27 June 2026v0.7.12
Email routing and dashboard reporting
Adds flexible customer email CC routing, dashboard reporting controls, a daily sales-log widget, and leaderboard deal drilldowns.
New features
- Customer progress and cancellation emails can now CC multiple recipient groups at once, including managers, the assigned salesperson, the assigned business manager, and selected custom team members.
- Progress update templates now include a CC replies control directly in the template builder, with custom recipient selection for active team members.
- Dashboard Channel mix can be switched between deal volume and reported gross profit for users with gross profit access.
- The dashboard now has an opt-in Daily report widget showing deals pushed to the sales log today, vehicle GP, F&I GP, and total GP, with a quick link to the full Daily Sales Report.
- Leaderboard rows can now expand to show the underlying deals behind each salesperson's result, including customer, vehicle, channel, sales value, and GP when the viewer has revenue access.
Changes & improvements
- Channel mix now keeps volume as the default metric, respects gross profit permissions, persists the selected metric, and shows supporting deal counts when the widget is viewed by gross profit.
- Daily report dashboard totals use dealership-local dates and keep the same ex-GST gross profit basis as the Sales Log and Daily Sales Report.
- Email template settings now use a more responsive control layout so send mode, scope, CC options, and preview controls fit better on smaller screens.
- Leaderboard week and month presets now use the full dealership calendar period instead of ending at the current day.
Bug fixes
- Channel mix GP now uses the same full-month delivery basis as the dashboard Gross profit widget and honours the shared missing-stock-price reporting rule.
- Sales Log inline status edits now update optimistically without immediately re-sorting the row out from under the user.
- Sales Log sorting now keeps the pre-edit sort value stable for patched fields until the table receives refreshed data.
- Customer sourcing update emails now record reply-to and CC metadata consistently with cancellation feedback emails.