The Logic Behind This Report
Much of the profit in car rental comes from the sale of additional products and services on a rental agreement. As a result, several reports in CARS+ cover the sales of these optional items -- many of which can be used to incentivize these sales. Reports used to incentivize options are based on closed RAs (incentives are only paid on completed transactions). These reports are usually run either once a month or in conjunction with payroll pay periods. As a result, by the time that a problem of an under performing employee appears on the incentive reports, the problem may have existed for a week or more.
The Today's Option Sales Report is based on today's open RAs. That is, it reports how well agents are selling on the contracts that opened today. It allows a manager to notice immediately when an employee is
under performing. Perhaps the employee needs coached or should be
temporarily transferred to another position.
This report should NEVER be used for incentive pay (contracts can be voided or options removed from the RA after this report is run).
The following set up is required in order to run this report:
1. Goals for employees to reach in making option sales must be set in the Edit Employee Incentive control file. These goals or "targets" specify a dollar amount of sales per day for various options.
2. The Option Set "SRPD" must be set up in order to report "ALL" incentivized options.
3. The Option Set "SRPD" must be entered in the "SRPD" field of Edit Incentive Control Record. (Other fields can be used to further refine how incentives will be calculated.)
4. Finally, before this report can be run, the "Open Opt Tracking" field in Edit Locations must be set to turn on this feature.
Refer to the chapter Overview - Option Sales and Employee Incentives for more information.
Another version of this program, the Individual Revenue Sales Report, (Daily Procedures Menu) can be used by individual employees to check their own progress. In the "individual" version, the report can be run only for the employee accessing the report.
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WARNING CONCERNING OPTION PACKAGES The use of Option Packages (not Option Bundles) may negatively impact this report. Please see the warning section at the end of the chapter, Overview - Option Discounts, Bundles and Packages for a more detailed explanation of the impact of the Option Package logic on this and other reports. |
To access the
program, type DAYSALES (RET) at any menu "OPTION:" field or the appropriate number on the Manager's Sales Reports Sub-menu of the Daily Procedures menu. The screen will then
display:
| OPTION: __ TODAYS'S OPTION SALES 1 Location ALL 2 Option Code ALL 3 Report Date 03-09-17 4 Employee ALL 5 Display/Export D 6 Revenue/Penetration R 1PRINT 2 3ERASE 4 5 6 7HELP 8 |
Enter data as follows:
| 1. LOCATION |
Enter up to 6 alphanumeric characters to indicate the Customers Pick-Up Location. Enter:
EXAMPLE: Press (RET) |
| 2. OPTION CODE |
Enter either:EXAMPLE: Press (RET) |
| 3. REPORT DATE |
Using your selected date format, enter the date for records that will be reported. Press RET to default to today's date. EXAMPLE: Press (RET) |
|
4. EMPLOYEE |
Enter up to 6 characters for a single user code or press (RET) to run the report for ALL users. EXAMPLE: Type JEG (RET) |
|
5. DISPLAY/ EXPORT |
This field allows you to either display the report on your screen or export the data to a csv file (a comma delimited)..
EXAMPLE: Press (RET) |
| 6. REVENUE/ PENETRATION |
This field can only be changed on runs for a specific Option Code in Field 2. Enter:
EXAMPLE: Type R (RET) |
PRESS "F1" AT "OPTION:" TO BEGIN .
Displaying This Report:
When displaying this report, the program will automatically refresh
the data on the screen every 15 minutes. Therefore, a manager can use
this display to have a real time picture of what is happening at the
counter. By pressing the function key "F4" the program will immediately refresh the data. Like the Reservation Display screen, this program
when in display mode is exempt from the CARS+ time out feature. But if it is left running at 12 midnight, the program will be closed by the time out feature.
Notes about this report:
Unlike the incentive reports based on closed RAs, this report does NOT have several ways of reporting sales. Sales are reported by the daily rate sold on the option. The data displayed is:
Opening Employee Code and Last name
Option Code of the single option requested or "ALL"
Sold -
If revenue is requested, this is the sum of the daily rates for the option sold today (if five RAs were opened today with LDW sold at $10.00/day, $50.00 will appear on this report)
If penetration is requested, this is the percentage of the possible RAs which had the option sold
Target - this is the daily target for this employee and option defined in the Edit Employee Incentives record.
SRPD - this is sum of the daily rates for the options sold today that are in the SRPD Option Set.
Target - this is the daily target for SRPD as defined in the Edit Employee Incentives record.
------------------------------------------------------------------------------------The last two columns are NOT based on Open RAs. Instead, they are
based on RAs that were opened by this employee but which have CLOSED
between the start of the present month and today. This is meant to be a preview at what will be reported in more detail on the other incentive
reports.
MTD Rev - this is the total revenue for the option from
contracts that have closed and posted so far this month which were
opened by the employee being reported.
Target - This is the revenue target for the entire month.
When this report is run for a Location Group, subtotals will appear
after each location with a grand total for the Location Group.