High-volume metro service department with BOTH alert toggles on — every section renders. Booked CALLS (14) exceed distinct booked APPOINTMENTS (13): one repeat caller re-cited the same appointment id, so this tab proves the distinct-appointment dedupe. The Transfers row in the breakdown (13) also sits below the Transfers tile (16): 3 of those calls booked too, and the portal ranks Appointment above Transfer.
Rooftop spec
- dealerStub
norm-turner-honda- Time zone
- America/Los_Angeles
- Send hour, local
- 17:00
- Window covered
- Aug 18, 2026, 17:00 – Aug 19, 2026, 17:00
- appointmentNotificationsEnabled
- on
- transferNotificationsEnabled
- on
- Sections rendered
- AppointmentsReschedulesTransfers
Section roll-ups & portal links
- Appointments14 appointments booked for 12 customers. Slots booked span Thu, Aug 6 – Wed, Aug 12.
https://portal.example.invalid/completed-calls?preset=custom&from=2026-08-18&to=2026-08-19&call_flag=appointment - Transfers16 calls transferred — 9 before scheduling, 7 after scheduling. Top destinations: Service advisor (4), Body shop (3), Parts (3), +2 others.
https://portal.example.invalid/completed-calls?preset=custom&from=2026-08-18&to=2026-08-19&call_flag=transfer - Reschedules4 appointments rescheduled for 4 customers. New slots span Sun, Aug 9 – Wed, Aug 12.
https://portal.example.invalid/completed-calls?preset=custom&from=2026-08-18&to=2026-08-19&call_flag=reschedule
Projection tie-out
- TIESBreakdown rows sum to total calls14 + 13 + 9 + 11 + 4 + 1 + 11 = 63; total_calls = 63
- TIESBefore/after split ties to the Transfers tile9 before + 7 after = 16
- TIESScheduling Rate = (Booked + Rescheduled) ÷ (Appointment Opportunity + Booked + Rescheduled)17 ÷ 22 = 77.3%; email renders 77.3%
- TIESBooked + Rescheduled = the Appts tile13 + 4 = 17
- TIESBreakdown Transfer row ≤ the Transfers tilebreakdown Transfer row = 13; Transfers tile = 16 (3 also booked, so they rank as Appointment)
- TIESTransfer destinations never exceed the section countService advisor 4, Body shop 3, Parts 3, Sales 3, Service BDC 3 (section counts 16)
The email this rooftop would receive
Mid-volume rooftop that opted OUT of transfer alerts (transferNotificationsEnabled=false). The Transfers SECTION and its portal link must disappear entirely — but the Transfers TILE stays in the summary, because the tile is a roll-up figure, not an alert.
Rooftop spec
- dealerStub
cascade-toyota-bellevue- Time zone
- America/Los_Angeles
- Send hour, local
- 16:00
- Window covered
- Aug 18, 2026, 16:00 – Aug 19, 2026, 16:00
- appointmentNotificationsEnabled
- on
- transferNotificationsEnabled
- off
- Sections rendered
- AppointmentsReschedules
Section roll-ups & portal links
- Appointments8 appointments booked for 7 customers. Slots booked span Thu, Aug 6 – Wed, Aug 12.
https://portal.example.invalid/completed-calls?preset=custom&from=2026-08-18&to=2026-08-19&call_flag=appointment - Reschedules3 appointments rescheduled for 3 customers. New slots span Sun, Aug 9 – Tue, Aug 11.
https://portal.example.invalid/completed-calls?preset=custom&from=2026-08-18&to=2026-08-19&call_flag=reschedule
Projection tie-out
- TIESBreakdown rows sum to total calls8 + 5 + 7 + 9 + 3 + 0 + 6 = 38; total_calls = 38
- TIESBefore/after split ties to the Transfers tile4 before + 2 after = 6
- TIESScheduling Rate = (Booked + Rescheduled) ÷ (Appointment Opportunity + Booked + Rescheduled)11 ÷ 15 = 73.3%; email renders 73.3%
- TIESBooked + Rescheduled = the Appts tile8 + 3 = 11
- TIESBreakdown Transfer row ≤ the Transfers tilebreakdown Transfer row = 5; Transfers tile = 6 (1 also booked, so they rank as Appointment)
- TIESTransfer destinations never exceed the section countService advisor 2, Body shop 1, Parts 1, Sales 1, Service BDC 1 (section counts 6)
The email this rooftop would receive
Small rural rooftop that opted OUT of appointment alerts (appointmentNotificationsEnabled=false). BOTH the Appointments and Reschedules sections must disappear — they share one toggle — while the Transfers section stays. Also a different timezone (America/Chicago) and send hour.
