WEEKLY MANAGERS REPORT

WEEKLY MANAGERS REPORT

Being done anytime during Tuesdays

STEP 1A - V2 VIDEO GUIDE
Management - Vehicle Reports - Vehicle Stock


SITE: JJ
DATE RANGE MVR INVENTORIED: Enter for the week you are getting the report for
MODEL: ALL MODELS
ORDER BY: STOCK NUMBER



Go to the last page and get total




Enter in column B in doc




STEP 1B - V2
Management - Vehicle Reports - Vehicle Stock

SITE: JJ
DATE RANGE MVR DISMANTLED: Enter for the week you are getting the report for
MODEL: ALL MODELS
ORDER BY: STOCK NUMBER




Go to the last page and get total




Enter in column C in doc




STEP 1C - V2
Management - Vehicle Reports - Vehicle Stock

SITE: JJ
DATE RANGE MVR ENTERED: Enter for the week you are getting the report for
MODEL: ALL MODELS
ORDER BY: STOCK NUMBER




Go to the last page and get total




Enter in column C in doc





STEP 2 - CAR COSTS VIDEO GUIDE
Management - Business Reports - Vehicle Profitability

SITE: JJ
VIEW: Detail
DATE RANGE: Enter for the week you are getting the report for
GROUP BY: Stock number
CUTOFF: PURCHASE DATE
ORDER BY: Stock number
STOCK NO: A-M




Make sure the quantity of cars on the B1 report is the same as the quantity of cars in the V2 MVR entered report

If this matches fill in column


If not, mention in the email report once everything is done.

B1 cars cost - this is the total costs of cars for period ,go to last page, this will be found at bottom of report

B1-bid pad projected - this is the total projected amount, go to last page, from bottom of report
 

STEP 3 - B1 REPORT VIDEO GUIDE
Management - Business Reports - Vehicle Profitability

SITE: JJ
VIEW: Detail
DATE RANGE: Enter for the week you are getting the report for (LAST 30, 90, 180 DAYS)
GROUP BY: Stock number
CUTOFF: PURCHASE DATE
ORDER BY: Stock number
STOCK NO: A-M


Make sure you enter the WEEK ENDING DATE, tick on NEGATIVE, enter 30, 90, or 180 days.  The date on the grey box is the date you will enter in pinnacle to get results.





Go to last page



Quantity - green box
Cost - red box
Sales - blue box
Projected - pink box


Enter in doc




Same process in getting 30, 90 and 180 days result.



STEP 4 - SALES VIDEO GUIDE
Go to SALES TAB in the doc

NOTE:  MAKE SURE YOU ENTER THE FIGURES WITH DECIMALS AND NOT JUST THE ROUNDED OFF FIGURES FROM THE CELLS






First column is taken from operations tab of bid pad projected sales in OPERATIONS TAB




Other columns we merely get data from weekly sales report and fill in doc





Notes:

TARGET SALES is GROSS SALES TARGET in WEEKLY REPORTS




DAYS IN STAFF DAYS

This adds how many working days sales staff team worked, this can be measured from looking at calls in/out per day from the weekly report. Count only the ones with results.

SALES STAFF PRODUCTIVE HOURS Get this from Weekly report:



FOR PDS % IN STOCK Get this from Weekly report:




Once everything is done, save file into excel and send to Matt.