The Monthly Performance Summary can be located in the reports tab under Account Manager Summaries > BDC Summaries > Monthly Performance Summary.
The Monthly Performance Summary report summarizes the efforts put forth daily by Service BDC, Sales/Service BDC or BDC Manager, tracking the outcome of their contributions towards your service department.
The report can be viewed:
Month over Month By AC
Month over Month By Store
Month over Month By Store By AC
Month over Month Overall
Day over day by AC
Day over day by Store by Ac
Day over day by AC by Store
Day over day Overall
The information that can be found in this report is:
Days Worked - DealerMine counts a day worked as at least 10 recycles a day
Total Recycles - Total recycles for the month
Recycles Per Day - Average Recycles per day
Appts Booked Today - Displays the appointments the user booked during the month
Emails Sent
Letters Sent
Texts Sent
Calls Out
Calls In
Total Calls
QPS
Total Appts - Total appointments that we booked to come in during the month
OC Appts - This column will show the total number of appointments that were booked by someone other than the Outbound Connect User. This number is included in Total Appts, All Labor dollar and Gross.
Out% - The percentage of appointments that were booked based off outbound callÂ
PCR - PCR is Productive close rate. Productive close rate is the percentage of appointments booked based on every time they spoke with a decision maker for the vehicleÂ
Closed Ro's - The amount of RO’s that have closed out for the selected month.Â
Show % - How many RO’s closed out versus the total appointments that were booked for that monthÂ
Maint Lines Retained - The percent of maintenance lines that were completed on the work order.
MLG Per RO - The average Maintenance Labor Gross Sold by that appointment coordinator per ROÂ
Hrs/RO - The average maintenance hours per RO
Maint Lbr Gross - The total maintenance labor gross the appointment coordinator soldÂ
Lbr Sale From Appt- total labor sales including upsells from advisorsÂ
14 Day walkin Sales - Displays the labor sales on walkins that have been in for service within 14 days of an outbound contact attempt.
*Phone Statistics will only automatically pull over if the user has Telephony. If the user does not have telephony the stats need to manually be entered in under AC phone stats from the admin screen.