---
title: Reading the Analytics Reporting Tab
description: "Audience: Managers and team members who review AI RolePlay and real-call performance in AutoTrainer\nGoal: Help you interpret the Analytics screen so you can spot coaching opportunities fast"
---

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# Reading the Analytics Reporting Tab

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

### ![Analytics Base Screen](https://kb.autotrainer.com/hs-fs/hubfs/Analytics%20Base%20Screen.png?width=670&height=347&name=Analytics%20Base%20Screen.png)What you will see at a glance

**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)**

- **Deal Number**
- **Manager**
- **Process Score** (overall for that deal)
- **PVR** (If available)
- **Product Sales %** (if available)
- **Deal Date**

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

### How to use the screen (with screenshots)

#### **1)Start with filters to set your context**

![Reading Analytics FAQ 2](https://kb.autotrainer.com/hs-fs/hubfs/Reading%20Analytics%20FAQ%202.png?width=670&height=377&name=Reading%20Analytics%20FAQ%202.png)

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

- Pick your **timeframe** first
- Apply **Groups/Dealerships/Managers** to focus your analysis.
- The **Average Process Score** updates instantly based on your filters.

#### **2) Read the category scores to find trouble spots**

**![Screenshot 2025-08-22 at 1.12.24 PM](https://kb.autotrainer.com/hs-fs/hubfs/Screenshot%202025-08-22%20at%201.12.24%20PM.png?width=670&height=377&name=Screenshot%202025-08-22%20at%201.12.24%20PM.png)**

***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).

#### **3) Drill into a category to see check-level performance**

**![Reading Anaytics FAQ 3](https://kb.autotrainer.com/hs-fs/hubfs/Reading%20Anaytics%20FAQ%203.png?width=670&height=377&name=Reading%20Anaytics%20FAQ%203.png)**

**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.

#### **4) Select a check to get definitions and deal-by-deal results**

**![Reading Analytics FAQ 4](https://kb.autotrainer.com/hs-fs/hubfs/Reading%20Analytics%20FAQ%204.png?width=670&height=377&name=Reading%20Analytics%20FAQ%204.png)**

**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

![Reading Analytics FAQ 5](https://kb.autotrainer.com/hs-fs/hubfs/Reading%20Analytics%20FAQ%205.png?width=670&height=377&name=Reading%20Analytics%20FAQ%205.png)

***figure 5: Deals table sorted by Check Score***

- You can sort **Deals** table by **Process Score,** **Check Score,** or another category fromhigh 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

#### **Example coaching workflow**

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

#### **What the numbers mean (quick glossary)**

- **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).

### **FAQs**

- **Why doesn’t my Average Process Score match my average of category scores?**

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

- **I selected a check but don’t see the Check Score column.**

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

- **Can I compare managers or stores?**

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

 

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