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4. Dataview
Guidance on accessing and interpreting data in the Dataview section in OktoRocket
Dataview
Data View
In this guide, Rick walks you through the Dataview section in OktoRocket, showcasing features like data filters and month selection to help you analyze shop data effectively.
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Exclusions
In this guide, Rick demonstrates how to exclude individual tickets from metric calculations in OktoRocket, helping you achieve a clearer understanding of your averages.
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Dataview - FAQ
How do I remove/exclude an RO from reporting?
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Data View Breakdown
Here is a video that briefly breaks down the "Data View" section in OktoRocket
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Is there a screen that shows us GP$/HR by ticket for a date range?
Yes, you can use the Data View to do this. Select the date range there and then it will total up the GP/hr as well show at the ticket individual level.
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Is there a way to see which ROs are the rollover?
In the Data View you can turn the Posted Only toggle to Off and then sort by Date Sold. Any rollover will have a different sold month from the Posted month.
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I want to see what my Service Advisor is struggling to sell. How do I do that in OktoRocket?
full question: I want to see what my Service Advisor is struggling to sell. I want a list of her RO's with the close ratios. I can then view the low ratio slips and find similarities. This is available in the Data View. Once in the Data View you can filter by Advisor, and then sort by several fields such as close ratio.
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Dataview New Features
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