Daily Dealership Sales & Lead Digest
Every morning, WebRun opens CDK Global to pull yesterday's sold units, gross profit, and finance penetration, then checks DealerSocket for overnight leads, and posts a concise briefing to your Slack #sales-desk channel before the floor opens.
How can I automatically get a daily sales and lead digest delivered to my dealership team each morning?
Every morning, WebRun opens CDK Global to pull yesterday's sold units, gross profit, and finance penetration, then checks DealerSocket for overnight leads, and posts a concise briefing to your Slack #sales-desk channel before the floor opens - so your team arrives knowing exactly where they stand against target.
- Sales team starts every morning with yesterday's results and overnight leads already in Slack
- Manager can spot underperformance before the floor opens and redirect the team
- Finance penetration and gross profit are visible alongside unit count in one briefing
Built for dealership sales managers · dealer principals · BDC directors · automotive group operators
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
www.cdkglobal.comin a real browser with your saved login - no setup, no API keys. -
1
CDK Global - pull yesterday's sales figures
cdkglobal.com
WebRun opens CDK Global to pull yesterday's sales figures. - Open CDK Global Reports and run the Daily Sales Summary for the previous day
- Capture units sold (new vs used), total gross, finance penetration rate, and any manager-flagged deals
- Note the current month-to-date and gap to target
Done when Yesterday's key sales metrics are captured including units, gross, and MTD progress.
-
2
DealerSocket - count overnight new leads
dealersocket.com
WebRun opens DealerSocket to count overnight new leads. - Open DealerSocket CRM and filter leads created since the previous day's digest
- Count new unworked leads and identify the top vehicle interests
- Note any high-priority or hot leads flagged by the system
Done when Overnight lead count and breakdown are captured with any priority flags.
-
3
Slack - post morning sales digest
slack.com
WebRun opens Slack to post morning sales digest. - Post the morning digest to #sales-desk with yesterday's units, gross, and MTD trend
- Include overnight lead count and top vehicle interests
- Flag any hot leads that need immediate follow-up
Done when The morning briefing is live in Slack before the sales floor opens.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
What if CDK Global hasn't finished processing last night's deals yet?
WebRun reads whatever is in the system at run time and notes the timestamp. If a deal posts late, it will appear in the next day's digest.
Can I get this by email instead of Slack?
Yes - swap Slack for Gmail in the plan and WebRun will email the digest to whoever you specify.
Can I add other metrics like F&I or parts figures?
Yes - tell WebRun which additional CDK reports to include and it will pull and format them in the same digest.
Related templates
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