Product
Everything it takes to get the most from your people.
The daily performance-management system for the whole store — sales, service, and parts. Reps submit, managers coach, leadership sees the truth, every day, on every rooftop.
01
Daily commitments
Managers set 1–3 daily commitments per rep — calls, appointments, follow-ups. Targets come from role defaults and can be overridden per person. Reps submit their numbers in under 30 seconds at end of shift.
- Role defaults + individual overrides
- Mobile-first submission
- Automatic miss + excused handling
02
AI-assisted coaching
Effective Dealer drafts a specific, numbers-based coaching note for every submitted day. Managers review, edit, and send — they never type the rep's numbers or stare at a blank page.
- Grounded in the rep's real results
- Manager approves before anything sends
- Ownership notes for missed days
03
Manager coverage
A live dashboard shows which reps are being coached, who's been ignored for days, and each manager's exception rate. Finally, you can coach the coaches.
- Per-manager coverage %
- "No feedback in 5+ days" alerts
- Exception-rate monitoring
04
Department & GM dashboards
Roll results up by department and rooftop: submission rates, hit rates, leading activity, trends, and open coaching flags — the picture leadership has been missing.
- Submission & hit rates
- Leading-activity totals
- Coaching flags by trigger
05
Monthly reviews
AI-drafted monthly reviews for managers and a personal month-in-review for each rep — turning a month of daily data into a coaching conversation.
- Manager review drafts
- Employee self-reviews
- Built from real monthly data
06
Security & audit
Access is enforced at the database, not just the UI. Every sent note and exception lands in an append-only audit trail you can rely on for HR and documentation.
- Database-level access control
- Append-only audit log
- Built for multi-rooftop groups