A month-end recap you can trace to the deal.
The recap is the report a GM signs off on, and it is usually a workbook rebuilt by hand. Built from the deals, every number can be followed back to where it came from.
How it runs on a spreadsheet
Deals are copied into a sheet.
A count can differ by a unit or two depending on who counted and which rows they included.
The projection swings.
Early in the month the forecast makes little sense, and there is no way to see what it is dividing by.
Pending includes things that will not deliver.
Factory orders, locates and deals waiting on financing approval inflate the pace.
The month does not match the books.
The close date is typed in one place and every other report still uses the calendar month.
What it becomes
Every figure carries its source
Each number says whether it was computed, typed or worked out from the calendar.
Every count links to its deals
Click a count to see the deals behind it.
Your close date is the month
The month follows your own close date, and unfinished deals carry forward on purpose.
Things that may not land, counted apart
Orders and unapproved deals are counted separately from the pipeline, not silently inside it.
Compare months
Set any month beside another, or the same month a year ago.
Numbers already entered elsewhere
Figures someone already typed elsewhere in the system are pulled in instead of typed twice.
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.