Business Reports & Analytics
Comprehensive business intelligence across all dealership operations to make data-driven decisions
Reports Overview
Report Categories Available
High-level business overview and KPIs
Deal pipeline, conversion rates, performance
Loan portfolio health and metrics
Account aging and delinquency analysis
Vehicle inventory analysis and turn rates
Lead sources and marketing effectiveness
Access Reports
Click "Reports" from the main navigation menu. The Executive Dashboard is the default view, providing comprehensive KPIs and business metrics at a glance.
Executive Dashboard
Key Performance Metrics
The dashboard displays critical business metrics in easy-to-read cards:
Financial Performance
- • Gross Revenue: Total revenue across all streams
- • Net Profit Margin: Profit after all expenses
- • Monthly Recurring Revenue (MRR): Predictable monthly revenue
Operational Metrics
- • Active Deals: Currently active loan accounts
- • Collection Rate: Percentage of expected payments collected
- • Inventory Turnover: How quickly vehicles are sold
Customer Metrics
- • Customer Satisfaction Score: Post-sale surveys and feedback
- • Lead Conversion Rate: Deals closed ÷ Total leads
- • Customer Retention: Repeat business and referrals
Trend Charts and Visualizations
Revenue Trend Chart
- • Last 12 months by default (adjustable date picker)
- • Data points: Revenue, profit, and key expense categories
- • Interactive: Hover for specific values, click to drill down
Portfolio Health Chart
- • Pie chart showing account status distribution
- • Categories: Current, 1-30 DPD, 31-60 DPD, 60+ DPD, Charge-off
- • Automatic alerts when delinquency exceeds thresholds
Sales Pipeline Chart
- • Funnel chart showing lead progression
- • Stages: Lead, Qualified, Proposal, Negotiation, Closed
- • Shows pipeline velocity and bottlenecks
Sales Reports
Sales Performance Dashboard
From the Reports menu, click "Sales" to access comprehensive sales analytics.
Individual Sales Performance
- • Sales Agent Rankings: Units sold, revenue, profit margin
- • Time periods: MTD, QTD, YTD comparisons
- • Deal Pipeline by Agent: Prospects through closed deals
- • Velocity metrics: Average time in each stage
Sales Trends Analysis
- • Monthly Sales Trends: Units and average deal size
- • Seasonality Patterns: Peak and slow periods
- • Product Mix Analysis: Performance by vehicle type
- • Profitability: Margin analysis by category
Lead Source Analysis
Lead Source Performance
- • Sources: Website, referrals, advertising, walk-ins
- • Metrics: Lead volume, conversion rates, cost per lead
- • ROI Analysis: Return on investment for paid advertising
- • Quality Scoring: Lead quality ratings and closure rates
Marketing Campaign Tracking
- • Campaign Performance: Specific promotion results
- • Attribution: Track leads and sales to marketing efforts
- • Cost Analysis: Marketing spend vs. revenue generated
- • Optimization: Identify highest-performing channels
Sales Forecasting
Pipeline forecasting based on historical conversion rates and current pipeline:
- • Confidence levels: High, medium, low probability deals
- • Time horizons: 30, 60, 90-day forecasts
- • Scenario planning: Best case, worst case, most likely outcomes
Portfolio Reports
Portfolio Health Overview
Click "Portfolio" from the Reports menu to analyze loan portfolio performance.
