Transcript DMS Reports and Extractions Made Easy

DMS Reports and
Extractions Made Easy – Discover
the Best Methods for Extracting Data, & How to Create Reports
that Increase Profit
Sandi Jerome
Sandi Jerome
DealerStar
President [email protected]
Goal of Profit Reporting…
A test – what shows you the biggest expense faster?
Don’t just kill trees – Great reports should have a goal or purpose
Sandi Jerome
DealerStar
President [email protected]
Great reports should do 2 things;
Increase Profit
a) Reduce Expenses
b) Increase Gross
c)
Protect Assets
Provide the User with the
“answer”
Graphics help take raw Query data and
provide the answer
Sandi Jerome
DealerStar
President [email protected]
DMS Query
• File
• Transaction files; Repair orders, car deals, checks
• Snapshot files; Vehicle Inventory, GL, Parts, Customers
• Select Records (last)
What is the “open” status
• Repair orders that are open
• Car deals with gross profit < 0
• Sort – (skip)
• Fields
• RO#, Date, Advisor, status
• Output, screen, then csv – better “raw” (not Excel)
Where is your Customer database on your DMS?
Sandi Jerome
DealerStar
President [email protected]
Customer Database
Name File
Name file might have a lot of personal information about your
customer, credit information, and sales history. Unfortunately this
name file is large, messy and often has nothing to do with customers.
For example you might have a name and control number for COD
sales. In addition this file often does not have information on the
vehicle they own.
Service Vehicles File
This is truly your customer file since you are in the business of selling
and servicing vehicles. A file full of the vehicles that you’ve sold and
serviced and who currently owns them is the customer file for
dealerships. For example on CDK, VEHICLES (from –S login)
How to you get to the data?
Sandi Jerome
DealerStar
President [email protected]
Getting the Data from the DMS
• DMS Report Writers; Reflection, Advanced Reporting
• Security should be dynamic
• For 3rd parties – have your client “push” the data to
you.
• Get it into Excel or a database for analysis
What is the answer? 11B
What is a Report Writer?
Sandi Jerome
DealerStar
President [email protected]
Report Writers
3 levels
1. Query Access to your main
database files and transactions
with dynamic security with
ability to select fields, criteria
2. Filter, Export to csv, XML, Excel
3. One click Export of Reports
Sandi Jerome
DealerStar
President [email protected]
Click and Export to Excel
1. Gross Profit
2. Phantom
Vehicles
3. Curbing
Whose data is it anyway?
Are we “Sharing?”
Sandi Jerome
DealerStar
President [email protected]
Data Sharing Today with a DMS
Website - Leads, credit submission
Service appointments, repair
history, parts ordering
• CRM
• ILM
• Call tracking/Phone
Systems
• Desking
• eContracts, DocuPad
• Inventory pricing
• Equity finder
• Data mining
• Email campaigns
• Compliance-RedFlags
• Titling, TriVin, History,
CarFax
• Credit Submission
• Driver’s license scanning
• F&I Menus
• Vehicle invoice
download, sales
reporting
•CPA firm, consultant
•Archiving
•Financial Statement upload
•3rd party payroll
•Task management
DMSSales
DMSService
DMSAcct
DMS
Parts
•Service CRM
•Warranty submission
•Service Pricing Guides
•Labor Time Guides
•Phone System
•Vehicle History
•Rental Vehicles
•Service write-up tablets
•Customer approval – Clear
Mechanic
•Appointment scheduling –
Time Highway
• OEConnection
• Parts Locator
• Bar code scanner
• Parts ordering, returns
• Inquiry
How do you get Access?
• Go to the dealership – or have them “push”
• TeamViewer, GoToMyPC, PCAnywhere, AnyDesk
• Remote Access – FTP with WinSCP, Filezilla
• Email to yourself
• Web-based DMS
• Database access
Sandi Jerome
DealerStar
President [email protected]
What is the Database of the
DMS?
The “engine” under the
hood
MySQL is most widely used
database in the world and
fastest growing Lower cost than
Microsoft, IBM (Arkona)
Price - open, low cost, accepted technology
Sandi’s Top 10 Reports
1.New Financing Program
2.Extended Warranty (yes and no)
3.Summer (Winter) Service Special
4.Detail Special
5.Vehicles with High Mileage
Data Mining and DMS Extraction Made Easy – More Gross
Sandi Jerome
DealerStar
President [email protected]
Sandi’s Top 10 Reports – cont.
1. Sales Manager Gross vs F&I Gross
2. F&I Gross vs Journal Gross
3. Operational Profit Estimate vs Financial
Statement
4. New Vehicles in Accounting vs New Vehicles in
Sales
5. New Vehicles in Sales vs Accounting
Super Reporting – Protect - Super Controller 2 - Expenses
Sandi Jerome
DealerStar
President [email protected]
Contact Info
Full Name: Sandi Jerome
Company: DealerStar
Job Title: President
Email: [email protected]
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