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.Query Builder
Ask questions in natural language and get instant visualizations
Staffing Dashboard
Plan CR writer staffing with arrival patterns
Saved Queries
Create, save, and share custom queries
Backlog Dashboard
Real-time backlog visibility and staffing status
Accessing the Analytics Module
The Analytics Module is available to administrators and owners from the sidebar.Navigation
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)
- Staffing
- Datasets
- Saved Queries
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:
| Route | Dashboard |
|---|---|
/analytics/query-builder | AI-powered Query Builder |
/analytics/staffing | Staffing Model Dashboard |
/analytics/datasets | Dataset Management |
/analytics/reports | Saved Queries |
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
Use the Unified Dataset Selector to choose which datasets to query:
- Linked Staffing Data: Pre-joined Check-In + CR data for cross-dataset analysis
- Staffing Datasets: Individual Check-In and CR Data datasets
- Custom Datasets: Imported CSV datasets
2
Ask Your Question
Type a natural language question like “Show me arrivals by hour for the last 3 weeks”
3
Review Results
The AI generates SQL, executes it, and displays results with an appropriate visualization
4
Customize & Save
Adjust the chart type, modify the query, or save as a query
Example Queries
Staffing Analysis
Staffing Analysis
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: “Compare lease vs consignment arrivals by day of week”Result: Grouped bar chart with sale type breakdown
Operational Metrics
Operational Metrics
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’s the trend of submissions this month vs last month?”Result: Line chart with comparison and percentage change
Quality Insights
Quality Insights
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: “Show defect trends by week for the last 3 months”Result: Line chart with weekly defect counts
Cross-Dataset Analysis
Cross-Dataset Analysis
Query: “What’s the average time from check-in to CR completion?”Result: Summary statistic with trend line (requires linked datasets)
Query: “Show CR completion rate by sale type”Result: Bar chart comparing Lease vs Consignment CR rates
Query: “Show CR completion rate by sale type”Result: Bar chart comparing Lease vs Consignment CR rates
Unified Dataset Selector
The Unified Dataset Selector is a shared component that provides consistent dataset selection across the Query Builder, Saved Queries editor, and Staffing Dashboard.| Category | Icon | Datasets | Description |
|---|---|---|---|
| Linked Staffing Data | 🔗 Purple | Linked datasets | Pre-joined Check-In + CR data |
| Staffing Datasets | 🚗 Blue / 📋 Orange | Check-In, CR Data | Individual staffing datasets |
| Custom Datasets | 🗄️ Green | Imported CSVs | Your uploaded datasets |
1
Click Dataset Selector
Click the “Data Source” dropdown in the Query Builder
2
Browse Categories
Categories are grouped with visual icons for easy identification
3
View Dataset Info
Each dataset shows row count and date range metadata
4
Select Dataset
Click to select the dataset you want to query
Linked Datasets combine Check-In and CR data automatically using VIN/stock number matching, enabling powerful cross-dataset queries like “time from check-in to CR completion.”
Dataset Type Icons
| Icon | Color | Dataset Type |
|---|---|---|
| 🔗 Link | Purple | Linked Staffing Data (joined Check-In + CR) |
| 🚗 Car | Blue | Check-In Model datasets |
| 📋 Clipboard | Orange | CR Data datasets |
| 🗄️ Database | Green | Custom imported datasets |
Ask AI Button Integration
The Ask AI button appears throughout the Analytics module when you’re viewing data:| Location | What Happens When Clicked |
|---|---|
| Staffing Dashboard | Opens Query Builder with staffing datasets pre-selected and current date range |
| Datasets Tab | Opens Query Builder with selected dataset pre-loaded |
| Saved Queries Tab | Opens Query Builder to create a new query |
Analytics Dashboard
The Analytics Dashboard provides pre-built visualizations for common operational metrics.Dashboard Sections
| Section | Purpose |
|---|---|
| Quick Stats | Key metrics at a glance (top of page) |
| Occupancy Trends | Lot count submissions over time |
| Submission Type Breakdown | Distribution by vehicle category |
| Location Comparison | Side-by-side location performance |
| User Activity | Team member submission frequency |
| Defect Trends | Quality inspection patterns |
| KPI Impact Summary | A3 problem impact visualization |
Dashboard Sections
| Section | Purpose |
|---|---|
| Quick Stats | Key metrics at a glance (top of page) |
| Occupancy Trends | Lot count submissions over time |
| Submission Type Breakdown | Distribution by vehicle category |
| Location Comparison | Side-by-side location performance |
| User Activity | Team member submission frequency |
| Defect Trends | Quality inspection patterns |
| KPI Impact Summary | A3 problem 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
| Stat | What It Shows | Calculation |
|---|---|---|
| Total Submissions | Lot count submissions in selected period | Sum of all submissions |
| Total Cars Counted | Vehicles tracked across all submissions | Sum of car counts from all entries |
| Active Locations | Locations with submissions in period | Count of unique locations |
| Active Users | Team members who submitted data | Count of unique submitters |
| Inspections Completed | Quality inspections performed | Count of inspections |
| Open Problems | Unresolved A3 problem reports | Count of open/in-progress reports |
Reading Quick Stat Trends
Each quick stat card includes a trend indicator:| Indicator | Meaning |
|---|---|
| ↑ Green | Value increased compared to previous period |
| ↓ Red | Value decreased compared to previous period |
| — Gray | No significant change |
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 Problems → Opens Problems 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
