The Pending Deals Report monitors deals not yet posted by Accounting, categorized by conditions such as forms printed status and deal closure, with default settings including all categories. It provides detailed deal information including hyperlinks to deal and vehicle records, deal type, customer name, vehicle details, creation date, salesperson, and floorplan amount.
Frequency: Weekly
Who uses it: Sales Managers and Controllers
Why they use it: To track unposted closed deals and identify missing data, such as unprinted forms.
Navigate to: Sales > Reports > F&I > Pending Deals
From Report Parameters, Pending Deals can be selected by:
- Pending Deals Without Forms Printed
- Pending Deals With Forms Printer
- Pending Deals which are Closed, Not Posted
All is selected by default and will generate all three conditions