Dashboard
Quick Cards
Rick explains the status cards in OktoRocket and demonstrates how they help you stay proactive and make strategic decisions to keep your shop on track for success. <br>
Month By Week
Rick walks you through the Month by Week section and explains how it helps you spot trends and patterns in your shop's performance over the course of the month <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>
All Shops View
Rick provides a demonstration of the All Shops feature in OktoRocket, guiding you through how the multiple shop platform operates. <br>
Filters and Quick Links
Rick shows you how to change the ticket data used in the dashboard and guide you through navigating the dashboard. <br>
Individual Performance
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. <br>
Marketing Metrics
Rick reviews the marketing metrics section of the dashboard and explains how it helps increase customer engagement, boost sales, and enhance your shop's overall success. <br>
Month Selection
Rick shows you how to see the dashboard for previous months <br>
P&L data
Rick goes over the P&L section of the dashboard and how it is essential for maintaining financial health and achieving your business goals. <br>
Navigating your Profile
Rick will demonstrate how to access your profile options in OktoRocket and guide you through viewing and editing your profile information. <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>
New VS Return Trending
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Ticket Ranges
Rick walks you through the Ticket Ranges section of OktoRocket and explains how it highlights your Shop's key revenue drivers. <br>
Leaderboard
Rick shows you the Leaderboard in OktoRocket and how it is essential for effective team management. <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>
Daily Sales
Rick demonstrates the Daily Sales section and explains how it provides a clear picture of your shop's revenue flow throughout the month. <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 ...