Platform/07/Reports and Data Studio
07 Reports and Data Studio
The carrier's scorecard, live, down to the rep.
Scorecard metrics, mobile-internet lines, retention, margin, traffic conversion, national standing, inventory and refunds all come from the feeds already flowing in. Threshold colours say what is on target, at risk or missed, and every cell drills to the store and then to the rep. A report builder covers what the library does not.
/ Works with
01 Scorecards
Company, market, store, rep.
Same metric, four depths.
Targets and month rollover
Targets are set per metric per period; tiles show the company average against them and the grid shows every market. The month rolls over without losing the prior month's label on cards already sent.
Mobile internet and retention
Mobile-internet lines by store with no-data flags, produced against payable per rep, and retention cohorts at 65 days feeding both the scorecard and the VP plan.
National standing and benchmarking
Where the group stands nationally, and each store against its peers, on the master dealer's panel and in the dealer face of the app.
02 The library
Fifty-plus reports.
None of them a spreadsheet export.
| Area | Reports |
|---|---|
| Sales and scorecards | Carrier scorecard, MIM metrics, market performance, leaderboard, low performance, features by rep and by store, rep conversion, X report by company and by store, open report, store trend, national standing, retention, benchmarking. |
| Commissions | Commission master, comp summary, employee commissions and detail, chargebacks and employee chargebacks, flagged activations and invoices, carrier report by market and by store, lines, disputes, guides, AI weekly, MRC by store, MRC drift, post-date rebates and reporting, resolved rebates, sales overrides, spiffs, carry-over ledger, deductions, future pays, daily rep contest, contest reports. |
| Payroll and time | Payroll and payroll by POS, pay stubs, scheduled versus worked, time clock today, punch detail, payroll shadow, provider reconciliation. |
| Money | Bank reconciliation report, manual and unpaid lanes, cash reconciliation, recon statement, financial recon, refunds and refunded devices, digital payment sweep, supplier finance, margin and phone margin, overhead and expenses. |
| Inventory | On hand, history, value, orders, IMEI lookup and history, end-of-life phones, other-store orphans, audit log. |
| People | Employee dashboard and performance, org chart, current devices, discipline, onboarding, permissions matrix, active reps. |
| Traffic | Traffic conversion by store, carrier-definition parity, sensor status. |
Every report is store-scoped to the person reading it, excludes headquarters and warehouse doors, and exports to Excel or PDF.
03 Traffic and conversion
Door traffic against transactions,
on the carrier's definition and ours.
Traffic from the door sensors, transactions from the POS feed. A sensor that goes quiet files its own ticket.
04 Data Studio
Six steps from a question
to a saved report.
- 01Dataset
Pick one of ten: sales detail, commissions, payroll, scorecard, mobile internet, traffic, tickets, inventory, employees, supplier orders.
- 02Metrics
Sums, counts, averages and rates, with the labels the business uses.
- 03Group and filter
By store, market, rep, week, plan, status. Filters respect the reader's scope.
- 04Chart
Table, bars, lines or a heat grid, rendered in the panel beside the wizard.
- 05Save and share
Saved reports with per-role visibility, pinned to favourites, re-run on open.
- 06Ask instead
Or type the question and let the AI propose the specification, validated before it runs.
View Studio
Each dealer group decides which columns and tiles its report surfaces show. Seeded baselines reproduce the defaults, so switching it on changes nothing until someone edits.
Pulse and dealer dashboards
A pulse dashboard for the day and the master dealer's dashboard for the group share their metrics and KPIs by rule, so the chart, the email and the card never disagree.
05 Delivery
Sent where people read,
with the same numbers.
Performance email
Daily and weekly per market, from the dealer's mailbox, with an AI review pass that checks the narrative against the numbers before it goes out.
WhatsApp cards
End of day across all markets, the scorecard, contest standings and alerts to the groups managers actually read.
Exports and lists
Excel and PDF from any report, report email lists per market, and favourites that pin a report to the top of the panel.
06 Related
AI, with guard rails
Ask your data, assistant, email review, narratives, per group with usage tracked.
/ 01Commissions and chargebacks
Nine chargeback rules, tiers, spiffs, contests, lock and approve, carry-forward.
/ 05Store operations
Store detail, orders center, inbound device tracking, inventory, visits and audits.
/ allEvery platform page
The twelve deep dives, one per capability, with the overview above them.
→ Start
Bring the report
you rebuild every Monday.
We build it once in the studio from your feeds, schedule it, and show the drill path you never had.
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