Dashboards
The Insights 2.0 dashboard feature is a web-based reporting tool that allows wash operators to monitor up-to-the-moment statistics for their locations from Patheon Portal, desktop web browsers, and mobile devices. On-site management staff are no longer restricted to a back office - they can roam the site, or the world, with the data they need to make informed decisions from any internet-connected device.
- Constant, secure, and up-to-the-moment key sales, plan, labor, and historical SiteWatch stats.
- Stat summaries presented in an easy-to-read style that allows for quick review.
- At-a-glance comparisons between sites for a given date, or between dates for a given site.
Get Started
Existing Patheon users (with the required user role permission) can begin using Insights 2.0 by opening it from within Patheon Portal or directly from their phone; users who prefer to access it from their phone can even install a shortcut to it.
FAQs
General
- Are the original Insights dashboards still available?Are the original Insights dashboards still available?
No. All of the original Insights dashboards have been replaced by Insights 2.0 dashboards. See Deprecated Insights 1.0 Dashboard Metrics in Insights 2.0 for detailed information.
- How do users access Insights 2.0 dashboards?How do users access Insights 2.0 dashboards?
Insights 2.0 dashboards are available on three platforms: Patheon Portal, mobile devices (insights.drb.com), and desktop computer standalone web browsers (insights.drb.com). Regardless of the platform, users sign in with their Patheon Portal username and password. Permission to access the Insights 2.0 dashboards requires an employee role with the Insights Access permission enabled.
- What is the source of the data in Insights 2.0?What is the source of the data in Insights 2.0?
The sales data in the Insights 2.0 dashboards comes from the Patheon database. The labor data is a combination of Patheon sales data and labor integration data (ADP or Deputy).
- Is the data in Insights 2.0 real-time?Is the data in Insights 2.0 real-time?
Insights 2.0 dashboard data is near real-time. It reflects a 15-minute delay, so that the data can be processed and accurately rendered in the dashboards.
- Does Insights 2.0 dashboard data match Patheon report data?Does Insights 2.0 dashboard data match Patheon report data?
Yes.
- Is the Insights 2.0 dashboard available as a mobile app?Is the Insights 2.0 dashboard available as a mobile app?
Yes. The Insights 2.0 dashboard is a progressive web app that can be installed on Android and iOS devices. However, it is not available from the Google Play store or the Apple App store.
Labor Data
- Does Patheon provide labor data reporting?Does Patheon provide labor data reporting?
Yes. Labor data is available in the Insights 2.0 Labor Dashboard through an available labor integration with the following third-party labor solutions providers: ADP and Deputy.
- What labor data does the dashboard include?What labor data does the dashboard include?
The Insights 2.0 Labor Dashboard includes the following metrics: cars per labor hour, labor cost per car, and labor percentage. The dashboard can be filtered by site or all sites, for today, yesterday, last 7 days, last 30 days, and last 365 days.
- How much does the How much does the Insights 2.0 labor integration cost? labor integration cost?
The Insights 2.0 labor integration is included with Patheon, so there are no additional Patheon costs. Organizations may incur additional costs to access the labor solutions provider's API. Organizations should consult their labor solutions provider for more information.
- Does Patheon have a timeclock?Does Patheon have a timeclock?
No. Patheon doesn’t have a timeclock. A timeclock is available through ADP and Deputy.
- Does the labor integration enable employees to clock in and out through Patheon?Does the labor integration enable employees to clock in and out through Patheon?
No. The labor integration doesn't include the ability to integrate a labor solutions provider's timeclock in Patheon, so that employees can clock in and out in Patheon.
- Where do employees clock in and out?Where do employees clock in and out?
Employees clock in and out using an organization's selected labor software provider's (ADP or Deputy) timeclock. The labor integration will then pull the labor data to the Insights 2.0 dashboards.
- Are employee time sheets visible on the Labor Dashboard?Are employee time sheets visible on the Labor Dashboard?
No. The Labor Dashboard provides an overview of employees currently clocked in, hours they've worked today, hours they've worked for the week, any overtime accrued, and the days they're out for the week. For a more comprehensive time sheet for payroll, organizations should use their labor software to retrieve that information and process payroll.
- How does the Insights 2.0 dashboard get the labor data?How does the Insights 2.0 dashboard get the labor data?
The labor integration pulls the labor data from an organization's labor software provider's API, and then displays it in the Insights 2.0 dashboards.
