Data View FAQ

Data View FAQ

  1. Is there a way to see which ROs are the rollover?
    In the Data View, you can turn the Posted Only toggle to Off and then sort by Date Sold. Any rollover will have a different Sold Month from the Posted Month.



  2. Is there a screen that shows us GP$/HR by ticket for a date range?
    Yes, you can use the Data View to do this. Select the desired date range, and it will calculate the total GP/hr while also displaying it at the individual ticket level.



  3. I want to see what my Service Advisor is struggling to sell. How do I do that in OktoRocket?
    This information is available in the Data View. Once in the Data View, you can filter by Advisor and then sort by various fields, such as close ratio, to identify RO’s with lower close rates. This allows you to analyze patterns and determine areas where your Service Advisor may be struggling to sell.

    • Related Articles

    • Data View

      In this guide, Rick walks you through the Dataview section in OktoRocket, showcasing features like data filters and month selection to help you analyze shop data effectively. <br>
    • Shop Data View

      In this guide, Rick walks you through the Dataview section in OktoRocket, showcasing features like data filters and month selection to help you analyze shop data effectively. <br>
    • Dashboard FAQ

      What do the Different Colors Mean in the Outrunning Overhead Section? - Red: Your Gross Profit (GP) has not surpassed your overhead. - Black: Your GP has surpassed your overhead, meaning you are profitable. - Green: You have met your GP goal. Is ...
    • Settings FAQ

      Could I make another employee a ClientAdmin? Yes, we can do that for you. Just submit a request via chat or to support@oktorocket.com. How can I cancel my subscription? You can cancel your subscription by reaching out to our support team via chat or ...
    • General FAQ

      How are Technician Hours calculated? The technician hours in OktoRocket are determined by the primary technician assigned to a ticket, rather than production hours. These are RO-level metrics designed to track who inspected and identified the work on ...