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Advisor Performance Report

Service Advisor Performance Analysis

The primary purpose of the Advisor Performance Report is to provide a detailed summary and analysis of service advisor performance over a specified date range. It analyzes the performance and profitability of different types of work, including Pay, Labor, Parts, and Sublet, as well as key financial metrics.

Frequency: Daily, Weekly, and Monthly

  • Performance Evaluation: Managers use this report to evaluate individual advisor productivity, profitability, and efficiency.
  • Identifying Trends: The breakdowns help spot trends, such as which advisors are excelling in certain pay types or departments.
  • Coaching & Training: The data supports targeted coaching by highlighting strengths and areas for improvement.
  • Compensation & Recognition: Results may be tied to incentive programs or used for recognition of top performers.