related activities in more than 45 days.
3. **Deals with Past Close Dates:**  
   Displays all deals where the **Close Date is in the past**.
   
     - Review these deals to determine if the **stage should be updated** or the **Close Date** needs correction.

![Recording 2025-10-21 134836](https://knowledgebase.apcoholdings.com/hs-fs/hubfs/Recording%202025-10-21%20134836.gif?width=688&height=433&name=Recording%202025-10-21%20134836.gif)

---

#### **Accessing the Dashboards**

You can access these dashboards in **two ways**:

1. **From the Dashboard Emails**
   
     - Each dashboard email includes a link at the **bottom of the email**.
     - Click that link to open the dashboard directly in HubSpot.
2. **From Within HubSpot**
   
     - In HubSpot, click on the **“Reporting”** navigation at the top.
     - Select **“Dashboards”** from the dropdown menu.
     - Once you’re in the dashboards view, click on the **dashboard name** at the **top left corner**.
     - A dropdown will appear where you can **search for and select** the desired dashboard.
   
   **Dashboard Names:**
   
     - **GWC Sales Reporting**
     - **GWC Inactivity**
     - **GWC Dealer Activity**

**![Recording 2025-10-21 134916](https://knowledgebase.apcoholdings.com/hs-fs/hubfs/Recording%202025-10-21%20134916.gif?width=608&height=674&name=Recording%202025-10-21%20134916.gif)**

---

#### **Interactive Features**

All dashboards are **fully interactive**:

- Click on the **blue numbers** in the reports to **drill down** into detailed data.
- From the drill-down view, you can **navigate directly to the related HubSpot records** for further review or updates.

![Recording 2025-10-21 135126](https://knowledgebase.apcoholdings.com/hubfs/Recording%202025-10-21%20135126.gif)

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