Shop Performance Report

The Shop Performance Report provides a snapshot of sales and cash flow activity for your shop. There are two pages. The sections on each page include specific measurements of shop performance.

The beginning values on the Shop Performance Report are based on the snap data created when the End of Day report is run.

Report Sample

First Page of the Shop Performance Report

Quick View Section

The following table describes the rows in the Quick View section.
Row	Definition
Parts/Labor Sales	Total parts, labor, and sublet. Sales include discounts, coupons, and package discounts.
Supplies	Total supply charges.
Credit Charges	Fees charged to customers for using a credit card. This is a percentage of the total repair order amount set up in Configuration (Configuration menu > Repair Order > Taxes and Fees > Upcharge for credit card).
Non Taxable Fees	Total non-taxable parts fees not including core charges.
Tax	Total sales taxes.
R.O. Count	Total number of repair orders finalized.
Avg R.O. (w/o Tax)	Average sales per repair order not including sales taxes.
Avg R.O. (w Tax)	Average sales per repair order including sales taxes.
Total Sales w/ Tax	The total of all items.

Sales and Gross Profit Section

This section displays total non-taxable sales, taxable sales, total sales, % of sales, cost, gross profit, and profit margin for parts, labor, sublet, supplies, and credit charges.

Profit Summary Section

This section displays totals and % of sales by day, week to date (Sunday to Saturday), month to date (first of the month to date), and year to date (January 1 to date) for discounts, coupons, refunds, parts cost, labor cost, sublet cost, and gross profit.

Other Key Metrics Section

The following table describes rows in the Other Key Metrics section.
Row	Definition
Total Vehicle Count	Total number of vehicles.
Average Ticket Time	The arrival time on the Service Requests tab and the time the ticket is closed.
$ Parts Per RO	Average parts sales per repair order.
$ Labor Per RO	Average labor sales per repair order.
Avg Labor Hrs Billed per RO	Average number of hours billed per repair order.
Total Clock Time	Total hours employees were clocked in using the Employee Time Clock.
Number of Voids	Number of repair orders voided.
Reopened ROs	Number of repair orders reopened from history.

Cash Drawer Reconciliation Section

The Reconcile process must be run in the Accounting Interface module before running the Shop Performance Report because it reconciles the cash drawer.

This section includes the:

Total amount brought in that day in sales for each payment type and charge to Accounts Receivable.
Total amount brought in that day via Accounts Receivable payments for each payment type.
Total amount of cash paid out via Accounts Payable that day.
Total amount the cash drawer was over or under.
Total amount left in the cash drawer.
Total amount of the bank deposit.

Other Customer Charges Section

The following table describes the columns in the Inventory Information section.
Row	Definition
Taxable Supplies	Amount of taxable supply charges.
Non Tax Supplies	Amount of non-taxable supply charges (Non-taxable supplies are supplies calculated on repair orders that charged no sales taxes such as in the case the customer was tax-exempt).
Tax	Amount of sales taxes.
Other Taxes & Fees	Non-taxable parts fees not including core charges.
Credit Charges	Fees charged to customers for using a credit card. This is a percentage of the total repair order amount set up in Configuration (Configuration menu > Repair Order > Taxes and Fees > Upcharge for credit card).
Total Other Sales	Taxable Supplies + Non-Taxable Supplies + Other Taxes and Fees + Credit Charges
Advance Pay	Total amount of advance payments.
A/R Pay	Total amount of payments posted in Accounts Receivable.
Total Receipts	Total Advance Payments + Total Accounts Receivable Payments

Accounts Receivable Summary Section

This section displays total amounts in Accounts Receivable.

The following table describes the columns in the **Accounts Receivable Summary section**.
Column	Definition
Beginning AR	Total beginning amount owed.
AR Payments	Total amount of payments posted.
AR Sales	Total amount charge to customers.
Ending AR	Total ending amount owed to your shop.

Page Two of the Shop Performance Report

Second Page of the Shop Performance Report

Inventory Information Section

The following table describes the columns in the Inventory Information section.
Column	Definition
Beginning Inventory Value	The beginning inventory value.
Stock Sold	Total stock parts sold.
Non-Stock Sold	Total non-stock parts sold.
Consign Sold	Total Consigned parts sold.
Total Sold	Total of all parts sold.
Transfer In	Total cost of parts transferred in from another store.
Transfer Out	Total cost of parts transferred to another store.
Purchased	Total cost of parts received into Inventory using Post Receipts or PO Management.
Adjustment	Total cost of parts adjusted in inventory using Adjustments in Inventory.
Ending Inventory Value	The ending inventory value.
Hot Shot Parts Sold	Total cost of non-stock parts sold.

Category Sales Section

This section displays sales and profit margin information by labor category. For each labor category, the following information is provided:

The following table describes the columns in the Inventory Information section.
Column	Definition
RO Count	Total number of repair orders that included that category.
% of ROs	Percentage of repair orders closed that day that included that category.
Part Net Sales	Total part sales included in that category.
Taxable Fees	Total taxable parts fees included in that category.
Parts Cost	Total cost of parts included in that category.
% Part Margin	Percentage of total parts sales included in that category.
Labor Sales	Total labor sales included in that category.
Sublet Sales	Total sublet sales included in that category.
Supply Sales	Total supply charges calculated for that category.
Sales	Total sales included in that category.
% of Gross Sales	Percent of Gross Sales that were discounts and coupons.

Fleet Sales Section

This section shows your fleet sales.

The following table describes the columns in the Fleet Sales section.
Column	Definition
Total ROs	Total number of repair orders closed.
Fleet ROs	Total number of fleet repair orders closed.
Total Sales w/Tax	Total sales including sales taxes not including fleet sales.
Fleet Sales w/Tax	Total fleet sales including sales taxes.
Off Invoice Fleet Discount	Total amount of off-invoice fleet discounts.
Net Sales w/Tax	Total Sales both regular sales and fleet sales.

Employee Hours Section

This section displays the data from the Employee Time Clock within the selected date range. Each row is an employee.

All employees that clocked in and out.
The Total Hours each employee was clocked in. The Total Hours should match the Clock Time in the Labor Information section.
If the employee was clocked in or clocked out at the time the report was run.

Labor Information Section

This section displays detailed information about Technicians. Each row is a technician.

The following table describes the columns in the Labor Information section.
Column	Definition
Technician	Technician's name
Jobs	Total number of jobs performed by the technician
Labor Sales	Amount of labor sales
Parts Sales	Amount of part sales
Other	Non-taxable supplies, sublet, and supply charges

Totals for Labor Information Section

The following table describes the columns in the Totals for Labor Information Totals section.
Column	Definition
Job Average	Average amount per job.
Jobs Per Clock Hour	Number of jobs performed per hour clocked in.
$ Per Clock Hour	Amount of Sales generated per hour clocked in.
Billed Time	Amount billed to customers on labor jobs.
Actual Time	The Elapsed Time calculated by the Labor Time Clock.
Clock Time	Total hours that each employee was clocked in according to the Employee Time Clock. The Clock Time should match the Total Hours in the Employee Hours section.
Productivity	The percentage of how many hours the technician was available; measured by the amount of time clocked in during the date range specified using the Employee Time Clock compared to the hours billed.
Efficiency	The percentage of hours billed compared to actual time.
Proficiency	The percentage of hours the technician spent working on repairs (based on the Elapsed Time recorded by the Labor Time Clock) compared to the number of hours he or she was clocked in (using the Employee Time Clock ). The calculation is Actual Time / Clock Time *100.