Performance Scorecards

From CEO to Team Member - Connected in Real Time

Imagine a CEO walking into any dealership, opening one app, selecting any store, department, manager, or employee, and immediately knowing exactly where performance stands. CSI, gross, sales activity, technician productivity, lead performance, finance product presentation, KPIs, trends, coaching opportunities, and recognition are all available in the palm of their hand.

One platform. One scorecard philosophy. One source of truth.

Every department may have different metrics, but every team member deserves the same clarity: what is expected, where they stand, and how to improve.

Connected Performance From the Enterprise to the Individual

Leadership sees the big picture. Managers see the team. Employees see their own opportunity. Everyone works from the same performance truth.

Level 1

Enterprise Scorecards

Level 2

Store Scorecards

Level 3

Department Scorecards

Level 4

Manager Scorecards

Level 5

Employee Scorecards

Scorecards for Every Role That Drives the Dealership

CEO / Dealer Principal Scorecard

Enterprise performance, group reporting, net profit, departmental trends, CSI, gross, expenses, and store comparisons.

General Manager Scorecard

Store execution across sales, finance, service, parts, accounting, managers, employees, and profitability.

Salesperson Scorecard

Leads, appointments set, appointments shown, sold units, closing percentage, front-end gross, follow-up, and lead source performance.

Desk Manager Scorecard

Front-end gross, deal structure, appointment conversion, inventory movement, desk performance, and sales team execution.

Finance Manager Scorecard

Back-end gross, product penetration, reserve, funding, chargebacks, compliance, and product presentation.

Service Advisor Scorecard

Inspections, ASR, closing percentage, CP hours per RO, CSI, Google reviews, quote utilization, gross, and retention.

Technician Scorecard

Productivity percentage, efficiency, flag hours, MPI completion, video/photo performance, training, certifications, and quality.

Parts Team Scorecard

Gross profit, fill rate, inventory turns, obsolescence, counter performance, wholesale, and service support.

Every Team Member Knows Exactly Where They Stand

Traditional reporting often gives leadership visibility while employees wait for a manager to explain performance after the fact. iSolve changes that. Every associate can see their own scorecard, understand expectations, track progress, and take ownership of improvement.

Clarity

Know exactly what success looks like and where performance stands today.

Ownership

Take control of personal performance instead of waiting for monthly reviews.

Recognition

Top performers become visible and can be recognized for their contribution.

Career Development

Track progress, certifications, training, trends, and growth opportunities.

Transparency

Everyone works from the same data, goals, and expectations.

Confidence

Walk into every day knowing what to focus on next.

The Scorecard Becomes the Coaching Conversation

A scorecard should not sit in a file or spreadsheet. It should help managers coach, employees improve, and leaders identify where support is needed.

Opportunity Detection

Identify where performance is below target.

Coaching Notes

Managers can document coaching conversations, commitments, and follow-up actions.

Trend Visibility

See whether the associate is improving, declining, or holding steady.

Accountability

Every conversation starts with the same numbers, same goals, and same expectations.

Advisor Scorecard Example

A Real Scorecard Experience, Built for Coaching

This sample advisor view shows the kind of scorecard experience iSolve can put in the hands of a team member, manager, GM, or dealer principal. Use it as a marketing example without exposing live employee data.

Sample data shown for Steven B.

Advisor Scorecard
Service Advisor

Steven B.

Month-to-date performance • Sample public view

Overall
On Pace
ROs
186
+14 vs target
Inspection
94%
MPI completion
ASR
45%
Close rate
CP Hrs / RO
2.41
+0.80 vs goal
Coaching Focus
ASR presentation45%
Inspection completion94%
Quote utilization87%
Review requests72%
GM CSI
96.4
Above
Google Reviews
18
Lead
Quote Utilization
87%
Good
Retention
72%
Watch
AI Coach Suggestion

Recognition is warranted for inspection completion and CSI. The next coaching conversation should focus on ASR close rate and quote follow-up on declined maintenance lines.

AI Coach

AI Coach turns scorecard data into practical coaching guidance. Leaders, managers, and team members can ask plain-language questions and receive focused answers based on the associate, department, store, or group.

What should I coach this advisor on today?
Why is this technician below productivity goal?
Which salespeople have weak appointment show rates?
Which finance managers are missing product penetration?
Which stores need immediate attention?
Who deserves recognition this week?

AI Coach for the Team Member

AI Coach is not only for the CEO, dealer principal, or manager. Salespeople, advisors, finance managers, technicians, and parts teams can use it to understand their own scorecard, ask what to focus on next, and take ownership of improvement.

Salesperson

Which lead source should I focus on today?

Your strongest close rate this month is phone leads at 28%, but your fastest response gap is internet leads over 15 minutes. Start with aged internet follow-up, then protect phone lead response time.

Service Advisor

What is keeping my ASR close rate below target?

Your ASR close rate is 8 points below goal, mostly on declined maintenance lines over $600. Review quote presentation timing and follow up on open inspections before the customer leaves.

Finance Manager

Which product should I improve this week?

VSC penetration is 9 points under target while GAP is on pace. Focus on consistent VSC presentation on credit union and cash deals, where your attach rate is lowest.

Technician

Why am I below productivity goal?

Your productivity is being pulled down by low flag hours on quick-service repair orders. MPI completion is strong, so the next opportunity is converting more inspection findings into approved work.

Parts Counter

Where am I losing fill-rate performance?

Fill rate is strongest on maintenance parts but weaker on special-order collision items. Review open special orders over 7 days and coordinate with service on availability updates.

Sales Manager

Who needs recognition on my team today?

Two salespeople are above appointment show target and front gross target this week. Recognize them in the morning meeting and ask them to share their confirmation process.

Walk the Store With the Numbers in Your Hand

A CEO, dealer principal, GM, or manager can walk into any dealership and immediately understand where the store stands, who needs recognition, who needs coaching, and where profit is being won or lost.

Live Scorecard View
Store Walk Summary
Today
Recognition3 top performers
Coaching5 opportunities
Profit risk$41K open
CSI94.2 group score

Connect Every Leader, Manager, and Employee

iSolve Automotive brings performance visibility to the entire dealership, from the executive office to the individual team member.

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