The F&I Performance report provides dealers with real time data for the F&I Department and individual producer’s performance with respect to product sales penetrations and finance income.

 

1. To access the F&I Performance reports, select Reports > F&I Performance from the left navigation menu.


 

2. Use the following selections to customize your report:


Item

Description

Select

Select values for the following:

  • Dealer Group – Select dealer group or All Dealer Groups to include all dealer groups. 
  • Dealer – Select dealer or All Dealers to include all dealers. 
  • Producer – Select producer or All Producers to include all producers. 
  • Agency – Select agency or All Agencies to include all agencies. 
  • TPA – Select TPA or All TPAs to include all TPAs.  

Note: Drop-down lists will auto-default to include all.

Date Period

Select a date range for the report. Use the drop-down to select a date range or manually enter the start date and end date.

Deal Type Filters

This will auto-select all of the deal type filters, or filter by:

  • Deal Status - Delivered or Finalized
  • Vehicle Types - New or Used
  • Deal Types - Cash, Finance, Lease, or Product Only

Report View

Select one of the following report options:

  • Daily Delivery Log 
  • Performance Summary by Dealer
  • Performance Summary by Producer

Format

Select one of the following formats in which to display the report:

  • Grid – Select this to produce a spreadsheet report at the bottom of the page. 

The Grid format is only available for the Daily Delivery Log. 

  • Excel – Select this to produce an excel report that you can print.

 

3. Click Run Report to generate the report results. 

 

Daily Delivery Log

The Daily Delivery Log provides the user with deal details such as the customer, vehicle, finance and products sold.

1. To access this report, use Report View and Format to make your selections. 


2. Select Run Report to generate the report results. In this example, we used the Grid format:


Item

Description

DMS Deal #

This will show the associated DMS Deal #.

Customer Name

Displays the customer’s name. 

DMS Customer Name

Displays the customer’s name from the DMS.

Producer Name

Displays the producer’s name. 

TRONIX Producer Code

Displays the TRONIX producer’s code. 

Effective Date

Displays the effective date of the deal. 

Veh. Purchase Date

Displays the vehicle purchase date. 

Year, Make, Model

Displays the year/make/model of the associated vehicle. 

Status

Displays the current status of the deal. 

Amount Financed

Displays the amount financed.

Lender

Displays the lender used. 

Sales Person

Displays the salesperson associated with the deal. 

Sales Manager

Displays the sales manager associated with the deal. 

APR Sell Rate

Displays the APR sell rate of the loan. 

APR Buy Rate

Displays the APR buy rate of the loan. 

Down $

Displays the down payment amount. 

Finance Reserve

Displays the finance reserve. 

Products

Displays the profit for each product. This section will vary by dealer.

Back End Gross Profit

Displays the back-end gross profit.

Front End Gross Profit

Displays the front-end gross profit.

Total Gross Profit

Displays the total gross profit.

New or Used

Displays if the vehicle is new or used.

Vehicle Type

Displays the vehicle type associated with the deal. 

VIN

Displays the vehicle’s VIN (Vehicle Identification Number).

Edit

Displays the Edit Deal modal where you can update the vehicle purchase date, finance reserve, and more.

 

 

 


Performance Summary by Dealer

The Performance Summary by Dealer view provides users with an overview of product penetration and income for dealers within the selected Dealer Group.

1. Use the Report View to select Performance Summary by Dealer. This report is only available in an Excel format. 


2. Select Run Report to generate the report results. 



Item

Description

Units

The Units sections shows the number of products sold for each producer by deal type.

Products

The Products section is a sum of all products sold by the producers.

Penetrations

This section provides percentages of both Deal Types and Products Sold compared to the Total Units for each producer. 

Incomes

This section displays the total sum for finance reserve and each product as a dollar amount. 

Next to each product is also the following:

  • $/Unit – Total Product Income divided by the Total Units
  • Inc % - Total Product Income divided by the sum of Total Income
  • $/Prod – Total Product Income divided by Count of Product
Totals

The Totals section contains the following:

  • Total Income – Total Income sum of all products for the associated producer
  • % Finance Res – Sum of Finance Reserve income divided by the Total Income for the associated producer
  • Per Vehicle Financed – Total Income sum divided by the count of Financed Units
  • Inc/Unit Bef Chgbks – Total Income sum divided by Total Units count for each associated producer 
  • Products PRU – Total Products count divided by Total Units count for each associated producer 
  • Menus Presented – Count of deals where a menu is presented for each producer.
  • Menu Presented Percent – Percentage of menus presented per producer.


Performance Summary by Producer

The Performance Summary by Producer view provides users with an overview of product penetration and income for producers within the selected Dealer Group.

1. Use the Report View to select Performance Summary by Producer. This report is only available in an Excel format. 


2. Select Run Report to generate the report results.