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Overview

The Analytics Module is a unified hub for all data analysis, reporting, and staffing tools. Access everything from a single location with seamless navigation between dashboards.

Accessing the Analytics Module

The Analytics Module is available to administrators and owners from the sidebar.
1

Open Analytics

Click Analytics in the sidebar navigation to open the unified module
2

Choose Your Dashboard

Use the tab navigation at the top to switch between:
  • Query Builder (default)
  • Import
  • Reports
3

Select Date Range

Use the date picker to set your analysis window (shared across tabs)
4

Explore Your Data

Each dashboard provides specialized tools for different analysis needs
The Analytics Module uses URL state persistence - your date range, dataset selections, and filters are saved in the URL, making dashboards shareable via link.

URL Structure

The Analytics module is accessible at /auctions/[auctionId]/analytics/ with the following sub-routes:
RouteDashboard
/analytics/query-builderAI-powered Query Builder
/analytics/importData Import (CSV to native tables or custom objects)
/analytics/reportsReports (Staffing, Backlog, Engagement, Saved Queries)
/analytics/reports/staffingStaffing Model Dashboard
/analytics/reports/backlogBacklog Dashboard
/analytics/reports/engagementEngagement Dashboard
Legacy URL Support: If you have bookmarked old URLs like /staffing-model or /reports, they automatically redirect to the new unified Analytics module location.

Query Builder

The Query Builder is the heart of the Analytics module - ask questions in plain English and get instant visualizations powered by AI.

How It Works

1

Select Your Data Source

Choose from three categories of data sources:
  • Standard Tables: Native tables like Check-In Records, CR Inspections, and Vehicle Journey
  • Custom Objects: Your auction-specific objects (Dealerships, Fleets, etc.) created in Custom Objects
  • Imported Datasets: CSV datasets with metadata templates applied
2

Join with Other Objects (Optional)

After selecting a primary data source, optionally join with related objects via the Join with other objects section. Available joins are determined by the Data Model associations.
3

Ask Your Question

Type a natural language question like “Show me arrivals by hour for the last 3 weeks”
4

Review Results

The AI generates SQL, executes it, and displays results with an appropriate visualization
5

Customize & Save

Adjust the chart type, modify the query, or save as a report

Example Queries

Query: “What are the peak check-in hours over the last 3 weeks?”Result: Bar chart showing average arrivals by hour with peak hours highlighted
Query: “Compare lease vs consignment arrivals by day of week”Result: Grouped bar chart with sale type breakdown
Query: “Show total car count by location for the last 30 days”Result: Bar chart comparing location volumes
Query: “What’s the trend of submissions this month vs last month?”Result: Line chart with comparison and percentage change
Query: “What are the top 5 defect categories this quarter?”Result: Pie chart of defect distribution
Query: “Show defect trends by week for the last 3 months”Result: Line chart with weekly defect counts
Query: “What’s the average time from check-in to CR completion?”Result: Summary statistic with trend line (requires Vehicle Journey or joined tables)
Query: “Show CR completion rate by sale type”Result: Bar chart comparing Lease vs Consignment CR rates
Query: “Show me total dealerships by region”Result: Bar chart of dealership counts grouped by region field
Query: “List vendors with contract value over 50000”Result: Data table with matching vendor records

Cross-Object Joins

When your Data Model has associations between objects, you can query across multiple objects in a single question.
1

Select Primary Object

Choose your main data source (e.g., Check-In Records)
2

Expand Join Section

Click Join with other objects below the table selector
3

Select Secondary Objects

Check the objects you want to join (up to 4). Available objects are determined by your Data Model associations.
4

Choose Join Type

Toggle between LEFT JOIN (default, includes all primary records) and INNER JOIN (only matching records)
5

Query Across Objects

The column reference panel shows fields from all joined objects, grouped by object name. Ask questions that reference fields from any joined object.
Cross-object joins use the association graph from the Data Model. Only objects with a direct association to your primary object appear as join options.

