ADVISOR SCOREBOARD

Coach Advisors With Dollars — Not Gut Feel.

Measure every advisor against your grid. Find below-grid pricing and discounting in dollars — then coach the right person on the right work.

−$93K lost to below-grid / year (one store) Labor, rates, discounts People vs process
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THE PROBLEM

Average Reports Hide Who Is Leaking Margin

Pain

Coaching from anecdotes

Managers know “someone is soft on price,” but can’t see who, on which work, and how many dollars are walking out the door.

Loopra move

Score every advisor against grid

Labor sold, hours, rates, discounts, and variance to your published grid — in one scoreboard your FOM can act on.

Result

Clear coaching actions

Separate individual gaps from store-wide process issues so you fix the right thing first.

WHAT YOU GET

One Scoreboard. Actionable Coaching.

Stop debating opinions in the meeting. Show the dollars — who bills below grid, who discounts most, and which work type drives the leak.

  • Measure every advisor — labor, rates, discounts, and grid variance in one view
  • Find the leaks — below-grid pricing and discounting expressed in dollars
  • Coach with clarity — who needs help, on what work, with proof from their ROs
  • Separate people from process when the same pattern shows up store-wide
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Advisor scoreboard with labor metrics and comparison chart
HOW IT WORKS

From Closed ROs to a Coaching Plan

01

Benchmark to your grid

Compare each advisor’s selling behavior to the rates and markups your store actually intended to charge.

02

Rank by dollar impact

Surface the biggest gaps first — not vanity averages — so the next coaching conversation is worth the time.

03

Act and re-check

Coach, adjust process, and watch the scoreboard move — with Loopra Agent available when you need root cause.

See Where Your Advisors Misalign

A free review of below-grid pricing and discounting on your own repair orders.

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