Capacity

Access the Capacity Tab and Sub-Tabs

Do one of the following:

Click , and then click the Capacity tab.
Click . The Analytics list displays.

Click one of the following tabs or options in the Analytics list:

Production Status
Labor Analysis
Forecast
Historical Performance

Filter Production Status

This tab shows the status of Repair Orders in production. You can filter the information using the steps below:

Select the date range in the between and (In Date) lists.
Select one of the following in the Select list:

Make
Estimator
Insurance Company
All

Select one of the following in the Jobs have been box:

Assigned
Flagged
Completed
Delivered
Closed

Click Apply Filter.

Filter Labor Analysis

Labor Analysis tab provides you with a breakdown of all labor for each RO. You can filter your view using the steps below:

Do one of the following:

Click Include On Hold to include all Repair Orders on hold.
Clear the Include On Hold check box to exclude orders on hold.

Click to open the calender and select the Sold between date range.
Select one on the following in the Filter by list:

All
Un-assigned
Over-assigned
Un-flagged
Over-flagged
Over-actuals

Click Apply Filter.

Filter Forecast

The Forecast tab allows you to see potential production dollars and hours for each department, as well as for the shop as a whole. Apply filters to get a more granular view of your shop's future production capabilities:

Click any of the following check boxes as needed:

Show Started Jobs Only: Show only those jobs that have been started within the date range you specify.
Exclude On Hold Jobs Hide any jobs that have been put on hold.
Include Multi-Shops Show data from shops in your network.

Select one of the following in the Date list:

Sold
Due In
Due Out
Started

Click to open the calender and select the Sold between date range.
At the bottom of the page, click any of the following check boxes to see totals for different departments:

Body
Paint
Mech
Fame
Other

Click Apply Filter.

Tip: Click Reset to return filters to default settings.

Filter Historical Performance

The Historical Performance tab shows production information for repair orders that have been completed. Apply filters for a more granular view of the data:

In the Date list, select one of the following:

Completed
Delivered
Closed

Click to open the calender and select the Sold between date range.
At the bottom of the page, click any of the following check boxes to see totals for different departments:

Body
Pain
Mech
Fame
Other

Click Apply Filter.

Tip: Click Reset to return to all default filtering options (Date = Completed; Date range = current date to 90 days from current date).

Print Capacity Data

You can print your data found on the Labor Analysis, Forecast, and Historical Performance tabs.

Access the desired tab and apply filters as needed.
Click Print. The Print Preview window appears.
Click . The Print dialog box appears.
Select the desired printer and click Print.

Export Analytics Data to CSV file

Access the Capacity tab.
Right-click on any line of data, and then click Save All Lines to CSV File.

In the Save As Dialog box, browse to the location you want to save your file, and then click Save.

Export Analytics Data to HTML file

Access the Capacity tab.
Right-click on any line of data, and then click Save All Lines to HTML File.

In the Save As Dialog box, browse to the location you want to save your file, and then click Save.

Production Status Fields

Field	Description
RO	The number of the selected Repair Order.
Last Name, First Name	The customer's first and last names.
Year, Make, Model	Vehicle information.
Total	Total amount of the Repair Order.
Due In, Due Out	Dates the vehicle is scheduled in and out.
Estimator	The person who wrote the original estimate.
Insurance	The insurance company for the repair order.
Total Jobs	The total number of jobs in the list.
Total Hours	The total number of labor hours.

Labor Analysis Fields

Field	Description
Shop	The Shop name.
RO	The number of the selected Repair Order.
Last Name, First Name	The customer's first and last names.
Yr, Make, Model	Vehicle information.
Est Hrs	Total hours estimated for the RO.
Assigned	Labor Hours currently assigned to the RO.
Flagged	Labor Hours currently flagged for the RO.
Diff	The difference between flagged and assigned labor hours.
Actuals	Actual hours for the RO.
Eff %	The efficiency percentage of the labor for the RO.
Total Estimated Hours	Total hours estimated for all Repair Orders in your filtered list.
Total Assigned Hours	Total labor hours currently assigned to all Repair Orders in your filtered list.
Total Flagged Hours	Total labor hours currently flagged for all Repair Orders in your filtered list.
Total Jobs listed	Total number of Repair Orders in your filtered list.
Overall Efficiency of all listed jobs	The average efficiency percentage of labor for all Repair Orders in your list.

Forecast Fields

Field	Description
Shop	If Include Multi-Shops is selected, the first column shows the shop name.
Sold	The date the customer signed off on the estimate.
RO	The number of the selected Repair Order.
Last Name, First Name	The customer's first and last names.
Yr, Make, Model	Vehicle information.
Due In, Due Out	Dates the vehicle is scheduled in and out.
Total $	Total dollar amount for the repair order.
Total Hrs	Total number of estimated labor hours for the repair order.
Body	Total number of body hours for the repair order.
Paint	Total number of paint hours for the repair order.
Frame	Total number of frame hours for the repair order.
Mech	Total number of mechanical hours for the repair order.
Other	Total number of other labor hours scheduled for the repair order.
Days	The total days included in the criteria you have set.
Jobs	The total number of jobs included in the set criteria.
Total$	The total dollar amount for the ROs in the list.
Avgs	The total dollar amount divided by the total days.
Avg	The total dollar amount divided by the total jobs.
Avg Jobs/Day	The average number of jobs scheduled to be done per day.
Total Avg Hrs/day	Total average hours per day.
Avg Hrs/Day per Tech	Average hours per day per technician.
Num Techs	Number of technicians in the field. Adjust this number to change the Avg Hrs/Day per Tech

Tip: Click Refresh to see adjusted potential production capabilities.

Historical Performance Fields

Shop	If Include Multi-Shops is selected, the first column shows the shop name.
Closed	The date the repair order was closed.
RO	The number of the selected Repair Order.
Last Name, First Name	The customer's first and last names.
Yr, Make, Model	Vehicle information.
Estimator	The person who wrote the original estimate for the job.
Insurance	The insurance company associated with the repair order.
Total $	Total dollar amount for the repair order.
Total Hrs	Total number of hours needed to completed the repair order.
Body	Total number of body hours for the repair order.
Paint	Total number of paint hours for the repair order.
Frame	Total number of frame hours for the repair order.
Mech	Total number of mechanical hours for the repair order.
Other	Total number of other labor hours that were needed to complete the repair order.
Days	The total days included in the criteria you have set.
Jobs	The total number of jobs included in the set criteria.
Sales	The total sales that resulted from the repair orders that fit the criteria.
Avg $	The total dollar amount divided by the total days.
Avg	The total dollar amount divided by the total jobs.
Avg Jobs/Day	The average number of jobs done per day.
Total Est Hrs	The total hours originally estimated.
Total Flg Hrs	The total hours flagged.
Avg Hrs/Job	Average hours spent on Repair Orders.
Avg Hrs/Day	Average hours per day spent on Repair Orders.
Avg Hrs/Day per Tech	Average hours per day per technician.
Num Tech	Number of technicians in the field. Adjust this number to change the Avg Hrs/Day per Tech