Data Source Selector

The data source selector provides consistent dataset selection across the Query Builder and report editor.
CategoryDescription
Standard TablesNative tables (Check-In Records, CR Inspections, Vehicle Journey) with typed columns
Custom ObjectsAuction-specific objects defined in Custom Objects. Shown with a distinct icon and record count
Imported DatasetsCSV datasets with template-based type identification
1

Click Dataset Selector

Click the “Data Source” dropdown in the Query Builder
2

Browse Categories

Categories are grouped into Linked Datasets and Datasets
3

View Dataset Info

Each dataset shows row count, date range, and applied template (if any)
4

Select Dataset

Click to select the dataset you want to query
Linked Datasets combine multiple datasets using configurable join columns (VIN, stock number, etc.), enabling powerful cross-dataset queries like “time from check-in to CR completion.”

Data Source Icons

IconSource TypeDescription
TableStandard TableNative tables with typed columns
BoxesCustom ObjectAuction-specific custom objects
🚗 CarCheck-In DetailCheck-in/arrival data (template)
📋 ClipboardInspector Detail (CR)Condition report data (template)
📊 ChartOther DatasetGeneral imported datasets

Ask AI Button Integration

The Ask AI button appears throughout the Analytics module when you’re viewing data:
LocationWhat Happens When Clicked
Staffing DashboardOpens Query Builder with the current dataset pre-selected and date range
Datasets TabOpens Query Builder with selected dataset pre-loaded
Saved Queries TabOpens Query Builder to create a new query
This provides seamless context-aware navigation - your current filters and selections carry over to the Query Builder.

Analytics Dashboard

The Analytics Dashboard provides pre-built visualizations for common operational metrics.

Dashboard Sections

SectionPurpose
Quick StatsKey metrics at a glance (top of page)
Occupancy TrendsLot count submissions over time
Submission Type BreakdownDistribution by vehicle category
Location ComparisonSide-by-side location performance
User ActivityTeam member submission frequency
Defect TrendsQuality inspection patterns
KPI Impact SummaryA3 rock impact visualization

Dashboard Sections

SectionPurpose
Quick StatsKey metrics at a glance (top of page)
Occupancy TrendsLot count submissions over time
Submission Type BreakdownDistribution by vehicle category
Location ComparisonSide-by-side location performance
User ActivityTeam member submission frequency
Defect TrendsQuality inspection patterns
KPI Impact SummaryA3 rock impact visualization

Quick Stats Cards

Quick stats provide immediate visibility into your most important metrics. These cards appear at the top of the Analytics page.

Understanding Quick Stats

StatWhat It ShowsCalculation
Total SubmissionsLot count submissions in selected periodSum of all submissions
Total Cars CountedVehicles tracked across all submissionsSum of car counts from all entries
Active LocationsLocations with submissions in periodCount of unique locations
Active UsersTeam members who submitted dataCount of unique submitters
Inspections CompletedQuality inspections performedCount of inspections
Open RocksUnresolved A3 rock reportsCount of open/in-progress reports
Each quick stat card includes a trend indicator:
IndicatorMeaning
↑ GreenValue increased compared to previous period
↓ RedValue decreased compared to previous period
— GrayNo significant change
The comparison period matches your selected time range. If you select “Last 7 days,” the trend compares to the 7 days before that.

Clicking Quick Stats

Quick stat cards are interactive:
  • Click any card to navigate to the detailed view for that metric
  • Total Submissions → Opens Submissions page with date filter applied
  • Inspections Completed → Opens Inspections page
  • Open Rocks → Opens Rocks page filtered to open status

Time Period Selection

Control the date range for all analytics visualizations using the time period selector.

Using the Date Picker

1

Click Date Range

Click the date range button in the top-right corner of the Analytics page
2

Select Preset or Custom

Choose a preset range or select custom dates
3

Apply Selection

Click Apply to update all charts with the new date range

Preset Time Ranges

PresetDate Range
TodayCurrent day only
YesterdayPrevious day only
Last 7 DaysPast week including today
Last 30 DaysPast month including today
This MonthCurrent calendar month
Last MonthPrevious calendar month
This QuarterCurrent fiscal quarter
This YearCurrent calendar year
Custom RangeManually select start and end dates

Custom Date Range

For specific analysis periods:
  1. Click Custom Range in the date picker
  2. Select the start date from the calendar
  3. Select the end date from the calendar
  4. Click Apply to update the dashboard
Custom date ranges can span up to 365 days. For longer historical analysis, use the Reports module.

