Rick shows you the Individual Performance section of the dashboard and how this detailed insight helps you recognize top performers and identify areas where team members may need support.
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How to set Individual Goals for Service Advisors and Techs In OktoRocket
Exclusions
In this guide, Rick demonstrates how to exclude individual tickets from metric calculations in OktoRocket, helping you achieve a clearer understanding of your averages. <br>
Detail Cards
Rick walks you through the Detail Cards and explains how they help you stay on top of your Shop's performance at all times. <br>
Advisor Breakdown By Week
Rick shows you advisor/Technician Breakdown by week and how it provides crucial insights into their performance over time. <br>
This Week At a Glance
Rick walks you through the This Week at a Glance section of the dashboard and explains how tracking daily sales performance helps you stay agile and responsive to changes in your shop's activity. <br>