Navigating the Van Tuyl Management Reports This Operations Guide provides you with the basic knowledge of how to navigate the online Van Tuyl Management Reporting System. The Reports monitor daily and monthly Dealership Operations. They track performance, effectiveness and efficiency with drilldown to detail. The system has a fully integrated SQL database and provides access 24/7 from anywhere.

VT Management Reports Sales Composite Monthly Reports Sales Managers Integrated SQL Database Daily Doc Sales Assistant eTools Sales Staffing Each section is fully integrated with the others. The Planning Wizard creates Business Plans Operationing results are monitored with Exception Alarms Results are Analyzed Then, re-plan as necessary. Each section can also stand alone. Zak Reports Sold & Rolled Supplemental Statistics Service Dept. Analysis – In Beta

Links Overview Login MyDashboard Navigating to the Daily Reports Daily Reports Data Input Screen Daily Reports Setting Alarms Navigating to the Monthly Reports Monthly Reports Data Input Screen Monthly Reports

Van Tuyl Daily Reports Daily VT REPORTS Daily Sales DOC Overview All Report data is integrated within a SQL Database. This produces data conformity between reports, space saving efficiency and reduces error proliferation. All Reports are updated by 12 noon Monday thru Friday. Both the Daily Sales and Expense Doc provide drilldown into the General Ledger. All Reports can be downloaded into Excel. Daily VT REPORTS Daily Sales DOC Daily Expense Doc eTools Sold and Rolled   Zak Reports Applicant Reports Service Dept Analysis Alarm Central

Main Dashboard Login Page In the address bar of Internet Explorer type: .www.dashboardonline.com/vantuyl then click ‘GO’. This will take you to the Reports Website. What You Will See Note: Thicker (Red) Arrows from Gray text boxes navigate to the next Screen. ‘Login’ to the your Homepage (MyDashboard) using the Login and Password supplied by your Administrator. ‘MyDashboard’ is your Portal to all VanTuyl Reports. Dashboard Technical Support

Van Tuyl Home Page ‘MyDashboard’ Toggle Between Current/Previous Month data Tabs Link to Van Tuyl Reports Downloads, Information & Search Click ‘Interactive’ Charts’ and Demographic Mapping Applications Data Sourced from the Daily Doc

Click ‘Refresh’ to update. INTERACTIVE CHARTS Choose from the drop down boxes to change the Chart Display. Click ‘Refresh’ to update.

Link over to the ‘Daily Doc’ Van Tuyl Home Page ‘My Dashboard’ Link over to the ‘Daily Doc’

Over seventy percent (70%) of the Daily Report’s data is automatically extracted from the Vendor System (ADP). However, some data must be entered on Data Entry Screens. Click ‘Data Entry’

The Daily Doc is the default Data Entry Screen The Daily Doc is the default Data Entry Screen. To enter data for previous dates, select the date and click ‘GO’ What You Will See Data Entry Sections Be sure to Select your Entry Status, then click ‘Save’.

Daily Doc Navigation Screens Navigate to other Daily VT Sections by clicking a tab. Click the ‘Daily Doc Reports’ Tab What You Will See Select Report Criteria & Press ‘GO’ Check Data Entry Status Download GM & Franchise Financial Statement’ Download Reports

Daily Sales Doc Comparison Screen What You Will See This is the Daily Sales Doc Screen. Navigate to a STORE VIEW Report by selecting a single store and click ‘GO’ To drilldown into GL Detail, click on ‘Show/Hide Links’ then on a data cell.

Daily Sales Doc – Store View The Alarm Percentage Settings (that control the Green, Yellow and Red Settings) can be edited in the ‘Setup Benchmark’ Section. What You Will See Month-to-Date Month-end Projections Alarms are based on the % difference between The End of Month Projection Amount and the Benchmark Amount. The default Benchmark is the 3 month average. You can also use your Budget as a Benchmark.

Budget Benchmarks can be entered or edited in the ‘Data Entry’ Section Daily Sales Doc – Store View Budget Benchmarks can be entered or edited in the ‘Data Entry’ Section

Daily Sales Doc – Budget Setup This screen enables you to enter Budget Data as Benchmarks in the Daily Sales Doc’s Store View. If left blank, the 3 month average is the default Benchmark. Click on the Budget link to input Budget Benchmarks Remember to click ‘SAVE’

Monthly Reports There are currently 41 Combined Monthly Reports in the System - many with optional views. In addition, the System also includes: Supplemental Statistics   Sales Staffing Report Sales Manager's Report   (MTD) Sales Composite Report  (MTD) Sales Assistant's Report (MTD)  18, 19 Trend Reports (Excel only) Financial Statements (GM & Franchise) All Reports can be downloaded into Excel.

Link over to the ‘Monthly Reports’ Van Tuyl Home Page ‘My Dashboard’ Link over to the ‘Monthly Reports’

Click on the ‘Data Entry’ Tab. As in the Daily Reports, some data must also be entered for the Monthly Reports. Click on the ‘Data Entry’ Tab.

‘Supplemental Stats’ Input What You Will See Click on ‘Combined’ ‘Supplemental Stats’ Input Select a Comparison Report Input Screen. Select a F&I Input Screen Select Other Report’s Input Screens. Sales Manager’s Input Screens

Be sure to ‘Save’ input data. What You Will See Select the Store & Date. Be sure to ‘Save’ input data.

Monthly Reports Navigation Screens (Linked from myDashboard) Navigate to Monthly Reports by clicking on the ‘Report’ Tab.

What You Will See The white ‘Tabs’ along the top of the screen navigate to Monthly Report Sections. Click on ‘Van Stats’ to view online the Monthly Comparison Reports. Click on ‘Download and Print Monthly Reports’ to capture the Van Stats Monthly Reports Zip File.

Choose ‘MPP Contest Standings’ This Section contains the 41 standard Comparison Reports and Month-to-Date Sales Managers, Sales Composite, Sales Assistants and Sales Staffing Reports. Most Reports can be displayed by Month, Store, Multiple Stores or pre-assigned Store Groups. Select Month and Year and the Report you want to display. Then select one or more Stores. For multiple Stores, hold down ‘Ctrl’ Key while selecting Stores. Select a current Store GROUP or create a new Group. Choose ‘MPP Contest Standings’

This ‘The MPP Contest Standings’ Report is for August - All Stores. What You Will See This ‘The MPP Contest Standings’ Report is for August - All Stores.

Future Enhancements Service Department Analysis System Alarm Central providing Management by Exception keyed to all relevant Reports eTools rewritten in the online format Expanded Alarms throughout the Reports

Sales Composite Alarm Central VT Management Reports Transform into Management-by-Exception with Alarm Central. Sales Composite Monthly Reports Sales Managers Alarm Central Sales Assistant Daily Doc Sales Staffing eTools Each section is fully integrated with the others. The Planning Wizard creates Business Plans Operationing results are monitored with Exception Alarms Results are Analyzed Then, re-plan as necessary. Each section can also stand alone. Service Dept. Analysis Zak Reports Supplemental Statistics Sold & Rolled