This report is a printed list of after-sales revenue against a pre-determined budget or potential revenue criteria for a customer. The figures displayed are the sum of all vehicles attached to the customer record. The report provides the following information:
Customer Name
Company Record Number
Year to Date Sales for Service Parts, Service Labour, Sublet and Counter Parts
Year to Date Potential Sales for Service Parts, Service Labour, Sublet and Counter Parts
Year to Date % Variance for Service Parts, Service Labour, Sublet and Counter Parts
Year to Date Variance for Service Parts, Service Labour, Sublet and Counter Parts
Life to Date Sales for Service Parts, Service Labour, Sublet and Counter Parts
Life to Date Potential Sales for Service Parts, Service Labour, Sublet and Counter Parts
Life to Date % Variance for Service Parts, Service Labour, Sublet and Counter Parts
Life to Date Variance for Service Parts, Service Labour, Sublet and Counter Parts
Totals
Grand Totals
Note: In order for the aftersales analysis to produce figures, you must input realistic potential figures for parts, service, sublet, counter parts, and base annual mileage figures in franchise data, variant options.
To run a customer analysis report:
Note: Ensure that a suitable printer is selected and is on-line.
From the Rev.8 Master Menu, select the CRM option and the Company required.
The CRM menu is displayed.
Select the Reports and enquiries option.
The CRM REPORTS and ENQUIRIES menu is displayed.
Select the Aftersales revenue analysis option.
The AFTERSALES REVENUE ANALYSIS menu is displayed.
Select the Customer analysis option.
The A/Sales Analysis - Customer form is displayed.
Complete the form and click OK.
A report status is displayed, and the report is printed to the currently selected printer.
Click Close.
You are returned to the AFTERSALES REVENUE ANALYSIS menu.
This form is displayed when you select the Customer analysis option from the AFTERSALES REVENUE ANALYSIS menu.
Vehicle links or blank for all: Enter a required vehicle link or leave blank.
Customer number or '0' for all: Enter a required customer record number or 0 for all company records.
PUSH BUTTONS:
OK: Prints the report to the currently selected printer
Cancel: Returns you to the AFTERSALES REVENUE ANALYSIS menu
Help: Displays help on the current program using the default browser
Schedule: Displays the Timed Operations scheduler
Add to batch: This button is not enabled for this report
Test print: Displays an example output of the report