Filtering Capabilities

Narrow your analytics view to focus on specific locations, submission types, or team members.

Filter Options

FilterOptionsUse Case
LocationAll locations or specific locationsAnalyze individual lot performance
Submission TypeAll types or specific categoriesFocus on particular vehicle categories
UserAll users or specific team membersReview individual performance

Applying Filters

1

Click Filter Button

Click the Filter button (funnel icon) near the date picker
2

Select Filter Type

Choose which dimension to filter: Location, Type, or User
3

Choose Values

Select one or more values to include
4

Apply Filters

Click Apply to update all charts
Filters apply to all charts on the page simultaneously. Active filters are shown as badges near the filter button.

Clearing Filters

To reset to the default view:
  1. Click the Filter button
  2. Click Clear All to remove all active filters
  3. Or click the X on individual filter badges

Charts and Visualizations

The Occupancy Trends chart shows how lot counts change over time, helping you identify patterns in vehicle volume.

Reading the Line Chart

ElementDescription
X-AxisTime periods (days, weeks, or months depending on range)
Y-AxisTotal car count across all submission entries
LineShows the trend of total vehicles over time
Data PointsHover to see exact values for each period

Time Period Comparisons

The chart automatically adjusts granularity based on your selected range:
Selected RangeChart Granularity
1-7 daysHourly data points
8-30 daysDaily data points
31-90 daysWeekly data points
91+ daysMonthly data points
Indication: Consistently increasing car counts over timePossible causes:
  • Increased inventory intake
  • Seasonal auction volume increase
  • New location or expanded capacity
Action: Ensure adequate staffing and lot capacity
Indication: Consistently decreasing car counts over timePossible causes:
  • Successful sales clearing inventory
  • Reduced intake
  • Seasonal slowdown
Action: Review if trend is expected or needs investigation
Indication: Regular peaks and valleys on consistent intervalsPossible causes:
  • Weekly auction schedule (peaks before sales, valleys after)
  • Seasonal patterns (quarterly, monthly)
Action: Use patterns for staffing and capacity planning
Indication: Sudden increase or decrease outside normal rangePossible causes:
  • Large vehicle shipment arrival
  • Major auction event
  • Data entry error (investigate)
Action: Verify data accuracy, document cause if known

Submission Type Breakdown

Understand the distribution of vehicle categories across your submissions.

Pie Chart Interpretation

The pie chart shows the percentage distribution of vehicles by submission type:
ElementMeaning
Slice SizeProportion of total car count for that type
Percentage LabelExact percentage of total
LegendColor key for each submission type
HoverShows exact count and percentage
Click on a pie slice to filter the page to that submission type and see detailed data.

Stacked Bar Charts

Stacked bar charts show type distribution over time:
  • Each bar represents a time period (day, week, or month)
  • Colored segments represent different submission types
  • Bar height indicates total volume for that period
  • Segment height shows volume per type

Type Distribution Analysis

Use this chart to answer questions like:
QuestionHow to Analyze
”What’s our most common vehicle status?”Find the largest pie slice or tallest segment
”Has our mix of types changed over time?”Compare segment proportions in the stacked bar chart
”Which types are growing or declining?”Track segment sizes across time periods
”Are certain types concentrated at specific times?”Look for patterns in when segments appear

Location Comparison

Compare performance metrics across your locations to identify high performers and areas needing attention.

Comparison Metrics

MetricDescription
Total SubmissionsNumber of lot count submissions per location
Total CarsTotal vehicles counted at each location
Average Submission SizeAverage car count per submission
Submission FrequencyHow often submissions are made

Identifying Outliers

Outliers may indicate issues requiring investigation or simply reflect legitimate differences in location size and volume.
PatternPossible Meaning
Location far below averageLower volume, potential staffing issue, or data entry gap
Location far above averageHigher volume, busier lot, or multiple submitters
Sudden change from historicalNew circumstances, staffing change, or data issue

Benchmarking Locations

Use location comparisons to:
  1. Set expectations - Establish baseline metrics for each location
  2. Identify best practices - High performers may have processes worth replicating
  3. Allocate resources - Adjust staffing based on relative volume
  4. Track improvement - Monitor changes after process improvements
When comparing locations, consider normalizing by capacity or staff count for fair comparisons between different-sized facilities.

