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Client Tips

EDGE Performance Portal Update, January 2014

Posted by Manuel Soto Saturday, January 11, 2014

Overview

A new top level report has been created to help dealer groups manage EDGE from the enterprise level.  The old top level report has been removed and all updated functionality is available to all users who have access to the EDGE Performance Portal (EPP). If you are in a dealer group and do not know how to access the EPP, please contact Support.

New Report Details

The Monthly Performance Summary report is accessed either within the EPP web page or via email subscription in Excel format.  It is comprised of one page or tab per month and a final page/tab which includes all of the selected year’s data.  Additionally, the year to date tab contains 4 line charts comparing specific metrics.

1-Monthly-Performance-Summary-Year-to-Date-displayed

Figure 1: Monthly Performance Summary Year to Date displayed

Report Columns are grouped into 2 main groupings:

  • “Big 4” – Process Effectiveness
    • SA Req Insp %
    • ROs with Insp %
    • SA Estimate Usage %
    • KYV Printed or Emailed %
  • Outcomes
    • Tech Recs per Inspection
    • Closing Rate %
    • Same-Visit Upsell from Inspected ROs
    • % CP ROs Returned within 30 Days
    • Upsell $ From Return Visits Within 30 Days

Other points to note:

  • The KYV Printed or Emailed % column contains cell formatting which turns the background Green (above 90%), Yellow (between 80% - 90%) and Red (below 80%).
  • Shops are grouped and subtotaled by OEMs.
  • All shop numbers are totaled/averaged across the bottom.

Year to Date line charts and metrics:

  • "Big 4” – Process Effectiveness
    • SA Req Insp %
    • ROs with Insp %
    • SA Estimate Usage %
    • KYV Printed or Emailed %
  • Outcomes – Upsell
    • Same-Visit Upsell from Inspected ROs
    • Upsell $ From Return Visits Within 30 Days
  • Outcomes – Closing Rate % and % CP ROs Returned within 30 Days
    • Closing Rate %
    • % CP ROs Returned within 30 Days
  • Outcomes – Tech Recs per Inspection
    • Tech Recs per Inspection

Outcomes-Closing-Rate-and-CP-ROs-Returned-within-30

Figure 2: Outcomes – Closing Rate % and % CP ROs Returned within 30 Days

Extra care has been given to ensure the Monthly Performance Summary report exports into Microsoft Excel, which how it is received when obtained via an email subscription.  Each of the pages is available as separate tabs, which makes working with the report much easier and efficient.  It can manually retrieve it as an Excel file from the EPP by selecting Excel from the “Select a format” drop menu and clicking the Export button.

3-Monthly-Performance-Summary-exported-to-MS-Excel

Figure 3: Monthly Performance Summary exported to MS Excel.

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