Scoreboard Report

Report Overview 📜

The Scoreboard Report is a high-level executive summary designed to provide a comprehensive view of performance across the entire organization and for each individual base. It consolidates a wide range of Key Performance Indicators (KPIs) into a single view, making it the primary tool for benchmarking and strategic analysis.

Report Details

• Access: This report is located in the main Reporting tab and requires specific permissions to view.
• Timeframe: You can run the report for a specific Month or Year to End of Month.
• Data Availability: To ensure data accuracy, the report for the previous month is typically finalized and available by the 5th of the current month.

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Key Metrics & Columns Explained 📊

The report contains a rich set of KPIs that cover all major aspects of business performance. For a precise definition of any column, simply click on the column name to access the glossary. The metrics are grouped below by business area.

Base & Market Context

• Franchise Name
• Start Date
• Population

Operational Metrics

• Vans Owned
• Vans Utilized
• # of Routes
• Working Days

Financial Performance KPIs

• Total Revenue
• Job Average
• Add-On Revenue %
• Add-On Revenue
• Monthly Van Average
• Daily Van Average

Sales & Efficiency KPIs

• Booking Average
• Lost Sales %
• Cancellation %
• Redo %
• Number of Lost Sales
• Cancellations
• Redos

Booking Volume Metrics

• Completed Jobs(Number of Jobs)
• Total Booked
• Booked Amount

Customer Satisfaction KPI

• NPS % YTD (Net Promoter Score)

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How to Use This Report 💡

The Scoreboard is your command center for strategic business analysis. Use it to benchmark performance, identify trends, and pinpoint areas for improvement.

• 📊 Benchmark Performance Across Bases This is the report's primary function. Compare a specific base's metrics (e.g., Job Average, Cancellation %, NPS % YTD) against the company-wide average or other top-performing bases. This helps answer the crucial question, "How are we performing relative to our peers?" and highlights areas of both strength and opportunity.
• 💰 Assess Financial Health Use Total Revenue, Job Average, and Add-On Revenue % to get a quick snapshot of financial performance. A high Job Average but a low Add-On Revenue % might indicate a missed opportunity for technician upselling, while a low Job Average could point to issues with pricing or the types of jobs being booked.
• ⚙️ Analyze Operational Efficiency Dive into metrics like Vans Utilized, Daily Van Average, and Redo %. A low van utilization rate could signal scheduling gaps or inefficient routing that needs to be addressed. Similarly, a high Redo % is a direct indicator of potential quality control or training issues that are costing the business money.
• 😊 Gauge Customer Satisfaction The NPS % YTD is a critical, standardized measure of customer loyalty and satisfaction. Tracking this metric over time and comparing it across the organization is essential for understanding the long-term health of the brand. Bases with high NPS scores can be studied to share best practices in customer service.