WEEKLY ACTION
Review 20 missed appointments this week.
Review 20 missed appointments and resolve the primary arrival-rate cause by July 28.
Appointment Arrival
Current recoverable opportunity$6,094
Executive Fixed Ops Management Intelligence
Clear Priorities.Focused Actions.Measurable Financial Impact.
Dealer Executive Intelligence reviews Overall, Advisor, Technician, Parts and BDC performance, identifies the highest-priority supported opportunity in each area, and assigns one focused management action—carried into the next review for accountability.
Connected Fixed Ops management intelligence.
Every area. Every review. Accountable.
Weekly ViewMonthly ViewJuly 2026
OverallAdvisorTechnicianPartsBDC
Northstar MotorsJuly 2026
Advisor Performance Scorecard
| Advisor | KPI | Current | Rating | Movement | Executive Spotlight |
|---|---|---|---|---|---|
| Duane28 ROs · $9,370 labour sales | LDPRO | $334.64 | World Class | −$15.00 vs last month | Top Strength |
| Steve34 ROs · $2,677 labour sales | LDPRO | $78.73 | Weak | −$20.00 vs last month | Management Concern |
| Carla49 ROs · $14,948 labour sales | HPRO | 1.36 | Average | +0.08 vs last month | Current quality and trend shown |
| David78 ROs · $23,261 labour sales | ELR | $190.10 | Strong | +$2.40 vs last month | Current quality and trend shown |
Overall management review
Every review answers seven questions.
What changed?
Labour sales improved while appointment arrival declined.
Which area had the greatest financial impact?
Appointment Arrival is the highest-priority supported opportunity: performance declined, the current recoverable value is supported by recorded missed appointments, and management can act now.
What is the financial opportunity?
Twenty recorded missed appointments are driving the supported opportunity.
Who or what is driving it?
Review confirmation outcomes and the recorded reasons for each missed visit.
What should management investigate?
$6,094 current recoverable opportunity: 20 missed appointments × $304.70 average modelled value per appointment = $6,094.
What is the single measurable action?
Review 20 missed appointments and resolve the primary arrival-rate cause by July 28.
Owner: Fixed Ops Director · Due July 28, 2026Did management follow through last week/month?
In progress. Confirm completion and evidence at the August review.
Built for dealership leadership
Built for Dealer Principals, General Managers and Fixed Operations leaders.
One connected view across Service, Parts and BDC—so leadership can set clear financial priorities, assign focused management actions, and follow through consistently.
- One connected operating view
- Clear financial priorities
- Focused management actions
- Consistent follow-through
Why this is different
Another dashboard tells you what happened. Dealer Executive Intelligence tells management what deserves attention next.
Management intelligence supported by fixed-operations expertise—not another dashboard leadership is expected to interpret alone.
Dealership reporting+Experienced fixed-operations thinking+Recurring management accountability
- What changed?
- Which area had the greatest financial impact?
- What is the financial opportunity?
- Who or what is driving it?
- What should management investigate?
- What is the single measurable action?
- Did management follow through last week/month?
What Leadership Gets From Every Review
MONTHLY ACTION
Improve Effective Labour Rate this month.
Review the lowest advisor’s ROs and identify the pricing or write-up pattern creating the largest ELR gap.
Effective Labour Rate
Projected improvement impact$33,100
BUILT-IN FOLLOW-THROUGH
Every action returns at the next review.
Leadership confirms completion, follow-through, and whether the result improved.
Next ReviewAugust 2026
StatusIn Progress
How it works
A simple recurring management process.
Dealer Executive Intelligence works with the reports the dealership already produces and fits the existing weekly or monthly review cadence.
- 01
Upload existing reports
Provide the dealership’s current weekly or monthly reports through the controlled upload process.
- 02
Review connected performance
Review Overall, Advisor, Technician, Parts and BDC performance together.
- 03
Identify the supported priority
Select the highest-priority supported opportunity and state its financial meaning.
- 04
Assign one measurable action
Record one focused management action with an owner and due date.
- 05
Return at the next review
Record completion, evidence, and follow-through during the next review.
Designed for minimal disruption
- Uses reports the dealership already produces.
- Does not replace the dealership’s DMS.
- Requires minimal disruption to the existing workflow.
- Once configured, the controlled upload process is designed to take approximately ten minutes.
Action and accountability
From performance change to documented follow-through.
Appointment Arrival is the highest-priority supported opportunity because performance declined, the current recoverable value is supported by 20 recorded missed appointments, and management can act now. The larger Labour Sales and Effective Labour Rate figures are modelled improvement scenarios—not current recoverable losses.
- 1
Performance change
Appointment Arrival declined 2.7 points
81.4% this month versus 84.1% last month
- 2
Supported financial opportunity
$6,094
Current recoverable opportunity
- 3
One measurable action
Review 20 missed appointments and resolve the primary arrival-rate cause by July 28.
20 missed appointments × $304.70 average modelled value per appointment = $6,094.
- 4
Owner and due date
Fixed Ops Director
Due July 28, 2026
- 5
Next-review follow-through
Return in August 2026
Record completion, evidence, and whether the result improved.
Illustrative fictional data only. Amounts are modelled examples, not promised results.
See What Deserves Management Attention Next.
See how Dealer Executive Intelligence turns your existing reports into focused management action and measurable financial opportunity.