Finance Dashboards

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

The Finance Dashboards screen displays different charts related to the financial performance of your dealership.

Currently, the following financial charts can be displayed:

  • Total A/R

  • Highest A/R Over 120

  • Total A/P

  • Yesterday Sales

  • Top Customer Fiscal Purchases YTD (Year-to-Date)

  • MTD (Month-to-Date) Sales

  • Fiscal YTD Sales

  • Last Year MTD Sales

  • Last Fiscal YTD Sales

To view a specific chart, tap any chart-type listed on the screen. The selected chart appears. All financial data is displayed in one of these formats:

Pie Charts

The following financial data is displayed in pie chart format:

  • Total A/R (Displays the total outstanding accounts receivable for your dealership. By default, information for all time frames and all locations are shown.)

  • Total A/P (Displays the total outstanding accounts receivable for your dealership. By default, information for all time frames and all locations are shown.)

  • MTD Sales (Displays month-to-date sales for your dealership. By default, information for all sources of revenue and all locations are shown.)

  • Last Year MTD Sales (Displays the month to date sales for this date last year. By default, information for all sources of revenue and all locations are shown.)

  • Fiscal YTD Sales (Displays year-to-date sales for your dealership. By default, information for all sources of revenue and all locations are shown.)

  • Last Fiscal YTD Sales (Displays the year to date sales for this date last year. By default, information for all sources of revenue and all locations are shown.)

  • Yesterday Sales (Displays sales revenue from the previous business day for your dealership. By default, information for all sources of revenue and all locations are shown.)

Pie charts 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 pie graph will refresh.
To view the data in table format

Tap the Table icon.
A table displaying the pie graph date will appear.
To view more detailed information for a specific time frame or source of revenue

Tap any part of the pie graph or the desired time frame or source of revenue.
The selected portion of the pie graph will be highlighted.
To return to the Finance Dashboards

Tap the Back button.

Tables

The following financial data is displayed in table format:

  • Highest A/R Over 120 (Displays the top ten customers with the highest accounts receivable balances over that past 120 days. The A/R balances for the past 120 days and the total A/R balances are displayed.)

  • Top Customer Fiscal Purchases YTD (Displays the top ten customers who have purchased the most from your dealership during the fiscal year. The total purchase amounts are displayed.)

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 Dashboards

Tap the Back button.