Dealer Insights Reports

Dealer Insights

Trend Report

 

 

How to run this report: 

  1. Once logged in, click on Dealer Insights and then Trend Report under the 'Report Tab'. 
  2. Select your report criteria using the filter options available to your login. To learn more about what the report filters mean, click here. 
  3. Click view report 
  4. Your report will be created and can either be viewed on screen or exported to Excel or PDF. As a 'dynamic' report, you are able to interactively drill down to get different levels of information detail: 
  • Drill down sales, gross profit and department selling gross to get these indicators by department 
  • Drill down the year, quarter and month to get granular performance

Key areas to look out for: 

What trends have emerged in the business over time? 

  • Run a series of reports over different periods e.g. by quarter or by month 
  • Expand both Sales and gross Profit to see the department breakdown.
  • Calculate margisn by department and identify the trend

Is dealer profitability improving? 

  • Run a series of reports over different periods e.g. by quarter or by month
  • Note the NP%S figure and identify any trends. Use the same reports to see if there have been any trends in other areas e.g. gross profit, other income etc. 

Opportunity Report

How to run this report: 

  1. Once logged in, click on Dealer Insights and then Opportunity Report under the 'Report Tab'. 
  2. Select your report criteria using the filter options available to your login. To learn more about what the report filters mean, click here. 
  3. Click view report 
  4. Your report will be created and can either be viewed on screen or exported to Excel or PDF. As a 'dynamic' report, you are able to interactively drill down to get different levels of information detail: 
  • Drill down sales, gross profit and department selling gross to view the opportunity in comaprison to the benchmark
  • Drill down the year, quarter and month to get granular performance

Key areas to look out for: 

How much more potential does the dealership have? 

  • Run a series of reports over different periods e.g. by quarter or by month 
  • Expand both Sales and gross Profit to see the department breakdown.
  • Calculate margins by department and identify the trend