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Sales manager

DriveCentric Customer Search

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On Board

Board

Month numbers and corrections for the New board's left side and calendar line. Changes show on the TVs as soon as you save.

Board Corrections

Updates every night at 11:30 PM. Gray numbers are ones you typed in; new sales add on top of them. Clear a box to go back to the board's own count.

Actual
Tracking
Toyota
Used mix
Fix one day on the calendar line

Month Numbers

The hand-written parts of the New board's left side. Actual, Tracking, Toyota Truck/Car, Cert/TV/Core and the day grid fill in on their own.

New: true 100% numbers (small, top-left corner)
Goal: green top row on the board

New = the greater of AOP or OBJ, times the push %, rounded up (102 × 110% = 113). To use a different New number, type it here:

Carryover shows small in red on the NEW box. Use it when Toyota's month close and Lithia's don't line up (an RDR that counted last month for Toyota but this month for Lithia). Leave it blank when there isn't one.

Left of ACTUAL
Right of ACTUAL

Leave Sold blank and the board counts it from New sold deals whose vehicle contains the unit name.

Automatic: the green top-row number divided by the month's selling days, rounded up (113 / 27 = 5). Total uses the green Total (209 / 27 = 8). Type a number only to replace it.

Checks and Balances

Team

Salespeople fill the Salesperson boxes on the Desk. Managers are the initials buttons. Removing someone only takes them off the lists; deals they're already on stay as they are.

Salespeople
Managers (initials)

History and Reports

Pick dates for a quick look, the full desk vs. sell report or an Excel download. Every night at 11:30 PM the board also saves a copy of both boards, so you can pull up any single day.

Closed Days

Days the store is closed get a red X on the board's calendar and don't count as selling days. Tap a day to switch it, then save.

Leaderboard

This month's sales from the board, sorted by units with the leader on top. House and Driveway sit at the bottom. Click a personal record (PR) to type it in. Use the ⋯ at the end of a row to add or take away a new, used or half unit, or a buy.

Import and Edit Deals

Admins only. Bring in past deals from a DriveCentric (or DMS) export, and fix any deal on any date. Imported deals count everywhere: reports, the leaderboard and History.

Import a File

From DriveCentric or your DMS, export as CSV (in Excel: File › Save As › CSV). Nothing is saved until you click Import.

Edit Deals