User Activity

Track team member performance and engagement through the User Activity section.

Activity Leaderboard

The leaderboard ranks team members by submission activity:
ColumnDescription
RankPosition based on selected metric
UserTeam member name
SubmissionsNumber of submissions in period
Cars CountedTotal vehicles across all submissions
Last ActiveMost recent submission timestamp

Submission Frequency

Understand how consistently team members submit data:
MetricCalculation
Daily AverageSubmissions per day when user is active
Active DaysDays with at least one submission
Consistency ScorePercentage of expected submissions completed

User Engagement Metrics

Indicators:
  • Regular, consistent submissions
  • Submissions during expected hours
  • Complete data entry (no missing fields)
Action: Recognize and potentially have them mentor others
Indicators:
  • Irregular submission patterns
  • Some days active, some days not
  • May be affected by schedule or assignment changes
Action: Review if pattern matches work schedule; clarify expectations
Indicators:
  • Few submissions relative to expectations
  • Long gaps between activities
  • May indicate training needs or access issues
Action: Check in with user; verify location assignments and app access
Track quality inspection patterns to identify common issues and improvement opportunities.

Quality Inspection Patterns

VisualizationShows
Defect Category Bar ChartMost common defect types found
Trend LineTotal defects over time
Heat MapDefects by location and category

Most Common Defects

The defect category chart highlights which issues appear most frequently:
Defect CategoryExample Issues
WindowsStreaks, spots, incomplete cleaning
VacuumingDebris, crumbs, incomplete coverage
CupholdersSticky residue, debris
DashboardDust, fingerprints
ExteriorWater spots, bird droppings
Defect categories are configurable per auction and per location. Administrators can create custom criteria and assign specific criteria to each location via Settings > Quality Criteria. Analytics include both system and custom criteria for your auction.

Trend Analysis

Use defect trends to:
  1. Identify systemic issues - Consistently high defects in one category
  2. Measure improvement - Track defect reduction after process changes
  3. Compare locations - Find which locations have quality challenges
  4. Set targets - Establish defect reduction goals

KPI Impact Summary

Visualize the impact of A3 rock reports on key performance indicators.

A3 Rock Impact Visualization

Each A3 rock report tracks impact across five KPI categories:
KPI CategoryWhat It Measures
SafetyIncidents, near-misses, compliance issues
QualityDefects, errors, rework required
DeliveryDelays, missed deadlines, schedule impacts
CostFinancial impact, additional expenses
EngagementTeam morale, process adherence

Category Breakdown

The KPI Impact chart shows:
  • Bar chart - Total impact per category across all rocks
  • Trend line - How KPI impacts have changed over time
  • Rock count - Number of rocks affecting each category
Use KPI impact data to prioritize which rocks to address first. High-impact categories may need immediate attention.

Data Tables

Beyond charts, the Analytics section provides detailed data tables for in-depth analysis.

Submissions Table

View all lot count submissions with detailed information.

Column Descriptions

ColumnDescription
Date/TimeWhen the submission was created
LocationParking lot where submission was made
UserTeam member who submitted
EntriesNumber of submission type entries
Total CarsSum of car counts across all entries
ImageThumbnail of attached photo (if any)

Multi-Entry Display

Each submission can contain multiple entries (one per submission type). The table shows:
  • Entry count badge - Total number of types included
  • Expandable row - Click to see individual entry details
  • Entry breakdown - Type name, car count, and entry image for each
1

Find Submission

Locate the submission row you want to inspect
2

Click to Expand

Click the row or the expand icon to reveal entries
3

View Entry Details

See each submission type entry with its individual count and image

Entry Images Viewing

When entries include photos:
  1. Thumbnail - Small preview in the table row
  2. Click thumbnail - Opens full-size image in lightbox
  3. Lightbox controls - Navigate between images, zoom, download
  4. Close - Click outside image or press Escape
Entry images help verify accuracy and provide visual documentation for auditing purposes.

