Category: Service

Deal Retention

This pivot table displays information from vehicles that have been sold at the dealership and displays calculations for the retention levels in service.  Columns include: Vehicle Model Year, Vehicle Make, Vehicle Model, Vehicle Trim, Stock Number, Repair Order Number, # of Deals Delivered, Number of Deals Returned for Service, % of Deals Returned for Service, Number of Deals Returned for Customer Pay Service, % of Deals Returned for Customer Pay Service, % of Deals Returned After Base Warranty.  Columns for the vehicle details can be drilled down from vehicle year to repair order number by selecting the circle with + in it beside the value.

Service Application Measures

Below is a list of the measures available from the master library in the service application

  • # of Appointments-Count of Appointments
  • # of Comeback Requests-Count of Requests Flagged as Comeback
  • # of comeback RO’s-Count of RO’s Flagged as Comeback
  • # of Delivered Deals-Count of Delivered or Posted vehicles from deals
  • # of open repair orders-Count of Open Repair Orders
  • # of repair orders-Count of Repair Orders
  • # of RO cashiered-Count of cashiered repair orders
  • # of RO cashiered-No zero dollar labour-Count of cashiered repair orders except zero dollar
  • # of RO’s from appointments-Count of ROs Transferred From an Appointment
  • # of RO’s with parts-Count of Repair Order Numbers With at Least 1 Parts Line
  • # of void Repair orders-Count of void Repair Orders
  • # of waiters-Count of ROs Flagged as Waiters
  • Actual hours-Actual Hours based on selections
  • Actual hours total
  • Appt RO labour gross-Total Labour Gross From ROs with Transferred Appointment
  • Appt RO labour sales-Labour Sales on Repair Orders with a Transferred Appointment
  • CSR monthly goal process-Cumulative Sales Total to Reach CSR’s Monthly Goal Over Selected Date Range
  • Deal CP Retention %-Percent of Deals That Have Returned for CP Repair Order(s)
  • Deal Retention %-Percent of Deals That Have Returned for Any Type of Repair Order
  • Deal Retention After Base Warranty-Percent of Deals Returned For Service 3 Years After Vehicle Inservice Date
  • Deals Returned for CP Service-Count of Deals Returned for CP Repair Orders
  • Deals Returned for Service-Count of Deals Returned for Any Type of Repair Order
  • Discount coupons total-Total Amount of Coupon Discounts
  • Discount Labour Request Total-Total Request Line Discounts
  • Effective Labour Rate- Labour sales total divided by Sold hours total
  • Effective Labour Rate-No zero pricing RO’s- RO count does not include zero pricing ROs
  • Labour Gross Customer Pay-Customer Pay Labour Gross Profit
  • Labour Gross Internal- Internal Pay Labour Gross Profit
  • Labour Gross Margin Total-Gross Profit Margin of all Labour
  • Labour Gross Total-Total Gross Profit from Labour
  • Labour Gross Warranty-Warranty Pay Labour Gross Profit
  • Labour Sales By CSR
  • Labour Sales Cumulative Total-Cumulative Labour Sales over Selected Date Range
  • Labour Sales Customer-Customer Pay Labour Sales
  • Labour Sales Internal-Internal Labour Sales
  • Labour Sales Per RO-Average Labour Sales Per RO
  • Labour Sales Per RO CP-Customer Pay Labour Sales Per Repair Order
  • Labour Sales Total-Total Labour Sales
  • Labour Sales Warranty
  • Parts Gross Customer Pay-Gross of Customer Pay RO Parts
  • Parts Gross Internal-Gross of Internal RO Parts
  • Parts Gross Margin-Gross Profit Percent of Parts Sold On RO’s
  • Parts Gross Total-Gross of Total RO Parts
  • Parts Gross Warranty-Gross of Warranty RO Parts
  • Parts Sales Customer Pay-Customer Pay Parts Sales
  • Parts Sales Internal-Internal Parts Sales
  • Parts Sales Per RO– Total Parts Sales per Repair Order
  • Parts Sales Total- Total Parts Sales on ROs
  • Parts Sales Warranty-Warranty Parts Sales
  • Request Line Count- Count of request lines
  • RO Parts & Labour Gross Total-Parts and Labour Gross Profit Total
  • RO Parts & Labour Sales Per RO-Parts And Labour Sales Per RO
  • RO Parts & Labour Sales Total-Total Sales of Parts and Labour
  • Sold Hours
  • Sold Hours Per RO-Average Sold Hours Per RO
  • Sold Hours per RO-No zero pricing Ro’s- Not including zero pricing RO in ro count.
  • Sold Hours Total-Total Sold Hours
  • Tech Performance- Sold Hours Divided By Actual Hours
  • Time Punch Duration – Total Duration From Tech Time Punches
  • WIP Actual Hours-Actual Hours on Open Portion of RO
  • WIP Labour Customer -Cost of Labour on Open Customer Pay Portions of ROs
  • WIP Labour Internal- Cost of Labour on Open Internal RO Portions
  • WIP Labour Total- Total Cost of Labour on Open Portions of RO
  • WIP Labour Warranty- Cost of Labour on Open Warranty RO Portions
  • WIP Over 30– WIP over 30 Days Old
  • WIP Over 60- Wip over 60 Days Old
  • WIP Over 90- WIP over 90 Days Old
  • WIP Parts Customer– Cost of Customer Parts on Open RO Portions
  • WIP Parts Internal-Cost of Internal Parts on Open RO Portions
  • WIP Parts Total-Total Cost of Parts on Open RO Portions
  • WIP Parts Warranty-Cost of Parts on Open Warranty RO Portions
  • WIP Sold Hours-Sold Hours on Open Portion of RO
  • WIP Sublet Customer– Cost of Sublet on Open Customer RO Portions
  • WIP Sublet Internal-Cost of Sublet on Open Internal RO Portions
  • WIP Sublet Total-Total Cost of Sublet on Open RO Portions
  • WIP Sublet Warranty-Cost of Sublet on Open Warranty RO Portions
  • WIP Total-Total Cost of Labour, Parts, Sublet on Open RO Portions

