Showroom Diagnostics Form

Company_________________ TRAX Admin/Mgr. ______________ Phone _______

Owner _____________________________________________ Phone _________________________________

Date of Original Purchase ___________ Type of business software used (POS)_________________________

0- 10 Rating for each module. 120 possible points Your total score _____________ Date_____________

A+ 120-101 points

A- 100- 80 points

B+ 79- 69 points

B- 68- 60 points

C 59- 50 points

D 49- 40 points

F 39 or less

Are you using the
Salesperson Activity Report every evening (30 minutes before closing) and making sure that TRAX matches total sales made each day? (Page 38 of Users Guide)

0-____No

10-____Yes

Comments

Is the TRAX UpBoard networked to at least one additional computer that the salespeople have access to? (Page 12 of Users Guide)

0-____No

10-____Yes

Comments

Are all salespeople trained completely on “Customer Info and Mailing” for editing sales and easy follow-up with customers? (Page 23 of Users Guide)

0-____No

10-____Yes

Comments

4. Do all salespeople enter sales and customer information properly and completely? (Page 20 of Users Guide)

0-____Not at all

2-____Started but not using

4-____Started and set up properly but not using well and several salespeople not involved

6-____Using but not very effectively

8-____Using most of this program but not completely

10-____Set up properly and all salespeople using completely

Comments

5. Is the traffic counter program set up properly? IE: Mailman factor, hours and properties etc.

(Page 16 of Traffic Trax Operation Manual)

0-____Not installed

5-____Installed properly but properties not customized

10-____Set up properly and using completely

Comments

6. Is the goals program being utilized? (Pages 77 of Users Guide)

[ ] YES = 5 points [ ] NO = 0 points

Is the spiff contest (or some incentive program) being utilized in conjunction with the goals program?

[ ] YES = 5 points [ ] NO = 0 points

Comments

7. How does customer overflow (number of customers per hour) compare to employee staffing per hour? (Pages 86 of Users Guide)

0-____1/2 of total hours on staffing analysis reporting overflow

2-____40% of total hours on staffing analysis reporting overflow

4-____30% of total hours on staffing analysis reporting overflow

6-____20% of total hours on staffing analysis reporting overflow

8-____15% of total hours on staffing analysis reporting overflow

10-____10% of total hours on staffing analysis reporting overflow

Comments

8. What are the percentage of unsold customers who are not being entered in the CRM. (Pages 46 – 48 of Users Guide)

0-____76 % or more difference

5-____34 – 75 % or more difference

10-____0 - 33 % or more difference

Total # of TT opportunities _________ Total # of CRM opportunities _________ % not entered __________

Comments

9. Are all salespeople entering at least 50% of unsold customers with telephone and addresses? A percentage of 40-50% of the unsold customers a salesperson speaks with should be entered for short and long-term follow-up. (Pages 13 of Users Guide)

10-____Less than half the sales staff entering unsold customers properly

8-____Less than 40% of the sales staff entering unsold customers properly

6-____Less than 30% of the sales staff entering unsold customers properly

4-____Less than 20% of the sales staff entering unsold customers properly

2-____Less than 10% of the sales staff entering unsold customers properly

0-____Not using at all

Comments

10. Are letters personalized with defaults and automatic printing being used properly? (Pages 40 – 42 of Users Guide)

0-____Not using at all (letters not customized)

2-____Started but not set up properly

4-____Started and set up properly but not using well

6-____Using but not effectively

8-____Using most of this program but not completely

10-____Set up properly and using completely

Comments

11. Advertising set up properly and budgets adjusted? (Page 34 of Users Guide)

0-____Not using at all

2-____Started but not installed properly

4-____Started and installed properly but not using well

6-____Using but not effectively

8-____Using most of this program but not completely

10-____Set up properly and using completely

Comments

Mailman factor subtracted from report totals

Mon Tue Wed Thurs Fri Sat Sun Total traffic removed each week

___ ___ ___ ____ ___ ___ ___ ______

Estimated Average Presentation time

From TT = _____________________

Total number of overflow customers per day

Mon Tue Wed Thurs Fri Sat Sun

___ ___ ___ ____ ___ ___ ___

During overflow hours you had __________ total overflow customers during this period.

Total # overflow customers for the week _________. Total # overflow hours during this week = __________.

Average overflow (# of extra customers) per hour __________.

Warranty numbers with closing ratio %

# Warranties __________ Warranty Ratio __________

Total $ Warranties __________ % to Total Sales __________

Accessories Accessory net amount __________ Accessory Sales Ratio __________

Are you using the performance letter?

[ ] YES = 5 points [ ] NO = 0 points

Comments

Please select the type of period being analyzed. 1 week 2 weeks 1 month

Begin date _______, End date _______. Use the Ctrl A report to determine best period for this exam.

I. Over the last _____ days please count the total number of hours the showroom was open. ________

Please count the total number of hours in red numbers. ________

Divide the number of red hours by numbers of hours open for this period. ________%

II. Total number of Traffic TRAX opportunities for this period. ________

Total number of sales made during this period. ________

Opportunities divided by number sales. ________%

III. Total number of CRM opportunities for this period. ________

Total number of sales made during this period. ________

Opportunities divided by number sales. ________%

IV. Please subtract the CRM opportunity total from the TT opportunity total. ________

Traffic TRAX opportunity total divided by difference. ________%

V. Total number of unsold CRM opportunities ________

Total number of new unsold customers addresses entered into TRAX ________

Total number addresses divided by number of unsold customers ________%

Comments

Attach print outs of the following screens for the week selected:

Performance Summary

IGE Information Gathering Efficiency Report

Below Average Sale

Below Average Closing Ratio

Staffing Analysis

Opportunity Comparison

Store Hours

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