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:
- Go to Reports.
- Click on the Check-In Summary.
- 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.
- Set the Start Date.
- Set the End Date.
- Set the Manufacturer Division.
- Set the Manufacturer Dealer Name.
- The other fields are optional.
- 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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