M2B Commerce · Analytics

See what your dealers are doing — and what they're not.

Q: What dealer metrics matter most?

Order frequency and recency (engagement), average order value trend (growth), product mix changes (opportunity), and search-without-purchase (unmet demand). These four metrics drive the majority of actionable dealer insights.

Q: Can dealers see their own analytics?

Yes. You can expose selected analytics to dealers — their order history, spending trends, and product mix. Some manufacturers share this as a value-add to strengthen the dealer relationship.

Q: How do you handle data privacy?

Dealer data is segregated — each dealer sees only their own data. Internal analytics aggregate across dealers. Role-based access controls limit who sees what at every level.

Your dealer portal generates data that most manufacturers ignore — who's ordering, what they're searching for, where they abandon carts, and which dealers are growing vs. declining. We turn that data into dashboards that drive revenue decisions.

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4fit signals

6scope modules

5delivery stages

Workflow layeroperating layer

The Problem

Dealer Performance Is a Black Box

Dealer performance dashboards, order analytics, and catalog engagement metrics. Understand who's buying what and identify growth opportunities.

No visibility into which dealers are growing, flat, or declining until the quarterly sales review

No data on what dealers search for but don't buy — missed product opportunities invisible

Cart abandonment and checkout friction unmeasured and unaddressed

Sales reps manage accounts by gut feel instead of data-driven insights

Scope

What this service has to produce.

The work is organized as modules because implementation scope should be visible before the build starts.

Dealer Performance Dashboards

Revenue, order frequency, average order value, and product mix by dealer. Trend lines that show growth, decline, and seasonality at a glance.

Order Analytics

Order volume, line items, fulfillment rates, and return rates. Drill from summary metrics to individual order detail.

Search & Browse Analytics

What dealers search for, which categories they browse, and what they view but don't buy. Product interest signals your sales team can act on.

Cart Abandonment Analysis

Where dealers drop off in the ordering process. Identify pricing, availability, or UX issues that prevent order completion.

Sales Rep Dashboards

Account-level dashboards for sales reps showing their dealers' activity, ordering trends, and engagement metrics. Data-driven account management.

Custom Reports

Configurable reports exportable to Excel, PDF, or BI tools. Schedule automated report delivery to stakeholders.

Architecture

The service has to fit the operating layer it touches.

Workflow layerWhich partner workflows should move out of email, phone calls, and disconnected portals first.

Governance dependencyThe workflow needs live ERP rules, clean account data, and clear handoffs before users can trust self-service.

Workflow records involved

customers

catalog

contract pricing

available inventory

orders and invoices

What we check before implementation

Which system owns the record of truth.
Where manual work or reconciliation enters the workflow.
Which integrations, rules, or data cleanup have to come first.

Delivery sequence

How the work moves from diagnosis to production.

Your dealer portal generates data that most manufacturers ignore — who's ordering, what they're searching for, where they abandon carts, and which dealers are growing vs..

Analytics Requirements

Define key metrics, KPIs, and reporting needs for each stakeholder group — sales leadership, sales reps, operations, and marketing.

Data Pipeline Setup

Configure event tracking, data collection, and analytics pipelines. Capture user behavior, transaction data, and catalog interaction metrics.

Dashboard Development

Build interactive dashboards with drill-down capability. Real-time data refreshes for operational metrics, daily for strategic analytics.

Report Configuration

Configure automated reports, email schedules, and alert thresholds. Custom reports for specific business questions.

Training & Adoption

Train sales reps and managers on dashboard use. Demonstrate how to translate analytics insights into dealer engagement actions.

FAQ

Questions that usually decide the scope.

These answers help separate a real implementation plan from a generic technology discussion.

Can we integrate portal analytics with our BI tools?

Yes. We can export data to Power BI, Tableau, Looker, or your existing BI platform. Raw data feeds via API or scheduled exports for custom analysis beyond the built-in dashboards.

What dealer metrics matter most?

Can dealers see their own analytics?

How do you handle data privacy?

Next step

Start with the operating problem, then sequence the build.

Metrotechs maps the record, traces the workflow, identifies the leakage, and turns the scope into a practical plan for Odoo, AWS, data, automation, portals, and AI.

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Built around real records, workflows, governance, and production handoffs.

Scoped to what can be implemented, owned, and operated after launch.