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User support Management module dashboard

DataCar CRM - Expert version

Doc. No. Version 1.0

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Contents

1. Introduction .............................................................................................................................................................. 2

2. Opportunities dashboard ......................................................................................................................................... 3

3. New vehicle sales dashboard .................................................................................................................................. 5

4. Demonstration vehicle sales dashboard .................................................................................................................. 6

5. Used vehicle sales dashboard ................................................................................................................................. 7

6. Activity report ........................................................................................................................................................... 8

7. Forecast scheduling .............................................................................................................................................. 10

8. Monitoring of margin .............................................................................................................................................. 11

9. Activity cockpit ....................................................................................................................................................... 12

10. Funding dashboard ............................................................................................................................................... 13






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1. Introduction The "Management" module provides colleagues with access to the "Dashboard" folder. The application offers access to:

Opportunities dashboard

NV sales

UV sales

DV sales

Activity report

Forecast scheduling

Follow-up of margin

Cockpit Activity

Funding dashboard

Note: Selection of scope of results By default, the application displays the dashboards for the user logged in. To change colleague or extend the selection to the entire site or a certain profile, you

must select the desired settings using the drop-down menu found at the bottom of the vertical menu.






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2. Opportunities dashboard On the opportunities dashboard introduction page, you can select a date range and a type of opportunity. The period displayed by default is from 1 January of the current year to the current date. Use the drop-down menu to select the type of opportunity.

It is also possible to export a PDF file.

Note: If you modify the selected period or type of opportunity, do not forget to click on to display the updated results.

Four indicators:

- Table of current actions - Table of current opportunities per workflow stage - Table of opportunity success rate - Opportunities pipeline per workflow stage






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Current actions For the time period and colleagues in question, select the open and current actions on opportunities. The following actions are selected:

- Follow-ups: number of follow-up open linked to the opportunities on going. - Appointments, distinguishing between trade show, showroom and visits. Number of appointments not

finished linked to the opportunities on going. - Appointments for test drives: Number of appointments for test drive on state “Planned” linked to the

opportunities on going - Appointments for deliveries: Number of appointments with delivery type linked to the opportunities on

going and which have a beginning date higher than today Success rate Percentage of the number of opportunities depending on their status. Warning: The opportunities closed and lost with the reason “Sale realized by third application” are not counted. Ongoing opportunities as per stages Number of opportunities open et open win sorted by the most advanced step of the workflow. Opportunities pipeline For every workflow step we count the number of opportunities whatever the status.






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3. New vehicle sales dashboard On the NV sales dashboard introduction page, you can select a date range. The period displayed by default is from 1 January of the current year to the current date. It is also possible to export the file in PDF or Excel format.

Number of NV sales:

Number of sales: Number of orders validated or delivered for NV vehicles

Turnover: the sum of with VAT amount for vehicle + equipment

Discount in amount: Sum of discount with VAT

Discount in %: Sum of discount according to turnover

Including catalog NV: Same calculation as the previous part with a filter on the VN catalog sales

Including pool NV: Same calculation as the previous part with a filter on the VN pool sales

Show or hide the breakdown of sales:






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4. Demonstration vehicle sales dashboard On the DV sales dashboard introduction page, you can select a date range. The period displayed by default is from 1 January of the current year to the current date. It is also possible to export the file in PDF or Excel format. Show or hide the breakdown of sales:

Number of DV sales

Number of sales: Number of validated or delivered orders for DV vehicles

Turnover: Sum of amount with VAT for vehicle + equipment

Discount in amount: Sum of discount with VAT

Discount in %: Sum of discount according to turnover






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5. Used vehicle sales dashboard On the UV sales dashboard introduction page, you can select a date range. The period displayed by default is from 1 January of the current year to the current date. It is also possible to export the file in PDF or Excel format. Show or hide the breakdown of sales:

Number of UV sales

Number of UV sales: Number of validated or delivered orders for UV vehicles

Turnover: Sum of the sale price without VAT for UV vehicles

Unit value: Turnover divided by the number of UV sales

Unit gross margin in amount: Average of the difference between le sale price without VAT and the stock entry value of the vehicle

Unit gross margin in %: Average of the difference between le sale price without VAT and the stock entry value of the vehicle, according to the unit value

RC/UV: Average of the RC

Unit sale margin in amount: Gross unit margin – RC/UV

Unit sales margin in %: Gross unit in amount according to the unit value

Including Sales to private customers: Same calculation as in the previous part but filtered on UV sales coming from opportunities only and percentage of private customers according the number of total sales UV

Including Sales to professionals customers: Same calculation as in the previous part but filtered on UV sales coming from opportunities only and percentage of professional customers according the number of total sales UV

Warning: The sale price without VAT of UV is the sale price entered in the offer.






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6. Activity report The activity report enables you to easily monitor the salespeople's activities. Select the desired criteria on the activity report page, then click on "Export PDF" to obtain the results. The results are not displayed on screen. Selection page:

Select a time period: Per day, week or month. Select a time period: Enter the day, week or month required. Type of report: List or summary

a- Activity report in listing mode






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Follow-up incident: According to the creation date or the closing date of the incident

Follow-up opportunities actions: According to the creation date or the date of result for appointment or follow-up, for opportunity type only.

