Role Tools & Dashboards

Owner / Dealer PrincipalGroup & store P&L, scorecards Profit DashboardDaily gross, goals, leaderboard Controller / Office MgrP&L, AP/AR, bank rec, deal log Cost of SalePer-deal cost & gross board HR ManagerEmployees, timesheets, cases, ATS Payroll ManagerPay periods, run payroll, W-2/941 Inventory / Used-Car MgrStocking, aging, pricing, wholesale Sales Desk — Deal BoardLive deals, TOs, structure Desk Manager — Desking ProPencil, lender matrix, payment grid Sales ScoreboardContest standings, spiffs BDCLead board, calls, appointments CRM / Internet ManagerPipeline, leads, follow-up Secondary / Special FinanceSubprime routing, stips, lender pulse F&I MenuProduct presentation & e-contract RouteOne eContractingCredit app → decision → e-sign → fund F&I ComplianceOFAC, adverse action, fair lending BHPH ManagerOriginate, service, collections Service ManagerRO board, gross, CSI, dispatch Technician DispatchJob queue, capacity, assign Parts ManagerInventory, orders, obsolescence Recon / DetailIntake→frontline, throughput Service ValetPickup/delivery, driver dispatch Title ClerkTitle pipeline, aging, DMV Marketing ManagerCampaigns, copy gen, attribution ReceptionistCalls, screen-pop, routing IT DirectorModule health, uptime, users