| Preset | Date Range |
|---|---|
| Today | Current day only |
| Yesterday | Previous day only |
| Last 7 Days | Past week including today |
| Last 30 Days | Past month including today |
| This Month | Current calendar month |
| Last Month | Previous calendar month |
| This Quarter | Current fiscal quarter |
| This Year | Current calendar year |
| Custom Range | Manually select start and end dates |
Custom Date Range
For specific analysis periods:- Click Custom Range in the date picker
- Select the start date from the calendar
- Select the end date from the calendar
- 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
| Filter | Options | Use Case |
|---|---|---|
| Location | All locations or specific locations | Analyze individual lot performance |
| Submission Type | All types or specific categories | Focus on particular vehicle categories |
| User | All users or specific team members | Review 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:- Click the Filter button
- Click Clear All to remove all active filters
- Or click the X on individual filter badges
Charts and Visualizations
Occupancy Trends
The Occupancy Trends chart shows how lot counts change over time, helping you identify patterns in vehicle volume.Reading the Line Chart
| Element | Description |
|---|---|
| X-Axis | Time periods (days, weeks, or months depending on range) |
| Y-Axis | Total car count across all submission entries |
| Line | Shows the trend of total vehicles over time |
| Data Points | Hover to see exact values for each period |
Time Period Comparisons
The chart automatically adjusts granularity based on your selected range:| Selected Range | Chart Granularity |
|---|---|
| 1-7 days | Hourly data points |
| 8-30 days | Daily data points |
| 31-90 days | Weekly data points |
| 91+ days | Monthly data points |
Identifying Trends
Upward Trend
Upward Trend
Indication: Consistently increasing car counts over timePossible causes:
- Increased inventory intake
- Seasonal auction volume increase
- New location or expanded capacity
Downward Trend
Downward Trend
Indication: Consistently decreasing car counts over timePossible causes:
- Successful sales clearing inventory
- Reduced intake
- Seasonal slowdown
Cyclical Pattern
Cyclical Pattern
Indication: Regular peaks and valleys on consistent intervalsPossible causes:
- Weekly auction schedule (peaks before sales, valleys after)
- Seasonal patterns (quarterly, monthly)
Spike or Anomaly
Spike or Anomaly
Indication: Sudden increase or decrease outside normal rangePossible causes:
- Large vehicle shipment arrival
- Major auction event
- Data entry error (investigate)
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:| Element | Meaning |
|---|---|
| Slice Size | Proportion of total car count for that type |
| Percentage Label | Exact percentage of total |
| Legend | Color key for each submission type |
| Hover | Shows exact count and percentage |
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:| Question | How 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
| Metric | Description |
|---|---|
| Total Submissions | Number of lot count submissions per location |
| Total Cars | Total vehicles counted at each location |
| Average Submission Size | Average car count per submission |
| Submission Frequency | How often submissions are made |
Identifying Outliers
| Pattern | Possible Meaning |
|---|---|
| Location far below average | Lower volume, potential staffing issue, or data entry gap |
| Location far above average | Higher volume, busier lot, or multiple submitters |
| Sudden change from historical | New circumstances, staffing change, or data issue |
Benchmarking Locations
Use location comparisons to:- Set expectations - Establish baseline metrics for each location
- Identify best practices - High performers may have processes worth replicating
- Allocate resources - Adjust staffing based on relative volume
- Track improvement - Monitor changes after process improvements
User Activity
Track team member performance and engagement through the User Activity section.Activity Leaderboard
The leaderboard ranks team members by submission activity:| Column | Description |
|---|---|
| Rank | Position based on selected metric |
| User | Team member name |
| Submissions | Number of submissions in period |
| Cars Counted | Total vehicles across all submissions |
| Last Active | Most recent submission timestamp |
Submission Frequency
Understand how consistently team members submit data:| Metric | Calculation |
|---|---|
| Daily Average | Submissions per day when user is active |
| Active Days | Days with at least one submission |
| Consistency Score | Percentage of expected submissions completed |
User Engagement Metrics
High Engagement
High Engagement
Indicators:
- Regular, consistent submissions
- Submissions during expected hours
- Complete data entry (no missing fields)
Variable Engagement
Variable Engagement
Indicators:
- Irregular submission patterns
- Some days active, some days not
- May be affected by schedule or assignment changes
Low Engagement
Low Engagement
Indicators:
- Few submissions relative to expectations
- Long gaps between activities
- May indicate training needs or access issues
Defect Trends
Track quality inspection patterns to identify common issues and improvement opportunities.Quality Inspection Patterns
| Visualization | Shows |
|---|---|
| Defect Category Bar Chart | Most common defect types found |
| Trend Line | Total defects over time |
| Heat Map | Defects by location and category |
Most Common Defects
The defect category chart highlights which issues appear most frequently:| Defect Category | Example Issues |
|---|---|
| Windows | Streaks, spots, incomplete cleaning |
| Vacuuming | Debris, crumbs, incomplete coverage |
| Cupholders | Sticky residue, debris |
| Dashboard | Dust, fingerprints |
| Exterior | Water spots, bird droppings |
Defect categories are pre-configured in your auction settings. Contact support to customize categories.
