The dashboard is your go-to place to get an overview of all the workshop-related activities.
Sidebar can be toggled by hovering on the left panel. From here, you can quickly go to any section.
Let's check out what each Dashboard Element means!
Estimate refers to the number of vehicles waiting for Estimation creation after
the customer details, vehicle details, and customer's voice has been captured. Woah! find the reasons why these are still pending and get them moving.
Spares Pending refers to the number of vehicles waiting for parts to be issued and the total value of the repairs for such jobs. The lower the number here, the better it is!
Work-in-progress refers to the number of vehicles for which repair is in progress and the value of repairs on such vehicles. Keep a tab on this metric and ensure that it keeps decreasing 👍
Ready for Delivery refers to the number of vehicles and the total value of repairs on such vehicles, on which service has been completed and is ready for delivery. Get these delivered asap and bring in the cash!
Invoice refers to the number of vehicles and the value for which the final invoice has been created.
In Workshop refers to the total number of vehicles in the workshop on which your ATTENTION is required. Get your team moving so that all estimations, parts issues, repairs, invoices, or any other pending action on these vehicles are completed.
Delivered refers to the total number of vehicles and their invoice value, which have been delivered to the customer.
Estimation Rejected refers to the total number of estimates, which were not approved by the customers. Checking here for reasons, why these were rejected will allow you to take corrective actions and ensure high conversion in the future.
Ins Approval Pending refers to the total number of vehicles and the value of those estimates on which approval is pending from the insurance companies. Get your team to speak to the local Insurance Surveyor to obtain the approvals at the earliest.
Approval Pending refers to the total number of vehicles and the value of those estimates on which approval is pending from the customers. Remind your customers and get those approvals at the earliest.
You can also check out our video on Dashboard Elements. Appreciate it if you show your love with a like and share it with your workshop friends.