Opportunities progress: According to the opportunity higher step in the workflow

Create contact: According to the creation date. Warning: Only the contacts created manually are considered

Order follow-up: According to the validation date or the delivery date or the abandon date of the orders.

Delivery Meeting ( Appointment): According to the begin date of the delivery appointment

Lost opportunities: According to the closing date for abandoned opportunities

Counters:

Mean turnover w/o VAT offer: (Vehicle price from the offer w/o VAT + Total amount for options w/o VAT) divided by le number of opportunities. Warning: The offers considered in this calculation are the offers created on the period.

Mean negotiation cost %: NV offers weighted turnover w/o VAT divided by NV offer turnover w/o VAT. Warning: The offers considered in this calculation are the offers created on the period.

Calculation details for the % of the negotiation cost:

Weighted Turnover for NV offers Weighted turnover for NV offers multiply by negotiation rate

Negotiation rate Sales discount rate + sales promo pack rate + trade in rate

Sales discount rate Trade in amount divided by (vehicle offer amount with VAT + options amount with VAT)

Sales promo pack rate Sales promo pack rate divided by (vehicle offer amount with VAT + options amount with VAT)

Trade in rate (Trade in value – stock value ) divided by (w/o VAT vehicle amount + w/o VAT options amount)

b- Activity report in summary mode

Contacts: According to the contact creation date Warning: Only the contacts created manually are considered

Follow-up: o Left column: According to the creation date for follow-up different from opportunity type and Open

opportunity. o Right column: According the closing date of follow-ups for financing type and opportunity

Actions: According the creation date or the closing date of result of an appointment and opportunity follow-up

Opportunities: According the opportunity creation date

Test-drive: according the test drive creation date

Offers: According to the offer creation date

Orders: According the order creation date

Won deals: According the order validation date or delivery date

Lost deals: According the closing date for abandoned opportunities

Turnover w/o VAT : (Vehicle sale price w/o VAT + Option amount w/o VAT) divided by le number of opportunities






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% Offer Negotiation cost (NC/Ofr%) : Weighted Turnover for NV offers divided by w/o VAT turnover for NV offers.

Calculation details for the % of the negotiation cost:

Weighted Turnover for NV offers Weighted turnover for NV offers multiply by negotiation rate

Negotiation rate Sales discount rate + sales promo pack rate + trade in rate

Sales discount rate Trade in amount divided by (vehicle offer amount with VAT + options amount with VAT)

Sales promo pack rate Sales promo pack rate divided by (vehicle offer amount with VAT + options amount with VAT)

Trade in rate (Trade in value – stock value ) divided by (w/o VAT vehicle amount + w/o VAT options amount)

7. Forecast scheduling

This dashboard is displayed on the screen, only an Excel export is possible. This export shows a list of vehicles which are concerned by loyalty development and end of financing planned scheduling. This dashboard is divided into 3 parts:

Vehicles information

Customers information

Scheduling information

Vehicle’s information:

Customer’s information:






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Scheduling information:

8. Monitoring of margin On the monitoring of margin introduction page, you can select a date range. The period displayed by default is from 1 January of the current year to the current date. You can also specify a commercial progress status by selecting either offers or orders. Demonstration vehicles may be included or excluded from margin calculations. It is also possible to export the file in PDF or Excel format.

The offers selected are those with the status "In progress" or "Validated". The opportunities selected are those with a "Validated" status.






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This table displays the following columns:

Salesperson: Salesperson linked to the offer or the order

The number of the offer or order

The vehicle model

The creation date of the offer or the order

Vehicle price: Vehicle price in the offer + sum of the equipment w/o VAT ( not including the warranty)

The sales discount w/o VAT

The amount of constructor discount operation w/o VAT

The available discount

Gross margin: column “Vehicle price” – ( sales discount + exceptional discount + purchase vehicle price) 9. Activity cockpit On the activity cockpit introduction page, you can select a time period. Select time period:

It is also possible to export a CSV file.

This table displays the following columns:

- NV sales: Number of orders validated or delivered for Catalog and pool NV sales, according to the creation date.

- NV objective: Objective defined by the Sales Manager for the colleague in the application - UV sales: Number of orders validated or delivered for UV sales, according to the creation date - UV objective: Objective defined by the Sales Manager for the colleague in the application






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- DV sales: Number of orders validated or delivered for DV sales, according to the creation date - DV objective: Objective defined by the Sales Manager for the colleague in the application - Total professional sales: Total of orders validated or delivered to professional customer, according to the

creation date - Total private sales: Total of orders validated or delivered to private customer, according to the creation date - No. deliveries: Number of deliveries made over the period - No. financing: Number of financing forms where the step is “Partner agreement” or “Payed” or “Financing

checked”, according the creation date - Accessories amount: Sum of with VAT amount for accessories included into the validated or delivered order,

according to the creation date - No. contacts modified: Number of contacts which have actions on the period - No. opportunities abandoned: Number of opportunities abandoned over the period - No. overdue follow-ups: Number of open follow-ups which have a follow-up date over the period - No. inactive accounts: Number of inactive contacts at the last day of the period

10. Funding dashboard On the financing dashboard introduction page, you can select a time period. Select time period:

It is also possible to export a CSV file.

Financing dashboard displays the colleagues in columns. It shows only the colleagues associated with offers for which financing has been requested. The associated financing organisations are shown for each line.

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