F&I Managers Report
Details Deals Assigned to F&I Managers
The F&I Managers report details deals assigned to F&I Managers within a selected period, presenting deal breakdowns by manager, including deal date, number, salesperson, lender, rate, vehicle stock number, customer name, and income from various products such as finance reserve, insurance, GAP, and service contracts. It provides totals per manager for new and used deals, paginates by manager, and concludes with dealership totals.
Frequency: Monthly
Who uses it: Controllers, F&I, Sales Managers, and Dealer Principals
Why they use it: To track product sales and compile commissions.