Reports
Site Comparison Tracker Definitions
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 Avg Quote (Parts + Labor + Shop ...
Tech Sales Tracker Definitions
The tech tracker report is a great way to see each technicians productivity at a glance. Column Name Calculation Tech Technician Name Total Hours Sum of billed hours Total Cars Sum of vehicles the technician worked on Hrs Per/RO total hours / total ...
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 ...
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 ...
Call Summary
This report gives information about all calls made or received by all locations. Voice Module Required Admin Access Required Calls Total number of calls handled. Inbound Calls Number of inbound calls handled. Unique Inbound Number of phone numbers ...
Advisor IQ Dashboard
This report gives information about calls and SMS conversations analyzed by Advisor IQ. Advisor IQ Required Site Manager Access Required Calls Inbound calls that go to voicemail or are disconnected in the menu will be listed as N/A User. For calls to ...
Campaign Performance
This report tracks marketing campaign performance and outcomes. Campaign Module Required Admin Access Required The Campaign Performance report shows the campaign activity and outcomes. Items in the graph and table are selectable for a more in depth ...
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 ...
Short URL Report
This report shows the status of the Short URL's created through Digital Concierge. Admin Access Required Date The date the URL was created Short URL Displays the URL value, clicking on the value will take you to the destination for the link Author ...
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 ...