Goals, Achieved & Done
RPM-style goal tracking. Click any goal to expand the full Result → Purpose → Massive Action Plan.
Active Goals
Get total stock value under €2M
Result
Total stock value across both locations consistently under €2,000,000.
Purpose
Free up capital, reduce aging risk, and keep the business lean. Old stock ties up cash and depreciates — every month it sits is margin lost.
Massive Action Plan
- Review all units over 6 months old — weekly
- Update DoneDeal listings for aged stock
- Price adjustments on units approaching 5 months
- Set per-salesman stock responsibility targets
- Monthly stock review meeting with both locations
Hit 9% margin per sale consistently
Result
Average margin per sale at or above 9% across all salespeople and both locations.
Purpose
Profitability and long-term sustainability. Revenue without margin is just moving metal — the business needs healthy margins to reinvest and grow.
Massive Action Plan
- Review current avg margin per salesman
- Identify low-margin deal patterns
- Train salespeople on value selling vs. discounting
- Set individual margin targets per salesman
- Monthly margin review with each salesperson
Clear workshop debtors — invoices out same day
Result
Every workshop and parts invoice goes out on the day the work is completed. Zero WIP backlog.
Purpose
Cash flow is oxygen. Delayed invoices mean delayed payment — and debtors spiralling. Getting this right cleans up the books and keeps money moving.
Massive Action Plan
- Audit current WIP backlog — how many days behind?
- Daily end-of-day invoice check process
- Assign debtor responsibility per person
- Weekly debtors review: workshop + parts
- Set up alerts for invoices not sent within 24hrs
Increase market share — more tractors sold
Result
Grow the number of new tractor units sold — JD's primary dealership metric and the yardstick they measure us by.
Purpose
Market share protects the dealership relationship with John Deere. It's how they rank us. Strong share = better support, better allocation, stronger position.
Massive Action Plan
- Track units sold vs. same period last year
- Improve customer follow-up cadence
- Field activity tracking — are reps out and about?
- Competitive analysis: who's winning deals we're losing?
- Referral and repeat customer programme
Build the dashboard itself
Result
A working dashboard pulling live data from IBCOS — covering Sales, Service, and goal tracking. Accessible to John and team leads.
Purpose
Can't manage what you can't see. Right now the numbers are buried in spreadsheets and IBCOS screens. This puts everything in one place — visible, motivating, actionable.
Massive Action Plan
- Finalise which metrics go on each view
- Set up ODBC connection to IBCOS
- Build data extraction layer (Excel / Python)
- Design and build each dashboard view
- Test with John and iterate
Achieved
Define dashboard requirements with James
Result
Clear list of all metrics, views, and data sources needed. Signed off.
Purpose
Without clarity on what we're building, we'd be guessing. This conversation sets the foundation.
Massive Action Plan
- Brain dump call with James — all metrics
- Review and refine list
- Mock up dashboard structure
Sales
Market share, stock, and margins across both locations.
Market Share
---units
Target: ---
Total Stock Value
€---
Target: Under €2M
Average Margin
---%
Target: 9%
Stock Over 6 Months
---units
Target: 0
Total Stock Count
---
New Units
---
Used Units
---
Units Sold (Month)
---
Locations
Kilmeedy
Stock
---
Margin
---%
Sold (Mo)
---
Over 6Mo
---
View location →
Clarecastle
Stock
---
Margin
---%
Sold (Mo)
---
Over 6Mo
---
View location →
Total Stock
---units
Average Margin
---%
Target: 9%
Units Sold (Month)
---
Over 6 Months
---
Target: 0
Team — Kilmeedy
Total Stock
---units
Average Margin
---%
Target: 9%
Units Sold (Month)
---
Over 6 Months
---
Target: 0
Team — Clarecastle
--
---
Salesperson · ---
Total Stock
---units
Avg Margin
---%
Target: 9%
Units Sold (Month)
---
Over 6 Months
---
New Units
---
Used Units
---
Targets vs Actual
| Metric | Last Month Said | Last Month Actual | This Month Target | Current |
|---|---|---|---|---|
| Units Sold | --- | --- | --- | --- |
| Margin % | --- | --- | --- | --- |
| Stock Count | --- | --- | --- | --- |
| Over 6 Months | --- | --- | --- | --- |
Service
Workshop operations, productivity, debtors, and JD compliance.
Monthly Turnover
€---
Target: ---
Productivity Efficiency
---%
Target: ---
Hours Sold
---hrs
Hours Attended
---hrs
WIP — Invoices Outstanding
---
Target: 0
Debtors — Workshop
€---
Debtors — Parts
€---
John Deere Requirements
CRM
Status---
Last Review---
View details →
Alerts
Status---
Last Review---
View details →
PIPs
Status---
Last Review---
View details →
Technician Training
Status---
Last Review---
View details →
CX Survey
Status---
Last Review---
View details →
High Spot Promos
Status---
Last Review---
View details →
4DX Meeting Tracker
Monthly cadence — productivity efficiency journey| Metric | Last Month | This Month | Target | Gap |
|---|---|---|---|---|
| Productivity Efficiency | --- | --- | --- | --- |
| Monthly Turnover | --- | --- | --- | --- |
| WIP / Debtors | --- | --- | --- | --- |
| Hours Sold | --- | --- | --- | --- |
Monthly Turnover
€---
Productivity Efficiency
---%
WIP Outstanding
---
Debtors Total
€---
Technicians — Kilmeedy
Monthly Turnover
€---
Productivity Efficiency
---%
WIP Outstanding
---
Debtors Total
€---
Technicians — Clarecastle
--
---
Technician · ---
Hours Sold
---hrs
Hours Attended
---hrs
Productivity
---%
Target: ---
Invoices Outstanding
---
Target: 0
Targets vs Actual
| Metric | Last Month Said | Last Month Actual | This Month Target | Current |
|---|---|---|---|---|
| Hours Sold | --- | --- | --- | --- |
| Productivity % | --- | --- | --- | --- |
| WIP Items | --- | --- | --- | --- |
⚙
---
John Deere Requirement
Status
---
Last Review
---
Compliance
---%
Next Due
---
Tracking
| Metric | Last Month | This Month | Target | Gap |
|---|---|---|---|---|
| Metrics TBD — to be defined with John | ||||
Notes
Actions and observations from review sessions
No notes yet — will populate after first review with John