Performance Scorecard
Repair-order sales, profit, and productivity — data on file
Revenue pace
Cumulative sales this month vs. the pace needed to hit the monthly sales goal. A sale counts as Authorized the moment it's approved — not when the RO eventually closes.
Gross profit $ pace
Cumulative gross profit $ this month vs. the pace needed to hit the goal (sales goal × target GP%). Authorized counts the moment a sale is approved, not when the RO closes.
Revenue by day
Each day's Authorized vs. Posted sales, against the working-day rate needed to hit the goal (green marker) — weekends target $0, since they're not a working day.
Revenue by week
Each Mon–Sun week's Authorized vs. Posted sales, against that week's target (green marker) — 5 working days × the daily rate, only counting the days that fall inside this month.
Gross profit $ by day
Each day's Authorized vs. Posted GP $, against the working-day rate needed to hit the goal (green marker) — weekends target $0, since they're not a working day.
Gross profit $ by week
Each Mon–Sun week's Authorized vs. Posted GP $, against that week's target (green marker) — 5 working days × the daily rate, only counting the days that fall inside this month.
Vs. target
Shop totals
Sales & gross profit trend
Data quality flag
Advisor performance
Ranked by total sales.
Technician performance
Sales, quoting, and labor rate only. "Unassigned" (in red) is the data quality flag — see the Overview page.
Top marketing sources
By total sales — "Return" sources are repeat customers, not a channel.
Median repair order, by month
Half your ROs sold for more than this, half for less — a steadier read on typical ticket size than the average, which a handful of very large ROs can skew.
Ticket size distribution
Repair order count by price bracket, per month.
Targets
Car count and hours sold targets come from the monthly goals below, paced to whatever period you're viewing — set them there, not here. Targets are shared across every location and Company-Wide.
Monthly goals
Goals are set per month, per location — jump forward as far as you like to plan ahead. A new month starts from that location's most recently-set month's numbers, ready to adjust.
Daily pace = monthly goal ÷ working days. Weekly pace = daily pace × 6. Car count and hours sold vs. target on the Overview page are paced from these monthly goals.
Sales goal by advisor
Assign each active advisor's share of this month's sales goal.
Labor hours goal by technician
Assign each active technician's share of this month's labor hours goal.
Team roster
Uncheck anyone who shouldn't appear in the performance tables or goal-share split below — e.g. former employees, or yourself as owner. Shop-wide totals and the trend chart still include everyone's historical sales.
Advisors
Technicians
Company-Wide's goal is always the sum of each location's own monthly goal — switch to a location above to edit it. Roster (who counts toward reporting) is also set per location, and is still respected here.