Performance Indicators - Dashboard

Use the Dashboard tab under Performance Indicators from the Analytics menu to gain an overall picture of your shop's performance. From this tab, you can view all profitability areas of your shop.

In the top section of the tab, detailed information is given. In the bottom section of the tab, summary totals, rates, and percentages are provided. You can group the information on this tab by Shop (for multi-shop groups), by Estimator, or by Insurance Company.

How to

Reference

Dashboard Tab Fields

The following are the fields in the Dashboard tab under the Analytics menu and the Performance Indicators section.

Note: If you select Estimator or Insurance Company in the Group by field, the data in the top section is grouped by estimator's name or by insurance company's name.

Field Name	Description
Note: If a column heading is not fully visible, stretch it to the right to expose the full field name.
Top Section - Columns
# Est	The number of estimates received during the date range specified.
# ROs	The number of repair orders active during the date range specified.
$ Sales	The amount of sales (in dollars) during the date range specified.
% Work	The percentage of work during the date range specified.
Hrs Sold	The number of hours sold during the date range specified.
$ Profit	The amount of profit (in dollars) during the date range specified.
$ Profit/Hr	The amount of profit per hour (in dollars) during the date range specified.
# days Arrival to Start	The number of days from arrival of a vehicle to the day work on the vehicle started.
Cycle Time	The amount of time from the start date to the completion date of a job.
# Parts Returned	The number of parts returned during the date range specified.
Parts Return Rate	The rate at which parts were returned.
# Credits Due	The number of credits due during the date range specified.
A/R Num ROs	The number of repair orders in Accounts Receivable.
A/R $ Total	The total amount of dollars in Accounts Receivable.
# ROs Delivered, Not Closed	The number of repair orders delivered, but not closed.
# ROs Deliver Today	The number of repair orders that are to be delivered that day.
# ROs Due In	The number of repair orders due in during the date range specified.
# ROs in Process	The number of repair orders in process.
$ in Process	The amount of sales (in dollars) in process.
Unflagged Hrs in Process	The number of unflagged hours in process.
Alt Parts	The number of alternate (non-OEM) parts used during the date range specified.
Credit Amt	The amount of credit (in dollars) expected during the date range specified.
Supps	The number of supplements that have been added to repair orders during the date range specified.
Imports	The number of imports during the date range specified.
Buttons, Check Boxes,and Fields
View Sales by Closed	Check box to indicate that sales data should be viewed by closed repair orders.
Print	Button to preview (and then print) the dashboard report of sales information.
Print Summary Only	Check box to indicate that only summary information should be printed in the report.
Sold Between	Calendars to specify date range for data.
Group By	List to indicate that data should be grouped by shop, estimator, or insurance company.
Apply	Button to implement filters and other criteria specified.
Bottom Section - Summary Totals
# Estimates	The total number of estimates during the date range specified.
# ROs	The total number of repair orders during the date range specified.
Closing Ratio	The closing ratio of opened repair orders to closed repair orders during the date range specified.
Sales Amt ($)	The total sales amount (in dollars) during the date range specified.
Hrs Sold	The total number of hours sold during the date range specified.
# ROs A/R	The total number of repair orders in Accounts Receivable.
Amt ($) A/R	The total amount of dollars in Accounts Receivable.
# ROs	The total number of repair orders that fall into the categories below.
Delivered, not Closed	The total number of repair orders that were delivered but not closed.
To Deliver Today	The total number of repair orders that are to be delivered today.
Due In Today	The total number of repair orders that are due to come in today.
In Process	The total number of items in process for the following categories.
Num ROs	The total number of repair orders in process.
Amount ($)	The total amount of funds in process.
Un-flagged Hrs	The total number of un-flagged hours in process.
Profit ($)	The total amount of profit (in dollars) during the date range specified.
Profit ($) per Hr	The total amount of profit per hour (in dollars) during the date range specified.
Supp Rate	The rate at which supplements have been added to repair orders during the date range specified.
Import Rate	The rate of imports during the date range specified.
# Parts Returned	The total number of parts returned during the date range specified.
Parts Return Rate	The rate at which parts are returned.
Credits Due ($)	The total dollar amount of credits due during the date range specified.
Alt Parts Usage (%)	The percentage of alternate (non-OEM) parts used during the date range specified.
Cycle Time (hrs/day)	The total number of hours per day from the start of a job to the completion of the job.
Avg Num Days Arrival to Start	The average number of days from arrival of a vehicle to the day work on the vehicle starts.