Filtering Options

FilterOptions
Date RangeSelect start and end dates
LocationFilter to specific locations
Submission TypeShow only entries of certain types
UserFilter by submitter
Has ImageShow only submissions with/without photos

Sorting

Click any column header to sort:
ClickAction
First clickSort ascending (A-Z, oldest-newest)
Second clickSort descending (Z-A, newest-oldest)
Third clickClear sort, return to default

Quality Inspections Table

Review quality inspection records with defect details.

Viewing Defect Details

1

Find Inspection

Locate the inspection in the table
2

View Defect Count

The “Defects” column shows total issues found
3

Expand Row

Click to see individual defect categories and notes
4

View Photos

Click defect thumbnails to see inspection photos
Quickly find inspections for a specific vehicle:
  1. Enter the full or partial VIN in the search box
  2. Results filter instantly as you type
  3. VIN search checks both the VIN field and barcode field
VIN search is case-insensitive and supports partial matching. Enter at least 4 characters for best results.

Date Filtering

Filter inspections by date range:
  • Use the same date picker as the main Analytics page
  • Or enter specific dates directly in the table filter
  • Inspections are shown newest-first by default

Rock Reports Table

Track A3 rock reports and their resolution status.

Status Filtering

StatusMeaning
OpenNew rock, not yet being addressed
In ProgressActive work to resolve the rock
ClosedRock resolved and verified
Use the status dropdown to filter the table by current status.

Action Tracking

Each rock report contains action items. The table shows:
ColumnDescription
ActionsNumber of action items created
CompletedActions marked as done
PendingOutstanding actions needing completion
OverdueActions past their due date
Overdue actions are highlighted in red. Review these regularly to ensure timely rock resolution.

KPI Impact View

The table can display KPI impact scores:
  1. Enable the “KPI Impact” column from column settings
  2. See color-coded impact levels for each category
  3. Sort by total impact to prioritize high-impact rocks

Exporting Data

Export analytics data for offline analysis, presentations, or integration with other tools.

CSV Export

Export tabular data in CSV format for spreadsheet analysis:
1

Navigate to Data Table

Go to the table you want to export (Submissions, Inspections, or Rocks)
2

Apply Filters

Set any filters to narrow your export (optional)
3

Click Export

Click the Export button above the table
4

Select CSV

Choose Export as CSV
5

Download

Your browser downloads the CSV file

What Data Is Included

CSV exports include:
IncludedNot Included
All visible columnsImage files (URLs only)
All filtered rowsDeleted records
Formatted dates/timesNested entry details (flattened)
Current sort orderUser IDs (names only)
For multi-entry submissions, CSV export creates one row per entry, not per submission. This provides the most detailed data for analysis.

PNG Chart Export

Save chart visualizations as images:
1

Hover Over Chart

Move your mouse over the chart you want to export
2

Click Export Icon

Click the camera or download icon in the chart corner
3

Select PNG

Choose Download as PNG
4

Save File

Choose a location to save the image file

Chart Export Options

OptionResult
PNGHigh-quality image suitable for presentations
SVGVector format for scalable graphics
Copy to ClipboardPaste directly into documents
Exported charts include the current date range and any active filters in the image title for reference.

Best Practices

Effective Analytics Usage

Before trying to improve metrics:
  1. Run analytics for a typical 30-day period
  2. Note average values for key metrics
  3. Document any seasonal factors
  4. Use these baselines to measure future changes
Set up a regular review schedule:
  • Daily: Check quick stats for anomalies
  • Weekly: Review trends and user activity
  • Monthly: Deep-dive into location comparisons
  • Quarterly: Analyze long-term trends and set goals
Analytics are only valuable when they drive action:
  1. Identify patterns or issues in the data
  2. Investigate root causes
  3. Implement changes
  4. Measure results in subsequent periods
Export and share relevant analytics:
  • Create weekly summary reports for management
  • Share location-specific data with lot supervisors
  • Use charts in team meetings to celebrate wins
  • Document improvements over time

Common Analysis Scenarios

ScenarioRecommended Approach
”Why did submissions drop yesterday?”Filter to that day, check user activity, compare to typical pattern
”Which location needs more staffing?”Compare submission volumes and frequencies across locations
”Are our quality issues improving?”Look at defect trends over 30/60/90 days
”Who are our top performers?”Review user activity leaderboard
”What vehicle types are increasing?”Analyze submission type breakdown over time

