Reporting analytics can be viewed within Dashboard and Reports on the left navigation menu.
DASHBOARD - TABLE OF CONTENTS
The Dashboard reports provides a high level overview of reporting analytics across the Company's Operation(s).
| Section | Sub-sections |
|---|---|
| Dashboard | Overview, Today's Breakdown |
REPORTS - TABLE OF CONTENTS
In Reports, there are four types of reporting analytics (Summary, Financials, Customers/Financials and Staff), which include sub-reporting data across the Company's Operation(s).
Dashboard
Overview
Today's Overview
Term Definition Calculation Avg Order (Finalized) The average total amount charged per finalized order completed today, including products and services. Gross Amount / Number of finalized orders Sales - Gross Amount (Finalized) Gross amount from finalized orders today. Gross Amount of finalized orders Avg Service Time (In Prog.) The average amount of time a vehicle spent in the "In Progress" status today. Total "In Progress Time" today / Number of vehicles serviced today Vehicles The number of individual vehicles that have been serviced so far today. Count of unique vehicles serviced today. Time Range Overview
Term Definition Calculation Gross Amount / Day Displays daily gross amounts over the selected date range. Total Gross Amount Total Package Sales Shows total revenue generated from each service package type sold during the selected date range. Sum of sales by package name or type Labor Cost Visualizes total daily labor costs for Manager and Technician work during the selected period. Sum of (hours worked × pay rate) for all staff Gross Amount / Operation Compares total gross amounts for the selected date range across different operations. - Avg. Order & Service Times The average time taken to complete an order and average time vehicles spent in service. Avg Order Time = Total time / Orders; Avg Bay Time = Total Bay Time / Vehicles Customers & Fleets The number of individual customers and fleet accounts served each day over the reporting period. Count of unique retail and fleet customers served
Today's Breakdown
Term Definition Calculation Net Sales Total revenue from services and products sold, including discounts, coupons, refunds and excluding taxes. Sum of all line items - Discounts (bf. tax) - Coupons - Refunds - Tax Finalized Order Qty Total finalized orders. Count of Finalized Orders Avg. Order Value The average gross sales collected per finalized order today. Gross Sales ÷ Finalized Orders Avg. Service Time The average time vehicles spent in the service bay for completed orders today. Sum of service times for completed vehicles ÷ Completed Vehicles Discount & Coupon % The percentage of gross sales value discounted through coupons or manual discounts today. (Discounts + Coupons) ÷ Gross Sales (Finalized) × 100 Labor % The percentage of gross sales used to cover labor costs. This calculation uses real-time labor costs based on the actual hours being worked in the current moment, updating continuously throughout the day. Labor Cost ÷ Gross Sales × 100 COGS % The percentage of gross sales (before discounts and taxes) used to cover the cost of goods sold, such as oil, filters, and other parts. (COGS / Gross Sales) × 100 Staff Clocked In The number of staff members who have clocked in to work today. Count of unique staff with a clock-in entry today First Clock-In The time the first staff member clocked in today. Earliest clock-in timestamp today First Clock-In By The name of the first staff member who clocked in today. Staff name with earliest clock-in Final Clock-Out The time the last staff member clocked out today. Latest clock-out timestamp today Final Clock-Out By The name of the last staff member who clocked out today. Staff name with latest clock-out Total Labor Hours The number of hours worked by staff members today. Sum of worked staff hours Labor Hours / Vehicle The number of hours worked by staff members per vehicle. Total Labor Hours ÷ finalized vehicles
Reporting View
Summary
Sales
Finalized Orders Number of completed service transactions. Count of finalized orders Vehicles Number of vehicles that have been serviced. Count of unique vehicles serviced Net Sales Total revenue from services and products sold, after applying discounts, coupons, refunds and excluding taxes. Sum of all line items - Discounts (bf. tax) - Coupons - Refunds - Tax Gross Sales Total revenue for services and products sold, not applying discounts, coupons, refunds, and removing taxes. Sum of all line items Gross Amount Total revenue for services and products after applying discounts, coupons, returns and including taxes. Sum of all line items - Discounts (bf. tax) - Coupons - Refunds Tax Total amount of sales tax applied to services and products based on applicable tax rates. Tax Rate x Taxable Amount Average Order Value Average revenue