The Complete Sales Summary report provides a detailed overview of vehicle sales over a selected period, presenting data by new and used vehicle deals or by assigned F&I Managers. It includes specifics such as deal date, vehicle make, customer and salesperson names, sales price, commissionable cost, trade net, and various profit amounts, including commissionable and non-commissionable amounts, insurance, finance reserve, service contracts, products sold, and commissionable gross.
Frequency: Monthly
Who uses it: Controller, Managers, and Dealer Principals
Why they use it: To track sales performance, gross profits, add-ons, and commission comparisons.
Navigate to: Sales > Reports > F&I > Complete Sales Summary
From the Report Parameters, the Report Type selection allows for the user to determine how the details are presented:
- Standard: breaking down deals by New and Used.
- Sort by Manager: breaking down the deals by assigned F&I Managers.
