Introduction
Learn how to use the Commercial Business Intelligence (CBI) Overview screen to monitor key performance insights for your commercial business, including web traffic, leads, buyer engagement, call performance, and market demand trends—all in one place.
Before You Start
The CBI Overview is available only on select Work Truck Solutions and OEM program packages. Access levels may vary depending on your dealership’s plan and user role.
Step-by-Step Guide
Accessing the CBI Overview
Log into the Work Truck Solutions dashboard
In the navigation go to Tools > CBI
menu, select Overview to view your dealership’s current performance snapshot.
Review Current Vehicle Listings OnLot
This tile shows the total number of vehicles currently live on your commercial retail site.
Includes all Work Truck Solutions commercial listings
Use this metric to track available inventory and stocking trends
Quick Link: Link to OnLot Vehicles — Opens the full OnLot inventory list
Monitor Completion Rates for Inventory Quality
Two gauges show your dealership’s data completeness:
Work Truck & Van Photo Completion – % of vehicles with required photos
Invoice Completion – % of new upfit vehicles with completed invoices
💡 Higher completion rates improve buyer conversion and listing quality.
Track Call Performance (Last 30 Days)
Get insights into phone activity and lead volume through calls:
Total calls received
Breakdown of Call Leads vs general calls
Quick Link: Link to Call Tracking Metrics — View detailed call performance reports
View Buyer Engagement (Last 30 Days)
Understand how buyers are interacting with your site:
Total site visits
Engagement trends vs the previous 30 days
Quick Link: Link to Buyer Engagements — Explore buyer interaction details
Analyze Lead Performance (Last 30 Days)
Review total leads generated and how they compare to the previous 30 days.
A companion chart displays Call Leads vs Web Leads to show lead source type.
Quick Link: Link to Leads — View and manage lead records
Deep Dive into Buyer Engagements (Last Month)
Shows total monthly buyer engagements such as:
Clicking “I’m Interested”
Viewing vehicle details
Viewing photos
Chart: Engagements shown by Stock Number reveal which units attracted the most interest.
Benchmark Against Commercial Peers
See how your dealership compares to other commercial dealers of similar size.
Displays your peer group size
Shows how many key performance metrics you beat peers in
💡 Use this to assess where you perform strong and where improvement opportunities exist.
Identify Market Demand
Shows body types currently in demand within your metro—the top 5 most-viewed/on-lot unit types.
Use this to:
Adjust acquisition strategy
Prioritize merchandising
Focus sales outreach
View Reporting Timeframes
At the bottom of the screen, you’ll find the reporting windows used for the Overview metrics:
Current 30-day period
Previous 30-day period for comparison