generated per finalized order. Gross Amount / Finalized Orders Cost of Goods Sold Total cost of parts used to perform services and fulfill sales. Sum of cost of goods sold COGS % The percentage of gross sales (before discounts and taxes) used to cover the cost of goods sold, such as oil, filters, and other parts. (COGS / Gross Sales) × 100 Restocked Total value of inventory items that were replenished or added back into stock during a specific period. Sum of restocked item cost × quantity Refunded Total value of payments returned to customers for canceled services, returned products, or billing adjustments within a specific period. Sum of refund amounts Discounts (bf. tax) Total value of discounts applied to service or product prices before taxes are calculated. Sum of pre-tax discounts per order Discounts (aft. tax) Total value of discounts applied after taxes have been added to the original price. Sum of post-tax discounts per order Fixed Charges Standard fees automatically added to an order, such as shop, supply or environmental fees. Sum of applicable fixed fees per order Subtotal Charges Total of all subtotal charges. Sum of subtotal charges per order Coupons Total value of promotional discount applied using a coupon. Sum of coupon discounts applied Payments
Net Collected Actual amount of money received from customers after discounts, coupons, refunds and before taxes. Sum of all payments received - Discounts - Coupons - Refunds - Tax Tax Collected Total amount of sales tax received from customers. Sum of tax collected per order Gross Collected Total amount of money received after refunds or adjustments, including taxes. Sum of all payments received - Discounts - Coupons - Refunds Surcharge Fees Collected (360) Total amount of credit card processing fees passed on to customers and collected through the 360 payment terminal as part of the transaction. Sum of 360 surcharge fees collected from customers Surcharge Fees Collected aft. Refunds (360) Net amount of 360 credit card processing fees retained after accounting for any customer refunds that included surcharge reversals. Sum of 360 surcharge fees collected less surcharge fees refunded Payment Types
Cash Total payments collected in cash for services and products. Sum of all cash payments Check Total payments collected through checks for services and products. Sum of all credit card payments Credit Total payments collected through credit cards for services and products. Sum of all credit card payments 360 Terminal Total payments processed through the integrated 360 payment terminal. Sum of all payments processed via 360 terminal Warranty Total of services and products covered under warranty, resulting in no charge to customer. Sum of order values marked as warranty-paid Other Total of transactions that do not fall under standard payment types. Sum of all payments categorized as "Other" type Account Receivable
Amount Owed Total outstanding balance for finalized orders not yet paid. Sum of oustanding balances for finalized orders Uncollectible Amount Total value of outstanding balances that are no longer expected to be paid and have been written off. Sum of oustanding balances marked as uncollectible Profit
Contribution Margin Revenue remaining after subtracting COGS and labor cost from net sales. Net Sales - (Cost of Goods Sold + Labor Cost) Contribution Margin % Contribution margin expressed as a percentage of net sales. (Contribution Margin ÷ Net Sales) × 100 COGS / Order Average cost of goods sold per finalized order. Cost of Goods Sold / Finalized Orders Labor Expense / Order Average cost of labor associated per finalized order. Labor Cost ÷ Finalized Orders Contribution Margin / Order Average contribution margin earned per finalized order. Contribution Margin / Finalized Order Labor
Labor Hours Total Manager and Technician hours worked during the reporting period (This only considers hours for completed shifts where an employee has clocked out). Sum of Manager and Technician reporting period Labor Hours (decimal) Total labor hours displayed in decimal format (This only considers hours for completed shifts where an employee has clocked out). Labor Hours converted to decimal format (e.g., 1h30m = 1.5) Labor Hours / Vehicle Average number of labor hours spent per serviced vehicle. Labor Hours ÷ Vehicles Labor Cost Total payroll cost for Managers and Technicians with assigned wage rates in the reporting period Hours × Hourly Wage Labor Cost / Vehicle Average labor cost per vehicle serviced. Labor Cost ÷ Vehicles Labor % The percentage of gross sales used to cover labor costs. This calculation uses real-time labor costs based on the completed shifts where staff has clocked out, updating continuously throughout the day. (Labor Cost ÷ Gross Sales) × 100 Miscellaneous
