BDC Call Tracking Dashboard — Hero Preview
BDC call tracking dashboard

Campaigns fill the pipeline. Your BDC Team determines the outcome.

Service Managers often lack clear visibility into their BDC’s day-to-day activity, while many BDCs lack a structured way to track it. Calls get made, missed, or inconsistently documented, leaving no clear picture of performance. Our call tracking dashboard solves both problems by organizing outbound campaigns and inbound calls in one simple system coordinators will actually use. Managers get reliable reporting. Coordinators get a process they can consistently execute..

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Section 02 — The Problem (Colour + Delight Mockup)
The problem

What most dealerships are working with right now.

If your BDC team is able to track calls at all, it's probably on a spreadsheet nobody else can see, or a notepad that gets thrown out at month end. That means zero accountability, zero visibility, and no way to know if the calls are actually happening.

The result: service appointments leak out of the dealership every single day, and nobody can point to the moment it happened.

No daily visibility Blind
The Service Manager finds out how many appointments were booked at the end of the month, if they're lucky. There's no way to course-correct mid-month.
No call logging Untracked
Call outcomes live in the coordinator's memory. Declined services, callbacks, wrong numbers, none of it is tracked consistently or accessibly.
No accountability layer Unverified
Without a record of what was called and when, there's no way to verify that the call list is being worked, and coordinators know it.
Callbacks fall through Lost
A customer asks to be called back Thursday morning. Nobody writes it down. The callback never happens and the appointment is lost.
The dashboard

A call list that tracks itself.

The dashboard lives in Google Sheets - no software to install, no login to manage, no training required beyond "open this link." Every customer on the monthly campaign list is loaded in at the start of the period. The coordinator works down the list and logs each call outcome as they go.

The design principle is simple: if it takes more than 10 seconds to log a call, it often doesn't get done. Every outcome is a single dropdown selection. One checkbox to mark the call logged. Your coordinator never has to type a customer name, look anything up, or navigate between tabs.

APR'26 REMINDER CALLS ✓ Booked: 20  (30%) Michelle: 60 calls
Type First Name Notes Call Result
Active ▼ Caroline B. Booked for April 14 Appt Booked ▼
Active ▼ Thomas R. Left Voicemail ▼
Active ▼ Sandra M. Goes elsewhere for service Declined ▼
Active ▼ Patricia W. LOF + Cabin Filter Apr 9 Appt Booked ▼
Active ▼ Diane F. Call back Thursday Call Customer Back ▼
Active ▼ Nathan L. No Answer ▼
At-Risk ▼ Michelle G. LOF booked April 17 Appt Booked ▼
At-Risk ▼ Kevin O. Left Voicemail ▼
Lost ▼ Alan P. Wrong number on file Wrong Number ▼
The coordinator dashboard - pre-loaded with each customer's vehicle, last service date, contact info, and segment. Call result logged via dropdown. One checkbox marks the entry complete.
Coordinator
Assigned automatically - evenly split between coordinators where applicable
Type
Active, At-Risk, or Lost - colour-coded by segment
Customer info
Name, city, cell, home number, and email address on file
Vehicle
VIN, year, and model pulled directly from the DMS export
Last service date
Date and mileage of the customer's last visit - visible at a glance during the call
Call result
Dropdown: Booked, No Answer, Voicemail Left, Declined, Callback, and more
Notes
Free-text field for anything the coordinator wants to record from the call
Logged
Single checkbox - checked when the call is complete and logged
Callback date
Date the customer requested a follow-up call - triggers the morning callback reminder
Inbound call tracking

You track what goes out. Now track what comes back in.

Built into the same screen as the outbound call tracker, the inbound tracker lets the coordinator log every incoming call with a single click - the call type and whether it was booked. No separate tool, no switching tabs, no extra steps.

When a service campaign goes out, inbound call volume typically spikes within days. The inbound tracker captures that traffic by category - so you can see exactly how many campaign-driven calls came in, how many converted to appointments, and what the rest of the phone is being used for.

INBOUND CALL TRACKER
Cobourg Honda - Inbound Call Tracking
📞 Log a call
Today: Thu, Apr 16
Call Type: General Inquiry ▾
Booked? Not Booked ▾
▶ LOG CALL
MTD Calls
0
Total Booked
0
Booking Rate
0%
Appt. Request
37
Svc. Campaign
1
Vehicle Status
4
Warranty/Recall
1
Parts Inquiry
5
General Inquiry
24
The inbound tracker - one click to log each call. MTD totals and category breakdown update automatically. Booking rate calculated in real time.
Campaign traffic
See the inbound response to every campaign
When a service campaign goes out, the "Svc. Campaign" category shows exactly how many customers called in response - giving you a direct line between marketing spend and phone activity.
Booking rate
A real conversion number on every inbound call
Every logged call is either booked or not. The booking rate gives managers a live read on how well the coordinator is converting the calls that come in - not just the ones they make.
Call mix
Understand what the phone is actually used for
Breaking calls out by type - appointment requests, parts inquiries, warranty questions, vehicle status - shows where inbound volume is coming from and whether it aligns with what your campaigns are driving.
One screen
Inbound and outbound in the same place
The inbound tracker lives in the same place as the outbound call list. The coordinator never has to switch tools - every call, in or out, is logged in a single workflow.
Section 04 — Manager Visibility (65 calls)
Manager visibility

You'll know what your BDC did today before you leave the building.

At the end of each business day, the Service Manager receives an automated summary email. No login required, no spreadsheet to open, the numbers come to you.

APR'26 REMINDER CALLS | Daily Summary
Tuesday, April 7, 2026
0
Appointments Booked
0
Total Calls Made
0%
Booking Rate
👥 Coordinator Breakdown
Coordinator Calls Booked Rate
Michelle 35 12 34%
Sarah 30 9 30%
📞 Call Results
Appointment Booked21
Left Voicemail18
No Answer12
Declined6
Customer Will Call Back5
Wrong Number3
✓ No callbacks due tomorrow.
The daily summary email, sent automatically each evening to the Service Manager. No login required.
Daily summary
Appointments, calls, and booking rate
Three numbers at the top of every email: how many appointments were booked today, how many calls were made, and what percentage converted. Enough to know in 10 seconds whether it was a good day or a problem.
Coordinator breakdown
Performance split by coordinator
Where multiple coordinators are working the same list, the summary breaks down calls and bookings by individual. No more guessing who is carrying the workload and who isn't.
Call results
Full disposition breakdown
Every call outcome logged during the day is tallied, booked, no answer, voicemail left, declined, callback requested, and more. Gives the manager a clear picture of where the list stands.
Callbacks
Tomorrow's callbacks flagged automatically
If any customers have a callback scheduled for the next business day, they're listed at the bottom of the summary. The manager sees it before the coordinator starts the next morning.
Coordinator reminders

Callbacks that actually happen.

When a customer requests a callback on a specific date, that date is logged in the dashboard. On the morning of the scheduled callback, the coordinator receives an automated reminder email listing every customer due for a follow-up call that day - before the shift starts.

If there are no callbacks due, no email is sent. The coordinator only hears from the system when there's something that needs action. No noise, no ignored emails, no missed appointments.

Included with every Wellington campaign - at no additional cost.

The call tracking dashboard is set up and loaded as part of your monthly campaign. There's no separate fee, no software subscription, and nothing your team needs to configure. We handle the setup, load the call list each month, and the system runs itself.

Want to see exactly what your BDC is doing every day?

We'll show you the dashboard, walk you through the daily summary email, and set it up as part of your first campaign. No commitment required.

Book a free dealer audit