Batting Average (Analytics - Performance Indicators)

Use the Batting Average tab from the Analytics menu (under Performance Indicators) to track captured jobs versus lost opportunities. From this tab, you can also track:

  • The number of jobs received from insurance companies.
  • The number of estimates written, and by whom.
  • The number of jobs by vehicle make.
  • The number of jobs by customer zip code.

This information can be viewed in a list or as a graph, and can be printed in report form.

How to

  1. From the Analytics menu, select Performance Indicators, then click the Batting Average tab.
  2. The tab consists of three parts: the criteria fields (dates, filters, etc.), the list of repair orders, and the resulting batting average totals at the bottom.
  3. In the Estimated/Sold Between field at the top of the tab, select the beginning and ending dates from the calendars.
  4. In the Select field next to the date filters, choose criteria from the list, according to what you want to filter on (e.g., All, Insurance Company, Estimator, etc.).
  5. Click the Apply Filter button to implement the filters.

The repair orders that fit the filtering criteria are shown in the list; batting average totals for those repair orders appear in the bottom section of the tab under Total.

  1. Click Print to preview the information on the screen in report format.
  2. On the previewed page, click the printer icon at the top left to print a copy of the displayed report.
  3. Click to close the preview.
  1. In the Select field next to the date filters, choose All to include all types of criteria.
  2. Click the Graph button at the top right of the tab; the Graph box appears.
  3. Select the View By criteria (Insurance Companies, Estimators, etc.).
  4. Select the Chart Type (Pie chart or Bar graph).
  5. Select the view 3D check box if you wish to see the graph rendered in 3D.
  6. Click the Print button in the Graph box.
  7. Select the Print Summary Only check box to see only a summary of the details.
  8. On the previewed graph, click the printer icon at the top left to print a copy of the report.
  9. Click to close the graph preview.

Reference

Field Description
Columns

Date

The tentative delivery date for the repair job.

Yr

Model year of the vehicle.

Make

Make of the vehicle.

Model

Specific model of the vehicle.

Insurance Co

Name of the insurance company associated with the repair order.

Estimator

Name of the estimator who originated the repair order.

Zip

Zip code for the customer.

Gender

Gender of the customer.

Total

Total amount of the repair order.

RO #

Repair order number.

Type

Type of repair order.

Last

Last name of the customer.

First

First name of the customer.
Bottom Section

Total

 Section with totals for batting average information.

Opportunities

Total number of opportunities for the repair shop.

Sales

Total number of sales for the repair shop.

Closing Ratio

Closing ratio for the repair shop, expressed as a percentage. This is the ratio of sales to opportunities.

Total Amt

Total amount of jobs/repairs completed for the shop.
Buttons, Check Boxes, and Lists

Estimated/Sold Between

Calendars to specify date range; beginning and ending date fields are included.

Select

Field with six choices listed: All, Insurance Company, Estimator, Make, Zip, Gender. Your selection will filter the data and the report to focus on either all repair orders matching the date criteria, or just those with either the insurance company, estimator, make, zip, or gender specified.

Apply Filter

Button used to implement the filters you have selected, such as date range, etc.

Graph

 Button that opens a Graph window, used to create a bar graph or pie chart of the specified batting average data.

Print

 Button used to print the report containing the filtered information on the tab.

Print Summary Only

 Select this check box to print only a summary of batting average data.
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