Credits Used Total value of store credits or prepaid balances redeemed by customers/fleets Sum of credits applied to finalized orders during reporting period Credits Given Total value of new store credits issued to customers/fleets. Sum of credits issued during reporting period Average Service Time (In Progress) Average amount of time vehicles spend in the "In Progress" status. Total In-bay Time ÷ Vehicle count Average Order Time (Open to Finalized) Average time taken to complete an order from when it is opened to when it is finalized in the system. Total Order Time ÷ Vehicle Service Start The time the first vehicle of the day enters a bay for service. Earliest timestamp of a vehicle entering a bay that day Service End The time the last vehicle of the day leaves the bay after service. Latest timestamp of a vehicle exiting a bay that day Till Transaction Totals (Separate by Operation Only)
Operation Name The name of the operation. - Day The calendar date for which till transactions are recorded. - Open (in) The starting cash amount placed in the till at the start of the day. Manually entered or system-captured opening till balance at start of shift Payments (in) Total cash received from customer transactions during the day. Sum of cash received from customers. Penny Rounding Variance Total variance from cash transactions when Cash Rounding is enabled. Rounded cash payment - Exact amount owed Purchases (out) Cash removed from the till to pay for business-related purchases. Sum of cash removed from till for purchases. Refunds (out) Cash given back to customers for returned items or canceled services. Sum of cash refunds issued during the reporting period. Other (in) Miscellaneous cash added to the till not related to customer payments. Sum of non-customer-related cash additions. Other (out) Miscellaneous cash removed from the till not related to customer payments. Sum of non-purchase, non-refund-related cash removals. Correction (+/-) Additions made to correct errors or discrepancies in till amounts. Sum of manual till corrections (positive or negative). CLOSE (out) The total cash removed from the till at the end of the day for deposit. Sum of cash removed from till for deposit Remaining The cash still in the till after all transactions and closing removals. Starting Till Amount + Open (in) + Payments (in) + Other (in) - Purchases (out) - Refunds (out) - Other (out) - CLOSE (out) ± Correction
Financials
Summary
Package Sales Total sales from sold packages, including both package products and package casual items. Sum of all revenue from service packages sold Package Casual Item Sales Total sales from casual items included within a package. Sum of casual item sales inside packages Package Product Sales Total sales from products sold individually, outside of a package. Sum of product sales include as part of the package Product Sales (No Package) Total sales from products sold individually, outside of a package. Sum of product sales not included in a package Total Product Sales Combined sales from both packaged and non-packaged product sales. Package Product Sales + Product Sale (No Package) Order Casual Item Sales Sales of casual items added to an order outside of a package. Sum of casual item sales not part of a package Subtotal Charges Total value of subtotal charges applied to orders. Sum of subtotal charges applied to orders Coupons Total value of promotional discount applied using a coupon. Sum of all coupon discount amounts applied across orders Discounts (bf. tax) Total value of discounts applied to service or product prices before taxes are calculated. Sum of pre-tax discounts Discounts (aft. tax) Total value of discounts applied after taxes have been added to the original price. Sum of post-tax discounts Net Sales Total revenue from services and products sold, including discounts, coupons, refunds and excluding taxes. Sum of all line items - Discounts (bf. tax) - Coupons - Refunds - Tax Tax Total amount of sales tax applied to services and products based on applicable tax rates. Taxable Amount × Tax Rate Gross Amount Total charge for services and products including any discounts, coupons, returns and taxes. Sum of all line items - Discounts (bf. tax) - Coupons - Refunds Sales
i. Bay Sales
Bay The specific service bay where the vehicle was worked on during the order. - Order Qty. The number of finalized service orders completed in that specific bay. Count of finalized service orders in bay Net Sales Total revenue from services and products sold, including discounts, coupons, refunds and excluding taxes. Sum of all line items - Discounts (bf. tax) - Coupons - Refunds - Tax Gross Amount Total charge for services and products including any discounts, coupons, returns and taxes. Sum of all line items - Discounts (bf. tax) - Coupons - Refunds Inventory Cost Total cost of inventory parts sold. Sum of cost of goods' sold.
