Introduction
Learn how to use your dashboard homepage — the central hub of your Work Truck Solutions Commercial Vehicle Management platform — to access key tools, manage inventory, monitor performance, and stay on top of buyer activity.
Before You Start
Some features displayed on the Navigation Page vary based on your dealership’s Work Truck Solutions package level.
Step-by-Step Guide
1. Welcome Message
At the top of your home screen, you’ll see a personalized welcome message outlining the key insights and shortcut links available on your Navigation Page.
2. Support & Tools Panel (Right Side)
Quick access to support resources and everyday tools.
Invoice Binder
Search invoices by Stock Number or VIN to quickly locate documentation tied to inventory and sales.
Customer Success Manager Details (based on package)
Name
Email
Direct Phone
Toll-Free
Technical Support
Submit a Ticket: Use the Support Ticket link
Call Support: 24/7 VIP Line — (888) 581-5527
3. Commercial Business Intelligence (CBI) – Last 30 Days
View real-time insights into your dealership’s commercial web performance, including:
Truck Detail Page Views
New Web Leads
Total Calls
Call Leads
Quick Links:
CBI Portal – Full performance dashboard
Dealer Trade Settings – Manage visibility for dealer trades
Call Tracking Overview – Track call volume and lead sources
💡 Use this section to monitor marketing effectiveness and adjust sales strategies.
4. Sales Team Stats – Last 30 Days
Track your team’s buyer engagement and follow-up activity:
Unaccepted Buyers
Prospecting Emails Sent
Viewed Vehicles
Quick Links:
Manage Truck Pros
Manage Buyers
💡 Helps prioritize outreach and support sales team accountability.
5. Inventory Overview – New Vehicles
Get at-a-glance stats on your new vehicle inventory:
Total Count
Breakdown (Cab Chassis, Upfitted Chassis, Vans, Pickups)
Missing Invoices
Average Days on Lot
Quick Links:
Manage Inventory
View Past Inventory
Invoice Binder
6. Used Inventory Overview
Similar visibility for used vehicles, including:
Vehicle Count by Type
Days on Lot
Inventory Aging
Quick Links:
Manage Used Inventory
7. Buyer Details
Stay on top of buyer engagement activity:
Total Buyers
Unaccepted Buyers
Quick Links:
Manage Buyers
Send a Quick Quote
Prospect
8. Tasks
View and manage action items related to buyers, sales, or inventory.
What You Can Do:
Review Scheduled Tasks
✅ Mark tasks complete
➕ Add new tasks
👤 Assign tasks to team members
9. Resources
Stay informed with the latest announcements and support materials.
What You Can Access:
News Items
FAQ
Quick Links:
Read the FAQ
Read the News
10. Partners
View any dealership-level partner programs or integrated services connected to your account.
11. Dealership Package
Review what’s included in your current Work Truck Solutions plan.
If details aren’t visible, select See Details to:
View package inclusions
Contact your Customer Success Manager for changes or upgrades
Conclusion
Your Dashboard homepage is your command center for commercial operations. From buyer engagement and inventory management to performance insights and support resources, each section provides quick access to the tools your team uses daily—helping you stay informed, efficient, and aligned.