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Dashboard Report - Sales MTD Used

Adding Month To Date Used Vehicle Sales Dash Reports

Start by clicking on the Dominion VUE logo. From the home page, select an existing Dashboard by clicking on the far-right caret next to Unassigned Reports (or the current Dashboard name), or create a new Dashboard by clicking [ New ] and entering a name and click [ Create ].

Click the [Add Report] button in the Action Ribbon.

From the Report Tab

  1. Report Basis - Select [ Vehicle Sales History ]
  2. Report Title - “MTD USED”
  3. Default View - Number

From the Filters Tab

  1. Set Background Color - Orange
  2. Specify Number 1 as [Units Count]
  3. Leave Upper Text Blank Lower Text “Total USED”
  4. Click [ Add Condition ]
  5. [ N / U ] [ = ] [ Used ]
  6. Click [ Add Condition ]
  7. [ Customer Class ] [ <> ] [ Fleet ]
  8. Click [ Add Condition ]
  9. [ Customer Class ] [ <> ] [ Wholesale ]
  10. Specify Number 2 as [Amounts Total] Field [ F.E. Gross ]
  11. Leave Upper Text Blank Lower Text “Front End”
  12. Click [ Add Condition ]
  13. [ N / U ] [ = ] [ USED ]
  14. Click [ Add Condition ]
  15. [ Customer Class ] [ <> ] [ Fleet ]
  16. Click [ Add Condition ]
  17. [ Customer Class ] [ <> ] [ Wholesale ]
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  18. Specify Number 3 as [Amounts Total] Field [ B.E. Gross ]
  19. Leave Upper Text Blank Lower Text “Back End”
  20. Click [ Add Condition ]
  21. [ Customer Class ] [ <> ] [ Fleet ]
  22. Click [ Add Condition ]
  23. [ Customer Class ] [ <> ] [ Wholesale ]
  24. Click [ Add Condition ]
  25. [ N / U ] [ = ] [ USED ]
  26. Specify Number 4 [Amounts Total]  Field [ Total Profit ]
  27. Leave Upper Text Blank Lower Text “Total USED Profit”
  28. Click [ Add Condition ]
  29. [ Customer Class ] [ <> ] [ Fleet ]
  30. Click [ Add Condition ]  
  31. [ Customer Class ] [ <> ] [ Wholesale ]
  32. Click [ Add Condition ]
  33. [ N / U ] [ = ] [ Used ]

    Picture5-1

    From the Parameters Tab

    1. Report Title [ MTD USED ]
    2. Companies [ Select Companies to include ]
    3. Salespeople [ All or select individual ]
    4. Sales Managers [ All or select individual ]
    5. F & I Managers [ All or select individual ]
    6. Date Type [ Preset Date Range ]
    7. Date Range [ This Month ] 
    8. Click [Save]

    Each Dashboard Reports may be edited by clicking on the three ellipses in the upper right corner and clicking on the Settings. Contact Customer Support for details to create personalized Dashboards.

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