• Deal Recap Sheet (click to view sample)
  This is produced by clicking on the "Print Recap" button on the Deal Recap screen. It totally recaps the entire deal on a single sheet of paper.
   
   
  
• F&I Analysis Report (click to view sample)
  This report details out ALL F&I details on all deals closed within the chosen date range. Each line item shows all individual deal details and then at the end of the report all totals and averages are shown.
   
   
  
• Commissions Report (click to view sample)
  This report can be ran for any Salesperson/Sales Manager/F&I Manager for any date range. It will list all deals that the salesperson indicated was involved with – either on the front end or back end or both. It will show their commissions and whether or not it was a percentage or just a spiff. At the end of the report all totals and averages are shown. The highlighted lines indicate deals which have not been properly recapped allowing you to see at a glance that the numbers are not going to be accurate.
   
   
  
• Sales Tax Report – (All States Except Texas and Tennessee) (click to view sample)
  This report will list all deals closed within the chosen date range. It separates State Sales Tax on the Unit, State Sales Tax on Accessories, and any County Sales Tax then gives all totals at the end of the report.
   
   
  
• Sales Tax Report – Texas (has an additional column for the Vehicle Inventory Tax) (click to view sample)
  Same as above only there is an extra column for the VIT (Vehicle Inventory Tax)
   
   
  
• Sales Tax Report – Tennessee (totally different format due to their complex tax structure!) (click to view sample)
  This report is much more detailed then the two other Sales Tax reports because of the complexity of the sales tax structure for the state of Tennessee.
   
   
  
• Unit Sales Report – Straight Thru List Sorted By Sale Date (click to view sample)
  This report can be ran for any date range, any make, and any model (or all makes and/or all models). It lists all units sold during the date range and all the associated costs, profits and margins. The last column indicates the unit number on the deal (2=the 2nd unit, 3=the 3rd unit, etc.). At the end of the report you have two columns; one is the Totals and the other are the Averages. The highlighted lines indicate deals which have not been properly recapped allowing you to see at a glance that the numbers are not going to be accurate.
   
   
  
• Unit Sales – Unit Type, Make & Model (click to view sample)
  This report is by far the most intense, informative, longest, and is a GREAT business tool. You can choose to run it with or without graphs at the end of the report. With this report you can compare all kinds of things. When making comparisons this report will show you things like (all with graphs so it is very easy to see the comparisons visually):
  • Total Income per Unit Type, Make, Model
  • Total Gross per Unit Type, Make, Model
  • Average Income per Unit Type, Make, Model
  • Average Gross per Unit Type, Make, Model
  • Average Margin per Unit Type, Make, Model
      
    Here are some examples:
• Compare Unit Types Between Makes – Something like Honda ATVs vs Yamaha ATVs.
• Compare The Average Gross Between Makes –Something like Suzuki vs Kawasaki
• Compare Total Income Between Makes
• Compare Margins Between Models Of A Particular Make
• Etc, Etc, the possibilities are too numerous to list here!
  
  You have all kinds of options when running this report:
• Date Range – Run the report for any date range.
• Unit Type – You can run the report for ALL unit type or just one unit type – like Street Bikes ONLY.
• Make – Run for just one manufacturer or ALL manufacturers.
• Model – Run for ALL models or just one.
• Model Subtotals – Choose to have the subtotals for each model to print or not. If you choose not to it will shorten up the report by quite a bit.
• Make Subtotals – Same as Model Subtotals
• Unit Type Subtotals – Same as Model and Make Subtotals.
• New, Used, Demo, Or ALL Units – Choose which units you wish to include in the report.
  
  Also notice the high-lighted line items for easy identification of deals that are not properly or fully recapped.
   
   
  
• Customer List – Sorted By Sale Date, Printed For ALL Models (click to view sample)
  This report lists all customers who have purchased during the chosen date range. You can have it list all customers who purchased a particular model or just have it list all customers.
   
   
  
• Customer List – Sorted By Customer Name, Printed For ALL Models (click to view sample)
  Same as above, just sorted different.
   
   
  
• Customer List – Sorted By Model, Printed For ALL Models (click to view sample)
  Same as above, just sorted different.
   
   
  
• Deals List – Straight Thru List Sorted By Sale Date (click to view sample)
  This report lists all deals done during the chosen date range. Its purpose is to give you, at a glance, through whom the deals were financed and how much was financed. If the deal was a wholesale or cash deal that is indicated and the amount financed shows zero. The average deal and total amount financed is shown at the end of the report.
   
   
  
• Deals List – Grouped By Deal Type & Finance Source Then Sorted By Sale Date (click to view sample)
  This report is a grouped report with subtotals for the chosen date range. It groups all deals by deal type and then the financed deals are sorted and grouped by Finance Source. The subtotals give total number of deals, average deal, and total financed for each finance source. This report is very handy to use when verifying with your finance source which deals were financed, when and for how much. Also a very good tool to compare and see how you are doing between finance sources and between financed and cash deals.

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