Rooftop spec
- dealerStub
prairie-ford-lincoln- Time zone
- America/Chicago
- Send hour, local
- 18:00
- Window covered
- Aug 18, 2026, 18:00 – Aug 19, 2026, 18:00
- appointmentNotificationsEnabled
- off
- transferNotificationsEnabled
- on
- Sections rendered
- Transfers
Section roll-ups & portal links
- Transfers7 calls transferred — 5 before scheduling, 2 after scheduling. Top destinations: Parts (2), Service advisor (2), Body shop (1), +2 others.
https://portal.example.invalid/completed-calls?preset=custom&from=2026-08-18&to=2026-08-19&call_flag=transfer
Projection tie-out
- TIESBreakdown rows sum to total calls4 + 7 + 3 + 4 + 1 + 0 + 2 = 21; total_calls = 21
- TIESBefore/after split ties to the Transfers tile5 before + 2 after = 7
- TIESScheduling Rate = (Booked + Rescheduled) ÷ (Appointment Opportunity + Booked + Rescheduled)5 ÷ 7 = 71.4%; email renders 71.4%
- TIESBooked + Rescheduled = the Appts tile4 + 1 = 5
- TIESBreakdown Transfer row ≤ the Transfers tilebreakdown Transfer row = 7; Transfers tile = 7 (no call both booked and transferred)
- TIESTransfer destinations never exceed the section countParts 2, Service advisor 2, Body shop 1, Sales 1, Service BDC 1 (section counts 7)
The email this rooftop would receive
ZERO calls in the window (a Sunday, or a rooftop whose line was down). Proves the divide-by-zero path on Scheduling Rate, that every section states its own zero case and still offers its portal link, and that a rooftop receives a coherent — not broken — email on a quiet day.
Rooftop spec
- dealerStub
harborview-kia- Time zone
- America/New_York
- Send hour, local
- 17:00
- Window covered
- Aug 18, 2026, 17:00 – Aug 19, 2026, 17:00
- appointmentNotificationsEnabled
- on
- transferNotificationsEnabled
- on
- Sections rendered
- AppointmentsReschedulesTransfers
Section roll-ups & portal links
- AppointmentsNo appointments were booked during this reporting period.
https://portal.example.invalid/completed-calls?preset=custom&from=2026-08-18&to=2026-08-19&call_flag=appointment - TransfersNo calls were transferred during this reporting period.
https://portal.example.invalid/completed-calls?preset=custom&from=2026-08-18&to=2026-08-19&call_flag=transfer - ReschedulesNo appointments were rescheduled during this reporting period.
https://portal.example.invalid/completed-calls?preset=custom&from=2026-08-18&to=2026-08-19&call_flag=reschedule
Projection tie-out
- TIESBreakdown rows sum to total calls0 = 0; total_calls = 0
- TIESBefore/after split ties to the Transfers tile0 before + 0 after = 0
- TIESScheduling Rate = (Booked + Rescheduled) ÷ (Appointment Opportunity + Booked + Rescheduled)no scheduling activity — denominator 0, email renders 0%
- TIESBooked + Rescheduled = the Appts tile0 + 0 = 0
- TIESBreakdown Transfer row ≤ the Transfers tilebreakdown Transfer row = 0; Transfers tile = 0 (no call both booked and transferred)
- TIESTransfer destinations never exceed the section countno destinations captured
The email this rooftop would receive
A rooftop with 58 booked and 54 transferred calls in one window — the case that made per-call listing untenable (the old email capped each section at 50 rows and appended a truncation note). Proves the roll-ups report the FULL counts with no cap and no note, and that the portal CTA is what carries the reader to the detail.
Rooftop spec
- dealerStub
summit-auto-group-riverside- Time zone
- America/Los_Angeles
- Send hour, local
- 17:00
- Window covered
- Aug 18, 2026, 17:00 – Aug 19, 2026, 17:00
- appointmentNotificationsEnabled
- on
- transferNotificationsEnabled
- on
- Sections rendered
- AppointmentsReschedulesTransfers
Section roll-ups & portal links
- Appointments58 appointments booked for 25 customers. Slots booked span Thu, Aug 6 – Wed, Aug 12.
https://portal.example.invalid/completed-calls?preset=custom&from=2026-08-18&to=2026-08-19&call_flag=appointment - Transfers54 calls transferred — 31 before scheduling, 23 after scheduling. Top destinations: Body shop (11), Parts (11), Sales (11), +2 others.
https://portal.example.invalid/completed-calls?preset=custom&from=2026-08-18&to=2026-08-19&call_flag=transfer - Reschedules12 appointments rescheduled for 12 customers. New slots span Thu, Aug 6 – Wed, Aug 12.
https://portal.example.invalid/completed-calls?preset=custom&from=2026-08-18&to=2026-08-19&call_flag=reschedule
Projection tie-out
- TIESBreakdown rows sum to total calls58 + 48 + 26 + 33 + 12 + 3 + 34 = 214; total_calls = 214
- TIESBefore/after split ties to the Transfers tile31 before + 23 after = 54
- TIESScheduling Rate = (Booked + Rescheduled) ÷ (Appointment Opportunity + Booked + Rescheduled)67 ÷ 88 = 76.1%; email renders 76.1%
- TIESBooked + Rescheduled = the Appts tile55 + 12 = 67
- TIESBreakdown Transfer row ≤ the Transfers tilebreakdown Transfer row = 48; Transfers tile = 54 (6 also booked, so they rank as Appointment)
- TIESTransfer destinations never exceed the section countBody shop 11, Parts 11, Sales 11, Service advisor 11, Service BDC 10 (section counts 54)