Embedded Files
General Notice:
This update release occurred today on the morning of July 6th, 2022.
Looker Dashboards
5 New Dashboards Available
You will see 5 new Risk KPI related dashboards in a Risk section near the bottom of your landing page in Looker. These dashboards are based on the ARE 3.X Report produced by the Byrider Risk Team. Each dashboard has been updated and enhanced to provide valuable information and analytics to company stores and franchises alike. A brief explanation of each dashboard is below but generally you will find risk type analytics beginning with the application all the way through first payment on new accounts.
Risk KPIs - Originations
A review of all applications (U/W Scored ONLY) results - evaluated by tier, gross sales and rejected applications. This dashboard also includes stats on decline reasons.
2. Risk KPIs - “ALL Applications
A review of all applications (including OLAF & U/W Scored Apps) results - evaluated by tier, gross sales and rejected applications. This dashboard also includes stats on decline reasons.
3. Risk KPIs - Deal Structure
Provides a month over month & year over year comparison of the details of Cash in Deal. Analyzes the components of the deal including cash down, TIV, fees, taxes, vehicle purchase price, and recon.
4. Risk KPIs - New Loan Performance
For the franchise body, this dashboard breaks down DIP DQ by tier; as well as, measures contracts 45 days after the 1st contractual payment that are 1+ DQ . These looks can help evaluate early DQ in both DIPs and Contracts. For company stores, there are separate DQ looks that measure contracts that are 15 days DQ at 56 days on the books. The bottom of the dashboard provides backoff related analytics.
5. Risk KPIs - Vehicle Quality
This dashboard gives users a breakdown of gross sales by vehicle body style, age and mileage. Additional looks provide insights into tier breakdown by mileage.
Additional support on how to use and digest these new dashboards will be provided at 20-Group, July’s monthly Franchise webinar and from your Franchise Consultant or Regional Manager. Please reach out to your FC or Regional Manager with any questions on these new dashboards and any feedback or issues can be submitted through the Service Desk.
CRM
3 Bug Fixes
CRM Issue | Denied/canceled dead deals are getting stuck in call cap exceeded status
Fixed issue so that leads over 20 days old that had been a denied or canceled Deal Deal are no longer getting marked as having the Call Cap Exceeded. Leads will now be moved to Pipeline as expected.
CRM Issue | Wrong Lead Category is being set for Appointments which prevents the appointment from displaying in the Appointment Log
Fixed issue so that Appointments are no longer moving to a Call Cap Exceeded status which removes the Appointment from the calendar. Leads in the Appointment category are remaining in the Appointment category until the appointment is completed or the appointment qualifies as a Missed Appointment, i.e., 15 minutes have passed from the appointment start time.
CRM Issue | Memos not "sticking" to the top of the Communications History tab
Fixed issue so that a Memo entered in CRM is pinned to the top of the Communication History tab within the Customer History section of the Customer Profile and is given priority over all other records included in the Communication History. Memo is used as a high level note that includes pertinent information that others at the Location need to see.
Memos!
CRM with No Memo
CRM with Memo
CRM with Next Action After Memo is Added
Red Alert Notifications
A secondary alert system is in place where if two red alerts happen within 90- days a secondary email group can be notified. Email groups can be delineated between Sales, Service, and Finance. This will require a Service Desk ticket to build/edit email groups.
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