DIS Quantum reporting: month-end without the marathon

Reports tell the truth

A DMS earns its keep at month end. Can you see gross profit by department, aged inventory, tech hours billed, and open quotes without exporting to a spreadsheet? DIS says Quantum gives management visibility into every department and branch. Test that claim with your own questions in the demo.

Reports that matter for dealers

• Gross profit by department: sales, parts, service, rental.
• Aged inventory: units and parts sitting too long.
• Tech hours paid versus billed.
• Open quotes by rep and by age.
• Rental utilization per unit.

The rekeying audit

If your office exports Quantum data to spreadsheets to build department or branch reports, count that time. Hours per month times the loaded hourly cost is real money. Use the tool below. The management visibility DIS describes should make most of that labor go away.

What to ask

• Which reports come standard?
• Can I build my own report without a support ticket?
• Can reports run across branches?
• Can I schedule a report to email itself every Monday?
• Can I export to Excel when I need to?

Honest limit

Public pages promise visibility but do not show the report catalog. Ask to see the five reports above with your own eyes before you sign.

A worked task: the Monday email

Suggested demo test: schedule one report, open quotes by age, to email itself to your sales manager every Monday at 6am. Inputs: one report, one schedule. Expected output: the report arrives without anyone running it. The exception to ask about: custom reports. If the five reports you care about need a support ticket to build, factor that delay and cost into your decision.

Do this week

Write down the three numbers you wish you saw every Monday without asking anyone. Those are the first three reports to build in the demo.