The numbers you sign off on, with the math showing.
You read two recaps every month: the executive recap and the service recap. Each has usually been a workbook someone builds by hand. DealerCockpit builds both from the deals and the shop, and shows where every figure came from.
How the month ends now
The recap is a workbook built by hand.
Deals are copied out of logs into a sheet, and a count can differ by two units depending on who counted.
A projection nobody believes.
Early in the month the forecast swings wildly, and there is no way to see what it is dividing by.
A total you cannot trace.
Is that pending figure a quote, an order that has not arrived, or a deal that should have been marked dead?
Service is reported from two trackers.
The advisor sheet and the department sheet are kept by hand, and reconciled by eye.
Asked for, then built
Said in walkthroughs at Mohawk Chevrolet, where DealerCockpit was built. Each person is named by role.
A store leader
“Something is wrong here with the forecast. I don't know what it's pulling.”
Shipped: Every figure is tagged as calculated from deals, typed by you, or from the calendar, with its formula on hover. The pace states its own divisor.
A store leader
“The numbers look inflated and I suspect wholesale cars are in there.”
Shipped: Every count on the recap links to the exact deals behind it, so a number can be checked in two clicks.
A store leader
“The quoted stays true until the finals come in, then the finals become true and the quoted becomes false on the executive recap.”
Shipped: Deals count at a real figure while they wait for accounting, then at the final.
A service manager
“Nobody else ever has to see it.”
Shipped: The service recap opens for the managers, the controller and exec, and the store can change that list without a deploy.
What the owner's desk gets
An executive recap laid out like your sheet
Delivered and pending, gross, service and parts, gross track and forecast, in the order you already read them. It was checked against the GM's own August workbook cell by cell, and that check runs as an automated test.
Your close date is the month
Set the month-end on the recap and every log, report and count follows it. Deals not delivered by then carry into the next month.
Orders and unapproved deals kept out of pending
Orders and deals that may not land this month are counted on their own line, so the pace is not built on cars nobody can deliver.
Compare month to month and year to year
Pick a month and see the two side by side.
A service recap that does its own math
Advisor performance and department pace with the arithmetic worked out. It prints like a report.
Commercial and Fleet on its own tab
Its own gross and NOI, and a combined view, without leaking into the retail numbers.
Reports that email themselves
Pick the report, the people, the days and the time. The table is in the email and the spreadsheet is attached.
The screens: Executive recap, Service recap, Command dashboard, Emailed reports, Audit log.
Bring last month's recap. We will show you where each number would have come from.
DealerCockpit is in beta, and it works without connecting your DMS. See what connects today.
Request a seatOther seats: Service managers, Used car managers, Commercial and Fleet, Finance managers, Accounting and title, Delivery and detail, Sales managers and BDC.