Period KPIs本期指标
Aug 2026Sales Funnel
Monthly Trend Leads & Orders
Conversion Rates Trend Stage & end-to-end · % of leads
Month-over-Month
Insights & Recommendations洞察与建议
Auto-generated线索强劲增长但质量稀释：leads 334（+49.1%），合格仅 38（+15.2%），QL/Leads 14.7%→11.4%——增量线索的合格率偏低。
Leads surged 49.1% to 334, but qualified grew only 15.2% — lead quality diluted (QL rate 14.7%→11.4%).
漏斗下段未跟上：试驾 22（-8.3%）、订单 5（持平），L2O 1.5%——线索量的增长尚未转化为成交，试驾→订单链是瓶颈。
The bottom of the funnel lagged: test drives 22 (-8.3%), orders flat at 5, L2O 1.5% — growth in leads has not translated into sales.
本月进度：10月目标 5 单 · MTD 已达成 3 单（60%）· 当前时间进度约 71%，略低于时间进度，剩余日均需约 1 单即可达标（小基数，单笔波动影响大）。
Oct progress: target 5 · MTD 3 (60%) vs ~71% time pace — slightly behind; ~1 order/day needed (small base, each order moves the rate).
Recommended actions行动建议
Action 1
校验线索激增来源（渠道/活动/经销商录入），确认是否可持续。
Validate the source of the lead surge (channel/campaign/dealer entry) to confirm sustainability.
Action 2
优化线索筛选规则，提升合格线索占比。
Tighten lead-qualification rules to lift the QL ratio.
Action 3
试驾→订单专项：当前仅 5 台订单，锁定高意向试驾客户。
TD→Order initiative: only 5 orders — prioritize high-intent test-drive customers.