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.
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.
Figure 1: Monthly Performance Summary Year to Date displayed
Report Columns are grouped into 2 main groupings:
Other points to note:
Year to Date line charts and metrics:
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.
Figure 3: Monthly Performance Summary exported to MS Excel.