Sales Team Control
Manage the queue and active salesperson sessions from one workspace.
Queue Actions
Manage your position
Current Up
Active client session
Idle
None
No up in progress
Deal Actions
Live Queue
0
Queue is empty
Manager Workspace
Sales Team Control
Manage salesperson availability, queue position, appointments, and active sessions without entering the queue yourself.
Live rotation
0
Sales Queue
Sold-deal rotation
0
F&I Queue
On the floor
0
Active Sessions
Team status
Sales Roster
Today
Morning Brief
Your priorities for a smoother day.
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Priorities
Highest urgency first
My Upcoming Shifts
Block Availability
Set times you absolutely cannot work. Managers will be warned.
Open Shift Market
Extra shifts posted by management. First come, first served!
Peer-to-Peer Trades
No shifts available.
Request Time Off
▸
0
My Request History
Team Templates
Click an employee to set their recurring schedule
Today's Performance
A live overview of your sales team.
Team activity
Sales shown below each traffic count| Salesperson | Walk-ins | Appts | Be-backs | Total Sales | Close % | Status |
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Close rate uses walk-ins and appointments. Be-backs are excluded from the opportunity count.
0
No history yet
Performance Report
Generate leaderboards for any date range
Choose a period to get started
Use a shortcut or select dates to compare your sales team.
Click Generate to compile product stats.
F&I Performance
Product penetration, PPD, and revenue by F&I manager
Choose a period to get started
Review delivered deals and product results for the selected period.
Performance workspace
F&I Master Board
Filter the exact period and team you want to review. All KPIs and tables update together.
Monthly sales goal
units
0 / 95
Advanced tax details
Standard consumer vehicle tax treatment.
Loan Details
Down Payment & Discount
Dealership catalog
Products
Turn on only the products included in this deal. Names and default prices come directly from Settings.
Advanced fees
Live deal
Payment summary
Vehicle not set
$0.00
Monthly payment (tax included)
Amount financed$0.00
Trade-in incl. taxes$0.00
Down payment$0.00
Products$0.00
Taxes payable$0.00
APR / term8.99% · 72 mo
Detailed breakdown
Vehicle price$0.00
Vehicle price with tax$0.00
Products with tax$0.00
Trade payoff$0.00
Fees$0.00
Total of payments$0.00
Total interest$0.00
📋 Sales Report
View and print your deals by month
Performance Index
This Month
deals delivered
Top Products
Current Employment
In Progress
Employment History
Recent Activity
👤 Personal
My Profile
🏢 Dealership
General Info
Scheduling
TV Board & Reviews
💰 Sales & F&I
Products
Comparison Plans
Commission Plan
Inventory Sync
🛡️ Admin
Activity Log
System
Support
👤 My Profile
Manage your account, appearance, and privacy settings
Personal information
Update the name shown across UpBoard.
Security & sign-in
Manage how you sign in and recover your account.
Email address
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Password
Password protected
Use a unique password for UpBoard.
Password reset links are sent only to your verified sign-in email.
🔒 Privacy & Display
Control what others see on your public player card.
Display UpBoard Score
Show your composite performance score and radar chart on your profile.
Display Unlocked Trophies
Allow others to see your earned achievement badges (e.g. 100 Club, F&I King).
🌗 Appearance & Language
Danger Zone
🏢 General Info
Dealership name, operating hours, and regional settings
⏰ Auto End-of-Day
Archive & reset daily at a set time
Sales Workflow
UpBoard keeps the salesperson-to-desk handoff structured and traceable.
Deal Request before DeskingWhen enabled, managers are prompted to get the vehicle and deal facts from the salesperson before opening Desking.
Client cancellation approvalManager approval required for salesperson cancellations.
ALWAYS ON
🌤️ Weather Location
TV Board weather widget
FTP / Inventory Connection
Connect to 360 Agency or DMS feed
📧 Daily Email Reports
Send automated EOD performance reports
📱 Daily SMS Summary
Send text message summaries via Twilio at end of day
📅 Scheduling
Branches, shift templates, coverage rules, and holidays
🏢 Branches / Locations
Separate queues, pipeline, and F&I rotation per branch
⏰ Shift Templates
Named shifts for quick assignment
🛡️ Minimum Coverage Rules
🎉 Dealership Holidays
Automatically overrides schedules to OFF for everyone
Vacation Balances
📦 F&I Products
Manage your product catalog, pricing, and display order
F&I Products
▦ Comparison Plans
Build reusable proposal layouts directly in the new Proposal Builder.
Proposal Builder
Create package comparisons, vehicle-to-vehicle comparisons, reusable dealership templates, recommended options, and one-page customer proposals. Existing legacy comparison templates are converted when opened.
💰 Commission Plan
Configure how sales commissions are calculated
Base Commission
Finance Bonus & Delivery Fee
Product Commissions
For each product: set a flat commission OR click "Tiered" for price-based tiers. "Sales Bonus" = extra $ if sold by the salesperson instead of F&I.
🕒 Aging Inventory Bonus
Reward salespeople for moving old inventory. Uses stock entry date from synced inventory.
Monthly Volume Bonus
Bonus paid when hitting deal targets (highest tier reached)
🚗 Inventory Sync
FTP auto-sync and manual CSV import for your vehicle inventory
☁️ FTP Sync
Auto syncs at 1:00 AM & 6:00 AM
Manual CSV Upload
📺 TV Board & Reviews
Configure the TV display, logos, and customer reviews
Showroom Display Studio
Customize what your TV shows
Choose the inventory, timing, animation and sections shown on the showroom TV. Saving automatically refreshes connected displays.
Sections
Inventory Selection
Motion & Details
🖼️ TV Display Branding
Display Management
Reloads online showroom TVs, queue TVs, and TV-mode Manager Boards. Manager Monitor windows opened from UpBoard are not affected.
Customer Reviews
Active Reviews
🛡️ Activity Log
Track all changes and actions across your dealership
⚙️ System Administration
Add dealerships, manage database, and system tools
Product Communication
Publish product news, manage app releases, and roll out features safely.
Roles
Leave empty for every role.
Platforms
Languages
Announcement history
Open System to load announcements.
iPhone App
Desktop Web
Mobile Web
Roles
Platforms
Status
No feature flags yet.
Dealer Groups
Group dealerships that share ownership. Group owners automatically receive manager access to dealerships in the group.
Add Dealership
Manager Account
If this email already belongs to a verified UpBoard account, the existing login will be reused and the name/password fields can be left blank.
Active Dealerships
Database Backup
Team Performance
Real-time overview of your team's health
Sales & F&I Performance
Manual Entry
End of Day
Take Requests
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