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
- When Report Type is selected as Summary, a listing of all customers sold during the selected period will be presented.
- When Report Type is selected as Detail, the customers will be listed per salesperson on the deal.