Extra Revenue Report

Extra Revenue Report 2

Employee Performance Report

Because of the way RA revenue records are stored, reports in CARS+ fall into one of the following two categories depending on how they read and access data in CARS+:

1. Contract Oriented Reports

These reports, such as the Operations DBR, read the RA File by the closing DBR date and report ALL revenue for the RA -- regardless of when the revenue item was added to or removed from the rental agreement. ALL revenue and utilization reports in CARS+ not listed in the next section as a "Revenue Oriented Report" fall into this category including:

Extra Revenue Report 2

Employee Performance Report

2. Revenue Oriented Reports

Reports of this type report revenue based on the DBR date of each individual charge. Therefore, the same RA can appear on several reports run for different date ranges. When a posted RA is edited, the resulting changes will be reflected on reports run for the time of the edit.Reports that fall into this category are:

Accounting DBR

Revenue Analysis Report

Extra Revenue Report

NOTE: A detailed explanation regarding the differences in these types of reports can be found at the beginning of the chapter titled Extra Revenue Report. (Highly recommended reading!)

User tip - Clean up the selection of options: Use the "Expire Date" field on page 2 of the Edit Optional Items program to indicate when options are no longer active and should not appear as choices on this report. If the date range for the report is later than the expiration date entered, the Option will not be listed as a choice.

To access the Employee Performance Report, type EMPLPF (RET) at any menu "OPTION:" field or the appropriate line number on the Incremental Sales menu on the Month-End menu. The screen will then display:

Enter data in the same manner as described in the chapter on the Extra Revenue Report 2 except for the following unique fields:

The screen will then display:

User tip - Clean up the selection of options: Use the "Expire Date" field on page 2 of the Edit Optional Items program to indicate when options are no longer active and should not appear as choices on this report. If the date range for the report is later than the expiration date entered, the Option will not be listed as a choice.

User tip: Items can be added to a transaction by indicating the sale on the reservation, at the time of Open, or during the life of the RA. The following table explains the interaction between the fields "Include Res Employees" and "Employee Type (Sale or Open)" regarding how these sales are report.

PRESS "F1" AT "OPTION:" TO BEGIN PRINTING.

The following notes define columns on the Employee Performance that differ from the original Extra Revenue Report.

Car Days - chargeable days, carried out to 2 decimal places

NetAvg - This field equals "T&M" (time and mileage/km) divided by "Car Days".

T&M - Total discounted T&M revenue generated by these RAs

TotAvg - This field is "TotRev" divided by "Car Days".

TotRev - This field is the total of all items marked where the "Report As Revenue" field in the Edit Optional Items file is set to "Y". Those options that have this field set to either blank or "N" are not included.

The detail section of the Employee Performance Report starts out with a summary of discount data. The following is the meaning of the discount fields:

PerDy - "DisAmt" divided by "Car-Days".

DisAmt - Total of all discount amounts given on these contracts.

User Tip: The discount amount shown on this report differs from the discount amount shown on an Operations DBR run for the same parameters. This report reports only "direct" discounts to Time and Mileage -- this is, discounts entered into the Discount field of the Reservations, RA Open or RA Close programs. The Discount column of the Operations DBR also includes adjustments to Time and Mileage given through Special Documents -- generally PROMOs -- any pre-tax document that does not create a payment record in the D Subwindow of RA Close.

%ofTot - "#Sold" divided by "#RAs".

#Sold - Number of RAs which had a discount.

The following four fields on the report are used for each of the six revenue items reported except upgrades. For illustrative purposes only, the following will describe these fields in reference to CDW sales.

PerDy - This is the total revenue from this item divided by the total number of "Car Days" for all contracts reported in this section.

In the case of walk-ups the T&M revenue is divided only by the total of rental days on walk-up contracts.

Rev - Total CDW revenue generated by this Source Code or employee.

User Tip: Refer to the section on this same topic in the Extra Revenue Report chapter for an explanation of how inclusive rates are handled.

For Prepaid Fuel, this is the calculated value of the gasoline remaining in the vehicle when it was returned.

%ofTot - "#Sold" divided by "#RAs".

#Sold - Number of RAs reported in this section which have CDW.

If upgrades are reported, the four fields are as follows: (these are upgrades made through changing the Rate Class not thru the U subwindow.U Subwindow upsells appear as an option.)

PerDy - "Rev" divided by "Car-Days".

#Sold - Number of upgrades sold.

1. On reserved rentals, the system only considers an RA as an upgrade if BOTH the vehicle class and the rate have been changed.
2. If upgrades on walk-ups are included in this report, they will included in these figures.

Rev - Total of the additional revenue earned due to the upgrades.

1. For reserved rentals this is determined by recalculating the total T&M charges of each upgraded RA with the original reserved rates.This recalculated T&M is then subtracted from the actual T&M revenue to arrive at the upgrade revenue.
2. For walk-up rentals this is determined by recalculating the total T&M charges of each upgraded RA with the Base Rate Product from the appropriate Source Code record.This recalculated T&M is then subtracted from the actual T&M revenue to arrive at the upgrade revenue.