ii. Casual Item Sales
Name The name or description of the casual item sold. - Qty. Sold The total quantity of the casual item sold during the reporting period. Count of casual item sold Cost of Goods Sold Total cost of the casual items sold. Sum of cost of goods used Total Sales The total revenue generated from casual item sales. Sum of casual item sales
iii. City Sales
City The city listed in the customer's address associated with each completed service order. - Order Qty. The number of service orders completed for customers from each listed city. Count of orders per city Net Sales Total revenue from services and products sold, including discounts, coupons, refunds and excluding taxes. Sum of all line items - Discounts (bf. tax) - Coupons - Refunds - Tax Gross Amount Total charge for services and products including any discounts, coupons, returns and taxes. Sum of all line items - Discounts (bf. tax) - Coupons - Refunds
iv. Coupons
Name The name or description of the discount or promotion applied to customer orders. - Campaign ID The identifier for the marketing campaign or promotion associated with the coupon. - Application The method or context in which the coupon was applied (e.g., to a package, base amount, or total). - Qty Total number of times the coupon was applied across all orders. Count of coupon uses Customer Qty Number of individual customers who redeemed the coupons. Count of unique customers Fleet Location Qty. Number of fleet locations which redeemed the coupon. Count of unique fleet locations Override Qty. Number of times the coupon was applied through a manual override. Count of overrides Total Amount Total dollar value discounted from all orders using the coupon. Sum of all coupon discounts
v. Daily Payments Collected
Date The calendar day on which the payments were collected. - Cash Total payments collected in cash for services and products. Sum of cash payments Penny Rounding Variance Total variance from cash transactions when Cash Rounding is enabled. Rounded cash payment - Exact amount owed Credit Total payments made using credit cards. Sum of credit payments Debit Total payments made using debit cards. Sum of debit payments Check Total payments received via paper checks. Sum of check payments Online Card Total payments processed through online credit or debit card transactions (Physical card is not present). Sum of online card payments Gift Card Total payments made using store-issued or third-party gift cards. Sum of gift card payments eTransfer Total payments received through electronic money transfers (e.g., Interac). Sum of eTransfer payments ACH Total payments received via Automated Clearing House bank transfers. Sum of ACH payments Warranty Total of services and products covered under warranty, resulting in no charge to customer. Sum of warranty-covered amounts
vi. Discounts
Name The name or description of the discount applied. - Qty. The total number of times the discount was applied across all transactions. Count of discounts applied across all orders Customer Qty. The number of individual retail customers who received the discount. Count of unique customers with discount applied Fleet Location Qty. The number of fleet customer locations that received the discount. Count of unique fleet locations with discount applied Total Amount The total dollar value discounted across all qualifying transactions. Sum of discount amounts applied After Tax Indicates whether the discount was applied to the total after tax was calculated. Yes/No
vii. Financial Categories
Category The name of the category. - Code The code of the category. - Qty The total package sales of the financial category. Count of package sales within the financial category Total Amount The total revenue of package sales within the financial category. Sum of revenue from package sales within the financial cateogry.
vii. Orders with Coupon/Discount
Order ID The unique identifier for the most recent service order completed. - Coupon Name(s) The name of the coupon. - Coupon Qty. The total sum of coupons. Count of coupons applied Coupon Amount The total dollar value discounted from the coupon(s)applied. Sum of coupons applied Discount Name(s) The name of the discount. - Discount Qty The total sum of discounts. Count of discounts applied Discount Amount The total dollar value discounted from the discount(s) applied. Sum of discounts applied Total Coupon/ Discount Amount The total dollar value discounted from coupons and discounts applied. Sum of coupons and discounts applied
viii. Package Casual Item Sales
Name The name or description of the individual casual item included in the package. - Qty. Sold The total number of times the casual item was sold as part of a package. Count of casual item sales within packages Total Sales The total revenue attributed to the casual item when sold within a package. Sum of attributed package revenue from the item
ix. Package Sales
Name The name or description of the service package sold. - Qty. Sold The total number of times the package was sold during the reporting period. Count of package sales Total Sales The total revenue generated from the sale of that package. Sum of revenue from package sales % of Package Sales The percentage of overall package sales revenue that this specific package represents. (Total Sales of This Package / Total Package Sales) × 100
x. Payment Brands
This report is only available if you use one of Droptop's Payment Processors (360 Payments or Stripe).
