Explore individual balance sheet transactions at the GL account level with full branch, department, fiscal period, and amount detail alongside a branch summary bar chart for quick context.

Monitor your dealership's financial position with a consolidated assets, liabilities, and equity summary, a 13-month asset trending chart, and a branch-level liabilities breakdown.

View a granular ledger of customer service charge transactions with full GL account, category hierarchy, and journal reference detail to validate revenue recognition and support accounting workflows.

Track the monthly trajectory of key financial metrics including sales, costs, gross profit, and net profit, with a dynamic trend line and a Sankey-style flow chart showing revenue distribution across branches and departments.

Access a complete general ledger transaction log with journal reference, dates, branch, department, category hierarchy, and GL account to support reconciliation and compliance across the organization.

Get a full overview of parts inventory value with headline KPIs, an interactive Sankey-style breakdown by part type, branch, and supplier, and a bubble chart plotting on-hand value against quantity by location.

Analyze parts inventory aging across six time-based thresholds by branch, with a detail table of individual parts by supplier, type, and stock status to identify slow-moving or obsolete inventory.

Explore P&L performance at the branch and GL account level with an expandable income statement that lets you toggle across sales, expenses, and profit views to pinpoint exactly where variances are occurring.

Review your full income statement with actual vs. prior-year variance analysis, gross and net profit donut charts, and a monthly trend chart tracking sales and profitability percentages over time.

Drill into every parts invoice at the transaction level with full billing detail, filterable by region, branch, order number, and parts accounting category.

Track year-over-year and month-over-month parts sales performance with KPIs across sales, cost, gross profit, and margin, with monthly trend charts and real-time fiscal year pacing indicators.

Review parts inventory at the individual part number level with stocking metrics including on-hand value, committed quantities, available units, and on-order totals, with a toggle between replacement and average cost views.

Visualize gross profit by sale type geographically across a U.S. map with color-coded overlays by vehicle category, complemented by a ranked regional summary table to identify high-value markets.

See total truck sales revenue segmented by vehicle type across new trucks, trailers, used trucks, and wreckers, with breakdowns by model, sale type, and make for quick identification of top-performing inventory.

Analyze monthly truck sales by branch with a rolling average trend chart, plus side-by-side Sales Rep Performance and Customer Sales tables showing units sold, gross profit, GP%, and R12 averages.

Access full repair order transaction detail including customer, branch, RO number, repair group, and status, with flexible filters to support auditing, open order tracking, and billing reconciliation.

Monitor open repair order status in real time across all branches, with breakdowns by RO stage, location, and monthly volume trends to help managers reduce bottlenecks and benchmark throughput.

View a complete financial snapshot of your service department covering labor, parts, and misc sales, costs, and gross profit, with a time-series trend chart across any selected period.