Sales Performance

Use the Sales Performance tab on the Analytics menu under Sales to show the details of all your sales. For example, you can review the sales of a particular estimator for the past week, or sales from a particular insurance company for the past month and which estimator is responsible for those sales.

If you have a multi-shop setup, you can check the same information from shop-to-shop.

  1. On the Analytics menu, click Sales > Sales Performance. This tab consists of three parts: The list of repair orders and the corresponding sales performance information; the criteria fields (dates, etc.); the results in the bottom section of the tab.
  2. Select the check box for either Follow Up Sales Only or All Sales.
  3. In the between fields, enter the date range for which you want sales information (beginning and ending dates).
  4. Click on the Select list and choose All, Make, Estimator, Insurance Company, or Job Type to filter sales information.
  5. If desired, click the Exclude by Job Type button to open a box from which you can select job types to be excluded from the listing.
  6. Select the check boxes for the desired job types, then click OK.
  7. Click the Apply Filter button to implement filters.
  8. Results appear in the middle of the tab.
  1. On the Analytics menu, click Sales > Sales Performance.
  2. Click the Graph button at the top right of the tab. A Trend Analysis box appears.
  3. In the From and To lists on the box, specify the dates for the time period the graph should represent.
  4. In the View By box, click to view the data by Day, Week, Month, or Quarter.
  5. The Trend Analysis graph appears, reflecting criteria chosen.
  6. Click the Refresh button to clear the dates, check boxes, and filters specified.
  7. Click the Print Preview button to display a preview of the Trends report.
  8. Click the print icon in the upper left corner of the report to send it to your printer.

Reference

Field Description

Columns

Estimate File Date

Date the estimate was filed.

Estimated

Estimated amount of the labor, parts, etc.

Sold

Amount sold in the repair order.
Last Name Customer's last name.
F Customer's first name.

Yr

Year of the vehicle.
Make Make of the vehicle.
Model Model of the vehicle.

Total

Total amount sold for the repair order.

Phone

Phone number of the person who wrote the estimate.

Estimator

Name of the person who wrote the original estimate.

Insurance Co

Insurance company associated with the repair order.

S

Indicates sold.

RO

Repair order number.

C

Indicates whether the repair order is closed.

A

Number of times the estimate was analyzed.
Job Type Type of job in the repair order (On Hold, Board up Service, Customer Pay, etc.).

Num Days

Number of days in the date range being analyzed.
Buttons and Check Boxes
Follow Up Sales Only Check box limits information to only follow up sales.
All Sales Check box includes all sales performance information.

between

Fields specifying the beginning and ending dates (by selecting on calendars).

Select

Choose filtering criteria from the list: All, Make, Estimator, Insurance Company, Job Type.

Apply Filter

Button used to implement the filtering criteria you have selected.
Exclude by Job Type Button brings up the Exclusions by Job Type box; check boxes allow you to exclude job types from the sales performance listing.
Graph Button brings up a Trend Analysis box from which you can specify the criteria for the graph or chart.

Print

Button used to view the Vital Signs - Sales report on the screen. To print the report, click the printer icon in the top left corner of the report.

Print Summary Only

Check box used to indicate that only summary information should print in the report.
Bottom Section of Tab
Jobs Box in bottom left section of the tab shows numbers of jobs for the following categories. For each type of job, numbers are shown for Actual and Goals.
Opportunities Actual and goal numbers for job opportunities.
Sales Actual and goal numbers for sales.
Closing Ratio Actual and goal numbers for closing ratio.
Amount ($) Dollar amounts for the following categories.
Opportunities Actual and goal dollar amounts for opportunities.
Sales Actual and goal dollar amounts for sales.
Closing Ratio Actual and goal dollar amounts for closing ratio.
Sales Average Sales averages for the following categories. For each type of job, numbers are shown for Actual and Goals.
Daily $ Actual and goal daily dollar figures for sales.
Job $ Actual and goal dollar figures for jobs.
Jobs per day Actual and goal numbers of jobs per day.
Daily Hrs Actual and goal number of daily hours (labor).
Job Hrs Actual and goal number of job hours.
Num Days The number of days in the date range; the number of days worth of information in the top and bottom sections of the tab.
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