ProMax CRM

ProMax Reports

Real time reporting - as soon as it happens, you know about it!

Over the past 20 years, many successful dealers and industry experts have contributed to the development of the reports available in ProMax.  ProMax offers a variety of useful standard reports, as well as the ability to easily create custom reports.  Our lead management, productivity, compliance, profit, and inventory reports allow you to inspect what you expect efficiently and effectively.

Quickly access your projected figures for month end.  Default Month-To-Date reporting allows you to make adjustments to finish strong.  Don't wait until the 29th to realize you have missed you goals!

Best of all, a Manager can log on from anywhere in the world to review the dealerships daily, weekly, or monthly progress and make decisions to increase sales and profits.


Lead Management Reports

Our Reports Menu has a wide variety of ILM and CRM focused reports.  Our numerous reports allow you to quickly evaluate the return-on-investment of your marketing and advertising efforts.  We allow you to not only evaluate how many cars you sold, we offer unique reports for evaluating where things went wrong.  Powerful drill-down reports allow you to quickly gather information for a productivesave-a-deal meeting.

Lead Management Reports available in ProMax:

  • Lead Management Report
  • Prospect Info Analysis Report 
  • Showroom Traffic Report
  • Incoming Sales Call Report
  • BDC & Sales Management Report
  • Unsubscribed Customer Report
  • Floor Traffic Analysis Report 
  • Call Manager Report 
  • ProLink & Website Usage Report 
  • Credit Pipeline Report
  • Traffic Analysis Report


traffic analysis report

Salesperson & BDC Management Reports

You can’t manage what you don’t measure is an old management adage we believe in.  Our standard and custom reports take the hassle out of tracking the activities and measuring the effectiveness of your sales force.  Just by using ProMax, all sales activities are automatically recorded synced with our real-time reporting.

Salesperson & BDC Management Reports available in ProMax:
  • Prospect Activity Report 
  • BDR Appointment Breakdown
  • BDC Productivity Report
  • Salesperson Tracking Report   
  • Salesperson Ranking Report 
  • Salesperson Activity Report
BDC productivity report

Compliance Management Reports

The ProMax Compliance Solution gives you the tools for protecting your hard earned profits against regulatory fines, lawsuits, and fraud.  We’ve provided very detailed reports that include at-a-glance visual warnings to ensure nothing slips through the cracks

Compliance Management Reports available in ProMax:
  • Compliance Review Report  
  • Pending Adverse Action Letters.
  • Risk-Based Pricing Report
  • Daily Manager Exit Note Review
  • Incident Report Summary


compliance review

Sales & Finance Management Reports

Our award winning Desking software is accompanied with an extensive list of finance focused reports.  Nearly any metric you can think of is available in our many reports.  If we don’t have a standard report you like, choose from hundreds of variables available to build your own customized reports.  Quickly identify how you did last month versus where you’re heading this month.

Sales & Finance Management Reports available in ProMax:
  • Finance Profit Summary Report
  • Return on Investment Report 
  • Finance Focus Report 
  • Daily Sales Track Report
  • Sold Vehicle / Profit Report
  • Total Finance Breakdown Report
  • Money Due Report
  • F&I In/Out Report
  • Advertising & Sales Report


ROI report

Vehicle Management Reports

ProMax has inventory reports available to suit all your inventory management needs.  Unique reports tailored for your sales staff, managers, website administrator, and your F&I department are readily available in real-time.  We also offer several interactive reports for complete control over prices, photos, comments, and which vehicles are displaying online.  Managing your entire inventory platform couldn’t be easier or more effective… it can all be done directly from ProMax.Vehicle Management Reports

Salesperson & BDC Management Reports available in ProMax:
  • Spotted Vehicle / Stips Report
  • Appraisal Report 
  • Needed Vehicles Report
  • Inventory Report Builder


sales person inventory

Credit Bureau Management Reports

As a direct reseller of all three major credit bureaus, ProMax is able to offer real-time reporting in a single platform.  We also give your store unique tools and reports for better evaluating your customer data.  Want to know how many sold customers had a CB score under 600?  How man 680-719 customers were submitted or approved?  With ProMax CB Management Reports, that data is just a click away.

Credit Bureau Management Reports available in ProMax:
  • Credit Bureau Analysis Report
  • Instant Screen Invoice Detail Report
  • CB Invoice Detail Report
  • Instant Screen Analysis Report


cb analysis report


Several reports in ProMax include our exclusive Report Scheduler option.  Using this incredible feature, you are able to configure reports to automatically compile and send electronically whenever you desire.  Our robust scheduler allows you to set the time, frequency, date range, format, and any recipient you desire by either email or ftp.  The information you need to effectively manage your dealership will always be on time, when you need it, automatically.

Current Reports with the scheduler option:
  • Advertising & Sales Report
  • Prospect Activity Report
  • Salesperson Tracking Report
  • Sold Vehicle / Profit Report
  • Dashboard - Sales Ranking Report
report scheduler


To compliment our extensive Reports Menu, we’ve highlighted 8 reports and placed them on our Manager Dashboard.  The Dashboard gives you one place to find out what’s happening at your Dealership in just 10 minutes a day.

desk log


View details to all your leads as they came into the system, before any changes to Lead Source may have been made or duplicate leads have been merged, and get counts for exactly the time period you need with the Summary:

desk log