%ofTot - "#Sold" divided by "Car-Days".

04-20-XX 12:07:12 NANCY   /dev/tty01       11             CARS+ RENT-A-CAR                    sysprint    Report #0742   Page 0001 ➊
 
                                      E M P L O Y E E   P E R F O R M A N C E   R E P O R T
SELECTIONS----------
Date range:         03-31-XX to 03-31-XX                                                 PERDY  = ITEM REVENUE/CAR DAYS
Date Type:          DBR                                                                  %OFTOT = # RA's / TOTAL RA's
Employee:           ALL                                                                  REV    = ITEM REVENUE
Location:           TUS                                                                  AVGLEN = CAR DAYS / # RA's
Sort Order:         Employee ➋                                                           NETAVG = T&M / CAR DAYS ➌➍


------------------------------------------------------------------------------------------------------------------------------------
                 Discounts----   Upgrades------   CDW-----------   PAI-----------   PEC & LIS-----   Prepaid Fuel--   UPSLL---------
NetAvg  TotAvg   PerDy/ %ofTot   PerDy/  %ofTot   PerDy/  %ofTot   PerDy/  %ofTot   PerDy/  %ofTot   PerDy/  %ofTot   PerDy/  %ofTot
 T&M    TotRev   DisAmt #Sold     Rev    #Sold     Rev    #Sold     Rev    #Sold     Rev    #Sold     Rev    #Sold     Rev    #Sold
------------------------------------------------------------------------------------------------------------------------------------
 
Name = JOHN

Source : ALL      10 = #RAs      36.00 = Car-Days    3.60 = Avg. Length    196.78  = Avg. RA ➎
 
 $45.91  $54.66   $0.11   10.0    $0.00     0.0    $3.49    30.0 ❻  $1.32    40.0    $1.67    30.0    $0.22    10.0    $0.56    10.0
   1652    1967      $4      1       $0       0     $125       3      $47       4      $60       3       $8       1      $20       1
 


Name = SALLY
 
Source : ALL       4 = #RAs      43.00 = Car-Days   10.75 = Avg. Length    579.61  = Avg. RA
 
 $30.74  $53.92   $0.16   25.0    $0.00     0.0   $12.98    75.0 ❼  $3.40    50.0    $3.14    25.0    $0.23    25.0    $2.56    50.0
   1321    2318      $7      1       $0       0     $558       3     $146       2     $135       1      $10       1 ❽   $110       2
 
 

**** GRAND TOTALS ****
 
                  14 = #RAs      79.00 = Car-Days    5.64 = Avg. Length    306.16  = Avg. RA
 
 $37.65  $54.26   $0.14   14.3    $0.00     0.0    $8.65    42.9    $2.45    42.9    $2.47    28.6    $0.23    14.3    $1.65    21.4
   2974    4286     $11      2       $0       0     $683       6     $193       6     $195       4      $18       2     $130       3 ❾
 
   175 RECORDS READ,     14 RECORDS REPORTED

NOTES – EMPLOYEE PERFORMANCE REPORT

➊ This report was requested 4-20 at 12:07 p.m. by Nancy. It is usually used by management to determine the amount and frequency of add-on revenue (coverages, options, upsells, etc.) sold by each employee. In some cases it is used as a basis to determine incentive commissions.

➋The “Selections” show that the following parameters were requested:

Date range: 3-31 to 3-31 (1 day)
Date Type: Data in the report is based on RAs with a DBR closing date of 3-31-04.
Employee: All employees were requested.
Location: The report shows data from RAs that opened at the TUS (St. Louis) location.
Sort Order: Information is sorted according to the code of the employee who opened the RAs.

➌ These formulas show how certain figures on the report are calculated.

➍ Up to six items can be selected for each report. If you need to look at data for more than 6 items, it will be necessary to run the report more than once. (Discounts are automatically shown in the column prior to the 6 selections made.)

➎ The first employee, John, opened 10 of the RAs that closed 3-31-04. (Add-on revenue items are reported under the opening employee code.) The 10 RAs account for 36 cars days (rental days). The “Avg. RA” ( $196.78) refers to the average revenue per RA. It is calculated by dividing total Revenue by the number of RAs. Total time and mileage on John’s 10 RAs is $1,652. Total revenue on the 10 RAs is $1,967.

➏ John sold CDW 3 times (on 30 % of his RAs). CDW brought in $125 on those 3 RAs.

❼ Sally also sold CDW 3 times. However, since she had only 4 RAs, it represents 75% of her RAs. Her CDW sales brought in $558.

❽ Sally had one sale of Prepaid Fuel which earned $10. The initial amount of the Fuel Sales (full tank) is NOT what is shown here. Rather, the amount of fuel left in the tank upon the close of the RA is what determines the amount of revenue earned on the sale of Prepaid Fuel.

❾ These totals combine the information reported for each employee above.

This report contains a calculation of rental length called "DBR Days" (or just "Days"). One of two possible formulas are used in CARS+ to calculate this figure. To chose the formula to be used in this as well as over fifty other CARS+ reports, go to Page 5, Field 3 of Edit Miscellaneous Control Fields.