---
title: Deal Summary Report
description: Specific Lender and Income Information for each Deal
---

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February 4, 2026

# Deal Summary Report

## Specific Lender and Income Information for each Deal

The Deal Summary Report provides detailed lender and income data for each deal within a selected period, presenting information either as a summary of all customers sold or detailed listings per salesperson, depending on report parameters. It includes deal specifics such as date, customer name, lender, deal number, rate, deal type, finance and insurance incomes, products sold, and total income, with totals available by new/used deals or salesperson. 

**Frequency:** Monthly

**Who uses it:** Dealership Management and Controllers

**Why they use it:** To track sales and compare against OEM financial reports.

**Navigate to:** Sales \> Reports \> F&I \> Deal Summary Report

#### **Choose Parameters**

This section clarifies the parameters outlined in this report. For additional details that apply to all reports, please refer to the **[Common Report Features](https://help.dominiondms.com/en/knowledge/create-standard-reports?hsLang=en)**article.

- When Report Type is selected as Summary, a listing of all customers sold during the selected period will be presented.  
  ![Screenshot 2025-11-24 112519](https://help.dominiondms.com/hs-fs/hubfs/Screenshot%202025-11-24%20112519.png?width=394&height=290&name=Screenshot%202025-11-24%20112519.png)

- When Report Type is selected as Detail, the customers will be listed per salesperson on the deal.

 

 

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Norfolk, VA 23510

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