Built for agencies
The platform your clients will think you built.
Agencies partner with Xcel for the production muscle and run their book on UpDash — some under their own brand. Your clients get dashboards they've never seen from an agency; you get a morning desk that tells you which store needs you today. What follows is the actual portal, on demo data.
Your brand, not ours
Flip the switch. Your clients never see UpDash.
Some agencies run the whole platform under their own name — same dashboards, same DMS-matched numbers, but your logo on the login, your color on the charts, and your domain in the address bar. This is the toggle, live: flip it and watch the platform change hands.
Good morning — Summit Dealer Marketing
Saturday, August 15 · 14 dealerships
Brookhaven Ford
Brookhaven, OH
Maple Heights Toyota
Maple Heights, OH
Harborview Honda
Sandusky, OH
Chapter one
Your whole book, on one screen.
This is your Overview — the Morning Desk. The portal opens on the Book: every dealership with its DMS feed state, active campaigns, and next drop — the live states up top, the trailing-30-day results underneath. Filter straight to who needs you.
Summit Dealer Marketing
Saturday, August 15 · 14 dealershipsPartner since 2019 →The Book
Brookhaven Ford
Brookhaven, OH
Active campaigns3
Next dropAug 19 · Trade-Up Event
Maple Heights Toyota
Maple Heights, OH
Active campaigns2
Next dropSep 3 · Database Mail
Harborview Honda
Sandusky, OH
Active campaigns1
Next dropSep 8 · Service & Recall
Lakeland CDJR
Lorain, OH
Active campaigns2
Next dropSep 12 · Conquest Blitz
Fairview Kia
Fairview, OH
Active campaigns1
Next dropAug 21 · Handwritten Note
Westfield Chevrolet
Elyria, OH
Active campaigns0
Next drop—
6 of 14 dealerships · every card opens the store
2,214+180
Responses · vs prior 30d
486+42
Appointments · vs prior 30d
291
Sales Matched · 9 stores
1,148
Repair Orders · 9 stores
Results · last 30 days · across the whole book · matched through today
A stale feed outranks everything — a live store whose sales data stopped arriving is ROI going unmeasured, and the portal flags it before your client does.
Chapter two
The queue that runs your morning.
Higher on the same Overview sits 'Needs you today': stale feeds, campaigns landing this week, seasonal windows, quiet stores, channels never tried — ranked into one queue, capped at five, each with one action attached. It's the reason to log in.
Needs you today
ranked · refreshes as your book changesSat, Aug 154 more signals on the roster below · Open Playbooks
This week’s brief
written by AI from the book’s live signalsGenerateOne click for the Monday-morning read: momentum, attention, and three moves with store names on them.
This is account-management triage, done for you — five stores, five reasons, five next moves, every morning.
Chapter three
This is your Campaigns page.
Every campaign across every store, by year — channel, quantity, response rate, matched sales and repair orders, invested and returned. Recent drops and 'next in market' ride the top; click any row and it opens the same campaign dashboard your dealer sees.
Your campaigns — Summit Dealer Marketing
68 campaigns across 14 dealerships · 2019 – 2026
across the 12 campaigns in market right now
| Campaign | Store | Channel | Deployed | Qty | Resp % | Sales | ROs | Invested | Returned | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | ||||||||||
| Trade-Up Event | Brookhaven Ford | Direct Mail | Jul 2026 | 7,143 | 2.2% | 24 | — | $9,850 | $61.3K | |
Trade-Up Event — the funnel7,143 Delivered 2.2% Response rate 24 Sales matched — RO's matched $61.3K Matched gross the same dashboard the dealership sees — response feed, lead drawer, recorded calls, ROI | ||||||||||
| Service & Recall | Maple Heights Toyota | Direct Mail + SMS | Jun 2026 | 8,900 | 1.8% | — | 151 | $11,200 | $48.2K | |
| Payment Buyback SMS | Fairview Kia | SMS | May 2026 | 4,200 | 3.1% | — | — | $3,800 | — | |
| Conquest Blitz | Lakeland CDJR | Direct Mail | Apr 2026 | 9,150 | 1.6% | 18 | — | $12,400 | $46.0K | |
| Spring Service Event | Harborview Honda | Mar 2026 | 12,500 | 1.1% | — | 96 | $2,900 | $31.4K | ||
| 2025 | ||||||||||
| Database Mail | Maple Heights Toyota | Direct Mail | Sep 2025 | 6,800 | 2.4% | 22 | — | $9,300 | $57.2K | |
| Winter Service Saver | Westfield Chevrolet | Direct Mail | Nov 2025 | 5,400 | 1.5% | — | 88 | $7,100 | $26.8K | |
Responses are counted inside each campaign’s window — calls, web, QR, and mail-backs, plus SMS repliers scoped to the campaign — so a text blast never inflates a mail campaign’s rate. Fairview Kia has no DMS feed: its outcomes show an em-dash, never an invented number.
