Daily Management Report

Setup

General Tab

On this tab you can change the Category Name and the Budget Multiplier. The Budget Multiplier will take the budget you type in on the summary page and add this percentage to it. This will increase the budget to a goal and increase the jobs needed to achieve this goal. By having a goal it sets your sights a little higher making it more likely that you will achieve the budget.

KPI Tab

On this tab you can set certain KPI's that are expectations for the company as a whole. On the summary page it will display the revenue missed when the company is not achieving these numbers and will show you what you would be on track for if you would be at these numbers. When you are able to see this it will let you know if you have a marketing issue... meaning that there are not enough jobs to hit budget because the KPIs are where they should be. This will also show you if it is a performance issue because there maybe plenty of jobs and the company would be exceeding goal if the team was performing at the right numbers.

Department Tab

On this tab you can Create a department or separate tap on the DMR... Example: Sales Service Install, Call Center. Here you are also a Set Average Sale, Average Ticket, % of revenue (meaning what percentage of the total companies revenue is made up by this department). You can choose if it applies to the Budget or not.. make sure you do not double count your revenue. You are able to rename sections here as well on the DMR as well.

Types Tab

On this tab you can Setup the types of KPIs that you want to track. 

Dollars Per Lead: This is the total revenue brought in divided by the total number of jobs ran. 

Avg Ticket: This is the total revenue divided by the completed service/install jobs or sold sales jobs.

Fixed Call Number: This means total calls ran. Example: run 30 Calls/Jobs. 

Fixed Sales Number: This means number sold. Example: Sell 10 clubs.

Percentage of Sales Calls: This means having a certain % to all jobs Example: 10% of all jobs ran.

Total Revenue: This is the total revenue sold. Example Sell $100,000

Include Summary: means it will take jobs and revenue and add up in the summary if you have this set for no it will exclude it from the summary.

Track Runs: Will track if a job or lead has been ran if set to yes.

Track Revenue: This will show any revenue tied to the job if set to yes.

Track Generated: This will track leads generated from service if set to yes.

Tech Levels Tab

You are able to set different expectations and goals for each person in the company based on experience and ability. You will be able to set minimum expectations and goals to all "Types" of goals you entered. The system comes with 8 levels by default with different expectations at each level. All you need to do is click the drop down next to "Techs" and add all team members in to a level that you would dispatch any type of job to and anyone you want to show up on the DMR.

DMR Install Tab

Understanding How Numbers Flow in DMR

First Column

1. The first column for Sales, Service, and Install (for install it will also add the revenue) will have a number show up for the individual when a job is dispatched. The Job info must be setup correctly. SEE HERE

Example: If we have a job Scheduled for May and we dispatch it to a team member they will get an additional number in the first column of the DMR. If we want the number to be in April we would reschedule the job for April.

Second Column & Revenue

2. For sales and service the second column comes from an order being submitted and it will tie it to the month the job is scheduled for.

Example: If We have a job scheduled in May and a tech adds an order to the job and submits it, there will be an additional number added to second column in May.

If we need to move the revenue from one month to another

1. Go to the order and change the status to open, this will pull the revenue and the number in the second column out of the DMR for the month in question. 

2. Reschedule the job for the month you want the revenue to show up in and have the technician or sales rep resubmit the job. 

3. To move revenue of an install all you have to do is move the install job to the month you want you do not need to do anything with the orders.