Announcing Data Insight KPIs & Metrics

Measuring your dealership’s success just got easier. As part of our ongoing commitment to deliver the data you need to drive performance, we are pleased to announce the release of our new suite of Data Insight Key Performance Indicators (KPIs) & Metrics. KPI dashboards are powerful, executive-level report summaries that combine financial data with operational data pulled directly from Excede DMS.

Dashboards are available for each major department within a dealership, including Parts, Service, Lease-Rental, Corporate and New/Used Sales. Each KPI dashboard consists of up to 11 individual reports ranging from Financial Summaries and Gross Profit to Operational Ratios and Expenses.

These powerful tools work in unison with the updated functionality available in Excede v9.20 and Data Insight v2.1.1.

The new Excede General Ledger (GL) Categories allow a descriptive grouping of the GL for reporting purposes. This grouping is fundamental to the KPIs, as it is where the separation of departments is created. Procede Support will be available to help you build and organize your GL categories.

Data Insight has also been updated to work seamlessly with these new GL Categories and related KPIs & Metrics functionality. The KPIs can be automatically run and delivered to key personnel at critical points in time, such as month-end, using Data Insight’s powerful Scheduler feature. This allows time-sensitive data to be captured and archived without any human intervention- an extensive improvement in convenience and reliability.

Please note that your dealership will need to install and run the latest versions of Excede and Data Insight in order to access the KPIs & Metrics reports and dashboards.

For customers running previous versions of Excede or Data Insight, we are committed to helping you upgrade and take full advantage of the enhancements now available. If you are interested in upgrading to Excede v9.20 or Data Insight v2.1.1, please contact Support Services (Login required).

Missed the Data Insight KPIs & Metrics webinar we hosted in May? Not to worry- all of our webinars are uploaded to the Customer & Resources Portal. Click here to get started.