Use a long period. Attachment rates over a week mean nothing; a quarter or a year is the right length. And because the table runs to about a hundred columns on one row, DOWNLOAD is usually the easier way to read it — open the spreadsheet and read the row down the page instead of scrolling sideways.
The report opens with the summary: Store, Total Sales, Total Customers, Ticket Avg, Oil Changes, Oil Changes Sales, Avg Oil Change and % Car Count. Total Sales and Total Customers cover the whole period; Ticket Avg is one divided by the other; Oil Changes and Oil Changes Sales are the oil change business inside that; Avg Oil Change is what an oil change is worth; and % Car Count is the share of your customers who had one.
In the example, $1,385,777.00 of sales across 11,022 customers gives a Ticket Avg of $125.73, and 9,920 of those customers had an oil change — a % Car Count of 90%. Those 9,920 oil changes earned $924,928.68, so Avg Oil Change is $93.24.
Avg Oil Change on this report is the true figure. It divides Oil Changes Sales by Oil Changes. The older Sales Mix to Oil Change Report divides the same sales by Total Customers instead, which understates it — on the same data that report shows $83.92 where this one correctly shows $93.24. If the two reports disagree on this column, this is the one to believe.
Next comes the oil type breakdown — Synthetic Blend, Synthetic Oil, High Mileage, Mobil 1 Synthetic Oil, Diesel Oil and Premium Synthetic Oil. Each comes as a set of three: a count, a % Oil to Change, and Sales.
The oil types will not add up to your oil change total. There is no column for conventional oil, so every oil change that used it is missing from this block. In the example the six types come to 8,347 against 9,920 oil changes — 1,573 oil changes, about one in six, appear in no oil type column at all. Treat the block as a comparison between the oil types it does show, not as a breakdown of all your oil changes. The older Sales Mix to Oil Change Report has a Conv Oil column and its oil types do total correctly.
After the oil types, every remaining service comes as the same set of three — the count, the % Oil to Change, and the Sales. The pattern repeats for around twenty-seven services, beginning with State Inspection, Air Filter and Cabin Filter.
% Oil to Change is an attachment rate — that service's count divided by your oil changes. It answers "how often did an oil change also get this?" The add-on percentages are not shares of anything and are not meant to total 100%. In the example Air Filter is 1,057 out of 9,920, which is 10.66%; Trans Flush is 522, which is 5.26%; Transfer Case Service is 8, which is 0.08%.
Wiper Blade is counted differently, and its headings say so. The count is headed Wiper Blade (Part QTY) and gives blades sold — 361.00 in the example — while the percentage is headed % Oil to Change (Service Count) and is worked out from jobs, giving 1.91%, or about 189 jobs out of 9,920. Blades sell in pairs, so the two will never line up. Every other service on the report counts the same thing in both columns.
A service you sold none of shows as three zeros — count, percentage and sales all reading 0. Premium Synthetic Oil, State Inspection, Oil System Cleaning, Engine Flush, Fuel Tank Additive, Battery Cleaning, Engine Treatment, Head Lamp Restoration and Tune-up all do this in the example. That is a genuine nil, not a gap in the report.
The column set is fixed. Despite the name, there is no control on this page for choosing which services appear — the date range, SHOW ALL and DOWNLOAD are the only things on the filter bar.
A word on the similar reports. Sales Mix to Oil Change Report covers much the same ground with a Conv Oil column this report lacks, but it works Avg Oil Change out incorrectly and gives no sales figures for the oil types. Sales Mix to Oil Change Mag 7 is the short version — seven headline add-ons on a much narrower table. Use this one when you want the full service list with money against every oil type.
