Without reports it is hard to tell which customers generate the revenue, which parts tie up capital, and at which sales stage the garage loses enquiries. The reports answer these questions from your job data.
CUSTOMERSPARTSSALES
A handful of regular customers and fleets often account for most of the turnover, but without a report it is hard to show.
The report shows your most valuable customers and the share of businesses and private individuals in revenue.Parts purchasing planned from memory leads to shortages of some items and surpluses of others.
The usage report shows which parts are used most often and which jobs they go to.The number of calls does not tell you how many end in a job, or at which stage customers drop out.
The sales funnel shows the path from enquiry, through quote, to job.Every report has a chart, a choice of period (week, month, quarter or any range), a comparison with the previous period and export to a spreadsheet. With several locations, a report covers one, selected locations or all of them.
CHARTPERIODCOMPARISONEXPORT
The report shows the number of customers, new and returning, in the selected period, and revenue from customers compared with the previous period. Charts show the share of businesses and private individuals in revenue, and the ten customers who spent the most.
One business can be worth as much as a dozen or more private customers. The revenue-share chart and the ranking of your most valuable customers show where it pays to build long-term relationships and individual terms.
The parts report shows the most frequently used items and splits usage value by type of work: scheduled servicing, mechanical repairs, painting, bodywork. Stock with no movement is shown on the separate Stock rotation screen.
The sales funnel sets out enquiries, quotes and jobs, and the conversion at each stage. The biggest drop between two stages shows where the garage loses customers.
The reports need no configuration or data-collection period. The chart, date range and export work from the first settled job.
The more jobs in the system, the fuller the picture of your garage.
