The dreaded Month End reporting

[Alex Snyder]

What are you tracking for month-end reporting?

 

[Christine]

Month end reporting for our dealer group took one person three days to complete. It required manually typing sold names into the CRM and scanning records for Source, Entry Date, Appointment, and which CCC team manager made the appointment. What a pain. The data gathered was important, but with our limited staff now, we can't afford to take someone off the floor for that length of time. I've said it before, I'll say it again. THERE HAS TO BE A BETTER WAY. I'm looking at you, vendors.

 

[Jarrett]

Dashboards and automated reports... Some vendors get it and some don't. If you have to login and pull the reports manually for something you look at routinely as your vendor to automate that process.

 

[jimbell]

I track everything.
~phone-up reports
~ROI reports on each lead provider
~website efficiency and conversion rates (sales and service)
~grosses per lead provider
~internet team performance
~source of sales reports
~20 group reports
~and most importantly, my pay.

 

[danoneil]

So here we are in Jan.2012. Has anything changed over the last year with generationg month end reports ?

 

[eag818]

Thought this was going to be a thread where we discuss how slow December was.

 

[ddavis]

My reporting began at the beginning of the month and remained a perpetual process. I could close my books in a matter of minutes.

Locally, business was a bit weak but typical of December.

 

[[email protected]]

Month end reporting for our dealer group took one person three days to complete. It required manually typing sold names into the CRM and scanning records for Source, Entry Date, Appointment, and which CCC team manager made the appointment. What a pain. The data gathered was important, but with our limited staff now, we can't afford to take someone off the floor for that length of time. I've said it before, I'll say it again. THERE HAS TO BE A BETTER WAY. I'm looking at you, vendors.

This does sound terrible and error prone. There are better ways.

I believe the end of the month report should be real time, you should be able to visit a web page that shows real data up-to-date at any time (not just end of the month). Any time you have to manually compile a report something is seriously wrong. With modern technology this is most trivial thing any software vender should be able to provide. If they don't well then look around, competition helps everyone get better.

 

[john.quinn]

Northeast PA enjoyed a very, very good December. Like 15% - 20% better than last year month. Oooofa. Big month. Thanks, Mother Nature!!

 

[ddavis]

Northeast PA enjoyed a very, very good December. Like 15% - 20% better than last year month. Oooofa. Big month. Thanks, Mother Nature!!

Maybe they went cradle to grave with their ISMs.

Looking at the poll, there seems to be a lot of folks spending too much time on reporting. The first of the month is the time where you look at planning and marketing.