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Derrick Woolfson

Derrick Woolfson Business Development

Exclusive Blog Posts

How Selling Parts Online Can Boost Your Dealership Revenue

How Selling Parts Online Can Boost Your Dealership Revenue

RevolutionParts has always experienced record numbers on Cyber Monday. Every year, it sets the new record for highest part sales day for dealers using …

WEBINAR RECORDING - Understanding the Road Ahead: New Strategies for Your New Customer Base

WEBINAR RECORDING - Understanding the Road Ahead: New Strategies for Your New Customer Base

Watch this webinar recording to explore the current state of automotive consumer expectations, beginning with the historical precedents and recent up…

The KPI Cafe Returns on Monday with Brent Wees!

The KPI Cafe Returns on Monday with Brent Wees!

We're back! The #KPICafe returns on Monday with a truly impactful session that features one of our favorite people, Brent Wees. The title mig…

Fix The Root Cause: The Problem Behind the Problem

Fix The Root Cause: The Problem Behind the Problem

If an "easy button" really existed we'd all have it jammed by now. Effortlessly fixing one issue at a time. Unfortunately, that's not how…

Don't Be that GM

Don't Be that GM

The General Manager role isn’t an easy one, nor is it a role for the faint of heart. You need thick skin…. But that doesn't mean we don&rs…

Are You Stuck On Using Excel For Reporting In the Service Lane?

Reporting is essential for understanding what your ROI is, right? So why then are we wasting several hours of your manager's time creating reports (using excel) in the service lane? More often than not, the reason managers are creating their own reports is mainly due to their not knowing how to pull the correct report. Albeit, there are multiple vendors the dealer works with daily. However, there is a way of collectively aggregating all of the data using the vendor's platform.

Many, if not all, vendors have substantial reporting options available within their platforms. And I understand that there is such a thing called analysis paralysis. But, it is best to review your essential vendors - i.e., marketing, appointments, email collection, and compile all of the "performance" reports into one cohesive report. In doing so, it allows you to better understand how the vendors and services interrelate in so far as how they work together. For example, in the service lane, a dealer wants to better understand how many appointments are being booked online. To then reviewing how many of those appointments came in, and what their average spend per customer pay RO was. 

Who Keeps Track of Appointments On the Excel Sheet? 

If you are using a manual report - often having human errors - then you are not getting the whole picture. Whereas if you are analyzing web traffic, conversion, appointments, and show rate - vs. the average dollar per RO for both warranty and customer pay, you are able to make a much more sound decision. A decision that can have a profound impact on overall sales in the lane - while you might already keep track of this using excel. I do recommend working with your vendors! In fact, when is the last time you called your vendor's account manager asking them to come in or give an update? 

Do you still use Excel? How do you manage the monthly reporting? 

As mentioned above, it is hard enough to compile all of the reporting into an excel sheet, let alone being consistent at it! One day off, or a day where your team is to busy to do the report, the less likely they are to continue with that report. Not to mention, in many cases, we wait to report on items until there is an issue of epic proportions. Yet had your dealer had monthly reporting in place, it would have been much easier to identify the breaking point? In which case, your management team could have potentially resolved the issue(s) at hand! 

How do you manage your reporting for service? 
 

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