Scorecards

Use Insurance Scores to view daily performance reports using metrics determined by the insurance company. This feature provides a read-only view of WorkCenter reports based on the selections set by the insurance company including Metrics report, Peer Summary report, and Team Summary report.

Note: This feature is not available to all shops. Access varies depending on your permissions.

How to

Reference

Scorecard Descriptions

Note: All Estimating KPIs are extracted from the latest estimate in that estimate’s family.

KPIs	Abbreviated Name	Definition	Additional Notes	Function/ Subject Area	Default Date
Average Gross $ Per Estimate	Avg Gross $ Per Est	Gross dollar amount of the estimates. Includes all Labor Types, Additional Operations, Part Types, Markups, Discounts, Additional Costs and all Taxes. Customer Responsibility (Insurance Deductible, Betterment and Related Prior Damage) and Appearance Allowance have not been applied.		Estimating	Original Commit Date
Average Parts $ Per Estimate	Avg Part $ Per Est	Total Part dollar amount after Markups, Discounts and Tax have been applied. Includes all part types. Sublet parts are included if the labor operation is RR (Remove/Replace) or OV (Overhaul). All other Sublet Part Dollar Amounts are applied to Labor.		Estimating	Original Commit Date
Average Labor $ Per Estimate - Average Labor Paint $	Avg Labor $ without Ref Labor	Total Labor dollar amount. Includes all Labor, Additional Operations and Tax EXCLUDING Refinish Labor dollar amount. Additional Operation amounts entered as a part dollar amount are also included. Sublet Part Dollar Amounts are applied if the Labor Operation is not RR (Remove/Replace) or OV (Overhaul).		Estimating	Original Commit Date
Average Paint & Material $ + Average Labor Paint $	Avg Paint Material $ incl Ref Labor	The amount of paint & materials on the estimate (Includes Tax), plus the Total Refinish labor dollar amount. Includes Additional Operations and Tax. Additional Operation amounts entered as a part dollar amount are also included. Sublet Part amounts are applied if the Labor Operation is not RR (Remove/Replace) or OV (Overhaul).		Estimating	Original Commit Date
Average Labor Hours Per Estimate	Avg Labor Hrs Per Est	Total Labor Hours written on an estimate.		Estimating	Original Commit Date
Average Days First Commit to Last Supplement	Orig Commit to Last Supp (Days)	When a supplement is present, calculate the delta in days between the last supplement Commit Date and the Original Commit Date.	Calculated only If supplement > 0 . (Supplement Commit date – original commit date)	Cycle time	Task Complete Date
# of Original Estimates	# Original Estimates	Count of Estimates that have an Original Commit Date between defined date parameters.		Estimating	Original commit date
# of Reviews	# Reviews	Completed estimate review tasks between defined date parameters.		Review	Review complete date
% of Reviews Annotated	% Reviews Annotated	Completed estimate review tasks that have annotation. Annotation is defined by any modified lines on the review.	(# of changed lines > 0)	Review	Review complete date
% Annotation of Total Estimate $	% Annotation $ of Total Est $	The total annotation dollar amount (Absolute) in relationship to the original estimate amount reviewed.	( $adjustment/Total $ estimate) Add all $ annotated / Total estimate $	Review	Review complete date
Cycle Time (Assignment to Upload)	Assign to Upload (Days)	Days between appraisal assignment assigned to appraisal assignment is complete.	(Assignment to upload)	Cycle time	Task complete date
Repair Cycle Time	Repair Labor Hrs Per Day	Total Estimate Labor Hours in relation to the number of days a vehicle was physically in the shop.	Avg(Total Labor hours/Repair days)	Cycle time	Task complete date
% Supplement	% Supplement	Calculated if an estimate family has any supplements.		Estimating	Original Commit Date
% Multiple Supplement	% Multi-Supplement	Calculated if an estimate family has 2 or more supplements.		Estimating	Original Commit Date
Net Promotor Score (NPS)	NPS	Net Promoter Score.		CSI	Survey Date
% of Parts Repaired	% Parts Repaired	(Total parts repaired) / (Total parts Repaired + Total parts replaced)	(Total parts repaired/ (Total parts Repaired + Total parts replaced)	Estimating	Original Commit Date
% of Parts Replaced	% Parts Replaced	(Total parts replaced) / (Total parts Repaired + Total parts replaced)	(Total parts replaced/ (Total parts Repaired + Total parts replaced)	Estimating	Original Commit Date
% Alternate Parts $	% Alternate Part $	Total of all replaced non OE Part dollars / Total of all replaced parts	(After market + LKQ + Remaining parts $/Total parts $)	Estimating	Original Commit Date
Average Refinish Hours Per Estimate	Avg Refinish Hrs Per Est	Total Refinish Hours written on an estimate.	(Total refinish hours/# of estimates in a set)	Estimating	Original Commit Date
Average $ Per Supplement	Avg $ Per Supplement	Change between the Total Gross Estimate on the Latest Estimate in the Estimate Family and the Original Gross Estimate in that Estimate Family.		Estimating	Original Commit Date
Average Paint & Materials $	Avg Paint Material $	The amount of paint & materials on the estimate. Includes Tax.		Estimating	Original Commit Date
Average APU Savings Delta	Avg APU Savings Delta	The change between part price when using an alternate part (Aftermarket, LKQ, and Remanufactured) versus its matching OE listed price.	Total (Price OEM – Price AP)/# estimates	Estimating	Original Commit Date
% Bumper Repair	% Bumper Repair	# of times a repair decision was made on a Bumper Cover where a Repair or Replace decision could be made.	# of times bumper is repaired/ (# of times bumper repaired + replaced)	Estimating	Original Commit Date
% Supplement $ of Orig Estimate $	% Supp $ of Orig Estimate $	(Total gross $ - original gross $) / Original gross $ from last supplement record.	(Total gross $ - original gross $) / Original gross $ from last supplement record	Estimating	Original Commit Date
Average Frame Labor Hours Per Estimate	Avg Frame Labor Hrs Per Est	Avg frame labor hours written across all estimates.	Total frame labor hours/total # of estimates	Estimating	Original Commit Date
Average LKQ Part $ Per Estimate	Avg LKQ Part $ Per Est	Sum of all LKQ Part dollars.	Total LKQ part $/Total # of estimates	Estimating	Original Commit Date
% OEM Part Quantity	% OEM Part Quantity	Total Replaced OE Part Count in relation to all Replaced Part Count.	Total OEM parts/Total parts (LKQ + OEM + Aftermarket+ Remanufactured)	Estimating	Original Commit Date
Average # of Blend Lines Per Estimate	Avg # of Blend Lines	Avg count of blend lines across all estimates.	Total blend lines/total estimates	Estimating	Original Commit Date
Kept Informed	% Kept Informed	Survey Result : Customer was kept informed of the status of their vehicle.	Value to be directly pulled from CSI	CSI	Survey Date
Vehicle On Time	% Vehicle on Time	Survey Result: Customer’s vehicle was delivered at or before estimated repair completion date.	The % of pass rating on vehicle delivered on time to the number of surveys performed.	CSI	Survey Date
Key to Key Average Days	Avg Key to Key (Days)	Days between Vehicle Arrived at Shop to when Vehicle was delivered.	Avg. (Date of Vehicle Delivered - Date of vehicle arrived at shop)	Cycle Time	Task Complete Date