- The specific credit or debit card networks (e.g., Visa, Mastercard, Amex) used by customers to make payments, broken down to show sales total by brand. -
xi. Payment Types
Cash Total payments collected in cash for services and products. Sum of cash payments Check Total payments collected through checks for services and products. Sum of check payments Credit Total payments collected through check cards for services and products. Sum of payments made through credit card payments
xii. Product Sales (by type)
Product Type The category or classification of the product sold (e.g., oil, filter, additive). - UoM Unit of Measure used for the product (e.g., liters, quarts, units). - Qty. Sold Total quantity of the product sold, both in and outside of packages. Qty. Sold (No Package) + Qty. Sold (In Package) Sales (No Package) Total revenue from product sales made independently, not as part of a package. Sum of revenue from standalone product sales Sales (In Package) Total revenue attributed to products included within a service package. Sum of revenue from products inlcuded in a package Total Sales Combined revenue from both packaged and non-packaged sales of the product. Sales (No Package) + Sales (In Package) Cost Total cost to the business for acquiring or stock the product sold. Sum of cost of goods used
xiii. Product Sales (detailed)
Product The specific name or SKU of the product sold. - Product Type The category the product belongs to (e.g., oil, filter, additive). - Brand The manufacturer or label of the product (e.g., Valvoline, Fram). - Qty. Sold Total number of units sold for that product. Count of units sold UoM Unit of Measure used for the product (e.g., liters, quarts, units). - Cost The total cost incurred to acquire or stock the product sold. Sum of cost of goods used Sales (No Package) Revenue from the product when sold outside of any service package. Sum of product sales outside packages Sales (In Package) Revenue attributed to the product when sold as part of a service package. Sum of product sales as part of packages Total Sales Combined revenue from both standalone and package-included sales. Sales (No Package) + Sales (In Package) % of Product Sales The product’s contribution as a percentage of total product sales. (Total Sales for Product ÷ Total Sales for All Products) × 100 Formulation The chemical or functional composition of the product (e.g., synthetic, blend). - Viscosity The thickness or flow rate rating of a fluid product (e.g., 5W-30). -
xiv. Sub-payment Types
- Total sales for a specific payment method under a main type (eg. Square Payments). Sum of sales made using specific payment method
xv. Subtotal Charges
Name The name or description of the subtotal charge. - Qty. The number of times the subtotal charge was applied across all orders. Count of subtotal charge across all orders Total Amount The total dollar amount collected from this subtotal charge before taxes and discounts. Sum of subtotal charges across all orders
xvi. Till Transactions
Operation Name The name of the operation. - Day The calendar day on which the payments were collected. - Open (in) The starting cash amount placed in the till at the beginning of the day. - Payments (in) Total cash received from customer transactions during the day. Sum of cash received from customers Penny Rounding Variance Total variance from cash transactions when Cash Rounding is enabled. Rounded cash payment - Exact amount owed Purchases (out) Cash removed from the till to pay for business-related purchases. Sum of cash removed from till for purchases Refunds (out) Cash given back to customers for returned items or canceled services. Sum of cash refunds issued during the reporting period. Other (in) Miscellaneous cash added to the till not related to customer payments. Sum of non-customer-related cash additions. Other (out) Miscellaneous cash removed from the till not related to purchases or refunds. Sum of non-purchase, non-refund-related cash removals. Correction (+/-) Adjustments made to correct errors or discrepancies in till amounts. Sum of manual till corrections (positive or negative) CLOSE (out) The total cash removed from the till at the end of the day for deposit. Sum of cash removed from till for deposit Remaining The cash still in the till after all transactions and closing removals. Starting Till Amount + Open (in) + Payments (in) + Other (in) - Purchases (out) - Refunds (out) - Other (out) - CLOSE (out) ± Correction Tax
i. City Tax Totals
City The city listed in the customer’s address where the service transaction occurred. Mainly used for mobile operations. - Order Qty. The total number of service orders completed for customers from that city. Count of orders grouped by city Tax Collected The total dollar amount of tax collected from service transactions in that city. Sum of tax from orders associated with each city Taxable Sales The total dollar value of sales in that city that were subject to sales tax. Sum of taxable sales associated with each city Taxable Inventory Sales The portion of taxable sales that specifically relates to inventory items (e.g., parts or products). Sum of product/inventory line item sales flagged as taxable
iii. Sales Tax Totals
Operation The name of the operation. - Total Sales Tax Total amount of sales tax collected. Sum of all sales tax Net Sales Total revenue from services and products sold, including discounts, coupons, refunds and excluding taxes. Sum of all line items - Discounts (bf. tax) - Coupons - Refunds - Tax Total Sales Tax Total revenue from services and products sold, including discounts, coupons, refunds and excluding taxes. Sum of all line items - Discounts (bf. tax) - Coupons - Refunds - Tax Gross Amount Total charge for services and products including any discounts, coupons, returns and taxes. Sum of all line items - Discounts (bf. tax) - Coupons - Refunds iii. Tax Summary
