Dealership Operational Intelligence Readiness Checklist

Assessment worksheet for Canadian dealerships | Proteance

Use this checklist to evaluate whether your dealership has true operational intelligence—live, actionable visibility—or only static reporting after issues have already happened.

Scoring Model

1. Live Operational Visibility

• Can leadership see critical business metrics in real time or near-real time?
• Are dashboards or reporting updated daily or more frequently?
• Can you identify current blockers before they become delivery delays?

Score (0–2): _____

2. Exception and Blocker Tracking

• Are exceptions, stips, or blockers explicitly logged and flagged?
• Does the system show age (how long an exception has been open)?
• Can you see which exceptions are critical vs. routine?

Score (0–2): _____

3. Accountable Owner and Next Action

• Is clear ownership assigned for each blocker or at-risk item?
• Is the next action visible (what needs to happen, by whom, by when)?
• Can leadership identify the single point of escalation?

Score (0–2): _____

4. Aging and Escalation

• Does the system track how old an exception is?
• Are aging thresholds set and exceptions auto-escalated?
• Does leadership get alerted when something breaches its age threshold?

Score (0–2): _____

5. Customer Impact

• Can you see how many customers are affected by a blocker or delay?
• Is customer handover date risk flagged before handover day?
• Can leadership prioritize by customer impact or deal value?

Score (0–2): _____

6. Cross-Department Visibility

• Can delivery, PDI, detail, and finance teams see the same information?
• Is there a single source of truth, or multiple conflicting reports?
• Do exceptions flow across departments without manual updates?

Score (0–2): _____

7. Same-Day Delivery Risk

• Can leadership see how many vehicles are at risk of missing scheduled delivery today?
• Is there a daily dashboard or exception list before morning meetings?
• Can drivers or delivery coordinators access current blocker status?

Score (0–2): _____

8. Lead Follow-Up Risk

• Can you see which leads are aging without contact or follow-up?
• Is lead follow-up tracked and visibility given to sales leaders?
• Does the system flag leads that are at risk of being lost?

Score (0–2): _____

9. Win/Loss Visibility

• Can leadership see real-time pipeline status and close rate?
• Are lost deals tracked and analysed for pattern?
• Can you identify where in the sales cycle deals are being lost?

Score (0–2): _____

10. Management Operating Rhythm

• Does the organization have a daily, weekly, or regular data review cadence?
• Are decisions made based on live data, or after-the-fact reporting?
• Can leadership course-correct during the day based on live exceptions?

Score (0–2): _____

Total Score

Sum of all 10 sections: _____ / 20

Interpretation

Next Steps

If your score is below 15, operational intelligence should be a strategic priority. Stronger visibility leads to fewer delivery surprises, faster exception resolution, higher customer satisfaction, and better revenue management.

Work with Proteance to build DIBOP-enabled operational intelligence that connects your CRM, DMS, delivery systems, and operational data into a single, real-time control platform.