2. BDC Booked Maintenance Operations Retention Rates

Based upon: Appointment Date

Updates: Nightly Download

OBJECTIVE:

This report measures what percentage of pre-booked maintenance lines are being deleted or lost by the Advisor at the time of write up.  The report will separate each Appointment Coordinator and Service Advisor, clearly indicating where opportunities are being missed.

There are three report options to choose from as follows:

• 1. BDC Booked Maintenance Operations Retention Detail (export)

  2. BDC Booked Maintenance Operations Retention Rates

  3. BDC Booked Maintenance Operations Retention Rates by Maintenance Group  - shows a total booked for each maintenance group, also breaking out the booker for the services.

This report uses a snapshot of what was booked and closed at the end of the day and does not wait for all work orders to close to accounting.  This means that any maintenance operation codes that have been zeroed out, or not completed on the RO, will still be counted on this report as being retained.  Key Report #3 excludes any operation codes with $0.00 since it pulls data closed to accounting; therefore it cannot be compared to this report.

Double click on any Advisor name for more details of what maintenance operation codes were deleted.