Tax Exempt Sales Total value of sales that were not subject to tax due to exemptions. Sum of sales marked as tax-exempt Taxable Sales Total value of sales on which tax was charged (excludes tax from this total). Sum of Taxable Sales Total Tax The total amount of tax collected across all taxable sales. Taxable Sales × Applicable Tax Rate Name The name or description of the tax category (e.g., state tax, city tax). - Total Tax (by type) Total tax collected for each specific tax type (e.g., state tax, city tax). Sum of tax collected per type
Customers/Financials
Summary
i. New/Repeat Customers
Type Identifies whether the customer is new or repeat within the reporting period. - Qty. The number of customers in each category (New or Repeat). Count of unique customers grouped by type % of Sales The percentage of total customer sales attributed to each type (New or Repeat). (Sales from Type ÷ Total Sales from All Customer Types) × 100
ii. New/Repeat Fleet Locations
Type Indicates whether the fleet location is new or returning during the reporting period. - Qty. The number of fleet locations categorized as new or repeat. Count of unique fleet locations grouped by type % of Sales The percentage of total fleet-related sales attributed to each type (New or Repeat). (Fleet Sales from Type ÷ Total Fleet Sales) × 100 Servicing
i. Last Visited (Customers)
Customer The full name of the individual customer who received service. - Phone # The customer's phone number on file. - Email The customer's email address used for communications or receipts. - City The city listed in the customer’s address. - Region The broader geographic area or state associated with the customer’s city. - Order ID The unique identifier for the most recent service order completed. - Last Visited The date the customer was last serviced at the location. - Days Since Last Visit The number of days that have passed since the customer's last visit. Today’s Date - Last Visited
ii. Last Visited (Fleets)
Fleet Company The name of the fleet company. - Fleet Location The specific branch, office, or address of the fleet company. - Phone # The contact phone number for the fleet location or representative. - Email The email address associated with the fleet contact or location. - City The city listed in the fleet location's address. - Region The broader geographic area (such as province or state) where the fleet is based. - Order ID The unique identifier for the last service order associated with the fleet. - Last Visited The most recent date a fleet vehicle received service. - Days Since Last Visit The number of days that have passed since any fleet vehicle was last serviced. Today’s Date - Last Visited
iii. Service Due (Customers)
Customer Name of the customer whose vehicle is due for service. - Make Manufacturer of the customer's vehicle. - Model Model of the customer's vehicle. - Sub Model Specific trim or version of the vehicle model. - Model Year Year the vehicle was manufactured. - Other Vehicle Refers to any non-standard vehicle type—such as a boat, school bus, tractor, or utility equipment (e.g., Bobcat)—that does not fall under typical passenger or commercial vehicle categories. - Phone # Contact phone number of the customer. - Email Contact email address of the customer. - Package The previously applied service package on the customer’s vehicle, which determines the next service due. - Service Specific service(s) due for the vehicle. - Last Serviced Date the service was last completed. - Next Service Due Recommended date for the next service. - Days Overdue Number of days the vehicle is overdue for service, based on the due date. Today’s Date - Next Service Due (if overdue)
iv. Service Due (Fleets)
Fleet Company Name of the fleet company. - Fleet Location Specific location or branch of the fleet company. - Make Make of the fleet vehicle. - Sub Model Specific trim or variant of the vehicle model. - Model Year Year the vehicle was manufactured. - Other Vehicle Refers to any non-standard vehicle type—such as a boat, school bus, tractor, or utility equipment (e.g., Bobcat)—that does not fall under typical passenger or commercial vehicle categories. - Phone # Contact phone number for the fleet location or manager. - Email Contact email address for the fleet location or manager. - Package The previously applied service package on the customer’s vehicle, which determines the next service due. - Service Specific service(s) that are due for the fleet vehicle. - Last Serviced Date the vehicle was most recently serviced. - Next Service Due Recommended date for the next service. - Days Overdue Number of days the vehicle is overdue for service, based on the due date. Today’s Date - Next Service Due (if overdue)
v. Top 100 (Customers)
Customer Name of the individual or business. - Phone # Contact phone number for the customer. - Email Email address associated with the customer. - City City listed in the customer's address from service records. - Region Geographical region or state associated with the customer's city. - # of Vehicles Total number of unique vehicles associated with the customer. Count of distinct vehicles per customer # of Orders Total number of completed service orders by the customer. Count of orders per customer Total Sales Total dollar value of all services and products purchased by the customer. Total number of completed service orders by the customer.
