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:
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Top Equipment Buyers
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Top Equipment Salespeople
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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. |
| To return to the Finance Dashboard |
Tap the Back button. |