Advisor Performance
Every service advisor against goal, split by customer pay, warranty and internal, with the dollars behind each gap. Then the Daily Execution audit shows what actually happened on the drive, so the coaching conversation starts from a fact.
Included in Essential, $349 per store per month, Daily Execution included. Every tier above it contains this one.
The Problem
Blend customer pay, warranty and internal into one figure and a strong warranty month hides a weak customer pay one. And even an honest number only says an advisor is behind. It cannot say what happened between the customer pulling in and driving away.
Advisor Performance puts both in one place: the result, split the way you manage it, and a record of how the work was done.
What It Tracks
By pay type
Per advisor
Daily Execution
Labor per RO, parts per RO, effective labor rate and hours per RO, each split three ways. Only customer pay carries a goal and a colour, because nobody sets an internal ELR target.
Where an advisor is behind goal, the report puts a dollar figure on it. The figures are never added together where one already contains another, and a walkaround rate is never turned into an invented dollar amount.
Each advisor has a report of their own: every metric against goal and pace, the trend month by month, what they agreed to work on, and their audits underneath. Print it for the one-on-one.
Type the RO number and the audit is matched to the repair order the store already sent us. If it has not arrived yet, it is saved as typed and joins when the next file lands.
Every advisor's last full audit and the trend of their recent ones, who needs coaching now, who is overdue for an audit, and the items missed most often across the store this month.
Drafts keep every section you have saved, so a busy drive costs nothing. The advisor and the manager sign, drawn or typed, and any completed audit prints for the store's file.
How It Works
On Dealertrack we pull your reports automatically every night. On Reynolds, CDK or Tekion you upload the reports you already run. The repair order detail is what lets every number split by pay type.
Open Advisor Performance for a store and see the whole department against goal. Pick a name and the same view narrows to that advisor, with the dollars behind each gap.
A manager audits one repair order with the advisor, on a phone or tablet, and both sign. A full audit covers the whole visit; a section check covers one part of it in a few minutes.
The most-missed items become the agenda for the next conversation, and each action item stays open on the report until someone marks it done.
How We Show It
When the repair order detail does not agree with the scoreboard for the same store and month, the pay type view is held back and the report says why. Two different labor rates for one month on one page would cost more trust than the view could ever earn.
The same rule covers gross profit percentage. If your DMS does not send cost, a margin column would read a perfect score and paint everyone green, so it stays off until the data supports it. The audit is built the same way: it records what the manager saw on the drive, and it is a tool for coaching, not a substitute for it. When you want John in the store as well, that is Custom Coaching.
Send us a month of your reports and we will show you each advisor split by pay type, against goal, with the dollars behind every gap.