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RO Detail Report
This report shows RO financial breakdown. The RO Detail Report can be filtered by Site, Advisor, DVI status, and Signature status. Date Date on the RO RO # Repair Order number Name Customer first name Tech Tech name Advisor Advisors name DVI DVI ...
Market Penetration Report
This report shows market penetration data and allows for customer lists to be exported to .CSV files. This is useful for providing direct mailing campaign lists. Admin Access Required This report can also be set to view by Customer or Vehicle. When ...
Advisor Sales Tracker - Report Definitions
Total = Total charged to the customer. This isn't displayed in a column but is used for various calculations. Column Name Calculation Advisor Advisor Name # of ROs Total Number of ROs Average (Avg) Quote Quoted parts + quoted labor / total ROs ...
Average Daily Sales by Advisor / Site - Report Definition
Total = Total charged to the customer. This isn't displayed in a column but is used for various calculations. Service Advisor Tracker: Column Name Calculation # The of closed repair orders for the range specified Gross Sales (GS) Goal Daily Gross ...
Google Review Link Creation
Google Place ID: The first step in creating a review link is to find your business's Google Place ID. This google website can be used for this. Enter the name and full address for your business. The place ID will be displayed on the map. Copy the ...