Guide page 10
Owner / general manager
A five-minute morning review
Includes a focused build prompt, clearly named fictional source files, three success checks, and guidance on what this project can and cannot show.
Included in the starter kit →11 practical starting points
Start with your job.
Build something useful.
You do not need to run the whole dealership to benefit. Choose one small project that helps you understand your own work.
The starter kit includes a 20-page guide with a mini-project for each role below: fictional inputs, a copy-and-paste prompt, and checks for success. These are guided exercises you build with your AI tool. The public demo is the shared departmental example.
Guide page 11
Sales manager
A team progress board
Includes a focused build prompt, clearly named fictional source files, three success checks, and guidance on what this project can and cannot show.
Included in the starter kit →Guide page 12
Salesperson
My month at a glance
Includes a focused build prompt, clearly named fictional source files, three success checks, and guidance on what this project can and cannot show.
Included in the starter kit →Guide page 13
Service manager
Closed work and open-work review
Includes a focused build prompt, clearly named fictional source files, three success checks, and guidance on what this project can and cannot show.
Included in the starter kit →Guide page 14
Service advisor
My open-work checklist
Includes a focused build prompt, clearly named fictional source files, three success checks, and guidance on what this project can and cannot show.
Included in the starter kit →Guide page 15
Parts manager / counter staff
Parts contribution without overlap
Includes a focused build prompt, clearly named fictional source files, three success checks, and guidance on what this project can and cannot show.
Included in the starter kit →Guide page 16
Inventory manager
Stock that needs a price review
Includes a focused build prompt, clearly named fictional source files, three success checks, and guidance on what this project can and cannot show.
Included in the starter kit →Guide page 17
F&I manager
A retail F&I scorecard
Includes a focused build prompt, clearly named fictional source files, three success checks, and guidance on what this project can and cannot show.
Included in the starter kit →Guide page 18
BDC / internet team
An appointment outcome board
Includes a focused build prompt, clearly named fictional source files, three success checks, and guidance on what this project can and cannot show.
Included in the starter kit →Guide page 19
Technician / shop foreman
A personal job queue
Includes a focused build prompt, clearly named fictional source files, three success checks, and guidance on what this project can and cannot show.
Included in the starter kit →Guide page 20
Office / accounting staff
An exception and due-date checklist
Includes a focused build prompt, clearly named fictional source files, three success checks, and guidance on what this project can and cannot show.
Included in the starter kit →One project at a time
Learn the core process, attach the listed practice files, build a separate dashboard, then check the result. BDC, technician and office projects include their own fictional CSVs. Those files do not import into the reference demo.
Personal views must use only approved data. Hiding a tab or filtering a name does not restrict access to data embedded in a file. The exercises do not add employee logins or live dealership connections.
Try the reference dashboard