What Is the Pipeline Profit Report Used For?

The Pipeline Profit Report is a key tool for sales managers, providing visibility into the profitability of sold vehicles that have not yet been closed. This insight is critical for tracking financial performance on live deals, helping teams proactively manage margins.

Understanding how much gross profit is currently "in the pipeline" enables better forecasting, reporting, and decision-making before the deals are finalised and invoiced.

What the Report Shows

The Pipeline Profit Report provides a summary of estimated costs and profits for each deal in the pipeline. This includes:

• The vehicle sale price

• Estimated purchase and preparation costs

• Add-on products (e.g., warranties, GAP, finance commission)

• Estimated gross profit per unit

• Deal status (sold but not yet closed)

When and Why to Use It

Here are some common scenarios where the Pipeline Profit Report is particularly useful:

• Weekly Sales Meetings: Review expected profits on open deals and identify margin risks before they close.

• Profitability Monitoring: Keep track of whether your team is meeting profit targets and highlight deals with unusually low or high margins.

• Financial Forecasting: Support accurate financial planning by assessing how much revenue and gross profit are likely to be realised once deals are finalised.

• Deal Auditing: Spot inconsistencies or missing data that may affect reporting or profitability (e.g., missing part-ex valuations, unallocated costs).

How to Access the Pipeline Profit Report

To access the report, follow these steps:

1. Go to the Vehicles module.

2. Navigate to Sales Managers Toolkit.

3. Select Reports.

4. Click on Pipeline Profit Report.

This will open the report view, where filters may be available to refine by date, sales executive, or branch.