What is this feature?
The ASR (Additional Service Recommendation) Overview Report is a powerful analytical tool within the Service Cart library. It provides a granular look at your dealership's upsell performance, allowing management to track the effectiveness of multipoint inspections (MPIs) across different service advisors, technicians, and specific operation codes (Opcodes). By visualizing approved versus declined services, the report identifies revenue opportunities and training gaps.
Why it Matters
| The Problem(s) | The Impact(s) |
| Difficulty identifying which service advisors are effectively closing additional recommendations. | Empowers management to provide targeted coaching to advisors with lower closing rates, directly increasing service revenue. |
| Lack of visibility into which specific services (Opcodes) are being declined most frequently by customers. | Enables the service department to adjust pricing, presentation, or bundling for commonly declined services to improve acceptance. |
| Time-consuming manual tracking of technician-driven upsell performance across multiple rooftops. | Provides a unified, real-time dashboard that breaks down performance by advisor, technician, or dealership location in seconds. |
How to Use It
Watch this video or read the document below:
Step 1: Locate and Launch the Report
Navigate to the Library tab in your dashboard. Under the Service Cart section, select the ASR Overview Report to begin your analysis.
Step 2: Apply Strategic Filters
Use the filtering header to narrow down your data. You can select specific date ranges, choose between different dealer locations within your group, and filter by Inspection Type (such as Multi-Point Inspections) or Pay Type (Customer Pay, Warranty, etc.).
Step 3: Analyze Advisor and Technician Performance
Review the Advisor Details section for a color-coded heatmap of performance. This view shows approved counts, declined counts, and the total dollar value of recommendations. You can toggle between the Advisor View and the Technician View to see which service team members are driving the most value.
Step 4: Deep Dive into Opcode Performance
Switch to the Opcode View tab to see a breakdown of specific services. This table identifies which Opcodes are most frequently recommended and their respective approval rates, providing insight into customer behavior and service popularity.
Step 5: Export for Offline Reporting
If you need to perform further analysis in Excel or Google Sheets, click the context menu on any data component and select Export Data. You can save the results as a CSV file for easy sharing and reporting.
FAQ
Q: Can I view data for multiple dealerships at once?
A: Yes. If your user profile has access to multiple stores, you can use the Dealer Name filter to select specific locations or view the group as a whole.
Q: What does the color-coding in the advisor table represent?
A: The heatmap uses colors to highlight performance levels—typically green for high approval rates/amounts and red for areas that may require management attention or coaching.
Q: Can I see which specific Repair Orders (ROs) are associated with a declined service?
A: Yes. The Opcode View provides a detailed breakdown that includes individual Repair Order numbers, allowing you to trace recommendations back to specific customer interactions.
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