vi. Top 100 (Fleets)
Fleet Company Name of the fleet company. - Fleet Location Specific branch or site of the fleet company where services were provided. - Phone # Contact phone number for the fleet location. - Email Email address associated with the fleet contact. - City City listed in the fleet location's address from service records. - Region Geographical region or state associated with the fleet's city. - # of Vehicles Total number of unique fleet vehicles serviced. Count of distinct vehicles per fleet # of Orders Total number of completed service orders for the fleet. Count of orders per fleet Total Sales Total dollar value of all services and products purchased by the fleet. Sum of all sales per fleet
Staff
Summary
Labor Hours Total manager and technician hours worked during the reporting period (This only considers hours for completed shifts where an employee has clocked out). Sum of all manager and technician hours Labor Hours (decimal) Total labor hours displayed in decimal format (This only considers hours for completed shifts where an employee has clocked out). Labor Hours converted to decimal format (e.g., 1h30m = 1.5) Labor Hours / Vehicle Average number of labor hours spent per serviced vehicle. Labor Hours ÷ Number of Vehicles Serviced Labor Cost Total payroll cost for managers and technicians in the reporting period. Sum of (Hours × Hourly Wage) Labor Cost / Vehicle Average labor cost per vehicle serviced. - Sales
i. Servicing Position Sales
Position The assigned role of the staff member (e.g., Greeter, Pit). - Staff Member Name of the staff member who performed or sold the service. - Alt. ID Internal identifier for the employee. - Order Qty. Number of service orders handled by the staff member in the reporting period. Count of completed orders per staff member Sales (Before Tax) Total sales revenue generated before taxes, discounts and fees are applied. Sum of all sales line items pre-tax, pre-discount Sales (Before Tax) Total sales revenue generated before taxes are applied. Includes discounts and fees. Sum of all line items - Discounts (bf. tax) - Coupons - Refunds - Tax Total Sales Total revenue generated, including taxes and any additional charges. Net Sales + Tax + Fees Average Sales/Order Average revenue generated per service order. Total Sales ÷ Order Qty.
ii. Staff Order Summary
Position The assigned role of the staff member (e.g., Greeter, Pit). - Order Qty Number of service orders handled by the staff member in the reporting period. Count of completed orders per staff member Total Bay Time Total service time in the bay. - Total Bay Time Per Order Average service time in the bay per order. Total bay time in servicing position ÷ total orders Net Sales Total sales revenue generated by servicing position before tax. Sum of net sales Average Order Value Average revenue per order Servicing position's Net Sales ÷ Sum of Orders
iii. Staff Performance
Position The assigned role of the staff member (e.g., Greeter, Pit). - Order Qty Number of service orders handled by the staff member in the reporting period. Count of completed orders per staff member Total Bay Time Total service time in the bay. - Total Bay Time Per Order Average service time in the bay per order. Total bay time in servicing position ÷ total orders Net Sales Total sales revenue generated by servicing position before tax. Sum of net sales Avg Order Value Average revenue per order Servicing position's Net Sales ÷ Sum of Orders
iv. Staff Sales (by casual item/position)
Casual Item The name of the casual item. - Position The assigned role of the staff member (e.g., Greeter, Pit). - Order Qty Number of service orders handled by the staff member in the reporting period. Count of completed orders per staff member Qty. Sold The number of casual items sold. Count of package sales Total Order Qty. The total number of service orders associated with the staff member during the reporting period. Count of finalized orders handled by staff Add On % The percentage of orders in the servicing position that include the casual item. (Amount of Casual Item ÷ Order Qty) × 100 Total Sales Total revenue generated from casual items in the servicing position. - $ per Order The percentage of service orders where the package was added by the staff member. This reflects the success rate of upselling the package. (Qty. Sold ÷ Order Qty.) × 100
v. Staff Sales (by package/position)
Package Name The name of the service package sold. - Position The role or job title of the staff member associated with the sale. - Order Qty. Number of service orders handled by the staff member in the reporting period. Count of completed orders per staff member Qty Sold. The number of times the package was sold during the reporting period. Count of package sales Total Order Qty. The total number of service orders associated with the staff member during the reporting period. Count of finalized orders handled by staff Add On % The percentage of orders in the servicing position that include the casual item. (Amount of Casual Item ÷ Order Qty) × 100 Total Sales Total revenue generated from casual items in the servicing position. - $ per Order The percentage of service orders where the package was added by the staff member. This reflects the success rate of upselling the package. (Qty. Sold ÷ Order Qty.) × 100
vi. Staff Sales (by product ID)
Product ID A unique identifier assigned to each product sold. - Product Type The category or classification of the product (e.g., oil, filter, additive). - Brand The manufacturer or brand name of the product. - UoM Unit of Measure; how the product is measured or sold (e.g., liter, unit, bottle). - Qty. Sold (No Package) The quantity of the product sold individually (not as part of a package). Count of product sales not part of a package Qty. Sold Ttl. The total quantity of the product sold, including both individual sales and in-package sales. Count of all product sales Sales (No Package) Revenue generated from individual (non-package) sales of the product. Sum of product sales not part of a package Total Sales Exact product sale amount Retail price × Qty. Sold Ttl. Total Sales (Full) Retail price of total product consumed Total product retail amount even though the sale amount may be less/more, depending if it was sold in a package or individually Total Cost The total cost incurred by the business to acquire or provide the sold product. Sum of cost per unit × Qty. Sold Ttl.
