Equipment Dashboard

To open the Equipment Dashboard, tap the Menu icon from anywhere within the application and select Dashboards> Equipment from the drop down list.

The Equipment Dashboard displays different charts related to the equipment module of your dealership.

These equipment-related charts can be displayed:

  • Top Equipment Buyers

  • Top Equipment Salespeople

  • Top Unit Salespeople LYR

  • Top Buyers Last Year

  • Inventory Aging

  • Top Inventory $ by Group

  • Used Inventory by Hours

  • Inventory Summary

To view a specific chart, tap any chart-type listed on the screen. The selected chart will appear.

This equipment-related data is displayed in table format:

  • Top Equipment Buyers (Displays the top 10 year to date equipment purchasers.)
  • Top Equipment Salespeople (Displays the top 10 year to date equipment salespeople.)
  • Top Unit Salespeople LYR (Displays last year's top 10 equipment salespeople and the dollar amount generated by each salesperson.)
  • Top Buyers Last Year (Displays last year's the top 10 equipment purchasers by total sales dollars.)
  • Inventory Aging (Displays the number of equipment units and their total dollar value listed by the age of the unit.)
  • Top Inventory $ by Group (Displays the number of equipment units and their total dollar value in each equipment group.)
  • Used Inventory by Hours (Displays the number of used equipment units and their total dollar value based on the hours meter reading on the unit.)
  • Inventory Summary (Displays a listing of the number of equipment units that exist in your inventory and their total dollar value by various categories.)

Tables allow you to perform the following actions:

Action Steps
To view data for a specific branch of your dealership

Enter or select the desired branch location in the Location field.
The table will refresh.

To return to the Finance Dashboard

Tap the Back button.