Troubleshooting

Common Issues

Solutions:
  1. Check your internet connection
  2. Refresh the page
  3. Try a shorter date range (large ranges may be slow)
  4. Clear browser cache and try again
Solutions:
  1. Verify your date range and filters are correct
  2. Check if you’re viewing the right auction (use auction switcher)
  3. Confirm the specific submissions exist in the data table
  4. Contact support if discrepancy persists
Solutions:
  1. Check browser download settings
  2. Disable popup blockers for this site
  3. Try a different browser
  4. Reduce the export size with filters if file is very large
Solutions:
  1. Verify your auction’s timezone setting
  2. Check that your local computer time is correct
  3. Note that day boundaries are based on auction timezone

Backlog Visibility

The Analytics module integrates with real-time backlog calculations to help you monitor staffing effectiveness.

Backlog in Analytics

FeatureDescription
Dashboard CardQuick backlog status summary on the main dashboard
Submissions TableBacklog column showing hours per submission
Query BuilderAsk questions about backlog trends and patterns

Backlog Queries

Use the Query Builder to analyze backlog data:
  • “Show average backlog hours by location this week”
  • “What’s the trend of backlog over the last 30 days?”
  • “Which submission types have the highest backlog?”
  • “Compare head count to backlog hours”
For detailed backlog configuration and understanding, see the dedicated Backlog Dashboard documentation.

Dataset Intelligence

The Analytics module includes powerful tools for enriching your datasets with business context, enabling more accurate AI-powered queries.

Column Intelligence Features

FeaturePurposeDocumentation
Column MetadataAdd display names, descriptions, and categories to help the AI understand your dataColumn Metadata
Calculated FieldsCreate derived columns with SQL formulasCalculated Fields
Metadata TemplatesApply pre-configured metadata for common data sourcesMetadata Templates

Why Configure Metadata?

When you import a CSV, the Query Builder sees column names like Inspector_Detail_Date_stop_date. Without context, the AI doesn’t know this represents “CR completion date.” By adding metadata:
  • Display names make columns human-readable
  • Descriptions provide business context for accurate AI queries
  • Categories group related columns together
  • Calculated fields derive new values from existing data
Well-configured metadata dramatically improves Query Builder accuracy. See the Column Metadata guide to get started.

Templates for Common Data Sources

For CR Simplified reports and other common data sources, use pre-built templates that automatically configure:
  • 48-72 column definitions with automotive-specific descriptions
  • Calculated fields like days_since_checkin, days_to_cr, cr_time_minutes
  • Smart auto-detection during CSV import
See Metadata Templates for available system templates and how to create custom templates.

Engagement Analytics

The Engagement Analytics dashboard provides administrators with visibility into team member activity and participation trends across the auction.

Accessing Engagement Analytics

Navigate to Analytics in the sidebar, then select the Engagement tab. The dashboard is available to owners and admins.

Summary Cards

The top of the dashboard displays key metrics:
CardDescription
Active UsersNumber of users active in the current period
Average StreakMean login streak length across team members
Badges EarnedTotal badges awarded in the current period
Video CompletionAverage video completion percentage

Engagement Trend Charts

Five time-series charts visualize engagement patterns:
ChartTypeWhat It Shows
Daily Active UsersLineNumber of unique users active per day
Submissions per DayAreaDaily lot submission volume
Inspections per DayAreaDaily quality inspection volume
Video Completions per WeekBarWeekly knowledge base video completions
Average Streak Length per WeekLineWeekly average login streak across team
Use the time range selector (30, 60, or 90 days) to adjust the analysis window.

Per-User Engagement View

On the user detail page (accessed from User Management), an Engagement section shows:
  • Streak overview cards — current and longest streaks per type
  • Earned badges grid — all badges the user has earned with dates
  • Activity timeline — 90-day daily activity from engagement_daily_stats
  • Leaderboard position — user’s rank per metric for the current month

Monthly Leaderboard

The leaderboard tab shows team rankings for the current month. The top 3 users per metric are highlighted. Select different metrics (submissions, inspections, login streak) using the tab selector.

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