vii. Staff Sales (by product type)
Product Type The category or classification of the product (e.g., oil, filter, additive). - UoM Unit of Measure; how the product is measured or sold (e.g., liter, unit, bottle). - Qty. Sold The number of times the product was sold during the reporting period. Count of product sold by product type Total Sales Exact product sale amount Retail price × Qtyl Sold Ttl. Total Sales (Full) The full retail value of all products used or sold, whether included in a package or added separately. Total product retail amount even though the sale amount may be less/more, depending if it was sold in a package or individually Total Cost The total cost incurred by the business to acquire or provide the sold product. Sum of cost per unit × Qty. Sold Ttl.
viii. Staff Sales (by product type/position)
Product Type The category or classification of the product (e.g., oil, filter, additive). - Position The assigned role of the staff member (e.g., Greeter, Pit). - Order Qty. Number of service orders handled by the staff member in the reporting period. Count of completed orders per staff member Qty. Sold The number of product types sold. Sum of product types Total Order Qty. Total number of orders for the servicing position. - Add On % The percentage of orders in the servicing position that include the casual item. (Amount of Product Type ÷ Order Qty) × 100 Total Sales Total revenue generated from product types in the servicing position. - $ per Order The percentage of service orders where the package was added by the staff member. This reflects the success rate of upselling the package. (Qty. Sold ÷ Order Qty.) × 100
viiii. Staff Sales (by service/position)
Service Name The name of the service sold. - Position The assigned role of the staff member (e.g., Greeter, Pit). - Order Qty. Number of service orders handled by the staff member in the reporting period. Count of completed orders per staff member Add On % The percentage of orders in the servicing position that include the casual item. (Amount of Services ÷ Order Qty) × 100 Total Sales Total revenue generated from services in the servicing position. - $ per Order The percentage of service orders where the package was added by the staff member. This reflects the success rate of upselling the package. (Qty. Sold ÷ Order Qty.) × 100 Labor
i. Labor Totals
Staff Member Name of the employee. - Alt. ID Internal identifier for the employee. - Comp. Type Type of compensation structure used (e.g., hourly, salary, commission). - Regular Hours Total number of standard working hours logged by the staff member. Sum of regular hours Overtime Hours Total number of hours worked beyond regular working hours. Sum of overtime hours Total Hours Combined total of regular and overtime hours. Regular Hours + Overtime Hours Regular Cost Total payroll cost associated with the staff member's regular hours. Regular Hours × Hourly Rate Overtime Cost Total payroll cost associated with overtime hours. Overtime Hours × Overtime Rate Other Costs Additional labor-related costs (e.g., bonuses, allowances, or adjustments). Sum of non-hourly labor costs Total Cost Total labor cost combining regular, overtime, and other costs. Regular Cost + Overtime Cost + Other Costs
ii. Punch List
Staff Member Name of the employee. - Alt. ID Internal identifier for the employee. - Date The calendar day of the shift. - Shift Start The time the staff member clocked in for the shift. - Shift End The time the staff member clocked out for the shift. - Hours Per Shift Duration of a single shift, measured from clock-in to clock-out. Shift End - Shift Start Total Daily Shift Hours Combined worked hours across all shifts logged for the staff member on that date. Sum of hours between Shift Start and Shift End. Hours Per Break Duration of a single break taken during a shift. Break End - Break Start Total Daily Break Hours Combined break time across all breaks taken by the staff member on the date. Sum of total break hours.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article