 

 

Year Over Year Labour and Parts Sales and Gross By Month

This chart shows year over year trends for repair order labour and parts sales by month.  On the left side of the chart you can switch between labour and parts sales or labour and parts gross profit.

RO’s by Advisor

This chart shows a count of RO’s by Advisor

Work in progress under 90 days & over

Work in progress including total cost of parts, labour, sublets on open repair orders by age 90 days or less and over 90 days

Work in progress under 60 days & over

Work in progress including total cost of labour, parts, and sublets by age 60 days or less and over 60 days

Work in progress under 30 days & over

Work in progress with total cost of parts, labour & sublets on open repair orders by age 30 days or less and over 30 days

Top 10 part sale customers on ro’s

Top 10 part sale customers on repair orders

Top 10 labour sale customers

Technician Sold & actual hours

Sold and actual hours by technician. Sold hours in yellow and actual hours in blue with performance in the red line

Work in progress RO count 90 days & under

Count of open repair orders 90 days in age or less

Work in progress RO count 60 days & under

Count of open repair orders 60 days in age or less

Work in progress RO count 30 days & under

Count of open repair orders 30 days in age or less

Work in progress RO count by age

Count of open repair orders by date range interval at the bottom

Daily labour sales

Labour sales by day representing customer pay, internal and warranty

Count of RO’s by vehicle

Count of repair orders by vehicle make with the option at the bottom to switch to vehicle year if needed

Count of appointments by CSR

The number appointments is at the bottom and CSR on the left

Cumulative Labour Sales By Day

This chart will show the cumulative labour sales by day over a month to monitor an advisor’s or even the department’s progress.  Reference lines can be added to monitor how the advisor performs compared to the progress needed to reach their monthly goal.

Technician KPI V2

This Pivot Table shows technician KPIs broken down by pay type and includes part sales KPIs from the original Tech KPI chart.

Technician actual hours vs booked hours

This shows the total sold and actual hours booked on repair orders broken out by technician and pay type.  You can expand each technician to drill down to specific repair orders and even specific request lines.

 

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