Path 02. Existing Dealer Assessment · Dealer Scorecard
Current customers only
Step C · Assessment Path · Portfolio View
Dealer Scorecard
Scored portfolio for all imported dealers. Every account classified, ranked, and flagged. Click any row to open the Dealer Assessment Detail.
B
Data ImportC
ScorecardD
Dealer DetailE
Now WhatF
Field GuidePortfolio Overview
Portfolio Quadrant
Units/Week vs Equipment Purchases
Hover a point for dealer details
Growth. Q-A
Developing. Q-B
Counter. Q-C/D
Flagged
Replacement threshold (X)2.0+ sys/wk
Volume threshold (Y)$300K equip
Scored Dealer Table
Dealer
Tier
Score
Sys/Wk
Equip $
Parts Ratio
YoY
Tenure
Flags
Portfolio Summary
System-generated findings based on the current scored dataset. Review these before your next territory planning session.