61 posts tagged with "dashboard"

The following changes have been pushed to production on July 01, 2025

• 'High Return %' can be filtered against on for Wholesale accounts
• 'Stale Wholesale Accounts' data can now be viewed in the Wholesale pop-up
• A new administrative threshold named 'Warranty Tech Punch %' has been added
• 'Open Lines' values are now red when an RO is closed within the Open ROs pop-up.
• Improve report exporting of PDF/XLS for Op Code and Labor Types pages.
• Add 'RO Search' filtering to pop-ups.
• Add reporting capabilities for Toyota TLE report.

The following changes have been pushed to production on June 05, 2025

• Added a 'Grid Frequency' feature to the AiMatrix Labor view to determine potential increase of labor sales.
• Added a 'Job Title' filter to the Employee list in Administration.
• Added the ability to export/share the Employee list in Administration.
• Fixed an issue where the 'Display ROs with Flagged Notes' checkbox was clickable to the end of the window.
• Fixed an issue where in small circumstances, the Penetration % on Op Codes and Labor Types was not calculated.

The following changes have been pushed to production on May 29 2025

• Fixed an issue for DealerTrack data showing the incorrect count of open ROs for customer pay on the Open ROs pop-up.

The following changes have been pushed to production on May 25, 2025

• Fix an issue where the month selector does not allow the current month selected on the 1st and 2nd day of the month.
• Add row shading to group ROs that have more than one discount on the Discounts pop-up.
• Fix page quantity selector in Administration > User Management.
• Fix an issue on the onboarding wizard where accounts in a column are deleted in mass.
• Fix an issue where CDK parts quantity remain when the part was deleted in CDK before the qty was reset to zero.

The following changes have been pushed to production on May 11, 2025

• Changed the exclusion of $0 ROs on the Service Advisor Performance to break out Labor and Parts
• Fixed an issue for some instances with a DealerTrack dealership, a line may show up as "blank" on a specific type while all being closed lines on an open RO.
• Add the RO Note column to the service dashboard for the Policy pop-up. Notes are only available for repair order numbers that are also Ref# values.
• Fixed issue where non-managers and non-admins were not able to see any data on the Op Codes page.

The following changes have been pushed to production on April 27, 2025

• Fixed issue when selecting a source from the filter in the 'Verify On-Hand Quantity' pop-up, the calculated totals did not update.
• Fixed issue when a technician is unmapped or remapped to a different shop and cached data is persistent and not updated after the remapping of a technician.
• Added drop-down filter for the 'Bin' column on the Parts > Verify On-Hand Quantity pop-up.
• Added drop-down filter for the 'CO #1' column on the Services > Unapplied Labor pop-up.
• Added drop-down filter for the 'Description' column on the Services > Unapplied Labor pop-up.
• Added drop-down filter for the 'Description' column on the Services > Exceptions pop-up.

The following changes have been pushed to production on April 20, 2025

• Fixed an issue where the RO count would not change on the Service dashboard in the 'Sales By Category' section.
• Fixed an issue for some imports of DealerTrack data where the discount data was not handled correctly.

The following changes have been pushed to production on April 17, 2025

• Fixed color shading for positive number values to be green on the Policy pop-up.
• Fixed filter for Employees on Labor Types and Op Codes pages when 'Select All *' is selected.
• Fixed request to get dealership products when user first logs on to include required parameters.

The following changes have been pushed to production on April 04, 2025

• A "flag" feature has been added to the repair order notes.
• A performance degradation has been mitigated when loading large amounts of data into the Op Codes and Labor Types pages.
• Fixed an issue where the 'Types' drop down filter not updating when the 'Category' filter has been changed on the Labor Types page.
• Fixed an issue where the 'Types' drop down filter not updating when the date range has been changed on the Labor Types page.
• Fixed an issue where the 'Employee' drop down filter not updating when the date range has been changed on the Labor Types and Op Codes pages.
• Fixed an issue where a Technician(s) selected from the 'Employee' drop-down does not change the view of the employees listed in the data table to that technician(s) instead of service advisors.

The following changes have been pushed to production on April 01, 2025

• Fixed an issue where the Monthly Numbers at the top of the Service and Parts dashbaords were not updated on only the first day of the month for the previous month.