Dealer & Channel Management

Ten showrooms, ten different answers

Editorial Team 7 min read

Ask a single-showroom owner how many people walked in last month and you get an estimate. Ask an owner with ten showrooms and you get ten estimates, in ten formats, arriving over about three weeks — by which point the month they describe is over and nothing can be done about it.

This is not a reporting failure. It is what happens when the numbers are compiled after the fact from records that were never designed to be read together.

What can a multi-store owner actually not see?

More than most would admit in a review meeting.

Whether a quiet month was quiet. A Sunday with no sales and a Sunday with no visitors look identical in the sales figures. Only one of them is a problem with the team.

How the stores actually compare. One counts walk-ins properly, one counts them when someone remembers, one does not count them at all. Putting three such numbers side by side produces a ranking, and the ranking is fiction.

Who is performing. Sales per person is visible. How many customers each person attended, how many they quoted, and how many of those converted is usually not — so a rep who closes half of what they quote looks worse than one who quotes everyone and closes a tenth.

What the market is asking for. Dispatch figures tell you what sold. They do not tell you which sizes were asked about and not bought, which is the more useful half — and the only signal that arrives before the stock decision rather than after it.

What happened to a referred customer. A job passed to a dealer leaves the building and is never heard of again. Most showrooms have been referring work for years and could not say which dealers convert.

And why you lost. The reason a deal went elsewhere exists in one salesperson’s memory for about a week.

Why does compiling it afterwards not work?

Because a monthly report assembled from ten stores has three problems that no amount of diligence fixes.

ProblemWhy it cannot be fixed by trying harder
It arrives lateBy the time it is compiled, the period is closed and the decision has passed
The formats differTen people interpreting the same column heading ten ways
It is recalled, not recordedWritten up at month end from memory and fragments, so precision is impossible
It cannot be openedA total with no records behind it is a number nobody can check or trust
It only counts what soldThe visitor who did not buy leaves no trace, and that is the group you most need to understand

The last row is the one that matters most and gets noticed least. Every showroom knows its sales. Almost none knows its enquiries, and the gap between the two is the entire opportunity.

So what would a solution have to do?

Five things, and the first one determines whether the other four ever happen.

  • Capture as the work happens, not afterwards. If recording a visit is a separate task from serving the customer, it will be done badly or not at all — and every number downstream inherits that.
  • Produce the same shape everywhere. Ten stores recording the same things the same way is the only basis on which they can be compared.
  • Show combined and individual from one control. The group view and the store view have to be the same report, or the two will disagree and somebody will spend a morning reconciling them.
  • Count people, not just sales. Attended, quoted, converted — per person, per store, over any period.
  • Open to the records behind every figure. A number that cannot be interrogated does not get acted on; it gets argued about.

Notice that four of the five are properties of how data is captured rather than how it is displayed. Reporting software bolted onto a paper process produces prettier versions of the same unreliable numbers.

How Sales360 does it

We build Sales360 for showrooms and experience centres in this trade. The reporting was worked out over three years on showroom floors rather than designed from a template, which is why it answers the questions owners actually ask rather than the ones a dashboard usually offers.

Any period, from today to a financial year

Today and yesterday for a manager checking the floor. This week and last for a review. Month, quarter and full financial year for the owner — back to your first order.

The same report at every scale, so a daily glance and an annual review are not two different exercises producing two different pictures.

Ten centres, one screen

The report defaults to combined across every store or centre, and narrows to a single one from the same control. Not a separate report per location and not an export to reconcile — one view, filtered.

Which makes the comparison honest, because every store recorded the same things the same way.

What the report actually carries

  • How many came in, and what happened to them — walk-ins, quoted, looked and left; projects against retail; repeat clients kept separate from repeat orders
  • What they asked for — the sizes most quoted and the ten products inside each, most-quoted products, budgets mentioned, customer professions
  • Where they came from — walk-in, architect, dealer, online, and which individual referrer sends the most
  • Who did the work — attended-by and referred-to counts, per person and per centre
  • Why you lost — reasons recorded when a lead is closed, and counted

Every figure opens to the records behind it — order number, customer, mobile, profession, who attended, the referral, the showroom, the PDF. A number you cannot open is a number nobody trusts.

Managers see their own people

Attended and referred counts sit against each person, over any period and at any store, so a team leader can see how their own people are actually doing rather than waiting for a month-end summary.

Follow-up reminders work the same way. Each sits in the rep’s own list with a date on it, and escalates to their manager when it is ignored — which is the difference between a diary and a system. A missed follow-up becomes somebody else’s problem automatically, rather than being discovered later or not at all.

The dealer chain, visible to the end

This is the part that has never been visible to a showroom, and for manufacturers running experience centres it is the whole argument.

A job that belongs with a dealer is referred from the quotation. The dealer signs in with their mobile and a code — no app, no account — and sees the customer, the area and what was being looked at. They move it along: acknowledged, visited, quoted, then converted with the order value, or lost with a reason. Every change is stamped and kept.

Quiet ones are chased automatically, and the count of nudges is kept — so a dealer who never responds is visibly a dealer who never responds.

Each dealer’s card then carries what they have actually done: referrals sent, how many converted, the conversion percentage, and the order value won. Not a rating anyone typed — the arithmetic of what happened.

For an experience centre that inspires and hands over rather than selling directly, that is the difference between proving its value in orders and defending it with footfall.

Common questions

We already get monthly reports from each store.

The question is where the numbers in them came from. If they were written up at month end from memory and fragments, the report is a summary of what somebody recalled rather than a record of what happened — and the stores cannot be fairly compared.

Will reps record visits honestly if it affects their figures?

They will if recording is part of producing the quotation rather than a separate reporting task. That is the design constraint everything else depends on. Where recording is extra work done for somebody else’s benefit, the data degrades within weeks, whatever the policy says.

Can a store manager see other stores?

What each role can see is configurable. In most deployments a store manager sees their own store, and combined reporting sits with the owner and head office.

How long before the reports are worth reading?

The daily figures are useful immediately. Comparison between stores needs a few weeks of consistent recording before it means anything, and the demand picture — which sizes are asked for and not bought — needs a season to be worth acting on.

We run experience centres, not showrooms. Does this still apply?

More so. A centre that does not sell directly is the hardest thing in the business to justify, and the referral tracking is what turns its value from a footfall number into converted orders.

More on this: why the showroom quotation is still a photograph of a notepad and how to know whether your showroom marketing is working. See also Sales360.

Editorial Team

The Concord Technosoft editorial team writes from the work - building software since 2006, and still running much of it. Everything here comes from systems we operate rather than projects we delivered. Where we cite a rule, a rate or a platform policy, we check it first and date it.

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