- How does an organization configure the Insights 2.0 labor integration?How does an organization configure the Insights 2.0 labor integration?
The steps to enable the labor integration for Insights 2.0 depend on the labor solutions provider.
- ADP: Configure ADP Labor Integration
- What labor data does the dashboard include?What labor data does the dashboard include?
The Insights 2.0 Labor Dashboard includes the following metrics: cars per labor hour, labor cost per car, and labor percentage. The dashboard can be filtered by site or all sites, for today, yesterday, last 7 days, last 30 days, and last 365 days.
- Can a multi-site organization prevent data from a specific site or sites from appearing in the dashboard?Can a multi-site organization prevent data from a specific site or sites from appearing in the dashboard?
The labor integration is enabled at the organization level, so it includes all sites. This means it can't be disabled, or turned off, for a specific site or select group of sites.
- Can a multi-site organization use the labor integration with both ADP and Deputy?Can a multi-site organization use the labor integration with both ADP and Deputy?
No. Only one labor software can be used with an organization's labor integration. Therefore, only sites that use the labor software configured for the labor integration will have labor data in the dashboard.
- Once an organization is ready to Once an organization is ready to get the labor integrationget the labor integration what are the next steps? what are the next steps?
Send a request to DataSolutions@DRB.com with the following information:
- Client Org Code
- Car Wash Name
- Contact Name
- Contact Email
- Preferred Labor Software Integration (ADP or Deputy)
- Domain URL for Labor Software Integration (e.g., drb.na.deputy.com)
- When will other labor integrations be available?When will other labor integrations be available?
DRB regularly monitors labor software integrations. Send a request for a specific integration to DataSolutions@DRB.com.
- Can an organization create custom labor dashboards?Can an organization create custom labor dashboards?
Yes. A site can create custom labor (and sales) data dashboards outside Insights 2.0 with the optional Patheon data API feature. Organizations will need to work with their labor solution provider and a third-party reporting/dashboard platform.
Dashboard Access
Insights 2.0 can be accessed from Patheon Portal, or at insights.drb.com on a desktop computer or mobile device.
- Add Employee Access to Insights 2.0
- Remove Employee Access to Insights 2.0
- Log In Insights 2.0
- Log Out Insights 2.0
- Install Insights 2.0 on Mobile Device
Dashboard Data
Insights 2.0 includes re-imagined Insights dashboards, plus new dashboards like current stats, where sites can access their most important operational metrics. Multi-site statistics dashboards enable users to compare weekly and month-over-month performance across multiple sites. Labor dashboards help users understand efficiency, schedules, and performance, while sales comparison dashboards offer insights into car counts and peak hours, informing marketing strategies and staffing plans. Weather dashboards integrate historical weather data and future forecasts, helping users understand performance in relation to weather conditions and optimize their operation proactively. With Insights 2.0, car wash operators can make faster, data-driven decisions to optimize operations, enhance efficiency, and drive success.
Sales Data
Modern, easy-to-understand dashboards and data points provide clearer visibility and simplify comprehension of key performance indicators. All your favorite dashboards are here - including those you know and love from StatWatch®. With DRB Insights, you can access current stats, labor stats, site-by-site comparisons, weather stats and much more.
More Information
Use the following links to learn more about the sales data available in Insights 2.0.
- Today
- Current Stats
- Ecommerce Sales
- Financial Outlook
- Liabilities
- Multi-Site Stats
- Rewash Analysis
- Sales Comparison
- Sales Insights
- Sales Leaderboard
- Weather Dashboard
Plan Data
Unlock the power of data with comprehensive wash plan dashboards, designed specifically for operators looking to enhance customer retention. With actionable insights, easily identify trends, reduce churn, and tailor offerings to meet the evolving needs members. Transform business decisions into strategic actions with plan dashboards.
More Information
Use the following links to learn more about the plan data available in Insights 2.0.
Labor Data
Comprehensive and actionable labor data is essential for informed decision-making and maintaining success in a competitive market. By integrating labor data from ADP or Deputy into Patheon, sites can leverage powerful reporting and dashboards within Insights 2.0 to enhance productivity, optimize resource allocation, and drive sales performance.
Note: The labor integration feature is included with all Patheon systems, however ADP and Deputy may bill for this service.
- Better Visibility to KPIs: Achieve clearer visibility and understanding of labor-related key performance indicators with modern, easy-to-understand dashboards.
