Reading the Analytics Reporting Tab

A. Filter and Date Range (Top Bar)

Use the drop-downs to narrow the results by Groups, Dealerships, Managers, and Deal Attributes. Use the date chip on the right to set the period you’re reviewing.

Tip: Start broad (all groups/managers) to find trends, then narrow to a single manager or store to coach the right people.

B. Average Process Score (left panel header)

This is the overall compliance score for the selected timeframe and filters. It rolls up all checks across all deals/roleplays.

C. Process Areas with Scores (left panel)
Examples: In Office Introduction, General Compliance, Menu Presentation, etc.

The % next to each area shows performance in that category.
Color badges are visual cues (green ≈ strong, orange/yellow ≈ mixed, red ≈ needs attention).

D. Deals Table (right panel)

Use the column headers to sort (up/down arrow). The square-with-arrow icon on the right opens the record for deeper review.

_{Figure 1: AutoTrainer Analytics with filters for Groups, Dealerships, Managers, Deal Attributes, and Date Range highlighted}

_{figure 2: Process categories with colored percentage badges indicating performance.}

Scan for red or low % categories; that’s where coaching will have the biggest impact.
Click a category name to expand its checks (specific behaviors).

_{Figure 3: Expanded category showing individual checks like Vehicle Service Contract Explained with their scores.}

Each check is a single, coachable behavior (e.g., Vehicle Service Contract Explained).
The % next to a check shows how often your team completed that behavior correctly.

_{FIgure 4: Selected check with definition tooltip, with Check Score column sorted by that specific Check.}

Click a check to:
- See a plain-English definition of the behavior.
- Sort the Check Score column to bring misses to the top

_{figure 5: Deals table sorted by Check Score}

You can sort Deals table by Process Score, Check Score, or another category from high to low or low to high by clicking the up/down arrow next to the title at the top of the column
Clicking the blue square on the far right of the Deals panel will open that specific deal for review

Choose your period ( e.g, last 30 days) and the team/manager you want to review
In the left panel, find categories with the lowest scores (red/orange)
Expand the category, and select the weakest check
In the deals table, sort by Check Score to surface missed (0%)
Click the open icon on any missed deal to review details and create a targeted coaching plan.
Repeat weekly and track category/check % moving from red → yellow → green.

Average Process Score: Overall compliance across all checks and deals in view.
Category Score: Compliance for one process area (e.g., Menu Presentation).
Check Score (per deal): Whether a single behavior was completed correctly on a specific deal.
PVR / Product Sales %: Business outcomes that can be compared alongside process execution.
Colors: Visual cues to help you prioritize—green (strong), orange/yellow (needs attention), red (urgent focus).

It’s a weighted rollup of all checks across all deals; category weights and volume can differ.

Ensure the check is highlighted in the left panel. The column appears only when a single check is selected.

Yes—use the Managers and Dealerships/Groups filters to jump between views with the same timeframe.

This article will show you how to read your Analytics Reporting Tab, and use the data for coaching your team effectively.