Reports & Finance
Close the month without the reconciliation marathon.
When every system reports its own version of revenue, month-end becomes an argument. Reports & Finance builds reports from the shared data model, reconciles operational records against the ledger and shows cash, margin and receivables by location, product line and team.
- of every number
- 1 version
- to close the month
- Days → hours
- board packs
- Auto
What it does
What it replaces
- Month-end reconciliation spreadsheets
- Conflicting system reports
- Manual board packs
Reconciled revenue
Operational records are matched to ledger entries, with breaks flagged and assigned before month-end.
Margin by line and site
See gross margin by product, service line and location, built from the same records everyone uses.
Receivables and cash
Ageing receivables tied to the job or deal, with automated reminders and collection status.
Scheduled board packs
Recurring reports built and sent automatically to leadership, investors or lenders.
Before and after
CFO
Before: Spends four days each month reconciling sales reports to the ledger.
With the platform: Reviews a list of exceptions on day one.
Owner
Before: Gets a different revenue number from sales and finance.
With the platform: Sees one number with the records behind it.
See it in the demo
Sample Motor Group
Command Center
Live across 5 rooftops · refreshed 32 seconds ago
- Units sold MTD
- 412+8.2%
- Lead response (median)
- 4m 10s−62%
- Service hours sold
- 6,180+3.1%
- Units over 60 days
- 37+5
Gross revenue
- Actual
- Forecast
- Plan
Revenue mix
- New vehicles46%
- Used vehicles27%
- Service & parts17%
- F&I10%
Conversion funnel
- Leads3,840
- Appointments1,42037%
- Shown98069%
- Sold41242%
Sales team
- 1Maya Ortiz31/28111%City Showroom14 open · first reply 2m 40s
- 2Priya Shah24/2596%City Showroom11 open · first reply 4m 05s
- 3Daniel Reyes26/2893%North Rooftop19 open · first reply 3m 55s
- 4Ana Lima15/2075%North Rooftop9 open · first reply 5m 10s
- 5Tom Becker18/2572%Westside Pre-Owned23 open · first reply 9m 20s
sales-floor
12 onlineMaya OrtizSales9:12
Customer on the X5 lease wants to come in at 6. Can someone hold the silver one?
Luis ParkInventory9:14
Held until 7pm. It is tagged to your deal now.
Linked: DL-2041Dojo360 OpsManaged service9:20
Heads up: 6 web leads from last night are still unassigned. Routing them to the floor now.
Rachel KimSales manager9:22
Thanks. Tom, take the two trade-in leads please. Great month so far, team.
Rooftops
- North Rooftop96 unitsOn target
- City Showroom128 units+12% vs plan
- Airport Road61 unitsLead response 11m
- Used Car Centre84 units19 units > 60 days
- Commercial Vans43 unitsOn target
Exceptions needing an owner
- 19 used units at Used Car Centre crossed 60 daysDMS
- 7 web leads unanswered for over 15 minutes at Airport RoadLead hub
- Warranty claim batch rejected by manufacturer portalOEM portal
Sample data for demonstration. Changes you make here are not saved.