How Do I Report on Deals That Have Been Invoiced?

Tracking deals that have been invoiced is important for monitoring sales activity, revenue recognition, and customer debt. While Navigator does not provide a dedicated invoice report specifically for sales vehicles, there are reliable ways to extract this information using existing reporting tools.

This article outlines how to report on invoiced deals using the Pipeline Profit Report, and explains how invoiced sales are reflected in the system's debtor reporting.

Understanding How Invoiced Deals Are Tracked

Once a deal is invoiced in Navigator:

• The vehicle is no longer just a pending transaction - it becomes a debtor in the accounts.

• As a result, the details of the deal now appear in the Debtor Report, where you can track what is owed by which customer.

However, the Debtor Report is more finance-focused and doesn’t include broader sales information like deal margin or vehicle data. For reporting that includes sales-level insight, use the Pipeline Profit Report.

Using the Pipeline Profit Report to Find Invoiced Deals

To report on invoiced deals with date-based filtering:

1. Go to Vehicles in the Navigator main menu.

2. Navigate to Sales Managers Toolkit.

3. Click on Reports.

4. Select the Pipeline Profit Report.

Filtering by Invoice Date

Once the report opens:

1. Locate the Select On dropdown menu.

2. Change the selection from the default option to Invoice Date.

3. Enter your desired date range to filter results by the date on which deals were invoiced.

This will produce a list of deals invoiced during that period, along with associated profit data and deal status.

Additional Options

• You can report across multiple branches by selecting the relevant locations before running the report.