Path 02 โ Existing Dealer Assessment ยท Dealer Scorecard
Current customers only
Step C ยท Assessment Path ยท 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
Scored Dealer Table
Dealer
Tier
Score
Sys/Wk
Equip $
Parts Ratio
YoY
Tenure
Flags
Portfolio Quadrant
Units/Week vs Equipment Purchases
Hover a point for dealer details
Growth โ Q-A
Developing โ Q-B
Counter โ Q-C/D
Flagged
Replacement threshold (X)2.0+ sys/wk
Volume threshold (Y)$300K equip
Portfolio Summary
System-generated findings based on the current scored dataset. Review these before your next territory planning session.