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Owner Intelligence Brief
Net profit, overhead vs benchmark, EBITDA trend, blue sky indicators. The real number, not the gross that makes the report look good.
“My P&L shows me gross. To get to net I have to subtract pack, advertising, flooring, overhead — all from different reports.”
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Valuation Dashboard
Store value indicators, blue sky estimator, EBITDA trend over 12 months. Understand what moves your multiple so you can actively manage it, not just receive a number once a year.
“What is my store worth? I have no idea. My accountant gives me a number once a year and I don’t know how to move it.”
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Key Man Risk Monitor
Who the store depends on, what they generate, what a replacement would cost in lost gross and recruiting. Model the risk before it becomes a crisis.
“If my GSM quit tomorrow I’d lose $400K in gross while I found someone. I’ve never modeled that risk.”
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Lender Mix Scorecard
Approval rate, tier distribution, reserve by lender — from an owner’s P&L perspective. F&I is your highest-margin department. Know exactly what drives it.
“F&I is my highest-margin department and I have the least visibility into what drives it.”
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ROI Calculator
What every module returns per month in gross. Hard numbers to justify the investment to your accountant, your partner, or yourself — not marketing claims.
“I need to show my accountant why I spent $10K on software instead of a truck. I need numbers.”
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Board / Investor Reporting
One-click export: KPIs, gross, net, absorption, CSI, department P&L formatted for board meetings or bank reviews. Two days of work becomes 30 seconds.
“My lender wants a quarterly dashboard. I spend 2 days building it.”