Add & Manage Findings
Findings appear in the Synthesis stage — the Roll-Up — after you have worked through the audit sections. This guide explains how to read a finding, understand the reasoning behind it, edit recommendations, and add new actions.
Who can do this: Consultants and Account Owners. Read-only Consultants can view findings but not edit recommendations.
Where findings appear
All findings for the engagement are listed in the Synthesis, Roll-Up & Action Plan stage — the last entry in the Section Rail. Navigate to it when you are ready to review the full picture.
Findings are sorted by impact: HIGH severity first, then by annual impact amount, highest first.
Reading a finding
Each finding appears as a collapsed card showing:
- A severity stripe (HIGH / MED / LOW) on the left
- The finding title
- The section it came from
- The annual impact amount in the dealership’s currency
Click a finding card to expand it. The expanded view shows:
Addressability — whether the finding is dealer-addressable, partly structural, or structural. See Reference: Addressability Levels.
Confidence — how strongly the evidence supports the finding. See Reference: Confidence Levels.
Annual impact — the calculated figure in the dealership’s currency, per year.
Lens reasoning — how it got here — a step-by-step chain showing how Lens arrived at the finding and the money figure. This section is visible in the Working view only — it does not appear in the Principal view. Click the heading to expand or collapse it.
Recommended actions — the 30/60/90-day action plan for this finding. Actions are listed with their horizon, the action text, and the expected outcome.
Editing a recommendation
Recommendations are the editable layer on a finding. The finding data itself — the money figure, the metrics, the cause — is not directly editable; use the feedback loop if you believe those need to change.
Open the finding card
In the Synthesis stage, click the finding card you want to update to expand it.
Locate the recommendation to edit
In the Recommended actions section, find the recommendation you want to change.
Click the recommendation text
Click directly on the recommendation text. It becomes an editable text field.
Edit and confirm
Make your changes. Press Enter or click outside the field to confirm. The recommendation updates immediately.
Adding a new action
You can add actions to any dealer-addressable or partly structural finding. Structural findings cannot have actions.
Open the finding card
Click the finding card to expand it.
Click + Add action
Below the list of existing recommendations, click + Add action. A modal opens.
Fill in the action details
- Action (required) — the specific action to take, written as an instruction. Example: “Service Manager to implement structured daily DRO review at 4pm, tracking sold hours vs available hours per technician.”
- Horizon — when this action should be completed: 30 days, 60 days, or 90 days.
- Target outcome (optional) — the metric you expect to move. Example: “Productivity target: sold hours per tech per day from 5.2 to 6.5.”
Save
Click Add action. The action appears in the recommendation list for the next applicable horizon.
Write actions in the imperative — “Service Manager to…” or “Fix the call routing to…”. Vague actions like “improve productivity” are harder to assign, track, and hold accountable. At Tanaka Auto Service in Osaka, the 30-day action might be: “Workshop foreman to post daily sold-hours board by 9am. Service Manager to review at noon meeting.”
The Total Opportunity
At the top of the Synthesis stage, the Total Opportunity shows the headline figure: the de-duplicated, dealer-addressable impact in the dealership’s currency per year. This is the same figure that appears in the Section Rail footer.
When you expand a finding that contributes to this total, you will see its individual impact figure. When you exclude a section from the report, any findings from that section are removed from the total automatically.
The total is conservative — overlapping findings are de-duplicated so that the same underlying revenue leak is never counted twice.
Common questions
Can I delete a finding? No. Findings are produced by Lens from the evidence you provide and are not deleted. If you believe a finding is incorrect, use the feedback loop to add a comment explaining the issue. Alternatively, exclude the entire section from the report if the section’s findings are not relevant to this engagement.
Can I change the money figure in a finding? Not directly. The figure is calculated deterministically from the evidence inputs. If the inputs are wrong — for example, the monthly RO volume was incorrect in your notes — update the Engagement Profile Key Indicators or the relevant notes and Lens will recalculate.
The finding says “from [section name]” — what does that mean? It means the finding was surfaced from that audit section. Clicking the label does not navigate to the section — to review the underlying evidence, navigate to that section in the Section Rail.
Why are some findings marked structural? A structural finding describes a gap that is driven by market conditions, OEM policy, or factors outside the dealership’s direct control. These are reported in the audit for completeness and transparency — so the Dealer Principal understands the full picture — but they are not included in the Total Opportunity and do not have recommended actions.