A modern operational intelligence view of pipeline health, forecasted movement, active blockers, and deal-level execution priorities.
Pipeline status is Strained because 10 of 21 workable deals currently fall into the At Risk aging category, representing 47.6% of the workable pipeline. Aging exposure remains elevated but operational movement continues across audit and Carfax-stage deals.
Days in pipeline across active, non-hold deals
Current workload is concentrated in fast-moving validation and inventory setup stages with no major internal provisioning stall identified.
5 Days • Carfax / AutoCheck
AutoCheck remains the final validation item before audit movement.
Complete AutoCheck setup and move directly into audit once validation clears.
4 Days • Carfax / AutoCheck
Dealer intentionally declined ROs; Carfax validation remains the next dependency.
Verify Carfax loading and document dealer decision to proceed without ROs.
4 Days • Carfax / AutoCheck
Dealer intentionally declined ROs; waiting on Carfax validation.
Confirm Carfax loading and prepare for audit once validation stabilizes.
2 Days • Service History
vAuto inventory setup was not fully launched at the time of review.
Continue coordination with vAuto and confirm store launch readiness.
Workstream contains a mix of clean new movement, dealer-response dependencies, and one DealerVault historical rerun need.
21 Days • Service History
No DealerVault ROs are currently showing from the connected historical feed.
Coordinate a new historical file and request DealerVault RO rerun with Ken.
3 Days • Service History
Inventory was received and processing; CDK setup is next.
Run CDK once inventory load is confirmed and begin audit readiness checks.
3 Days • Service History
Inventory is available, but CDK setup information is still pending.
Call dealer for CDK follow-up; mention W9 but do not allow W9 to block movement.
2 Days • Inv / Imgs
Tekion/eDealer.ca path appears stable; inventory ingestion is being monitored.
Confirm inventory ingestion and verify Carfax Canada details remain available.
Largest workstream is driven by audit-stage KOT stores, DealerVault historical reloads, and one critical Buy/Sell inventory integrity issue.
84 Days • Service History
Inventory export is malformed: units marked new, pricing missing, and images not loading.
Work with Pete to validate provider export source and confirm Buy/Sell transition status.
63 Days • Inv / Imgs
Store requires rebuild after undisclosed sister-store/company relationship was identified.
Rebuild under the correct company structure and validate setup before Thursday review.
34 Days • Provisioning Audit
Low RO coverage and Carfax loading remain unresolved.
Coordinate DealerVault historical rerun with Ken and validate VIN consistency.
34 Days • Provisioning Audit
CPO marking and Carfax loading remain open audit exceptions.
Document CPO issue for dealer correction and continue Carfax/DV follow-up.
34 Days • Provisioning Audit
Low RO coverage, CPO mismatch, and Carfax loading remain under review.
Request historical rerun and complete audit validation after RO coverage review.
34 Days • Provisioning Audit
Carfax loading remains the primary final audit exception.
Continue Carfax troubleshooting and prepare pass notes if core inventory is stable.
34 Days • Provisioning Audit
Low RO coverage and Carfax loading remain unresolved.
Coordinate historical rerun with Ken and re-check RO coverage after reload.
34 Days • Provisioning Audit
Carfax and DealerVault-related audit follow-up remain open.
Continue DV follow-up and finalize audit once validation issues are documented.
34 Days • Provisioning Audit
Carfax loading remains the only meaningful final audit issue.
Continue Carfax follow-up and evaluate passability with install notes if unresolved.
4 Days • Provisioning Audit
Final audit is the remaining step.
Complete audit and move forward if no launch-critical exceptions are found.
4 Days • Provisioning Audit
Final audit is the remaining step.
Complete audit and prepare pass documentation.
4 Days • Service History
Reynolds file is failing due to a missing string/STR value.
Contact Reynolds data center and identify the missing file value causing cancellation.
Deal remains on hold due to unresolved Motive integration viability.
Contact Bwill for integration status and determine if continued operational investment is justified.
Dealer remains unresponsive despite repeated weekly outreach attempts.
Escalate to Sales leadership for final direction on whether the deal should be marked lost.
Dealer communication remains limited due to a reported medical situation; CDK is still pending.
Align with Sales on whether to continue hold strategy or evaluate operational passability without CDK.
| Liberty CDJR Philadelphia | Validate inventory export with Pete and confirm Buy/Sell transition status. |
| West Covina CDJR | Complete rebuild under correct company structure before Thursday review. |
| Woodgrove Chrysler | Coordinate DealerVault historical rerun with Ken. |
| Maple Ridge Hyundai | Re-check RO coverage after historical reload. |
| Victory Honda of Austinburg | Complete final audit review. |
| Victory Toyota of Ashtabula County | Complete final audit review. |
| Albany Subaru | Work with Reynolds to identify missing STR file value. |
| Great Lakes Automotive | Request new historical file and rerun DealerVault ROs. |
| Steve Rayman Chevrolet | Run CDK once inventory processing is confirmed. |
| Sparks Toyota | Contact dealer for CDK setup follow-up. |
| Kicking Horse Ford | Verify inventory ingestion and confirm Canada setup details. |
| Performance Mazda | Escalate to Sales leadership for LOST direction. |
| Chevrolet GMC of Mount Vernon | Complete AutoCheck setup and move into audit. |
| Southtowne Hyundai of Newnan | Verify Carfax validation and document no-RO decision. |
| Southtowne Chevrolet Buick GMC | Confirm Carfax loading and prep audit movement. |
| Dan Cummins CDJR Georgetown | Continue vAuto coordination and confirm inventory readiness. |