Manager / Regional Manager Weekly Review Guide

Projected Sales Screen

Review Due EOW. Open detail to review Production Status to see if Internal Dates should be updated.

You can also filter Vehicle Center by Internal Date = "This Week"

Vehicle Center

Follow-Ups

Review to ensure follow-ups are being completed & not late 

Scheduled Drops

Review Missed Appointments in red

Filter by "Pre Ord = Y" to see Missed Appointments with Pre-orders. Review Folder Notes to determine issues. Parts should be returned if the appointment cannot be rescheduled. 

In Process

1. Review cars in a Rental, with a special focus on any DRP cars with "I" (insurance) pay. 

2. Review Days in Shop and Stage Days to identify any backlogs

Final Review

Check that Folders are being Reviewed

Purchase Assistant

Review Outstanding rejects & credits and how old they are

Exceptions

Review Exceptions on Completed, Delivered & Archived Folders  

You can also run the Shop Pay report by "Delivered" Vehicles, grouped by "Location" and then  "Reason" 

Deposits screen

- Review cash/checks not deposited

- Review checks on hold - it is common to put a check on Hold until the customer drops. Try to get any of these scheduled for a Drop appointment since you have money waiting. 

Run Financial Statement for current month

For each store, review

- Parts % of Sales (ideal is under 40%)

- Paint Materials Sales (ideal is over 10%)

- Sublet Mix (ideal is 5-6%)

- Review Overhead Expenses for any anomalies. It is helpful to look at each location separately to see the Diff vs Avg - this will tell you if the current month is more expensive than average