Trend Analysis
Use defect trends to:- Identify systemic issues - Consistently high defects in one category
- Measure improvement - Track defect reduction after process changes
- Compare locations - Find which locations have quality challenges
- Set targets - Establish defect reduction goals
KPI Impact Summary
Visualize the impact of A3 problem reports on key performance indicators.A3 Problem Impact Visualization
Each A3 problem report tracks impact across five KPI categories:| KPI Category | What It Measures |
|---|---|
| Safety | Incidents, near-misses, compliance issues |
| Quality | Defects, errors, rework required |
| Delivery | Delays, missed deadlines, schedule impacts |
| Cost | Financial impact, additional expenses |
| Engagement | Team morale, process adherence |
Category Breakdown
The KPI Impact chart shows:- Bar chart - Total impact per category across all problems
- Trend line - How KPI impacts have changed over time
- Problem count - Number of problems affecting each category
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
| Column | Description |
|---|---|
| Date/Time | When the submission was created |
| Location | Parking lot where submission was made |
| User | Team member who submitted |
| Entries | Number of submission type entries |
| Total Cars | Sum of car counts across all entries |
| Image | Thumbnail 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:- Thumbnail - Small preview in the table row
- Click thumbnail - Opens full-size image in lightbox
- Lightbox controls - Navigate between images, zoom, download
- Close - Click outside image or press Escape
Filtering Options
| Filter | Options |
|---|---|
| Date Range | Select start and end dates |
| Location | Filter to specific locations |
| Submission Type | Show only entries of certain types |
| User | Filter by submitter |
| Has Image | Show only submissions with/without photos |
Sorting
Click any column header to sort:| Click | Action |
|---|---|
| First click | Sort ascending (A-Z, oldest-newest) |
| Second click | Sort descending (Z-A, newest-oldest) |
| Third click | Clear 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
VIN Search
Quickly find inspections for a specific vehicle:- Enter the full or partial VIN in the search box
- Results filter instantly as you type
- 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
Problem Reports Table
Track A3 problem reports and their resolution status.Status Filtering
| Status | Meaning |
|---|---|
| Open | New problem, not yet being addressed |
| In Progress | Active work to resolve the problem |
| Closed | Problem resolved and verified |
Action Tracking
Each problem report contains action items. The table shows:| Column | Description |
|---|---|
| Actions | Number of action items created |
| Completed | Actions marked as done |
| Pending | Outstanding actions needing completion |
| Overdue | Actions past their due date |
KPI Impact View
The table can display KPI impact scores:- Enable the “KPI Impact” column from column settings
- See color-coded impact levels for each category
- Sort by total impact to prioritize high-impact problems
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 Problems)
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:| Included | Not Included |
|---|---|
| All visible columns | Image files (URLs only) |
| All filtered rows | Deleted records |
| Formatted dates/times | Nested entry details (flattened) |
| Current sort order | User IDs (names only) |
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
| Option | Result |
|---|---|
| PNG | High-quality image suitable for presentations |
| SVG | Vector format for scalable graphics |
| Copy to Clipboard | Paste 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
Establish Baselines
Establish Baselines
Before trying to improve metrics:
- Run analytics for a typical 30-day period
- Note average values for key metrics
- Document any seasonal factors
- Use these baselines to measure future changes
Regular Review Cadence
Regular Review Cadence
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
Act on Insights
Act on Insights
Analytics are only valuable when they drive action:
- Identify patterns or issues in the data
- Investigate root causes
- Implement changes
- Measure results in subsequent periods
Share with Stakeholders
Share with Stakeholders
Common Analysis Scenarios
| Scenario | Recommended 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
Charts not loading
Charts not loading
Solutions:
- Check your internet connection
- Refresh the page
- Try a shorter date range (large ranges may be slow)
- Clear browser cache and try again
Data seems incorrect
Data seems incorrect
Solutions:
- Verify your date range and filters are correct
- Check if you’re viewing the right auction (use auction switcher)
- Confirm the specific submissions exist in the data table
- Contact support if discrepancy persists
Export not downloading
Export not downloading
Solutions:
- Check browser download settings
- Disable popup blockers for this site
- Try a different browser
- Reduce the export size with filters if file is very large
Time periods don't match expectations
Time periods don't match expectations
Solutions:
- Verify your auction’s timezone setting
- Check that your local computer time is correct
- 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
| Feature | Description |
|---|---|
| Dashboard Card | Quick backlog status summary on the main dashboard |
| Submissions Table | Backlog column showing hours per submission |
| Query Builder | Ask 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”
Related Documentation
Backlog Dashboard
Real-time backlog visibility and status thresholds
Staffing Dashboard
Detailed guide for the Staffing Model Dashboard within Analytics
Saved Queries
Complete guide for creating and sharing queries
Submission Types
Configure activity rates for backlog calculations