F&I Performance
Complete Visibility Into F&I and Sales Performance
An advanced, fully customizable reporting platform, built to monitor F&I and sales KPIs across dealerships, groups, and regions. With scheduled report delivery, role-based hierarchy mapping, and real-time drill-downs, it equips leaders with the insights needed to drive performance, profitability, and accountability.
Core Strengths
Real-Time Visibility Across Operations
• Fully customizable reports, dashboards, profit centers, and data fields
• Scheduled email delivery: hourly, daily, weekly, monthly, or quarterly
• Full DMS integration with automatic data validation
• Relationship reporting linking managers, teams, stores, and districts
• Click-thru reporting to reveal underlying transaction-level data
Business Impact
Smarter Decisions, Stronger Accountability
• Real-time visibility into F&I and sales performance metrics
• Quickly identify trends, gaps, and emerging opportunities
• Strengthen manager accountability and performance tracking
• Enable data-driven strategy improvements to drive higher profit
Key Features
Unlimited Customization
• Dealership-defined profit centers and categories
• Customizable field configurations for virtually limitless reporting
Automated Scheduling & Delivery
• Reports delivered automatically to the right leaders at the right cadence
• Eliminates manual reporting tasks and keeps teams aligned
Auditable, Reliable Data
• DMS integration removes duplicate entry and improves accuracy
• Business-rule validation ensures clean, reliable data
• Audit trail maintains full transparency of changes across all transactions
Who F&I Perfomance Is Built For
• Dealer group executives
• Finance directors
• Sales operations analysts
• Multi-store and rooftop leadership teams
