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AdvisorLab

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INTERACTIVE DEMO · SAMPLE DATA

This Is What AdvisorLab Looks Like

Real dashboard. Sample store data. Click through every view — GM Summary, Service Manager, and Advisor — to see exactly what your team would see.

Toyota Valley Toyota · Sample Store · March 2026
📋 EXECUTIVE NARRATIVE
March is Valley Toyota's strongest month since Q4 2025, with four advisors now performing at or above the $198 CP gross benchmark and total store gross up $7.5K over February. The biggest coaching opportunity lies with the three URGENT advisors — B. Taylor, C. Anderson, and D. Thomas — whose combined performance gap represents $14,800 in recoverable monthly gross. Recommend a store-wide focus on Price Confidence heading into Q2 with bi-weekly objection role-play sessions. Recognize A. Martinez in the next team huddle.
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Executive Narrative
A plain-English monthly summary with specific coaching recommendations — built from your store's data, available in a live account
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SERVICE MANAGER VIEW
80–99 On Track 65–79 Coach 1–64 Urgent
ADVISOR PERFORMANCE HEATMAP
📋 30-DAY COACHING PLANS · URGENT ADVISORS
WEEK 1 Foundation Week PRICE CONFIDENCE
🎯 BEHAVIORAL GOAL

Before stating any price, D. Thomas must first commit their personal recommendation — leading with the vehicle's condition, not the cost.

📦 PRODUCT FOCUS

Brake inspections — every vehicle, every visit. Present findings before any price discussion begins.

💬 WORD TRACK THIS WEEK

"Before I go over pricing, I want to share what I personally found on your vehicle — because I wouldn't feel right quoting anything without making sure you understand what your car actually needs right now."

WEEK 2 Value Framing Unlocks next week
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30-Day Coaching Plans
Every URGENT advisor gets a complete 4-week plan — behavioral goals, product focus, and word tracks — built for their specific numbers. Available in a live account.
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