Skip to main content

Deals Dashboard

Manage your car dealership deals efficiently

2024 Honda Civic EX

Deal #12345

Docs Missing
Document Upload 75%

Client Info

Customer: John Smith

Sales Rep: Mike Johnson

Email: mike@dealership.com

Vehicle Info

2024 Honda Civic EX - Crystal Black Pearl

VIN: 1HGCV1F32NA123456

Financial Summary

Selling Price: $28,500

Vehicle Cost: $24,500

Gross Profit: $4,000

2023 Tesla Model 3

Deal #12346

Approved
Document Upload 100%

Client Info

Customer: Sarah Wilson

Sales Rep: Lisa Chen

Email: lisa@dealership.com

Vehicle Info

2023 Tesla Model 3 - Pearl White

VIN: 5YJ3E1EA8PF000001

Financial Summary

Selling Price: $42,500

Vehicle Cost: $37,500

Gross Profit: $5,000

2024 BMW X5

Deal #12347

Funded
Document Upload 100%

Client Info

Customer: Robert Davis

Sales Rep: James Wilson

Email: james@dealership.com

Vehicle Info

2024 BMW X5 - Jet Black

VIN: 5UX23EU00P9000001

Financial Summary

Selling Price: $68,500

Vehicle Cost: $61,500

Gross Profit: $7,000

2024 Honda Civic EX

Deal ID: #12345 | Status: Docs Missing

Deal Completeness

75% Complete
18
Docs Uploaded
6
Missing Docs
$4,000
Gross Profit
14%
Profit Margin

Client Information

John Smith

Mike Johnson

mike@dealership.com

$800

Vehicle Information

2024

Honda

Civic EX

Crystal Black Pearl

1HGCV1F32NA123456

1 Owner, Clean Carfax, No Accidents

Financial Breakdown

Selling Price + Admin $28,500
Vehicle Cost $24,500
Safety Cost $500
Licensing Cost $200
Warranty Costs ,200
Warranty + Reserve $300
Gross Profit $4,000

Admin Notes

Customer approved for financing at 4.9% APR. All documentation submitted except for insurance slip and void cheque. Customer will provide insurance slip tomorrow. Void cheque to be collected at delivery.

Document Upload Status

Ownership File
Safety Doc
Insurance Slip
Void Cheque

Quick Actions

Deal Timeline

Deal Created

2 days ago

Customer Info Added

2 days ago

Pending Documents

1 day ago

Finance Approval

Pending

Document Management

Manage all deal documents in one place

247

Total Documents

189

Uploaded

58

Missing

12

Overdue

Ownership File

2024 Honda Civic EX

Uploaded
PDF • 2.3 MB 2 days ago

Safety Document

2024 Honda Civic EX

Uploaded
PDF • 1.8 MB 1 day ago

Insurance Slip

2024 Honda Civic EX

Missing
Required Due: Today

Driver's License

2023 Tesla Model 3

Uploaded
JPG • 856 KB 3 hours ago

Bill of Sale

2024 BMW X5

Uploaded
PDF • 3.2 MB 5 days ago

Void Cheque

2023 Tesla Model 3

Missing
Required Due: Tomorrow

Upload Documents

Drag and drop or click to upload

Analytics Overview

Track performance, trends, and key metrics across all deals.

Total Deals

$2.4M

+12% from last month

Avg Gross Profit

$4,820

+8% from last month

Funded Deals

142

-3% from last month

Doc Completion

87%

+5% from last month

Monthly Deal Volume

Gross Profit Trend

Deal Status Distribution

Top Sales Reps

John Doe
92%
Jane Smith
87%
Mike Johnson
78%

Document Completion

Vehicle Make Performance

Make Units Sold Avg Gross Total Revenue Market Share
Toyota 42 $5,200 ,364,000 28%
Honda 38 $4,800 ,182,400 25%
Ford 31 $4,500 $945,000 20%

Settings

Configure your dealership dashboard preferences

Profile Settings

Notification Settings

Email Notifications

Receive email alerts for new deals

Document Alerts

Get notified when documents are missing

Daily Summary

Receive daily performance reports

Display Preferences

Security Settings

Integration Settings

Dealership office Modern dealership Dealership store front

CRM Integration

Connect with your existing customer database

Finance Provider API

Automated approval process with lenders

2024 Honda Civic EX

Deal ID: #12345 | Status: Docs Missing

Deal Completeness

75% Complete
18
Docs Uploaded
6
Missing Docs
$4,000
Gross Profit
14%
Profit Margin

Client Information

John Smith

Mike Johnson

mike@dealership.com

$800

Vehicle Information

2024

Honda

Civic EX

Crystal Black Pearl

1HGCV1F32NA123456

1 Owner, Clean Carfax, No Accidents

Financial Breakdown

Selling Price + Admin $28,500
Vehicle Cost $24,500
Safety Cost $500
Licensing Cost $200
Warranty Costs ,200
Warranty + Reserve $300
Gross Profit $4,000

Admin Notes

Customer approved for financing at 4.9% APR. All documentation submitted except for insurance slip and void cheque. Customer will provide insurance slip tomorrow. Void cheque to be collected at delivery.

Document Upload Status

Ownership File
Safety Doc
Insurance Slip
Void Cheque

Quick Actions

Deal Timeline

Deal Created

2 days ago

Customer Info Added

2 days ago

Pending Documents

1 day ago

Finance Approval

Pending

Document Management

Manage all deal documents in one place

247

Total Documents

189

Uploaded

58

Missing

12

Overdue

Ownership File

2024 Honda Civic EX

Uploaded
PDF • 2.3 MB 2 days ago

Safety Document

2024 Honda Civic EX

Uploaded
PDF • 1.8 MB 1 day ago

Insurance Slip

2024 Honda Civic EX

Missing
Required Due: Today

Driver's License

2023 Tesla Model 3

Uploaded
JPG • 856 KB 3 hours ago

Bill of Sale

2024 BMW X5

Uploaded
PDF • 3.2 MB 5 days ago

Void Cheque

2023 Tesla Model 3

Missing
Required Due: Tomorrow

Upload Documents

Drag and drop or click to upload

Analytics Overview

Track performance, trends, and key metrics across all deals.

Total Deals

$2.4M

+12% from last month

Avg Gross Profit

$4,820

+8% from last month

Funded Deals

142

-3% from last month

Doc Completion

87%

+5% from last month

Monthly Deal Volume

Gross Profit Trend

Deal Status Distribution

Top Sales Reps

John Doe
92%
Jane Smith
87%
Mike Johnson
78%

Document Completion

Vehicle Make Performance

Make Units Sold Avg Gross Total Revenue Market Share
Toyota 42 $5,200 ,364,000 28%
Honda 38 $4,800 ,182,400 25%
Ford 31 $4,500 $945,000 20%

Settings

Configure your dealership dashboard preferences

Profile Settings

Notification Settings

Email Notifications

Receive email alerts for new deals

Document Alerts

Get notified when documents are missing

Daily Summary

Receive daily performance reports

Display Preferences

Security Settings

Integration Settings

Dealership office Modern dealership Dealership store front

CRM Integration

Connect with your existing customer database

Finance Provider API

Automated approval process with lenders