Analyze Performance
Use DealerSpot reports to review sales, inventory, profit, costs, and taxes.
Start with one dealership question, choose the matching report, and then check the records behind the result.
Match the question to a report
| Your question | Start with |
|---|---|
| Are unit sales growing? | Monthly Sales Performance |
| Which vehicle types are selling? | Vehicle Type Sales Analysis |
| Does inventory match recent sales? | Vehicle Types |
| How do new and used deals compare? | New vs Used Sales |
| Who is assigned to completed deals? | Salesperson Performance |
| What remains after recorded vehicle costs? | Profit Analysis |
| Which expense categories are highest? | Operation Costs |
| What taxes are saved on completed deals? | Tax Report |
Follow a simple report process
1. Choose the question
Decide what action you may take. For example:
- Buy more of a vehicle type
- Look into a slow sales month
- Improve expense tracking
- Check manager assignments
- Review tax records
2. Choose the branch and dates
Select one branch or All Branches. If the report has a date choice, use the same length of time when comparing two periods.
Use complete time periods
Comparing part of one month with a full month can give the wrong impression. Use matching periods whenever possible.
3. Check what the report includes
Some reports use completed transaction dates. Others use current inventory, manager assignments, or recorded vehicle expenses. See Metric Definitions when you are unsure.
4. Open the source records
If a number looks wrong, check the records behind it:
- A sale may still be Pending.
- A transaction date may be in the wrong month.
- A vehicle type or condition may be missing.
- An expense may not have been entered.
- A manager may not be assigned.
- Tax details may need review.
5. Export with context
Choose CSV for a spreadsheet or PDF for a simple snapshot. Save the report name, branch, date range, and export date with the file.
Review sales
Use Monthly Sales Performance to compare units and sale-price revenue over time. Ask:
- Did units and revenue move together?
- Did average sale price change?
- Did the mix of new, used, or vehicle types change?
- Are all deals for the period Complete?
The report shows what was recorded. Use your dealership knowledge to explain why it changed.
Compare inventory with sales
- Open Vehicle Types to see today's inventory mix.
- Open Vehicle Type Sales Analysis for a recent period.
- Look for types with plenty of inventory but fewer sales.
- Check the age, condition, price, and listing quality of those vehicles.
- Use local market knowledge before changing your buying plan.
Review profit and costs
Profit Analysis subtracts recorded vehicle expenses from sale-price revenue. Operation Costs groups those expenses by category.
Check whether your team records acquisition, repair, labor, storage, detailing, parts, and other costs consistently. Compare the results with your accounting records before making a financial decision.
Review team participation
Salesperson Performance gives the full completed deal to every assigned manager. Use it to check participation and assignments, not commissions.
Review tax records
Use Tax Report to check calculated or manually entered tax values on completed transactions. Open the transaction when you need buyer, exemption, or location details. Compare the export with your source records and tax professional before filing.
Use a regular schedule
- Weekly: Check completed deals, manager assignments, and missing vehicle information.
- Monthly: Compare sales, inventory mix, profit, and recorded costs.
- Before tax work: Compare the Tax Report export with completed transactions.
- Before buying: Compare current inventory with recent sales.