Advisor CP Sales Enhancement V2.50

Advisor CP Sales Enhancement V2.50

Version 2.50

  • Tire Sales sheet now shows percentage of tire RO’s with alignments.
    • Helps ensure advisors are upselling alignments whenever tires are sold.
  • CDK Drive: Added specification to use custom DICT item to specify parts sale type instead of GL account.
    • Most manufactures group tire sales under one GL account, and therefore CDK dealers could only separate tire sales by advisor in the report. This enhancement will break out tire sales by sale type.
Advisor CP Sales Enhancements V2.32

Advisor CP Sales Enhancements V2.32

Version 2.32

  • Part Group Criteria now has Part # Equals, Part Description Equals, Part Description Contains and Mfr Group Equals conditions.
    • This makes it easier to setup a count of parts items sold.
  • Job Detail now has function to count unique RO’s and unique VIN’s in the filtered list.
    • Use Job Detail filters to identify a group of jobs, then use this new function to count unique items in the filtered list.
GM Recalls

GM Recalls

GM recalls assigned to your store often contain many vehicles that have not been serviced for some time or else have changed ownership.  I can link the GM recall list with data from your DMS and provide you with an Excel workbook, allowing you to focus your efforts on active customers.  Ideally this is done on a monthly basis to maximize your recall completion rate.  Please contact me for more information or to set it up the procedure.

Advisor CP Sales Enhancements V2.31

Advisor CP Sales Enhancements V2.31

Version 2.31

  • Quorum: Add Service Group breakout to Job Detail under Group O/R, increase groups from 33 to 100.  Dealers can correctly track quick service and extended warranty jobs.
  • Daily Sales Tracking-2: Add 5 more op groups and add Advisor Count parameter to both Daily Sales Tracking worksheets so that it auto-hides rows.
  • Added PG-2 worksheet to track RO data by hour ranges.
  • PBS: Added Sublet columns to Adv Summ L+P CWI worksheet.