CSA Guide | Sales Insights

Getting In

Open geekstrength.com/sign-in. Use the username and password on your login card. After sign-in you land on CSA View — the phone board for Sites 12 · 19 · 28.

First time on a phone?

Add CSA View to your Home Screen (iPhone: Share → Add to Home Screen) so it opens like an app. Use a private phone when you can. On a shared floor phone, tap Sign Out when you are done.

CSA View — the dashboard you use

CSA View is read-only from the wash system. It does not change SiteWatch or NXT. It shows today’s numbers for the house sites, updating through the shift.

Header

Next Sync / Last Sync — pulls start every 10 minutes (on the :05s); numbers land on the :10s/:20s/:30s. The green countdown is that 10-minute clock. LANDING… means this cycle’s pull is in flight. Flat traffic can leave tiles unchanged even when Last Sync advances.
Pitch — opens the booth close for your site (spoken script + notes).
Messages — appears when you have unread portal messages from GeekStrength or your managers.
Account — optional profile photo / email on individual CSA logins. Username and password are managed by GeekStrength — ask your manager to change them.
Sign Out — ends the session on this device.

Sites by Cap Rate

Sites are listed by today’s capture rate (highest first). Each site card shows a short KPI strip and a contribution chart — who sold memberships in roughly ten-minute buckets through the day.

Cars — tunnel volume today.
ARM Sold — unlimited / membership plans sold today.
Cap Rate — ARM sold ÷ retail cars. Under 18% shows in the alert styling.
Reviews — Google review pulse for the site.
Full-service sites also show Exp Int ARM and Detail $.

The green WA button on a site card copies a short KPI pulse into WhatsApp so you can send it to a manager. It is a snapshot, not the system of record.

CSA Ranking

Day-to-date scoreboard across the house sites. Each row shows your name and today’s metrics — typically Detail $, Exp Int, and ARM. A personal-best mark can appear on a strong ARM day.

Ghost Sales is not a person. It is memberships the register recorded without a CSA name yet. It is there so the site total still adds up.

Try This

Open CSA View. Check Next Sync so you know when the board will move. Scan Sites by Cap Rate for your site’s Cap Rate and ARM. Scroll to CSA Ranking and find your name. Tap Pitch once so you know where the script lives before the next car.

Site login — full Daily board

Some Wash Masters logins are a site user account (not an individual CSA View login). Those open the GeekStrength portal first, then Open Wash Masters Dashboard for your assigned site(s). You get Daily and Performance — not Revenue or Site Compare.

Daily — today’s KPIs, timeline / contribution charts, CSA rankings for that site. Tap a number for recent-day history; tap a bar to see that day’s rankings; tap a CSA name to filter, tap again to clear.
Performance — month matrix: CSA by day, MTD across the top, site totals along the bottom. Same tap-through idea for month history.
WA — copies a short KPI pulse for the view you are on.

CSA View stays the phone board for Sites 12 · 19 · 28. The full Daily board is the single-site scoreboard when your login is tied to one (or more) assigned sites.

What Each Number Means

Hover or long-press a number on the board for a short tip. Same ideas in plain language:

Total Cars / Cars — how many vehicles went through.
Retail Cars — paying non-member washes. The people who could still buy a plan. Members redeeming a wash are not in this pool.
ARM Sold — memberships / unlimited plans written today.
Capture Rate — sold ÷ retail. One number for the close.
Exp Int ARM — express-interior plans sold (full-service sites).
Detail $ — detail-bay dollars attributed to CSAs.
Reviews — reputation count / reviews added today.

Capture Rate = ARM Sold ÷ Retail Cars × 100

If retail is 0, capture shows 0.0%. The board’s red alert under 18% is an ops target on Sales Insights — not a field the POS invented.

Read-only from the POS

Sales Insights is a one-way data street. It views what SiteWatch and NXT already recorded. It does not write back or change tickets, memberships, or sales in the register.

Customer Portal — what you get

Most individual CSA logins go straight to CSA View. You still reach portal tools from the header (Pitch, Messages) or at geekstrength.com/portal when your login lands there.

On the portal, CSAs / site users typically see:

Messages — notes from GeekStrength and your managers. Open a message to read it; unread counts show in the header badge.
Pitch — the booth close for your assigned site. View the spoken script and Guideposts. CSA / site-user logins view only — managers and above can edit.
Employee Handbook — Wash Masters handbook PDF.
Open Wash Masters Dashboard — when your login has a site dashboard link (site logins). Individual CSA View accounts use CSA View instead.

You will not see Fire TV setup, billing, Partner Book, Dev Support, or NXT Employee Sync on a normal CSA login. Those are for other roles.

Using the Pitch screen

Open Pitch from CSA View or the portal. Pick your site if you have more than one. Read top to bottom:

The Pitch — what you say at the booth. Paragraphs are the spoken flow.
Guideposts — corporate directive first, then how you run the close. Not lines to read out loud.

If your site still shows the starter script, that is the house default until a manager saves a custom version for that site.

Stuck?

Tap Powered by GeekStrength in the CSA View footer — or open Ask a Geek.
Use Suggestions / Issues in the CSA View footer for product feedback.
Login, password, or verification-code problems — tell your manager. Individual CSA accounts use placeholder emails and cannot receive codes.

Managers and operators who need the full Sales Insights board (Daily, Performance, Revenue, Site Compare) use the main Usage Guide.

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