How employees perform by role (CSA, technicians, tech leads). Find them under Insights > Role Performance.
| Report | What it is for |
|---|---|
| Sales by Role | Evaluate employee sales performance by role using KPIs such as ancillary penetration, net sales, invoice count, average service time, and ticket average. |
| Ancillary Percent of Vehicles Extended by Role | Analyze ancillary attachment rates by employee role with standard deviation heat map and minimum invoice count filtering. |
| Employee Repair Tech | Compare repair technicians based on net sales, vehicles serviced, and related KPIs. |
| Lower Bay Tech | Compare lower bay technician performance using gearbox sales, vehicle counts, and skid plate activity. |
| Role Sales | Compare employee performance within a selected role using sales, vehicle count, ticket average, and ancillary penetration metrics. |
| Tech Lead | Compare tech lead performance using sales, vehicle count, and ancillary dollars per vehicle. |
| Upper Bay Tech | Compare upper bay technician performance using ROC sales, vehicle counts, and ROC dollars over base. |
To run any of these, see Management Toolbox: Using a Report Page (Stores, Dates and Formats). To get one emailed on a schedule, see Scheduling a Report.
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