Guest on the floor

Sales manager

Phone deal from DriveCentric

On the floor

Reader: checking…

Today

Board

Month numbers and corrections for the New board's left side and calendar line. Changes show on the TVs as soon as you save.

Board corrections

The board updates itself every night at 11:30 PM: the day's sold deals go onto the left side and the calendar line. These boxes show what's on the TV right now. When a deal falls off, fix the number here and save; the board keeps your number and adds new sales on top of it each night. Gray numbers are what the board counted on its own, and Checks and balances compares the two. Clear a box to go back to the board's own count.

Actual
Tracking
Toyota
Used mix
Fix one day on the calendar line

Checks and balances

Month numbers

The hand-written parts of the New board's left side. Actual, Tracking, Toyota Truck/Car, Cert/TV/Core and the day grid fill in on their own.

New: true 100% numbers (small, top-left corner)
Goal: green top row on the board

New = the greater of AOP or OBJ, times the push %, rounded up (102 × 110% = 113). To use a different New number, type it here:

Carryover shows small in red on the NEW box. Use it when Toyota's month close and Lithia's don't line up (an RDR that counted last month for Toyota but this month for Lithia). Leave it blank when there isn't one.

Left of ACTUAL
Right of ACTUAL

Leave Sold blank and the board counts it from New sold deals whose vehicle contains the unit name.

Automatic: the green top-row number divided by the month's selling days, rounded up (113 / 27 = 5). Total uses the green Total (209 / 27 = 8). Type a number only to replace it.

Closed days (red X on the board)

Team

Salespeople fill the Salesperson boxes on the Desk. Managers are the initials buttons. Removing someone only takes them off the lists; deals they're already on stay as they are.

Salespeople
Managers (initials)

History and reports

Every night at 11:30 PM the board saves a copy of both boards and the left side. Pick a day to see it, or a date range for who desked and who sold.