Risk Analysis
- • Delinquency Trends: 12-month delinquency progression
- • Early Warning Indicators: Accounts showing problems
- • Charge-off Analysis: Charge-off and recovery rates
- • Loss Analysis: Net losses after recovery efforts
Portfolio Composition
- • By Balance: Account distribution by balance ranges
- • By Term: Distribution across different loan terms
- • By Rate: Interest rate distribution and performance
- • By Vintage: Performance by loan origination year
Performance Metrics & Geographic Analysis
Key Performance Indicators
- • Yield: Effective interest rate earned on portfolio
- • Return on Assets (ROA): Profit generated per dollar of assets
- • Net Charge-off Rate: Annual charge-offs as percentage of portfolio
- • Provision Coverage: Loss reserves vs. potential losses
Geographic Analysis
- • By State/Region: Portfolio distribution and performance
- • Risk Concentration: Areas of high concentration
- • Economic Correlation: Performance vs. local economic indicators
- • Regulatory Impact: State regulation effects on performance
Aging Reports
Click "Aging" from the Reports menu to analyze account aging and collection performance:
- • Standard aging buckets: Current, 1-30, 31-60, 61-90, 90+ days
- • Roll rate analysis: How accounts move between buckets
- • Collection effectiveness: Contact rates and resolution rates
Inventory & Source Reports
Inventory Analysis
Click "Inventory" from the Reports menu to analyze vehicle inventory performance.
Turn Rates and Aging
- • Inventory Turnover: Overall and by category
- • Days on Lot: Average time vehicles remain unsold
- • Aging Distribution: Vehicles by age on lot
- • Slow-Moving Inventory: Vehicles exceeding target days
Financial Performance
- • Total Investment: Current dollars tied up in inventory
- • Carrying Costs: Cost of financing and maintaining
- • Gross Margins: Profit margins by vehicle category
- • Reconditioning ROI: Return on vehicle improvements
Source Reports & Marketing ROI
Click "Sources" from the Reports menu to analyze lead generation and marketing effectiveness.
Lead Source Performance
- • Lead Volume: Number of leads from each marketing channel
- • Conversion Analysis: Conversion rates and sales velocity by source
- • Quality Distribution: Lead scoring and quality metrics
- • Customer Lifetime Value: Long-term value by acquisition source
Marketing ROI Analysis
- • Cost per Lead: Marketing spend divided by leads generated
- • Customer Acquisition Cost: Total cost to acquire new customers
- • Marketing ROI: Return on marketing investment by channel
- • Attribution Modeling: Multi-touch attribution across channels
Campaign Performance Tracking
Digital Marketing: Website performance, search marketing, social media, email marketing
Traditional Marketing: Print advertising, radio/TV, direct mail, event marketing
Customization & Best Practices
Report Customization and Scheduling
Custom Report Building
- • Report Builder: Drag-and-drop interface
- • Data Sources: Choose from all available data tables
- • Filters and Grouping: Customize data selection
- • Visualizations: Charts, graphs, tables, dashboards
Automated Distribution
- • Scheduled Reports: Daily, weekly, monthly, quarterly
- • Email Distribution: Send to specified users or groups
- • Format Options: PDF, Excel, CSV export formats
- • Conditional Delivery: Send only when criteria met
Daily Reporting Best Practices
Morning Review (15 minutes)
- • Check Executive Dashboard for overnight changes
- • Review any exception alerts or notifications
- • Check yesterday's sales and collection results
- • Identify issues requiring immediate attention
End-of-Day Review (15 minutes)
- • Update sales pipeline with day's activities
- • Review collection results and plan priorities
- • Check inventory changes and pricing adjustments
- • Document significant events or decisions
Weekly and Monthly Analysis
Weekly Analysis
- • Analyze week's sales results vs. targets
- • Review individual agent performance
- • Assess pipeline health and forecasts
- • Review delinquency trends and collection effectiveness
Monthly Strategic Review
- • Full analysis of all key performance metrics
- • Comparison to budgets, targets, and prior periods
- • Performance benchmarking against industry standards
- • Strategic planning for upcoming month
Key Metrics to Monitor Daily
• Total revenue (current vs. target) • New sales closed • Collection rate
• Delinquency percentage • Lead generation count • Inventory turn rate
Troubleshooting Report Issues
Numbers don't match expectations: Check date ranges, filter settings, verify data updates
Reports loading slowly: Reduce date ranges, use summary reports, clear browser cache
Missing data: Check user permissions, verify data sources, review filter criteria
Need Help with Reports?
Our support team can help you set up custom reports and optimize your business analytics