Gross, margin, and mix — measured per deal, compared period over period
The Sales and Financial tabs answer the question every owner asks: are we actually making money, and on what? Front-end gross is computed deal by deal (selling price minus acquisition and reconditioning cost, via a cost-aggregation CTE so a multi-line cost record can never inflate the math), then rolled up to totals, average gross per deal, and margin — each with a delta versus the prior period.
- Front-end gross, total revenue, average gross per deal, and margin, each vs. the prior period
- Deal-type mix: cash, finance, wholesale, and BHPH counts
- Gross and margin attributed to each salesperson, plus a deal-count leaderboard
- Sales by make/model with units, revenue, gross, and margin; top deals for the period
Know what’s turning and what’s just sitting
The Inventory tab turns your stock into the numbers that decide what to buy and what to discount. Annualized turn and days-supply come from your trailing sales pace and current count; aging buckets show how much capital is stuck on old units. Valuation totals your cost against retail to surface unrealized markup, and the Financial tab adds floorplan exposure bucketed by days floored.
- Annualized inventory turn and days-supply from your real sales pace
- Aging buckets (0–30 / 30–60 / 60–90 / 90+ days) and oldest-unsold days
- Inventory valuation: total cost, total retail, and unrealized markup, with a retail-missing count
- Floorplan exposure by days floored, with an aged-90+ exposure alert
Where leads convert, how fast cars sell, and which titles are late
The Leads tab shows new leads in range, a status funnel, conversion rate, and a source breakdown so you can see which channels actually produce sold cars. Time-to-sale reports median and average days from stock-in to sold. The Financial tab includes a title-work SLA view so DMV paperwork doesn’t slip.
- Lead funnel by status, conversion rate, and lead-source breakdown
- Monthly sales and new-leads trends for at-a-glance momentum
- Median and average time-to-sale with sample size and a prior-period delta
- Title SLA: open / overdue counts, average days to complete, overdue-first worklist
Dealership reporting software FAQ
What the reports cover — and where accounting begins.
What can I export, and does it work with QuickBooks?
Yes. Beyond the on-screen reports you can export a gross-profit CSV (per-vehicle selling price, acquisition cost, added costs, and gross), a deal export, and a payments reconciliation CSV for the selected period. The Financial tab also has a QuickBooks export: a balanced, double-entry journal-entry CSV (Date, Journal No, Account, Debit, Credit, Memo) covering sales, COGS, down payments, BHPH principal/interest, and floor-plan interest. Every entry is built to balance to the cent, and you map the account names to your QuickBooks chart of accounts on import.
Is this accounting software — can it produce my P&L and balance sheet?
No, and this is the honest line we won’t blur. This is operational and management reporting, not a general ledger. There is no built-in P&L, balance sheet, or chart-of-accounts ledger inside the app. The QuickBooks journal CSV is a file export on an accrual-at-sale / cash-collections / BHPH-interest-as-collected basis — explicitly not audited GAAP. It’s meant for your management books and your tax accountant to adjust, not to replace your accountant. There is also no live QuickBooks Online API sync today — it’s a CSV you import.
Does it cover F&I and back-end profit?
No. Gross figures are front-end only — the vehicle margin of selling price minus acquisition and reconditioning cost. F&I / back-end income such as warranties, GAP, and finance reserve is not tracked in the DMS, so it is not included in gross or margin. The app states this directly on the Financial tab.
Can I schedule reports by email or build my own custom reports?
Not today. Reports are a fixed set of five tabs (Overview, Inventory, Sales, Leads, Financial) that you view live in the app and filter with a global date-range and compare control; there is no scheduled or emailed report delivery and no drag-and-drop custom report builder. You get the data out via the CSV and QuickBooks journal exports described above.
Who on my team can see and export the financial reports?
Access uses fixed roles — owner, manager, sales, and accounting (there’s no custom role builder or single sign-on). The QuickBooks journal-entry export is restricted to owner, manager, and accounting roles. All data is isolated per dealership at the database level.
AutoDealer.io reporting provides operational and management analytics for dealers, not accounting, audit, tax, or legal services. The QuickBooks export is an importable journal-entry CSV on a non-GAAP basis (accrual at sale, cash collections, BHPH interest recognized as collected) and excludes sales-tax remittance and opening balances; there is no live QuickBooks Online API sync. Gross is front-end vehicle margin only and excludes F&I / back-end income. Verify all figures and your books with your own accountant.
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Start a free trial and the reports populate from your own deals, inventory, leads, and payments — gross, turn, conversion, and title SLA on day one. No setup fees, cancel anytime.