Category: Accounting

Year over Year Sales & Gross by Posting Month

This chart shows year over year trends for dealership sales and gross profit.  Values for sales and gross profit are taken from the general ledger for accounts set as type Income and Expense.  Switch between sales and gross profit on the left side of the chart.

Accounting Application Measures

Below is a list of the measures available in the master library in the accounting application.

  • Deal Admin Fee – Total amount of fees on posted status deals.
  • F&I Comm % New – Percent of F&I gross profit in commissions from new vehicle deals.  Requires GL account mapping for F&I commission value.
  • F&I Comm % Used – Percent of F&I gross profit in commissions from used vehicle deals.  Requires GL account mapping for F&I commission value.
  • F&I Comm Sales New – F&I commission paid to sales rep on new vehicle deals.   Requires GL account mapping for F&I commission value.
  • F&I Comm Sales Used – F&I commission paid to sales rep on used vehicle deals.   Requires GL account mapping for F&I commission value.
  • F&I Gross W/O Admin – F&I gross profit from deals less the amount of the admin fees.
  • F&I Mgr Comm New – Commissions to F&I managers from new vehicle deals.  Requires GL account mapping for commission value.
  • F&I Mgr Comm Used – Commissions to F&I managers from Used vehicle deals.  Requires GL account mapping for commission value.
  • New Sales Commission – Vehicle gross commissions calculated using commission plan set up in deal.
  • Sales Comm % New – Percent of vehicle gross from new vehicle deals paid in commission to sales rep.  Requires GL account mapping for sales rep commission value.
  • Sales Comm % Used – Percent of vehicle gross from used vehicle deals paid in commission to sales rep.  Requires GL account mapping for sales rep commission value.
  • Sales Rep Comm New – Sales rep commissions from new vehicle deals.  Requires GL account mapping for sales rep commission value.
  • Sales Rep Comm Used – Sales rep commissions from used vehicle deals.  Requires GL account mapping for sales rep commission value.
  • Total Deal Gross Profit – Total deal gross profit from the deal values.
  • Total F&I Comm New – Total commission on F&I products for new vehicle deals.  Requires GL account mapping for commission value.
  • Total F&I Comm Used – Total commission on F&I products for used vehicle deals.  Requires GL account mapping for commission value.
  • Total F&I Gross – Total gross profit from F&I products from deal values.
  • Total Gross – From accounting values, total posting from accounts set as type Income less the amount from accounts set as type Expense.
  • Total Amount – Sum of posting amount.
  • Vehicle Cost – Vehicle cost calculated using values from deal.
  • Vehicle Gross – Vehicle gross calculated using values from deal.
  • Vehicle Sale Price – Vehicle sale price calculated using values from deal.  Calculation includes vehicle price, adjustments and allowances.

Gross % By Department

This doughnut chart shows the percent of total dealership gross profit by each department.

Account Type Trending

This chart illustrates year over year trends for the selected account type.  Each posting year is represented by a different coloured line.  Values are grouped by the month of the posting date.

Accounts Receivable Trending

This Chart shows the year over year balance from the selected receivable(s) account number(s) grouped by month.  Selections for receivable account number must be made to display results.

Accounts Payable Tracking Vendor Spending

This sheet will allow you to select a default accounts payable account number, then track the dealerships spending year over year broken out by month.  Selections can be made for a single vendor to, and details for each vendor are displayed in a chart at the bottom of the sheet.

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