Shop Performance Report

This report provides a snapshot of sales and cash flow activity for your shop. There are two pages and sections on each page feature specific measurements of shop performance.

Quick View Section

Row	Definition
Parts/Labor Sales	Total parts, labor, and sublet. Sales include discounts, coupons (Coupons are only available for R.O. Writer Express users.), 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 module > 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 grand total of all items above.

Sales and Gross Profit

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

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

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*

*Reconcile must be run from the Accounting Interface module before running this report.

This section includes:

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

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 module > 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

This section displays total amounts in Accounts Receivable.

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 your shop.

The second page contains the following:

Inventory Information

Column	Definition
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 (see Transfers).
Transfer Out	Total cost of parts transferred to another store (see Transfers).
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
Hot Shot Parts Sold	Total cost of non-stock parts sold

Category Sales

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

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.
Sales Margin $	Total dollar amount of profit for that category. (Sales - Parts and Labor Costs)
Sales Margin %	Percentage of profit for that category.
Discounts	Total discounts calculated for that category.
Coupons	Total coupons used for that category (Coupons are available only for R.O. Writer Express users).
% of Gross Sales	Percent of Gross Sales that were discounts and coupons.

Fleet Sales

This section shows your fleet sales.

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

This section displays all employees, their total hours for the day and whether they are clocked in or clocked out using the Employee Time Clock.

Labor Information

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

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

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 customer on labor jobs.
Actual Time	The Elapsed Time which is calculated when using the Labor Time Clock.
Clock Time	Total hours clocked in using the Employee Time Clock.
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.