- Operational Efficiency: Optimize operational processes, resource allocation and scheduling from comprehensive labor and performance metrics based on past performance.
- Enhanced Performance Monitoring: Track and compare employee sales performance, capture rates and opportunities for improvements across one or all your sites.
- Informed Decision-Making: Evaluate performance over various time periods, sites and employees for deeper, actionable insights.
More Information
Use the following links to learn more about the labor data available in Insights 2.0.
Historical SiteWatch Data
Understanding past performance is essential for future success. For sites that migrate from SiteWatch to Patheon, Insights 2.0 includes SiteWatch Historical Data Dashboards to improve business continuity and visibility. These dashboards provide access to the last 12 months of SiteWatch data generated prior to your Patheon conversion, featuring multi-site operational metrics, plan usage, performance, churn, and sales data comparisons before and after the Patheon migration. By leveraging this historical data, operators can make informed decisions and drive towards greater success.
- Summarized Historical Data: Access static data from the last 12 months of SiteWatch usage. This data can be viewed by all sites, individual sites, and specific months for detailed insights.
- Summarized Detailed Sales: Compare sales data pre- and post-Patheon migration. Analyze metrics such as car count, single wash sales revenue, unlimited and prepaid plan performance, total car count and total money received.
- Summarized Multi-Site Operational Metrics: Evaluate key historic operational metrics across multiple sites, including total car count per site, revenue per wash and plan-specific metrics, like prepaid redeems and unlimited plan washes.
- Summarized Labor Stats: Track essential labor statistics from SiteWatch to optimize efficiency with Patheon, including cars per labor hour, labor cost per car, labor percentage, and sales per labor hour.
- Summarized Plan Churn: Understand historic customer retention and plan performance. Analyze historical voluntary churn percentage, loss by plan status, member retention cohorts, and monthly plan revenue.
- Summarized Plan Analysis: Monitor historical plan usage and performance. Track average washes per plan, customer-specific usage and lifetime value, total plans sold and ended, unlimited plan revenue and active vehicle counts.
More Information
Use the following links to learn more about the historical SiteWatch data available in Insights 2.0.
- SW Historical General Sales Data
- SW Historical Labor Statistics
- SW Historical Plan Analysis
- SW Historical Plan Churn
- SW Multi-Stats Historical
Customization
Insights 2.0 dashboards can't be customized, but organizations can create their own custom dashboards with the optional API features and a third-party dashboard/reporting solution.
Enhancement History
|
Release |
Enhancement |
|
The Insights 2.0 Sales Leaderboard dashboard now supports more detailed employee-level reporting |
|
|
R69 |
The Insights 2.0 today dashboard now includes plan performance indicators |
|
R68 |
The Insights 2.0 current stats dashboard now includes a new all sites section The risk monitor dashboard is now available in Insights 2.0 |
|
R67 |
The Insights 2.0 Today dashboard now opens by default The Insights 2.0 home page now support an All Sites default view |
|
R66 |
Obsolete links have been removed from Insights 2.0 dashboards |
|
R65 |
The Insights 2.0 multi-site dashboard has been updated to include new metrics The Insights 2.0 Rewash Analysis dashboard now features scrollable, labeled bar charts |
|
R64 |
The Insights 2.0 plan churn dashboard now includes information about voluntary and involuntary churn |
|
R63 |
The Insights 2.0 Sales Insight dashboard now includes a custom date range The Cross Site Redemptions Over Time graph on the Plan Analytics dashboard now shows redemption counts on hover |
|
R61 |
Insights 2.0 now includes a Sales Leaderboard dashboard |
|
R60 |
A Cross Site Usage dashboard is now available in Insights 2.0 |
|
R56 |
Insights 2.0 now includes an Ecommerce Sales dashboard Insights 2.0 now includes a Liabilities dashboard Insights 2.0 now includes a Sales Insights dashboard |
|
R55 |
Insights 2.0 now includes a Migrations dashboard The Insights 2.0 dashboard links in Patheon Portal now open the dashboards in a separate web browser tab |
|
R54 |
A Plan Usage dashboard is now available A Plan Analysis dashboard is now available A Member Analysis dashboard is now available A Plan Reloads dashboard is now available A Plan Churn dashboard is now available |
|
R53 |
Staff can now set a default site for Insights 2.0 |
|
R52 |
Insights 2.0 dashboards are now available |