Chapter four
This is Compare.
Two to four campaigns side by side — aligned funnels, cost-per figures with the winner crowned per metric, and cumulative response curves overlaid. The renewal conversation, pre-armed.
Compare Campaigns
Put 2–4 campaigns side by side — winners highlighted, response curves overlaid
Brookhaven Ford Trade-Up Event Direct MailJul 2026 | Maple Heights Toyota Database Mail Direct MailSep 2025 | Maple Heights Toyota Service & Recall Direct Mail + SMSJun 2026 | |
|---|---|---|---|
| Pieces / Messages | 7,143 | 6,800 | 8,900 |
| Responses | 157 | 163 | 160 |
| Response Rate | 2.2% | 2.4% | 1.8% |
| Appointments | 38 | 41 | 29 |
| Sales Matched | 24 | 22 | — |
| Repair Orders | — | — | 151 |
| Cost | $9,850 | $9,300 | $11,200 |
| Cost per Response | $62.74 | $57.06 | $70.00 |
| Cost per Sale | $410 | $423 | — |
| ROI (gross) | 6.2x | 6.1x | 4.3x |
Response curves
cumulative responses by days since first dropday 0 → day 60
A service campaign is never graded on sales it wasn’t built for — cells a campaign wasn’t for show an em-dash, not a loss.
Chapter five
This is Playbooks.
The hall of fame — your best performers at meaningful volume — and the calendar-month heatmap of when your campaigns historically win. What to re-run, and when. Every winner links straight into Compare, auto-paired with its previous run.
Playbooks
Your proven winners and the windows they win in · 68 campaigns of history
When You Winaverage response rate by calendar month · all years
Jan
1.4%
5 camps
Feb
1.6%
6 camps
Mar
2.1%
7 camps
Apr
1.7%
6 camps
May
1.5%
5 camps
Jun
1.6%
6 camps
Jul
1.8%
7 camps
Aug
1.5%
4 camps
Sep
2.4%
8 camps
Oct
1.9%
6 camps
Nov
1.7%
5 camps
Dec
1.3%
3 camps
September and March are your strongest months (2.4% and 2.1% average response).
Hall of Fameyour top campaigns by DMS-matched gross · one entry per store
#1Team Mazda
First-class APR postcard
on 7,142 mailed · 154 ROs
Direct Mail
Open campaign Compare
#2Germain Lincoln of Naples FL
Real-pen handwritten note
on 7,500 mailed · 281 ROs
Direct Mail
Open campaign Compare
#3Wilson Toyota of Ames IA
First-class postcard · database
on 3,702 mailed · 0 ROs
Direct Mail
Open campaign Compare
Chapter six
Walk into the review with the store's whole story.
Store Insights lists every dealership; each one drills into this — State of the Store, campaign influence, and the honest money math. Present mode turns it into a full-screen, print-ready deck for the dealer meeting. The kind of review that wins renewals, generated per store.
Demo Motors Chevrolet — store review
State of the Store · campaign influence · the money math
Demo Motors Chevrolet — State of the Store
Feed live · updated 2h agoTrailing 12 monthsSales vs last year
+16.4%
Campaign-matched share
19%
Best month ever
Jun — 149
Campaign influence — 24 months
store sales vs campaign-matchedThe pattern a GM can read in five seconds: the blue rises when the ticks appear. Months with campaigns in-market average +23% total sales at this store.
Demo Motors Chevrolet — ROI Report
Job #26041 · Database mail · microtargeted
$9,850
Cost
7,143
24
Cars Sold
$61.3K
Gross Profit
9
Trades
151
Repairs
$48.2K
RO Total
Last Update: 2 hours ago
Hit Present mode — the three panels become a full-screen, print-ready deck under your brand, ready to walk the dealer through or hand over as a PDF.
Chapter seven
This is Inspiration.
High-performing campaigns from independent dealerships across the whole UpDash network — creative and results, searchable by channel, strategy, and year, pinned on a map of the country. Ideas your book hasn't tried yet, proven somewhere else first.
