Path 02 โ Existing Dealer Assessment ยท Data Import
Current customers only
Step B ยท Assessment Path ยท Data Import
Import Dealer
Sales Data
Sales Data
Upload 3 years of dealer sales data. The scoring model runs automatically. Every dealer in your file is classified and ranked before you leave this page.
Up to 100 Dealers
CSV format ยท 3-year data
Auto-scores on upload
B
Data ImportC
Scorecard TableD
Dealer DetailE
Now WhatF
Field GuideImport Process โ 3 Steps
1
Current Step
Download Template
Get the standard CSV template with all required field headers. Paste your data in the correct columns. A 5-dealer sample is included to show the expected format.
2
Upload File
Upload CSV
Drag and drop your formatted file or click to browse. The scoring model runs automatically on upload โ no manual configuration needed.
3
View Results
View Scored Results
Every dealer in your file is scored, classified, and flagged. Proceed to the Dealer Scorecard to see the full portfolio view and begin directing rep time.
What the Scoring Model Calculates Automatically
Systems Per WeekEquipment $ รท avg price รท 2 รท 52. The primary replacement behavior metric.
Parts-to-Equipment RatioParts $ รท Equipment $. Under 0.5 = replacement-focused. Over 1.0 = repair shop.
YoY Growth RateYear 2 vs Year 1 and Year 3 vs Year 2. Two-period trend, not just single-year change.
Tier AssignmentGrowth, Developing, or Counter โ based on combined weighted score across all metrics.
Tenure Mismatch FlagDealers tenured 5+ years with scores under 45. These accounts are receiving rep time they have not justified.
Quadrant PlacementUnits per week vs total purchases. A, B, C, D quadrant determines rep prioritization direction.
Data Template โ Required and Optional Fields
Fixer Standard Data Schema
v2.0 ยท 25 fields ยท System-wide standard
Required Fields โ Import Will Fail Without These
01
Dealer Name
Text
Legal business name. Used as the primary identifier across all pages.
02
Account Number
Text / Number
Your internal account ID. Used for matching if re-importing updated data.
03
Equipment Purchases โ Year 1
Dollar $
Oldest year in the 3-year window. Do not include parts or supplies.
04
Equipment Purchases โ Year 2
Dollar $
Middle year. Used for both YoY calculations.
05
Equipment Purchases โ Year 3
Dollar $
Most recent 12-month period. This is the primary scoring year.
06
Parts & Supplies โ Year 3
Dollar $
All non-equipment purchases in the most recent year. Used for parts ratio.
07
Average Unit Price
Dollar $
Average cost per equipment unit. Used to calculate estimated system count and systems per week.
08
Dealer Tenure (Years)
Number
Years as an active account. Used for tenure mismatch flag logic.
Optional Fields โ Add Scoring Precision
09
Financing % (Year 3)
Percent %
Percentage of replacement jobs financed by homeowner. Highest-weight metric if available.
10
Premium Equipment Mix %
Percent %
Share of equipment purchases that are mid-tier or premium. Signals upsell behavior.
11
Gross Margin %
Percent %
Dealer's overall gross margin on HVAC work. Supporting indicator of business health.
12
Parts & Supplies โ Year 1
Dollar $
Prior-year parts data. Enables parts ratio trend analysis, not just single-year snapshot.
13
Parts & Supplies โ Year 2
Dollar $
Same as above. Completes a 3-year parts ratio trend.
14
Program Enrollment Status
Text
Current tier enrollment in any OEM or distributor program. Enriches the scorecard detail view.
15
Territory / Rep Assignment
Text
Enables filtering by rep in the Scorecard Table and Assessment Dashboard.
16
City / State
Text
Used for geographic grouping in the Assessment Dashboard. Not required for scoring.
Upload Your Formatted File
Drop Your CSV Here
Drag and drop your formatted dealer data file, or click anywhere in this zone to browse.
Accepted formats: .CSV ยท .XLSX ยท .XLS ยท Maximum 100 dealer rows
Headers must match the template exactly
Dollar fields: numbers only, no $ signs or commas
Percentage fields: enter as whole numbers (e.g., 28 not 0.28)
Leave optional fields blank โ do not delete the column
Scoring Your Dealers
Reading file and validating fields...
Import Failed
โ
Import Complete
Scoring complete. Proceed to the Dealer Scorecard to review results.
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Dealers Imported
โ
Fully Scored
โ
Partial Data
โ
Flagged
Loading flag summary...
Scored results are stored in this session. The Dealer Scorecard table is ready. Proceed to review tier classifications, flags, and rep direction.
