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Head office scorecards across branches

Head office sees one scorecard per branch and month. It shows job cards, revenue split into labour and parts, average repair order, labour efficiency, comeback rate and approval rate. Compare branches for any dates with a group total, follow the trends, and give head office staff a role that only reads.

PlansEnterprise only

The problem it solves

  • Each branch sends its figures in its own spreadsheet, on its own day, in its own format.
  • The owner cannot tell which branch has the most comebacks or the lowest labour efficiency.
  • Head office staff need to see every branch without being able to change a job card.

How it works

  1. 01

    Give head office staff the Head Office role. It reads the figures and job cards of all their branches.

  2. 02

    Open Garage > Head Office > Branches for one scorecard per branch and month. Scorecards are refreshed every night; Refresh Now builds them at once.

  3. 03

    Open Compare Branches, choose From and To, and click Compare. Each branch is a row and the last row is the Group Total, in the group's currency.

  4. 04

    Open Trends to see the figures month after month, and Job Card Analysis for a pivot and a chart over all job cards.

  5. 05

    To change a job card, a person also needs a garage role in that branch.

Everything it does

Each scorecard

  • Job Cards Opened, Delivered, Cancelled and Open at the End
  • Revenue (invoiced, less refunds, before taxes), Labour Revenue and Parts Revenue, in the branch's and the group's currency
  • Average Repair Order: revenue per delivered job card
  • Hours Worked, Standard Hours and Labour Efficiency (%)
  • Comebacks and Comeback Rate (%)
  • Value Approved, Value Declined and Approval Rate (%)

Figures added by your plan's features

  • Parts sold, parts cost and parts margin, labour cost and job margin
  • Appointments and no-show %
  • Stock value of the branch

Menus

  • Branches; under Analysis: Compare Branches, Trends, Job Card Analysis, Job Cards (All Branches)
  • Job Cost and Margin, Appointments and No-shows, Bay Utilisation across branches
  • Refresh Now

Time and currency

  • A month runs midnight to midnight in each branch's own time zone
  • Group totals are worked out exactly in the group's currency

Who uses it

Head Office (read only)Reads every branch's scorecards, comparisons and job cards; changes nothing.
Owner or regional managerCompares branches and follows the trends.
Branch Workshop ManagerSees their own branch; with a role in other branches, those too.

Where you use it

  • Web: Garage > Head Office
  • Not in the SmartMy Garage app: head office stays on the web

What you control

Settings

  • Scorecards refreshed nightly (fixed time); Refresh Now on demand
  • Each branch's time zone, and the group's currency

FAQ

Questions, answered.

Can head office staff change job cards?

No. The Head Office role only reads. To change a job card, a person also needs a garage role in that branch.

How fresh are the figures?

Scorecards are refreshed every night. Refresh Now builds them at once when you need today's figures. Compare Branches works on any dates you choose.

Our branches use different currencies. Does the total work?

Yes. Each scorecard shows the branch's own currency and the group's, and the group total is in the group's currency.

Can a manager run one branch and only see others?

Yes. Give them a garage role in their branch and read-only access in the others.

Related

Related features.

Want to see it on your own job cards? Book a demo and we walk you through it with your workshop's work.