How to Access the User Stats Report
In the left navigation menu, click Reports, then click User Stats. The report loads with the current month’s data for all agents you have permission to view.Filtering the Report
- Date range: Use the date range picker to set the start and end date for the period you want to analyze. Click Apply to refresh the data.
- Agent filter: Use the agent dropdown to narrow the report to a single team member. This is especially useful when preparing for individual performance reviews.
Metrics per Agent
Each agent row in the User Stats report includes the following metrics:Manager View vs. Agent View
What you see in the User Stats report depends on your role in Dealer Funnel:- Managers and Agency Admins see a full table with a row for every agent at the dealership. You can sort by any column to quickly rank your team by any metric, or filter to a single agent for a focused review.
- Individual Agents see only their own row and their own numbers. Agents cannot view the stats of other team members. This allows agents to self-monitor their activity and set personal goals without exposing team-wide data.
Sorting and Comparing Agents
Click any column header to sort the table by that metric. Sorting by Avg. First Response Time ascending shows you which agents are fastest to reply. Sorting by Appointments Set descending shows your top appointment-setters. Use these sorts to identify both coaching opportunities and agents worth recognizing.Exporting the Data
Click Export CSV in the upper-right corner of the report to download the full agent table for the selected date range. The export includes all columns visible on screen. Use the file to build custom scorecards, include agent data in team meetings, or archive performance snapshots month over month.Use Cases
- Monthly performance reviews: Filter to a single agent and a 30-day window to walk through their stats with them in a one-on-one meeting.
- Setting benchmarks: Run the report across your full team for the last 90 days to establish baseline averages for messages sent, response time, and appointments set.
- Identifying training needs: Agents with high lead counts but low appointment rates may need coaching on messaging strategy or offer presentation.
- Recognizing top performers: Sort by Appointments Set or Leads Marked Sold each month and acknowledge your top producers in team meetings.
- Tracking improvement: Compare an agent’s stats month-over-month after a coaching session to measure whether the training is making a measurable difference.

