Store Setup

Configure dealership information and advisor inclusion settings. Only advisors listed below will receive scorecards.

Dealership Information

OEM Brands

Included Advisors

One advisor per line. Any advisor NOT listed here will automatically be excluded.

Future enhancement: advisor filtering will occur automatically during PDF generation.

Included Technicians

One technician per line. Any technician NOT listed here will automatically be excluded from technician scorecards.

Technician Groupings

Group technicians by location or role for reporting. Enter one name per line in each group.

Future Settings