HOW IT WORKS

Your DMS Data Already Tells
the Story. We Translate It.

Three steps turn a monthly spreadsheet export into a complete coaching system — scored, prioritized, and ready to act on before you finish your coffee.

01
UPLOAD YOUR DATA
One File Drop.
No IT Required.
Export your CP advisor report from your DMS — CDK, Reynolds, Tekion, or anything that produces a spreadsheet — and drop it into AdvisorLab. The system parses every advisor row, calculates all KPIs, and kicks off the AI engine automatically. No integrations, no setup calls, no waiting on anyone else.
→ Compatible with any DMS that exports to Excel or CSV
→ Only performance metrics — no customer PII ever required
→ Builds a 12-month rolling history automatically on every upload
→ Most stores are fully live in under 30 minutes, start to finish
AdvisorLab · Data Upload ● SECURE
📂
Southeast Toyota Store · Dec 2024
DMS_AdvisorExport_202412.xlsx
Parsing advisor rows...✓ Done
Computing KPI scores...✓ Done
Generating AI insights...● Running
12
Advisors
1,847
CP ROs
$618K
Total Gross
02
INSTANT SCORECARDS
Every Advisor Gets a
Score, Not a Hunch.
Within seconds of uploading, every advisor is scored across 6 behavioral coaching pillars. 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 / URGENT status assigned automatically
→ Lowest pillar score becomes their coaching focus for the month
→ Revenue opportunity gap calculated per advisor and store total
→ Rank movement vs. prior month shows who's improving
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 ≥80 ● COACH 65–79 ● URGENT <65
03
AI COACHING PLANS
The Plan Writes Itself.
You Just Execute It.
Every advisor gets a personalized coaching moment written specifically for their numbers. URGENT advisors get a full 4-week action plan targeting their weakest pillar — with behavioral goals, weekly focus areas, and specific language to use in the conversation. Your SM spends coaching time, not prep time.
→ Coaching moments are specific to each advisor's actual data — not generic templates
→ 30-day plans include word tracks for handling objections by pillar
→ Every advisor's personal dashboard shows their goals, streak, and medal history
→ The GM gets an AI-written executive narrative covering the full month story
30-Day Plan · T. Okafor · URGENT AI GENERATED
"Tyler, your Price Confidence score is your lowest pillar this month — your discount rate shows you're cutting price before customers even push back. 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 using value language — not price concessions.
Focus: Objection Control
SERVICE MANAGER · GOAL TRACKER
Week 3 of 4 — January 2025
MID-MONTH
J. Rivera
$403 / $380 goal ON TRACK
D. Marsh
$374 / $380 goal ON TRACK
C. Vega
$318 / $380 goal AT RISK
L. Navarro
$358 / $380 goal AT RISK
T. Okafor
$258 / $340 goal BEHIND
Last updated: Jan 21, 2025 · 8:15am
3 NEED ATTENTION
+
BONUS FEATURE
Catch Problems
Mid-Month, Not After.
Month-end reviews tell you what already happened. The weekly goal tracker lets your SM upload a mid-month data pull — same drag-and-drop process, any time — and immediately see who's on pace, who's slipping, and who needs a conversation today. There's still time to change the outcome when you know early enough.
→ ON TRACK — pacing at or above their G/RO goal for the month
→ AT RISK — close enough that one focused week makes the difference
→ BEHIND — needs a coaching conversation now, not a post-mortem later
WHY THIS MATTERS
A coach who only reviews game film after the season is over can't change the outcome. Weekly visibility gives your SM the window to intervene while the month is still winnable.
THE FRAMEWORK
6 Coaching Pillars
Gross doesn't disappear all at once — it 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, data-driven coaching priority without any guesswork.
🗣️
PILLAR 01
Value Framing
How well an advisor connects their recommendations to the customer's vehicle, safety, and ownership costs. Advisors who frame value first face fewer price objections — because the customer already understands what they're protecting.
Drives ARO ↑
💪
PILLAR 02
Price Confidence
Whether an advisor holds price or preemptively discounts before a customer even objects. This is one of the most common silent gross killers — money lost on every RO, invisibly, before the conversation even gets difficult.
Stops discount bleed
🔍
PILLAR 03
Inspection Depth
Whether an advisor is doing a thorough walk-around and presenting everything they find. Rushing inspections or omitting findings leaves work — and gross — undone. 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 what. Customers who understand the consequence of deferring a repair approve it. Customers who only hear a price tag often don't.
Improves approval rate
🎯
PILLAR 05
Objection Control
How effectively an advisor handles pushback without caving on price. Moving a hesitant customer to a decision through value — not a discount — is a learned skill. This pillar measures whether they have it.
Reduces discounting
📊
PILLAR 06
RO Throughput
Volume balance — whether the advisor is writing the right number of tickets. Too many can mean rushed inspections and thin quality. Too few may signal cherry-picking. The score flags both patterns.
Balances volume & quality
ROLE-BASED ACCESS
The Right View for Every Role
Everyone on the team sees exactly what they need — and nothing they don't. Role-based access means your GM gets the big picture, your SM gets the coaching tools, and each advisor gets their own private dashboard.
🏢 General Manager
📋 Service Manager
👤 Advisor
🏢
The 30,000-Foot View
One screen with everything a GM needs: total gross, the revenue gap vs. benchmark, advisor rankings with movement arrows, the top performer spotlight, and an AI-written narrative that tells the complete story of the month — in plain English, ready to share.
✓ Revenue opportunity gap vs. benchmark
✓ Full advisor rankings with rank movement
✓ Top performer spotlight with streak data
✓ AI executive narrative — month 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 — the fastest way to spot patterns and prioritize coaching time. Every URGENT advisor comes with a ready-to-use 30-day plan so the conversation starts with a clear path, not an awkward one.
✓ 6-pillar heatmap across all advisors
✓ ON TRACK / COACH / URGENT prioritization
✓ Detailed per-advisor KPI breakdown
✓ AI-generated 30-day coaching plans
✓ Weekly mid-month goal tracker
✓ Month gross attainment vs. target
👤
Their Personal Coach
Advisors log in to see only their own numbers — goals, streaks, coaching moments, medal history, and a 30-day action plan written specifically for them. No peer comparisons, no pressure from the SM view, just clear direction on what to focus on and why it matters.
✓ Personal KPI stat cards with trend arrows
✓ Monthly G/RO goal with progress bar
✓ AI coaching moment written just for them
✓ 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 live using a real export from a store in your brand. You'll see your revenue gap, your advisors scored, and a coaching path — before you spend a dollar.

Book a Demo → Explore Live Demo