DMS Reports and Extractions Made Easy – Discover the Best Methods for Extracting Data, & How to Create Reports that Increase Profit Sandi Jerome Sandi Jerome DealerStar President

Goal of Profit Reporting… A test – what shows you the biggest expense faster? Don’t just kill trees – Great reports should have a goal or purpose

Sandi Jerome DealerStar President Great reports should do 2 things; Increase Profit a)Reduce Expenses b)Increase Gross c)Protect Assets Provide the User with the “answer” Graphics help take raw Query data and provide the answer

Sandi Jerome DealerStar President File Transaction files; Repair orders, car deals, checks Snapshot files; Vehicle Inventory, GL, Parts, Customers Select Records (last) Repair orders that are open Car deals with gross profit < 0 Sort – (skip) Fields RO#, Date, Advisor, status Output, screen, then csv – better “raw” (not Excel) DMS Query What is the “open” status Where is your Customer database on your DMS?

Sandi Jerome DealerStar President Name File Name file might have a lot of personal information about your customer, credit information, and sales history. Unfortunately this name file is large, messy and often has nothing to do with customers. For example you might have a name and control number for COD sales. In addition this file often does not have information on the vehicle they own. Service Vehicles File This is truly your customer file since you are in the business of selling and servicing vehicles. A file full of the vehicles that you’ve sold and serviced and who currently owns them is the customer file for dealerships. For example on CDK, VEHICLES (from –S login) Customer Database How to you get to the data?

Sandi Jerome DealerStar President Getting the Data from the DMS DMS Report Writers; Reflection, Advanced Reporting Security should be dynamic For 3 rd parties – have your client “push” the data to you. Get it into Excel or a database for analysis What is the answer? 11B What is a Report Writer?

Sandi Jerome DealerStar President Report Writers 3 levels 1.Query Access to your main database files and transactions with dynamic security with ability to select fields, criteria 2.Filter, Export to csv, XML, Excel 3.One click Export of Reports

Sandi Jerome DealerStar President Click and Export to Excel Whose data is it anyway? Are we “Sharing?” 1.Gross Profit 2.Phantom Vehicles 3.Curbing

Data Sharing Today with a DMS OEConnection Parts Locator Bar code scanner Parts ordering, returns Inquiry CPA firm, consultant Archiving Financial Statement upload 3 rd party payroll Task management Service CRM Warranty submission Service Pricing Guides Labor Time Guides Phone System Vehicle History Rental Vehicles Service write-up tablets Customer approval – Clear Mechanic Appointment scheduling – Time Highway CRM ILM Call tracking/Phone Systems Desking eContracts, DocuPad Inventory pricing Equity finder Data mining campaigns Compliance-RedFlags Titling, TriVin, History, CarFax Credit Submission Driver’s license scanning F&I Menus Vehicle invoice download, sales reporting DMS- Sales DMS- Service DMS Parts DMS- Acct Website - Leads, credit submission Service appointments, repair history, parts ordering

Sandi Jerome DealerStar President How do you get Access? Go to the dealership – or have them “push” TeamViewer, GoToMyPC, PCAnywhere, AnyDesk Remote Access – FTP with WinSCP, Filezilla to yourself Web-based DMS Database access

What is the Database of the DMS? The “engine” under the hood MySQL is most widely used database in the world and fastest growing Lower cost than Microsoft, IBM (Arkona) Price - open, low cost, accepted technology

Sandi Jerome DealerStar President 1.New Financing Program 2.Extended Warranty (yes and no) 3.Summer (Winter) Service Special 4.Detail Special 5.Vehicles with High Mileage Sandi’s Top 10 Reports Data Mining and DMS Extraction Made Easy – More Gross

Sandi Jerome DealerStar President 1.Sales Manager Gross vs F&I Gross 2.F&I Gross vs Journal Gross 3.Operational Profit Estimate vs Financial Statement 4.New Vehicles in Accounting vs New Vehicles in Sales 5.New Vehicles in Sales vs Accounting Sandi’s Top 10 Reports – cont. Super Reporting – Protect - Super Controller 2 - Expenses

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