Inspiration
Real campaigns across the UpDash network · approved to share with partners · results DMS-matched · the actual creative on every card
Direct MailEnterprise Kia
Payment-reduction notice
Sales
24 sold on 7,500 mailed
Direct MailKia of Lexington KY
CAP approval letter
Sales
18 sold on 9,000 mailed
Direct MailUnited Toyota Imperial CA
From-the-desk vehicle-locator
Sales
34 sold on 3,271 mailed
Direct MailSubaru World of Newton NJ
Handwritten note
Sales
27 sold on 3,846 mailed
Direct MailUniversity Kia Huntsville AL
Auto-pen vehicle-locator note
Sales
37 sold on 5,000 mailed
Direct MailSteven Kia VA
Recall Snap Pak
Service
14 sold on 1,249 mailed
Direct MailCumming Chevrolet GA
From-the-desk postcard · sales + service
Sales
13 sold on 6,847 mailed
Direct MailWinter Haven Honda FL
First-class postcard · sales + service
Service
9 sold on 2,000 mailed
Direct MailFort Worth Mitsubishi TX
Fresh Start Snap Pak
Sales
5 sold on 3,152 mailed
Direct MailGreenway Kia at The Avenues FL
First-class postcard
Sales
12 sold on 2,734 mailed
Direct MailSteven Kia VA
Fresh Start letter
Sales
4 sold on 1,026 mailed
Cards are view-only — no drill-through into another store’s data, and no dollars. Stores linked to any agency never appear on the wall.
Partnership & history
The whole relationship on one slide.
One click from the sign-in view: every year you've worked together, the campaign and spend arc climbing across the book, and the milestones that mark it — the retrospective a QBR opens with, built for you and always current.
Partnership & history — Summit Dealer Marketing
The relationship, campaign by campaign · 2019 – 2026
Eighty-four months, fourteen rooftops, and a spend curve that keeps climbing — the whole relationship on one slide, one click from the sign-in view. The 2026 bar and the dashed tail are the year still in progress.
The rest of the portal
The surfaces that don't fit in a screenshot.
Two more capabilities that live in motion, not a still: the AI briefs the hub writes from your book, and the fail-closed roster scoping behind every drill-through.
AI briefs on demand
The hub writes this week's brief from the book's live signals; every store page writes an executive brief grounded strictly in its own numbers. One click, ready to read aloud.
Fail-closed roster scoping
Every drill-through — dashboards, lead drawers, recorded calls, ROI — is checked against your own roster on each request. A store you don't manage returns nothing, by default.
Why this matters
Your clients will ask who built this.
Agencies lose accounts in the reporting meeting, not the creative one. When your book runs on the same platform that matches every campaign to the DMS — under your logo — the renewal conversation starts from proof you didn't have to assemble.
Frequently asked questions
Can my agency run our own book of dealership clients on UpDash?
Yes. Agencies can manage their full roster of dealer clients inside UpDash, with each dealership set up as its own account so campaigns, audiences, and reporting stay separated. You keep running your direct-mail, SMS, email, and Facebook programs the way you already do, and UpDash handles the tracking, response capture, and DMS matchback underneath. Reach out to Xcel to get your agency and its clients provisioned.
Is UpDash available white-label for agencies?
Yes, white-label access is available so you can present the platform and reporting under your own brand to your dealer clients. That means your dealers see your agency as the source of the campaign intelligence rather than a third-party tool. Talk to Xcel about setup, since white-label configuration is handled per agency.
How does reporting work when I have multiple dealer clients?
Each dealership gets its own dashboard scoped to that store's campaigns, responses, appointments, and sold-unit matchback, so you can hand a client a clean view of just their results. As the agency, you can move between your clients to compare performance and pull the numbers you need for reviews. Because tracking ties back to the DMS, the reporting reflects real sold units and RO's rather than estimated leads.
Does UpDash actually track dealership sales, or just leads and clicks?
It tracks real outcomes. Responses across mail, SMS, email, and Facebook are captured and then matched back against the dealership's DMS to attribute sold vehicles and service ROs to the campaigns that drove them. That gives your dealer clients revenue-level ROI instead of surface metrics like impressions or form fills, which is usually the number a GM actually cares about.
Do agencies have to sign a long-term contract to use UpDash with Xcel?
No. Xcel works without long-term lock-in, and UpDash is included as the tracking and reporting layer rather than billed as a separate platform fee. That lets your agency prove out results with your dealers before committing further. Contact Xcel to discuss how the agency arrangement is structured for your book.
Partner with the shop that builds the software.
Production, data, compliance, and the platform — under our brand or yours.
We sell texting for a living — try us.