Set up shop profile: set up targets and facility information.
Normalize accounts: combine multiple accounts so they appear under one name.
Set up subscriptions: subscribe to receive reports directly to your email.
Filter page: select desired parameters to build report.
Sales Source Report: provides insight into sales and profitability.
KPI Report: view performance metrics such as touch touch and cycle time.
Parameters: set the parameters of the ROs to be included in your report.
Filters: narrow down your report by specific accounts, estimators and vehicles.
Groupings: organise information into groups and subgroups as desired.
Selections: select the data points and KPIs to be included in your report.
Save: name, save and run your report.