44 posts tagged with "dashboard"

The following changes have been pushed to production on January 10, 2025

• Parts Wholesale Analysis is now reflecting AI Statement Wholesale totals

The following changes have been pushed to production on December 31, 2024

• AI Statement Account Mapping in Administration now shows accounts that don't have a description from the dealership data
• Fixed an issue in the Onboarding Wizard that added blank account mapping values
• A couple unused benchmarks were removed from the Administration Service and Parts sections
• WIP renamed from 'Work in Progress' to 'Work in Process'

The following changes have been pushed to production on December 22, 2024

• Improved performance on Op Codes & Labor Types pages.
• Labor Types and Op Codes pages have filter values for Labor Types, Make, Model sorted alphabetically.
• Remove note about Discounts being factored into Service Advisor performance pop-up.
• Add Total Discounts column to Discounts pop-up.
• Fix AI Statement's 12-month trend Average calculation.
• Fixed formatting of percentages for exported reports on AI Statement.
• Left-align note in RO Note pop-over.

The following changes have been pushed to production on December 13, 2024

• Improved UX for RO Note pop-over when the user closes the note
• Moved the RO Note column next to the RO # column on most pop-ups
• Removed the Labor Type module on the Service Heat Sheet in favor of the Labor Types page
• Fixed issue where the logged in user's name was being used for the author of notes instead of the real author
• Improvements for stability and performance for DealerTrack processes

The following changes have been pushed to production on December 05, 2024

• Service Advisor section not populated with data on 1st and 2nd of month.
• Various Heat Sheet modules not populated with data on 1st and 2nd of month.
• Export RO notes from Administration.
• Fix issue where unmapped technicians are not set to Main shop by default.
• Generated PDFs are unable to be downloaded on Chrome browsers.

The following changes have been pushed to production on November 22, 2024

• Increased security posture on the API gateway.
• Fix issue where the penetration % was incorrect on the Labor Types page.
• Fix issue on the HeatSheet's 'CP 1-Line ROs' Summary where ROs were being double counted with advisors and techs.
• Fix issue where 'Missing Tech' was not showing up in Open ROs employee filter.
• Labor Type page's Category filter was not accurately returning all data when all categories were selected individually.
• Update HeatSheet Account Number change process.
• Update hydration of cached API results.
• Prep for DealerTrack data to go live

The following changes have been pushed to production on October 24, 2024

• Fixed issue on Totals section for Used Car Inspections when 'Closed' is selected.
• Add totals to XLSX generated report for Op Code and Labor Type pages.
• Fix issue on Op Code page where models are not filtered down when a make is selected.

The following changes have been pushed to production on October 20, 2024

• Updated totals UI on the 'Exceptions' pop-up.
• Updated totals UI on the 'Used Car Inspections' pop-up.
• Added better filtering capabilities for employees and make/model on the Labor Types and Op Codes pages.
• Added more logic to clear up labor type discrepancies between the Labor Types page and Labor Type pop-up in a couple circumstances.

The following changes have been pushed to production on September 27, 2024

• Fix issue where Wholesale Analysis module items and totals on the dashboard does not equal Wholesale totals in AI Statement.
• Fix sorting issue on Open ROs where the largest Days Open are not always sorted correctly.
• Fix mislabeled total and rearrange totals on Service Advisor Performance pop-up.

The following changes have been pushed to production on September 26, 2024

• Labor Type page doesn't reload filtering options when Dealership is switched.
• WIP Pop-up Download XLSX formatting issue.
• Add Make/Model to filter and revamp the UX for Labor Type and Op Code pages.
• Add new total calculations to Labor Type and Op Code pages.
• Change dealership inventory number field from Number to a String.
• Report generation issues with AI Statement Mapping in Administration.
• Labor Type counts on the Labor Types HeatSheet are slightly more than on the Labor Types page.
• Remove default date closed on RO Digital Copies when the RO is open.
• RO Count value doesn't change when filtering is changed on Open ROs pop-up.