Generate Advisor Scorecards
Upload one daily ZIP package, enter customer experience benchmarks, and generate coaching-ready advisor scorecards.
1. Upload Daily Report Package
Drag and drop ZIP file here
The ZIP package should include the standard daily PDFs.
Required reports:
- Advisor ROASR
- Quote / Microsite Utilization
- Service Advisor MTD
- Service Advisor Pay Period
- CSI report for each OEM / brand
2. Customer Experience Benchmarks
3. Generate Scorecard Package
The system will validate the ZIP package, send it to the backend, extract PDF text, and prepare the data for scorecard generation.