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HOW IT WORKS

Pull Your Numbers.
We Build the Coaching Plan.

Export your CP advisor report from your DMS and email it to us. Within the hour, every advisor is scored, ranked, and ready to coach. No templates, no data entry, no IT involvement of any kind.

01
EXPORT YOUR REPORT
One Export.
We Handle Everything.
Pull your monthly CP advisor productivity report from your DMS and upload it to us and we take care of everything from there. No templates to fill, no data entry, no IT setup or integration of any kind required.
→ Works with all DMS systems: CDK, Reynolds, Tekion, DealerSocket, and more
→ We only need the standard CP advisor productivity export. Nothing custom.
→ Only performance metrics. No customer names or PII ever needed.
→ Dashboards updated within the hour.
WHAT TO SEND US
→
CP Advisor Productivity Report: your standard monthly advisor export from your DMS
→
Key fields included: ROs, hours sold, labor/parts gross, discount amount, attach items
→
Format: Excel, CSV, or PDF. We work with whatever your DMS outputs
→
Email to: sales@getadvisorlab.com. We confirm receipt and update within the hour
AdvisorLab · Monthly DMS Export INCLUDED
Instructions
Advisor KPI Data ★
Store Info
MONTH
NAME
RO COUNT
LBR GROSS
TIRES
02/01/2026
J. Rivera
164
$39,442
12
02/01/2026
T. Okafor
141
$28,910
7
02/01/2026
D. Marsh
158
$36,220
18
JUST EMAIL US YOUR EXPORT
Send your monthly DMS export to sales@getadvisorlab.com. Your dashboards go live within the hour.
02
SCORED & LIVE
Every Advisor Gets a
Score, Not a Hunch.
Every advisor is scored across 6 coaching pillars and your dashboards go live within the hour. The heatmap makes the whole picture visible at once. You can see exactly where each person's gross is leaking and who needs your attention first, without running a single report yourself.
→ ON TRACK, COACH, and URGENT status assigned automatically
→ Lowest pillar score becomes the coaching focus for the month
→ Revenue opportunity gap shown per advisor and store total
→ Rank movement vs. prior month shows who is improving
→ Upload mid-month data any time to see who is on pace before the month ends
Service Manager · Pillar Heatmap
VALUE
PRICE
INSPECT
NARR.
OBJ.
THRPUT
J. Rivera
91
88
85
90
87
84
D. Marsh
83
74
82
80
71
81
C. Vega
74
72
80
70
68
75
T. Okafor
54
60
71
48
52
58
L. Navarro
68
80
74
72
82
70
● ON TRACK ≥85 ● COACH 70–84 ● URGENT <65
03
COACHING PLANS BUILT
We Build the Plan.
You Execute It.
Every advisor gets a coaching note specific to their numbers. Urgent advisors get a complete 4-week plan targeting their weakest pillar with behavioral goals, weekly focus areas, and specific word tracks to use in the conversation. Your SM spends time coaching, not preparing.
→ Coaching moments are specific to each advisor's actual data, not generic templates
→ 30-day plans include word tracks for handling objections
→ Every advisor sees their own goals, streak, and medal history
→ The GM gets a monthly summary of the full month
30-Day Plan · T. Okafor · URGENT
"Tyler, your Price Confidence score is your lowest pillar this month. Your effective labor rate is below benchmark, which means you're not charging correctly from the start. This month, we're going to rebuild your price confidence starting with how you present findings and hold the line on value."
WEEK 1 · PRICE CONFIDENCE
Practice your full price presentation with the SM before customer conversations. Lead with the vehicle's condition and safety findings. Never open with a discount offer.
Focus: Price Confidence
WEEK 2 · VALUE FRAMING
Lead every customer interaction with vehicle-specific safety and longevity benefits before quoting any service. Use the "protect your investment" framework on every RO.
Focus: Value Framing
WEEK 3 · OBJECTION CONTROL
Role-play the top 3 customer objections with your SM weekly. Practice moving hesitant customers to a decision through value, not price concessions.
Focus: Objection Control
THE FRAMEWORK
6 Coaching Pillars
Gross leaks out through specific behaviors. These six pillars identify exactly where, so coaching has a target.
Each pillar is scored 0–100. The lowest score becomes the advisor's focus pillar for the month, giving your Service Manager a clear coaching priority. Benchmarks are derived from NADA industry data and OEM fixed ops guidelines, calibrated per brand so a Toyota advisor is always measured against Toyota standards.
🗣️
PILLAR 01
Value Framing
How well an advisor connects their recommendations to the customer's vehicle, safety, and ownership costs. Advisors who lead with value face fewer price objections.
Drives ARO ↑
💪
PILLAR 02
Price Confidence
Whether an advisor charges the correct rate from the start and holds price when customers push back. Small discounts on every RO add up to thousands in lost gross each month.
Stops discount bleed
🔍
PILLAR 03
Inspection Depth
Whether an advisor is doing a thorough walk-around and presenting everything they find. You can't sell what you don't show.
Increases opportunity
📖
PILLAR 04
Repair Narrative
Whether an advisor explains the why behind each repair, not just the price. Customers who understand the consequence of waiting will approve it.
Improves approval rate
🎯
PILLAR 05
Objection Control
How effectively an advisor handles customer pushback without caving on price. Closing brakes and tires over objection is the hardest skill in fixed ops. This pillar measures whether they have it.
Reduces discounting
📊
PILLAR 06
RO Throughput
Whether the advisor is writing the right number of tickets. Too many can mean rushed inspections. Too few may mean cherry-picking. The score flags both.
Balances volume & quality
ROLE-BASED ACCESS
The Right View for Every Role
Everyone sees what they need and nothing they don't. Your GM gets the big picture, your SM gets the coaching tools, and each advisor sees only their own numbers.
🏢 General Manager
📋 Service Manager
👤 Advisor
🏢
The 30,000-Foot View
One screen with everything a GM needs: total gross, revenue gap vs. benchmark, advisor rankings with movement arrows, and a top performer spotlight.
✓ Revenue opportunity gap vs. benchmark
✓ Full advisor rankings with rank movement
✓ Top performer spotlight with streak data
✓ Monthly summary in plain English
✓ Month-over-month trend comparison
✓ Store KPI summary cards
📋
The Coaching Cockpit
The SM view is built for action. The 6-pillar heatmap shows every advisor's scores side by side. Every urgent advisor comes with a ready-to-use 30-day plan so the conversation starts with a clear path.
✓ 6-pillar heatmap across all advisors
✓ ON TRACK / COACH / URGENT prioritization
✓ Detailed per-advisor KPI breakdown
✓ Automated 30-day coaching plans
✓ Monthly pace tracker loaded from your data
✓ Month gross attainment vs. target
👤
Their Personal Coach
Advisors see only their own numbers: goals, streaks, coaching moments, medal history, and a 30-day plan specific to them. No peer comparisons, just clear direction.
✓ Personal KPI stat cards with trend arrows
✓ Monthly G/RO goal with progress bar
✓ Coaching moment specific to their pillar scores
✓ Medal cabinet + consecutive month streak
✓ G/RO trend sparkline chart
✓ 4-week action plan by focus pillar
READY TO START?

See It Running on Your Store's Data

Book a 30-minute call and we'll run AdvisorLab using a real export from your brand. You'll see your revenue gap, your advisors scored, and a coaching path before you spend a dollar.

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