F-F&I: Reporting guidelines
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Income
Finance income - New
Income earned as a result of writing finance contracts for new vehicles (net of any rebates for early payouts)
Finance income - Used
Income earned as a result of writing finance contracts for used vehicles (net of any rebates for early payouts)
Finance income - Other
Finance income earned separate to new and used vehicle sales
Insurance income - Other
Insurance income earned separate to new and used vehicle sales
Incentive Income
Any finance bonuses received such as a NAF bonus
Total income
Automatic calculation totalling the income lines above
Expenses
Commission (new vehicles)
Commissions, incentives and bonuses paid to F&I staff as a result of writing new vehicle finance contracts
Commission (used vehicles)
Commissions, incentives and bonuses paid to F&I staff as a result of writing used vehicle finance contracts
Salaries
All wages paid to or accrued for direct F&I staff (e.g. retainers, managers salary)
- NB: any remuneration paid to aftermarket sales consultants should be included in the vehicle departments and not here in the F&I department
Sick/holiday pay
Sick and annual leave entitlements paid to all F&I department staff
Training
Training expense for F&I department staff
Other F&I related expenses
All other costs directly attributable to the department e.g. company vehicles, advertising etc.
Total departmental expenses
Automatic calculation totalling the expense lines above
Other information
Please include the number of finance and insurance contracts written.