Run your shop day to day
The dashboard, chats, test drives, leads, reviews and reports, and what each number and chart means.
Finding your way around
- On a computer, the left menu has: Dashboard, Inventory, Vehicles, Reports, Chat, Notifications, Reviews, Leads, Test drives, Storefront, Help and Settings.
- On a phone, the bottom bar has Dashboard, Vehicles, a red + to add a vehicle, Chat and Profile. Test drives, Reports, Reviews and Leads sit in a bar under the top of the dashboard, with a count when something is new.
- The bell and Notifications show new messages, leads, test drives and reviews. You can switch on push notifications on your phone.
The dashboard
- Key figures (computer): expected gross profit, stock cost and expected selling value, plus counts of vehicles by stage.
- Where your vehicles are: a ring chart of your stock by stage.
- Money tied up in unsold stock: bars for stock cost, selling value and gross profit, with the amounts written next to them.
- Stock ageing: how many vehicles have been with you 0 to 30, 31 to 60, 61 to 90 and over 90 days. Old stock is harder to sell; tap a bucket to see those vehicles.
- Attention required: vehicles listed publicly before they are marked ready, ready vehicles not yet published, stock older than 90 days, and vehicles missing a purchase price (you can fix those right there).
- Recent vehicles: your newest five, with asking price against cost.
Chat
Chat has one conversation per buyer, with every vehicle they asked about in the same thread. Reply with text or voice notes. Unread messages show a count on the menu.
Test drives
Test drives lists requests. A new one is Requested. You can Confirm it (pick a date and time that is still ahead; the buyer is notified), mark it Completed or No-show, or Cancel it.
Leads
Leads are enquiries and test-drive requests from visitors without an account, sent from your shop website (<shop>.wheewise.com) or from your own website built with the Site API. Each shows name, phone, email, the vehicle, any message and, for test drives, the time they would like. There is no chat for leads: call or email them. Opening the page marks them read.
Reviews
Reviews shows what buyers said, with a rating summary and how many reviews are unanswered. Reply publicly under a review, or send the reviewer a private message. Replies are limited per hour to prevent spam.
Reports
Reports is computed only from your own records: vehicles sold, revenue and realised profit from actual sale prices, current stock cost and expected profit, and stock ageing. Nothing is estimated or invented. They are private and never shown to buyers.
