Reports - Check-In Summary Report

Check-In Summary Report

Overview

The Check-In Summary report will track your Advisor’s utilization of the Engage Check-In system on your tablet device.


Use this report to monitor the utilization times, services added, and dollar amounts of customer check-ins.

Resolution

To run the report:

  1. Go to Reports.  
  2. Click on the Check-In Summary.
  3. You will then be taken to the Xtime User Portal.  Here the report is labeled Check-In Value Summary.  As an Xtime user, you have access to multiple versions of each report based on hierarchy. Please select the dashboard and hierarchy you are looking for.  Note:  Most dealerships only have access to the Manufacturer Hierarchy version of the report.  So, using this one will prevent confusion.
  4. Set the Start Date.
  5. Set the End Date.
  6. Set the Manufacturer Division.
  7. Set the Manufacturer Dealer Name.
  8. The other fields are optional.
  9. Click Apply.

 

Metrics Glossary

Advisor - The name of the Advisor.


Total Xtime Completed Check-Ins - The number of Check-Ins completed. A completed check-in is defined as having a customer signature approval time stamp.


Check-In % Utilization - The percentage of utilization by the Advisor. Percentage is defined by taking the completed Check-Ins and dividing by Total Customer Pay, Warranty and Internal RO's.

 

Distinct Showed Appointments – Any appointment with an RO attached to it.  This column is available when you add the column in the report.


Total Dollars Added - Completed Check-In - The total additional sales added during check-in for the completed check-ins. The amount is based on the pricing of the services in the Engage application.


Avg. Check-In Time - The average time it took the Advisor to complete check-ins; this amount is in minutes.


Avg. Dollars Added - Completed Check-Ins - The average total additional sales added during the check-in. The average is calculated by dividing the Total Dollars Added by Completed Check-Ins by the Count of completed Check-Ins. The amount is based on the pricing of the services in the Engage application.


Total Lines Added - Completed Check-Ins - The number of services added during the check-in process to completed Check-Ins.


Avg. Lines Added - Completed Check-Ins - The average number of services added during the check-in process. The amount is calculated by dividing the Check-In Services Added By Completed Check-Ins by the Count of completed Check-Ins.


Avg. Appointment Lines - Before Check-In - The number of Services which were part of the appointment at the start of the Check-In.


Avg Dollars Added Per Line - The amount is calculated by taking Total Dollars Added by Completed Check-Ins divided by the Count of Check-In Services Added by Completed Check-In.

 

Total Menu Services Added - The total number of menu packages added during the check-ins. The menu package is counted as one regardless of the number of services included in the package.

 

Total Menu Dollars Added - The total amount for menu packages that were added during completed check-ins. The amount is based on pricing for services in Engage application.


Menu Sales Performance - Total Menu Services Added - Total menu Services divided by the total customer pay RO for this date range.


Total a-la carte Services Added - The total number a la carte services added during the check-ins. This is only services added in the All Services tab with in the Services tab.  If a service was added as part of a menu package or an inspection then it is not included in this metric.


Total a-la carte Dollars Added - The total sales from a la carte services added during the check-in. This only includes services added from the All Services tab within the Services tab. The amount is based on pricing for services in Engage application.


Total Tires Added - The total number of tires (not tire services) added from Dealer Tire during the check-ins.


Total Tire Dollars Added - The total sales from tires added during the check-in. The amount is based on pricing for tires in the check-in application.


Total Recall Services Added - The total number of recall services added during the check-in. This will only include services that are added from the Campaigns tab.


Total Inspection Services Added - The total number of inspection services added during the check-in. This will only include services that were added from the Conditions and Inspect tabs within the Walk-Around tab.

 

Total Inspection Dollars Added - The total sales from the inspection services added during the check-in. The amount is based on pricing for the services in the Engage application.


Total Inspection Services Deferred - The total number of inspection services deferred during the check-in. These would be services that were set to the “Later” status.


Total Inspection Dollars Deferred - The total dollar value of services deferred during the check-in. The amount is based on pricing Dollars which are based on pricing for services in the Engage application.


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