SW Historical General Sales Data
The SW Historical General Sales Data dashboard provides summarized historical SiteWatch data for all sites or a specific site (that have converted from SiteWatch to Patheon), for the following metrics: paid single wash, unlimited plans, prepaid sales, total revenue, and total car count. The data can be filtered each month, up to 24 months from a site's SiteWatch-to-Patheon conversion month (depending on the availability of historical data from its SiteWatch Server). The data is static; it does not include live or current data. It only includes historical SiteWatch data. Detailed information about each dashboard is provided below.
- SINGLE WASH SALES
- UNLIMITED PLANS
- PREPAID PLANS
- Total Money Received
- Total Car Count
Insights 2.0 dashboards are accessible from within Patheon Portal, or directly from any mobile device or desktop computer at Insights.DRB.com.
Dashboard Location
Insights 2.0>SW Historical Dashboards>SW Historical General Sales Data
Dashboard Tools
The SW Historical General Sales Data dashboard includes the following functions: refresh, sign out, select a site, and select a time period.
Refresh
The dashboard header provides a refresh function to manually force a data refresh.
Note: SiteWatch data is historical data and does not need to be refreshed.
Sign Out
The dashboard header provides a user icon, which when selected, provides a Sign Out function to sign out of Insights 2.0.
Select a Site
The dashboard provides a site selector to open a list of all sites within the organization, and then select a site to view its data in the dashboards.
Selecting the site selector (it's set to All Sites by default), opens a list with all sites. Users can navigate up and down the list to select a site. In addition, the site list includes the following features: site search, select all sites, deselect all sites, and multi-site selection.
- Search: A search tool is available at the top of the site list for multi-site organizations that have a large number of sites. It can be used to quickly locate a site without navigating through the entire list. Note: The search function is case-sensitive.
- Select all / Deselect all: All sites can be selected or deselected.
- Multi-Site Select: Multiple, select sites can be selected. Select a site to include it; select it again to not include it.
Select a Time Period
A month(s) and year(s) time period selector is provided to choose the month(s) and year(s) to view the dashboard for. By default, the month time period is set to All Months and the year time period is set to All Years.
All Months
The month selector is set to All Months when the dashboard is opened. Select it to open the month selector and choose a specific month, select all months, or select multiple specific months. The month selector.includes a Select all / Deselect all toggle function and each calendar month. A selected month has a red background; a deselected month has a white background. An Apply function is provided to confirm any selection and open the dashboard for the selected month(s).
Note: Use the month selector in conjunction with the year selector (below) to view specific month and year data.
All Years
The year selector is set to All Years when the dashboard is opened. Select it to open the year selector and choose a specific year, all years, or select multiple specific years. The year selector.includes a Select all / Deselect all toggle function and each year of data that is available (in YYYY format). A selected year has a red background; a deselected year has a white background. An Apply function is provided to confirm any selection and open the dashboard for the selected year(s).
Note: Use the year selector in conjunction with the month selector (above) to view specific month and year data.
SINGLE WASH SALES
The Single Wash Sales section provides the following data: single wash car count, single wash revenue, and single wash ticket average.for each site, and a total for all sites:
Site
The Site column provides the name of each site within the organization.
The column can be sorted in ascending or descending alphanumerical order by selecting its header.
Car Count (Single Washes)
The Car Count (Single Washes) column provides the paid single wash car count for the selected time period.
The column can be sorted in ascending or descending numerical order by selecting its header.
Single Wash Sales Revenue
The Single Wash Sales Revenue column provides the paid single wash sales revenue for the selected time period.
The column can be sorted in ascending or descending numerical order by selecting its header.
Single Wash Ticket Average
The Single Wash Ticket Average column provides the paid single wash ticket average for the selected time period.
The column can be sorted in ascending or descending numerical order by selecting its header.
UNLIMITED PLANS
The Unlimited Plans section provides the following data: unlimited plan redemption car count, unlimited plan revenue, unlimited plans sold count, unlimited plans reloaded count, unlimited plans discontinued count, unlimited plans terminated count, and unlimited number of plans switched count.for each site, and a total for all sites.
Site
The Site column provides the name of each site within the organization.
The column can be sorted in ascending or descending alphanumerical order by selecting its header.
Unlimited Plans
The Unlimited Plans column provides the unlimited wash redemption car count for the selected time period.
The column can be sorted in ascending or descending numerical order by selecting its header.
Unlimited Plan Revenue
The Unlimited Plan Revenue column provides the unlimited plan revenue (plans sold and reloaded) for the selected time period.
The column can be sorted in ascending or descending numerical order by selecting its header.
Member Plans Reloaded
The Member Plans Reloaded column provides the number of unlimited plans reloaded for the selected time period.
The column can be sorted in ascending or descending numerical order by selecting its header.
Member Plans Discontinued
The Member Plans Discontinued column provides the number of unlimited plans discontinued for the selected time period.
The column can be sorted in ascending or descending numerical order by selecting its header.
Member Plans Terminated
The Member Plans Terminated column provides the number of unlimited plans terminated for the selected time period.
The column can be sorted in ascending or descending numerical order by selecting its header.
Member Plans Switched
The Member Plans Switched column provides the number of unlimited plans switched for the selected time period.
The column can be sorted in ascending or descending numerical order by selecting its header.
PREPAID PLANS
The Prepaid Plans section provides the following data: prepaid redeemed car count, prepaid sold count, and prepaid revenue.for each site, and a total for all sites:
Site
The Site column provides the name of each site within the organization.
The column can be sorted in ascending or descending alphanumerical order by selecting its header.
Prepaid Redeemed Car Count
The Prepaid Redeemed Car Count column provides the number of prepaid redeems car count for the month selected.
The column can be sorted in ascending or descending numerical order by selecting its header.
Prepaid Sold Count
The Prepaid Sold Count column provides the number of prepaid sold for the month selected.
The column can be sorted in ascending or descending numerical order by selecting its header.
Prepaid Revenue
The Prepaid Revenue column provides the total amount of revenue for the month selected. Important: This only includes incoming cash. It does not include liabilities.
The column can be sorted in ascending or descending numerical order by selecting its header.
Total Money Received
The Total Money Received amount is the total revenue, after discounts, liabilities, and expenses have been deducted, for the selected site and time period. This is the Total to Account amount on the SiteWatch General Sales Report.
Total Car Count
The Total Car Count number is the total number of vehicles that received a wash, including paid single washes, prepaid redeemed washes, unlimited redeemed washes, and rewashes, for the selected site and time period.