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Analytics & Reporting

Comprehensive business intelligence and reporting tools for data-driven decision making.

Dashboard Overview​

Real-Time Metrics​

Live Dashboard Updates Every 30 Seconds:

  • Current vehicles in shop
  • Today's appointments
  • Jobs in progress
  • Technician availability
  • Revenue today
  • Customer check-ins

Key Performance Indicators (KPIs)​

MetricFormulaIndustry Benchmark
Average Repair OrderTotal Revenue / Total ROs$400-600
Car CountVehicles Serviced / Period15-20/day
Labor EfficiencyBilled Hours / Available Hours85%+
Gross Profit Margin(Revenue - COGS) / Revenue50-60%
Customer RetentionRepeat Customers / Total60%+

Revenue Analytics​

Revenue Breakdown​

  • Service Revenue - Labor charges
  • Parts Revenue - Parts sales
  • Supply Fees - Shop supplies
  • Other Income - Towing, storage
  • Discounts Given - Reductions applied
  • Net Revenue - After all adjustments

Monthly Comparison:

  • This Month: $45,000 (Up 12%)
  • Last Month: $40,000
  • Same Month Last Year: $38,000 (Up 18%)

Quarter Performance:

  • Q1: $120,000
  • Q2: $135,000 (Up 12.5%)
  • Q3: $142,000 (Up 5.2%)
  • Q4: Projected $150,000

Service Mix Analysis​

Service CategoryRevenue %Profit Margin
Oil Changes15%35%
Brakes25%55%
Diagnostics10%70%
Tires20%40%
Major Repairs30%60%

Customer Analytics​

Customer Metrics​

  • New vs Returning - Acquisition tracking
  • Lifetime Value - Total spend per customer
  • Visit Frequency - Days between visits
  • Service Preferences - Most requested
  • Geographic Distribution - Customer locations
  • Referral Sources - How they found you

Loyalty Program Performance​

Tier Distribution:

  • Bronze: 45% of customers
  • Silver: 30% of customers
  • Gold: 20% of customers
  • Platinum: 5% of customers

Points Activity:

  • Earned This Month: 50,000
  • Redeemed: 15,000
  • Outstanding: 235,000

Operational Analytics​

Shop Efficiency Metrics​

AreaMetricCurrentTarget
Bay UtilizationActive bays / Total75%85%
First-Time Fix RateNo comebacks96%98%
Cycle TimeCheck-in to delivery3.5 hrs3 hrs
Inspection ConversionApproved work65%70%
Parts AvailabilityIn-stock rate80%85%

Technician Performance​

  • Individual Productivity - Hours billed
  • Efficiency Rate - Actual vs estimated
  • Comeback Rate - Quality metric
  • Skill Utilization - Specialty work
  • Training ROI - Performance improvement

Appointment Analytics​

Booking Patterns​

Peak Times:

  • Monday: 8-10 AM (Drop-offs)
  • Tuesday-Thursday: Steady flow
  • Friday: 3-5 PM (Pickups)
  • Saturday: 8 AM-12 PM

Booking Sources:

  • Online: 45%
  • Phone: 35%
  • Walk-in: 15%
  • Repeat: 5%

No-Show Analysis​

  • Rate by Day - Pattern identification
  • Customer History - Repeat offenders
  • Service Type - Which services
  • Financial Impact - Lost revenue
  • Prevention Success - Reminder effectiveness

Financial Reports​

Profit & Loss Statement​

Revenue:

  • Service Revenue: $35,000
  • Parts Revenue: $15,000
  • Total Revenue: $50,000

Cost of Goods Sold:

  • Parts Cost: $7,500
  • Labor Cost: $12,000
  • Total COGS: $19,500

Gross Profit: $30,500 (61%)

Operating Expenses:

  • Rent: $5,000
  • Utilities: $1,000
  • Insurance: $2,000
  • Marketing: $1,500
  • Total OpEx: $9,500

Net Profit: $21,000 (42%)

Cash Flow Analysis​

PeriodInflowOutflowNet
Week 1$12,000$8,000+$4,000
Week 2$13,500$9,000+$4,500
Week 3$11,000$7,500+$3,500
Week 4$13,500$10,000+$3,500
Monthly$50,000$34,500+$15,500

Marketing Analytics​

Campaign Performance​

  • Email Open Rate - 25% average
  • SMS Response Rate - 15% average
  • Website Traffic - Source tracking
  • Conversion Rate - Visitor to booking
  • ROI by Channel - Cost effectiveness
  • Review Generation - Success rate

Customer Acquisition Cost (CAC)​

Channel Breakdown:

  • Google Ads: $45 per customer
  • Facebook: $35 per customer
  • Referrals: $10 per customer
  • Organic: $0 per customer
  • Average CAC: $28

Custom Reports​

Report Builder Features​

  • Drag-and-drop - Easy creation
  • Multiple data sources - Comprehensive
  • Custom calculations - Advanced metrics
  • Scheduled delivery - Email automation
  • Export formats - PDF, CSV, Excel
  1. Daily Closeout - End of day summary
  2. Weekly Team Performance - Staff metrics
  3. Monthly Service Analysis - Category breakdown
  4. Quarterly Business Review - Executive summary
  5. Annual Tax Report - Year-end financials

Predictive Analytics​

Forecasting Models​

  • Revenue Projection - Based on trends
  • Seasonal Adjustments - Weather impact
  • Customer Lifetime Value - Predictive scoring
  • Maintenance Predictions - Service due dates
  • Inventory Needs - Parts forecasting

Alert System​

Alert TypeTriggerAction
Low ProductivityBelow 70%Manager notification
High No-ShowsAbove 10%Review booking policy
Inventory LowBelow reorder pointAuto-purchase order
Revenue Drop20% below averageAnalysis required
Customer Churn90 days inactiveWin-back campaign

Data Filters & Segments​

Available Filters​

  • Date Range - Custom periods
  • Service Type - Category selection
  • Technician - Individual performance
  • Customer Segment - Demographics
  • Vehicle Type - Make/model
  • Payment Method - Transaction type

Saved Views​

  • Create custom dashboards
  • Save filter combinations
  • Share with team members
  • Schedule automated reports
  • Export configurations

Compliance Reporting​

Required Reports​

  • Sales Tax Summary - Monthly filing
  • Payroll Reports - Bi-weekly
  • Environmental Compliance - Waste disposal
  • Safety Incidents - OSHA requirements
  • Financial Audits - Annual preparation

Best Practices​

Daily Review​

Check morning dashboard Review yesterday's performance Monitor today's schedule Track technician productivity Verify cash reconciliation

Weekly Analysis​

Compare to previous week Review customer feedback Analyze service mix Check marketing ROI Plan next week's capacity

Monthly Deep Dive​

Full P&L analysis Customer retention review Technician performance Inventory turnover Strategic planning

Transform data into decisions with powerful analytics and actionable insights.