Month-End Sales Checklist: Closing Deals FAQ

What is the correct report to find all deals for month-end?

Navigate to Sales > Reports > Pipeline Profit.

• Set the filter to Invoice Date.

• Set the date range to the specific month you are currently closing.

Why are deals still showing after I close them?

Closed deals do not disappear; they remain in the profit reports for the month in which they were closed. These reports serve as a permanent record of all financial activity for that specific period.

What should I check before I close a deal?

Open the Profit Analysis screen on the deal and review the following three lines:

• Actual Sale

• Actual Cost

• Total Profit Important: Do not use Retail or Expected figures for month-end decisions, as these do not reflect the final £ outcome.

What does "Unassigned Cost" mean?

This indicates that workshop or prep costs exist on the system but have not yet been allocated to the vehicle record. The deal's profit will not be accurate until these costs are formally linked to the vehicle.

Where do I fix Unassigned Costs?

1. Open Vehicle Admin > Reports > Action Report.

2. Open the relevant vehicle record.

3. Go to the Preparation tab and Allocate the outstanding costs.

4. Refresh the Action Report to ensure the warning has cleared.

What does "Overdue Delivery" mean?

This status means the vehicle has been invoiced, but the system has not been told that the car has physically left the dealership. If the vehicle has left the site, you must update the deal flow to Delivered.

Why does my DOC not update after I close deals?

The Daily Operating Control (DOC) does not update automatically. To see the impact of recently closed deals, you must manually click the Refresh button within the DOC screen to pull the latest data.

Which profit value should I use for month-end reporting?

Always use Actual Profit based on Closed Deals.

• Note: Pipeline Profit is "Work in Progress" and is not yet confirmed profit. Only closed deals represent your final realised £ position.