Upon logging in to Retention Pro you will be greeted with your Dashboard which will reflect today's date or the last day with a closed repair order. It can also be accessed at any time by clicking on Service at the top of your screen.
You can click the calendar box at the top right of the screen and change the date to view previous days of the Overview and Repair Order Details section. For more information on the layout of the Dashboard please see - How Do You Change The Layout Of The Dashboard?
Overview
The first section of the Dashboard in the Overview section, this will provide some general data regarding the repair orders that are currently reflecting on the dashboard.
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.
You can click on the blue question mark icon next to any of these to see a brief explanation of the data presented.
Customer Visit Frequency and Monthly Repairs
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.
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.
If you click on the View button at the top right of any of the report snapshots on the Dashboard it will take you to the full report available in the Analytics section.
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.
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 and 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
A listing of all closed repair orders from that day. 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. For more information please see - What Repair Orders Will Be On The Dashboard?
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