Retention Pro Dashboard

The Retention Pro Dashboard is designed to be a quick snapshot of a single day’s activities based on closed tickets from your Shop Management/Point of Sale system.

• Overview Section

Upon login you will be greeted with your Dashboard, the dashboard will either reflect the present date or the last day with a closed repair order. You can click the calendar box at the top right of the screen and change the date to view previous days. Below is a brief run through of the reports available on the Dashboard, for a more detailed overview please see - Detailed Dashboard Overview

📽️If you would prefer a video tutorial of the Dashboard please see Retention Pro Dashboard Video

Overview Section

• Daily Customer Count - This shows both your closed repair orders for that day and the number of repair orders in the last 30 days. This is a rolling 30 days and not monthly. 
• Total Daily Revenue - This is the gross value of the repair orders today. It also shows the net value below it. The number below the bar is the maximum net value in the last 30 days. This is a rolling 30 days and not monthly.
• Average Repair Order - This is the total number of repair orders for today, compared to the maximum number of repair orders in the last 30 days. This is a rolling 30 days and not monthly. 

Customer Visit Frequency & Monthly Repair Reports

• Customer Visit Frequency - Pie charts that reflect the number of times a customer has visited your shop and the amount of income generated from one time customers versus occasional or frequent customers.
  • For the Customer Visit Frequency report you will see 3 vertical lines next to Customer Count and Total Income.  If you click on these lines it will open exporting options for that specific data set.
• Monthly Repairs - A chart of your total repair orders per month, average repair orders per month, total gross income per month, net income, and margin.

  • You can also “hover” above sections of the Customer Visit Frequency chart or the Monthly Repairs graph to see more details about the data represented by that visual.

Campaign & Customer Reports

These next sections contain quick “at a glance” snips of reports that are generally related to customers and campaigns.  Where customers are listed their names will be in blue, you can click on any of these names to go to the customer profile.

• Campaign Performance - A tool that helps show you how cost-effective your campaigns are on a broader scale
• Year Over Year Averages - Averages for repair order counts and income for each month of the past year
• Invalid Customers - A list of your customers that may have invalid data including emails, phones and addresses. This information can be updated in your Point of Sale and we will reflect that once it has been updated!
• Deferred Work - A listing of recent deferred/recommended work including the customer, phone number, and date that it was recommended.
• Text Message Sentiment - Shows the general sentiment of incoming text messages as responses to campaigns.

Repair Order Details  

This section is a listing of all closed repair orders from that day. This section will show the most recent closed/posted Repair Orders that we are seeing from the shops Point of Sale system. You can also see the closed/posted Repair Orders for previous dates by clicking in the Date box at the top right of this section and selecting a different date.  The Repair Orders available here will only be those that the shop has already closed/posted and it will not reflect Repair Orders that are still open or pending. 

From here you can click Show Details and open the Repair Order, Click on the customer's name to go to the customer profile or click on the vehicle to go to the vehicle profile.