Module 35 · Advanced · 8 min read

Dashboards, scorecard and the daily digest

You will be able to: Read the analytics views for turnaround, approval and repeat visits; Use the performance scorecard against targets; Explain the purpose of the daily digest.

  • Read not done yet
  • Self-check: not taken not done yet
  • Lesson complete not done yet

Reports answer a question you already have. Dashboards show what you did not think to ask. Zeyto Garage Pro has three views for managers: the dashboard on the home screen, the Garage analytics page, and the Performance scorecard. They need the garage price right because they show money.

Garage analytics

Garage analytics gives twelve views of one period: months, work mix, makes, turnaround, approval, repeat visits and ageing among them. Pick a period, then read the views like a doctor reads tests: one number means little, the pattern means a lot.

  • Turnaround: how long cars stay from check-in to delivery. A rising turnaround means a bottleneck in parts, approval or the workshop.
  • Approval: how many estimates the customer approves. A low rate suggests prices, communication or trust problems.
  • Repeat visits: cars that come back for the same problem. A rising rate is a quality signal.
  • Ageing: jobs and money waiting too long.

Performance scorecard

The scorecard compares the workshop with its targets. It is useful only if the targets were set honestly. Set a target you can reach this quarter, and raise it the next.

The daily digest

The daily digest is a short summary of the day for the owner or manager, so that he does not have to open five screens in the evening. It is for a first look: if something stands out, he opens the report behind it.

Reading a bad monthIn October the approval rate fell from 78% to 61% while the turnaround rose from 2.1 to 3.4 days. The manager opens the approval view and sees most of the declined estimates are from one advisor, and the turnaround view shows cars waiting for approval, not for work. The fix is in the front desk, not the workshop.
TipCheck the same views at the same time each week. Habit finds problems before customers do.

How to read without fooling yourself

  • Compare with the previous period, not with a feeling.
  • Change one thing at a time, then check the same view next month.
  • Look at the count as well as the percentage: 2 of 3 estimates approved is 67%, but it is hardly a trend.
  • Open the list behind a number before you act on it.

A dashboard that is checked every week catches a slow decline long before it shows in the bank balance.

Try it in the demo

  1. Open the Garage demo at https://garage.zeyto.app and open Garage analytics from the Reports hub.
  2. Choose this month and read the turnaround and approval views.
  3. Open the Performance scorecard and compare it with the targets.
Open the live demo

Public demo company, sign in as admin / demoAdmin123. Data refreshes nightly.

Key takeaways
  • Analytics shows patterns such as turnaround, approval and repeat visits.
  • The scorecard compares the workshop with its targets; targets must be honest.
  • The daily digest is a short evening summary, not a replacement for reports.
  • Dashboards show money, so they need the price right.

Check yourself

5 questions on this lesson. Not timed, not the exam, and you can try again. Score 60% or more, and read the lesson, to complete it.

1. What is the daily digest for?

2. Which analytics view helps find a quality problem?

3. Garage analytics and the scorecard show money, so they need the garage price right.

4. What makes a scorecard useful?

5. Turnaround rises while the approval rate falls. What is the most likely bottleneck?

Practice questions for this module · Printable study sheet