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Insights · exsto.Insights
Turn connected activity into a clearer view of the business.
exsto.Insights brings activity from across the exsto Customer Engagement Platform into connected dashboards and reporting — helping retailers, dealer groups and OEMs understand customers, journeys and operations more clearly.
- exsto.Service
- exsto.CRM
- exsto.Sales
- exsto.Commerce
- Glovebox
Connected reporting
Every interaction creates data. exsto.Insights brings it together.
Activity recorded across connected exsto modules becomes useful visibility — for the people who need to understand what is happening.
- JourneyView
- SiteView
- TeamView
- OperationView
- PerformanceView
exsto.Sales contributes Sales information from across the domain — enquiries, stock, pricing, video and engagement activity, retail activity and hand-over — not just a few isolated events.
Available data depends on the connected modules and integrations in each deployment.
Reporting & dashboards
From individual activity to the wider picture.
Connected dashboards and reporting bring activity from across exsto into views the business can use — by journey, site, operation and team.
Journey activity
Connected activity across stages · representative view
Site activity
Across sites
Operational trend
exsto.Service
Team view
By team
Included as part of the exsto platform.
exsto.Insights dashboarding and reporting is available as part of the connected exsto platform, with no additional module charge.
Representative visual — no customer figures. Available views depend on the deployment.
Journey visibility
See activity as a journey, not isolated transactions.
This is not a rigid funnel — different customers follow different journeys. The point is that activity across modules can be understood together.
Enquiry
exsto.Sales
Booking
exsto.Service · Glovebox
Workshop
exsto.Service
Authorisation
Glovebox
Payment
exsto.Commerce
Follow-up
exsto.CRM
Retention
exsto.CRM
Representative stages. Journeys vary by customer and by the modules each retailer uses.
Different levels
Visibility at the level you work at.
01 · Retailer
What is happening across my operation?
Brings together activity across the retailer's connected journeys and teams.
02 · Dealer group
What is happening across my sites?
Helps provide visibility of connected activity across multiple sites.
03 · OEM / national programme
What is happening across the connected network?
Supports wider visibility where retailers share a connected exsto platform.
Platform-wide capability
Understand one customer wherever you are working in exsto.
Customer Insights is available from customer records across exsto modules. Open it and the customer's available information from across the connected platform is brought together into one view.
Customer Insights is a shared exsto capability — not a module within exsto.Insights.
Customer Insights
Everything you know about the customer, brought together.
Instead of moving through different modules to understand the wider relationship, Customer Insights brings connected customer information into one view — wherever a user encounters the customer in exsto.
Connected customer view opens
Customer Insights is accessible from customer records throughout exsto — not only in CRM.
Screens differ by module; the connected view is the same idea everywhere.
J. Carter
EXST 001
Customer spend
£2,480
Illustrative
Vehicles
Workshop
Plans & subscriptions
CRM activity
Vehicles
Workshop
Plans & subscriptions
CRM activity
exstoPay transactions
Messages · multiple exsto sources
Notes & documents
Customer history
Duplicates
…and more, depending on connected modules
Illustrative interpretation with example data. Not every customer has information in every area.
Connected sources
Many modules. One customer view.
Customer Insights draws on whatever connected activity exists for that customer.
Customer Insights
J. Carter · EXST 001
One connected customer view
Messages can originate from multiple exsto workflows — bookings, campaigns, workshop updates and more — rather than a single module.
Not every customer has data in every source.
Two different jobs
One customer. Wider business. Same connected platform.
Shared platform capability
Customer Insights
What do we know about this customer?
Dashboarding & reporting module
What is happening across the business?
Connected data access
Use connected exsto data beyond the standard dashboards.
exsto.Insights can support structured access to exsto data through the eDynamix SDK, so approved reporting and insight experiences can be developed around connected platform activity.
Access is structured and approved per deployment.
Separate jobs
Intelligence acts. Insights explains.
Acts inside workflows.
AutoAllocate · AutoReview · Purchase Intent Detection
Dashboarding and reporting across connected activity.
Customer Insights is separate from both — a shared platform capability available from customer records.
Platform architecture
Related to connected data. Architecturally distinct.
Dealer groups & OEMs
From one customer to a whole network.
Customer context
Customer Insights helps teams understand the individual customer using available connected activity.
Group visibility
exsto.Insights helps dealer groups understand activity across sites and operations.
Network understanding
Connected platform data can support wider OEM and national programme visibility.
See what happens when connected data becomes useful.
See Customer Insights at the individual customer level and exsto.Insights across the wider operation.