November 22nd, 2022 Release

General Notice:

This update release occurred on the morning of November 22nd, 2022.

Looker

9 New Dashboards are Available

We are releasing 9 new dashboards. Looker users, depending on job function, might see various combinations of the new dashboards on their board. Please reach out to your FC or Regional Manager with any questions and feel free to submit issues or feedback through the Service Desk portal for Looker.

1. Sales Lot Posting (in the Inventory section)

1. • This is a recreation of the Discover report and will be available in the Inventory section of Looker. This new dashboard can be printed from PDF to be posted daily.

2. Vehicle Collateral Disposition (in the Inventory section)

1. • This is based on the SSRS Report called Recon_VehDisp and provides a lot of information and detail about vehicle collateral dispositions.

3. Daily KPIs (in new section called Exec Summaries)

1. • This is a brand new dashboard that is intended to pull together 3-4 primary KPIs from the various areas of the business and show these metrics in a calendar type view to give users a very quick summary. The calendar view can be adjusted to to view a very short period of time or a very long period of time (i.e. YTD, etc.). The dashboard currently includes Sales KPIs and a few Inventory KPIs. Each metric will link the user out to a corresponding dashboard that provides more detail. This dashboard will continue to be iterated upon and more KPIs will be added. This dashboard will be located under a new section on your Looker board called Exec Summaries.

4. Paid Out Global Comparison (in CNAC section)

1. • This is a new dashboard that provides users a global comparison view of their paid out accounts. Users must select a store and location in the filters and the dashboard will compare that selection against all company stores and all franchise stores. NOTE: The dashboard will not work properly without specifying a store and location!

5. CNAC Delinquency (in the CNAC section)

This dashboard is based on the SSRS report called CNAC Delinquency. This dashboard gives users insight into their Accounts as of a specific date against the prior months based on DQ ranges both in terms of accounts and in terms of dollars. NOTE: User must select one specific date.

6. Finance SLOS Trend (in the Accounting/Finance section)

1. • Based on the existing FLOS trend report, it is a 12 month trend version of the already existing Finance SLOS dashboard. (no screenshot attached)

7. Sales SLOS Trend (in the Accounting/Finance section)

1. • Based on the existing SLOS trend report, it is a 12 month trend version of the already existing Sales SLOS dashboard. (no screenshot attached)

8. Service SLOS Trend (in the Accounting/Finance section)

1. • Based on the existing SLOS trend report, it is a 12 month trend version of the already existing Service SLOS dashboard. (no screenshot attached)

9. 11400 Report (in the Accounting/Finance section)

1. • This is the recreation of the Discover 11400 Report due to the new D365 system and data. NOTE: This is only applicable to company stores. (no screenshot attached).

CRM

CRM - Bug Fix Complete Application Button is Not Enabled when Passengers in Household is set to "0" in the Needs Analysis Tab

Fixed issue where entering a “0” in the Passengers in Household within the Application > Needs Analysis page was not enabling the Complete Application button which was preventing completion of the Application process in CRM.

To access: Log into CRM > select Dashboard from the Dashboard dropdown > within the Lead Book, select any Lead > within the Customer Profile, click on the “Application” tab > click on the “Needs Analysis” tab

CRM - Added "Is Rent up to Date?" to Application > Housing Tab

Added “Is Rent up to Date?” to the Application > Housing tab so that it matches what was previously in Sales Control. Field is mandatory, and the selection is populated on the Customer Statement.

To access: Log into CRM > select Dashboard from the Dashboard dropdown > within the Lead Book, select any Lead > within the Customer Profile, click on the “Application” tab > click on the “Housing” tab

CRM Texting - Updated Keywords for Opt-in/Opt-out

Removed the following words for single word text messages:

• CANCEL, END, QUIT for Opt-out

• YES, UNSTOP for Opt-in

Words that trigger opting out of text messaging are: STOP and UNSUBSCRIBE

Words that trigger opting into text messaging are: START and SUBSCRIBE

CRM Texting - Added Option to Close out Notifications and Text Notifications Inboxes

Added the ability to close out the Notifications and Text Notifications inboxes by clicking on an “X” in the upper right-hand corner.

General Instructions to access Text tab: To access: Log into CRM > select Dashboard from the Dashboard dropdown > click the “Text Notifications” button

Discover

DS Screen - Replaced "Affordability" with "Housing Expense" in A.R.E. 3.0

The verbiage “Affordability” has been replaced with “Housing Expense” on the Decision Status screen in ARE 3.0.

BEFORE:

AFTER:

Change Advisory Board Meeting (11/18/2022)