Lost Sales by Repair Order Date

Based upon: Vehicle Maintenance Schedules

Updates: Nightly Download

OBJECTIVE: 

This report was intended to give you an overview and show you what percentage of recommended services are being sold/retained vs. total opportunity of what was recommended on each VIN that came in for service in the time frame you're reporting on. 

The first page of this report will list all recommended services in a bar graph format from left to right.  Green represents the service was sold on appointment and blue is sold on write up.  Typically you should see a strong representation of Green which is indicating how effective the appointment process can be when you have able Appointment Coordinators in place.

All recommended services will be listed on the left hand group tree menu once the report populates.  Click on any service to view the overall results for the time frame you're reporting on.  

This report has the following four columns:

1) Total Opportunity

2) Sold on Appointment

3) Sold on Write Up

4) Total Sold (which will show the Retention % overall)

The Product Counts only includes VINS that were due for each of the specific recommended services listed on the report.  I.e. Coolant Flush may show a product count of 180 and moving from left to right you will see how many were actually sold during the appointment to repair order write up process.  More often than not you will see the majority are sold on appointment.

*Double click any recommended service to view more details of what VINS were due for that particular service.