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BayWise LensConceptsThe Report

The Report

The report is the output of a Lens engagement — the document you hand to the Dealer Principal. It is assembled from the Canvas at any time, and it exists in two views to serve two different readers.

Two views, one document

The report has two views: Working and Principal. You switch between them using the toggle in the bottom toolbar or inside the Report modal itself. Both views read from the same underlying data.

Working view — designed for the consultant. It shows:

  • All findings with their full reasoning chain (“how Lens got here”)
  • The cause of each finding
  • All evidence and confidence levels
  • The complete action plan with outcomes and owners

This is your audit workspace view. It contains information the dealer does not need to see — the internal logic, the evidence chain, the consultant’s working notes.

Principal view — designed for the Dealer Principal. It shows:

  • The executive summary with the total addressable opportunity
  • The dealership profile (key indicators from the Engagement Profile)
  • Key takeaways — high-impact findings with their money figures
  • The action plan — 30/60/90-day actions with outcomes
  • The conclusion

The reasoning chains, causes, and consultant working notes are hidden. The result is a clean, professional document that reads like a strategic briefing, not an audit workbook.

Use the Working view throughout your engagement to review the reasoning. Switch to the Principal view before sharing anything with the dealer — print or download from the Principal view.

The report structure

Both views follow the same five-section structure:

1. Executive Summary The total addressable opportunity in one paragraph, with the dealership profile (key indicators) displayed as a reference table. At Tanaka Auto Service in Osaka, for example, this section would show the key indicators — monthly ROs, advisors, technicians, powertrain mix — alongside the total opportunity headline: ¥38,000,000/year.

2. Summary of Work Done A list of all the audit sections that were included in the engagement, numbered sequentially. This gives the Dealer Principal confidence that the audit was systematic, not cherry-picked.

3. Key Takeaways The high-impact findings, sorted by annual impact, highest first. Each finding shows the severity badge, the finding title, and the money figure. In the Working view, the cause is shown below each entry.

4. Action Plan (30/60/90 days) Every recommended action from dealer-addressable findings, sorted into three horizons:

  • 30-day actions — quick wins requiring immediate attention
  • 60-day actions — medium-term initiatives requiring planning
  • 90-day actions — longer structural improvements

Each action shows the expected outcome. Structural findings have no actions.

5. Conclusion A narrative summary of the audit and a statement about the signed baseline: what it means for a future re-engagement.

DRAFT state

Before sign-off, the report carries a DRAFT watermark across the document. This is visible in both the Working and Principal views, and on any printed or downloaded version.

The DRAFT state communicates to the Dealer Principal (or any reviewer) that the report is not yet final. Numbers may change, findings may be revised, and the consultant has not confirmed its accuracy with their signature.

You can download a Draft PDF at any time using the ⬇ Draft PDF button. It is useful for sharing work-in-progress with the dealer or an internal reviewer before sign-off.

Sign-off

Sign-off is the moment the report becomes final. When you click Sign off → and confirm your name:

  • The DRAFT watermark is removed from every view
  • Your name and the sign-off date appear at the foot of the report
  • The PDF download becomes the final version (the button changes from ”⬇ Draft PDF” to ”⬇ PDF”)
  • The engagement status changes to Signed
  • The baseline is set (see below)

Sign-off is permanent. Once an engagement is signed, the report cannot be edited. If corrections are needed after signing, contact your Account Owner.

The baseline

The signed report is not just a PDF — it is a baseline. When you return to this dealership for a future engagement, Lens can compare the new findings to the baseline: which gaps were closed, which improved, which did not move.

This is what turns a one-time audit into a longitudinal practice. The Dealer Principal is not just getting a report — they are entering a relationship where progress is measurable.

The baseline is always the first signed engagement for a dealership. Subsequent signed engagements extend the history.

Printing

You can print the report at any time — before or after sign-off — using the Print button in the Report modal. The print layout is optimised for A4 and Letter paper sizes. DRAFT watermark is included if the engagement is not yet signed.

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