A finance order that stays fair without a whiteboard.
Who is up next for the next deal is a small question that causes big arguments. The rotation should be visible, follow the schedule and count deals the same way the deal log does.
How it runs on a spreadsheet
The order is on a whiteboard.
Updated by hand each morning, and wrong the moment someone leaves early.
Counts disagree with the deal log.
A deal written last month and still working is counted in one place and not the other.
Commercial deals wander in.
A deal financed by hand upstairs is counted against the retail rotation.
People who left at five are still up.
Nobody remembers to remove them, so they are assigned deals they cannot take.
What it becomes
Queues that match how you work
Deal types rotate the way your desk does.
A fair rotation
The order treats a brief step away differently from a turn taken, so being unavailable for an hour does not cost your place.
Schedules build the day
Who is here is set from the shift schedule, with an override for a day off.
Counts that match the deal log
The numbers on the board are the same ones the deal log shows.
One tick for who is here today
Mark who is in and the whole board fills, then adjust the order.
Keep reading
Try it in the beta.
DealerCockpit is in beta and we are looking for dealerships to try it as new features arrive. Not everything works as well as we plan yet.