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High-value customers ($500+) who haven't visited in 6+ months
Customers trending toward churn — scored before they disappear. Predictive, not reactive. Risk score: recency (40%) + frequency drop (30%) + value (30%).
Projected 12-month revenue per customer. Formula: avg ticket × visits/yr × retention probability. Retention probability = 1 − risk score. High confidence = 10+ visits.
High-value customers ($500+ lifetime spend) who haven't visited in 6+ months. Warm leads — they already trust JJ Auto.
Vehicles returning within 30 days for the same service — likely warranty callbacks costing the shop labor and parts. Red = within 7 days, Amber = 8–21 days, Yellow = 22–30 days.
Hours billed, jobs completed, and revenue per technician. Efficiency = hours billed ÷ (days × 8 hrs). Green ≥80% · Amber 60–79% · Red <60%
Services the customer declined or didn't approve on a completed RO — warm upsell opportunities. Green = <30d (hot) · Amber = 30–89d · Red = 90d+ (cold)
Defines when services are considered overdue. Job names are matched against keywords.