Rockwell Auto Group
DEALERSHIP PERFORMANCE DASHBOARD
FORDCHRYSLER
📈 YTD
Total Units—
Front Gross—
F&I Revenue—
Service Gross—
Parts Gross—
Other Income—
Total Expenses—
YTD Net—

📊 Dealership Overview

Rockwell Auto Group — Ford & Chrysler Combined
📅 MTD —
Total Units—
New Units—
Used Units—
Front Gross—
F&I PVR—
Reserve—
Service ROs—
Parts Sales—
Expenses—

Monthly Units Sold

Ford vs Chrysler — New & Used

Gross Profit by Department

Combined revenue breakdown

F&I PVR Trend

Per vehicle retailed — monthly

Service ROs

Repair orders by brand

🚗 Sales Performance

New & Used Vehicle Department — Ford & Chrysler Combined

Units Sold — New vs Used

Monthly breakdown

Gross Profit Per Unit

Front-end gross by month

Closing Ratio

Deals closed vs ups

Sales by Brand

Ford vs Chrysler unit mix

Salesperson Leaderboard

SalespersonBrandNewUsedTotalFront GrossClosing %Status

🚚 Wholesale & Dealer Trade Tracker

Wholesale and dealer trade deals from the Autosoft Deal Gross report — kept separate from retail unit counts

Wholesale by Month

Units (bars) and front gross (line)

💰 Finance & Insurance

F&I Department Performance — Ford & Chrysler Combined

PVR Trend

Per Vehicle Retailed — monthly

Product Penetration

% of deals with each F&I product

Reserve Income

Monthly finance reserve earned

Product Mix

Revenue split by F&I product

F&I Manager Performance

ManagerBrandDealsPVRWarranty %GAP %ReserveTotal Income

🔧 Service Department

Fixed Ops — Labor & RO Performance — Ford & Chrysler Combined

Repair Orders

Total ROs per month

Labor Hours

Flagged (sold) vs actual hours on ROs

Effective Labor Rate

ELR trend by month

RO Type Breakdown

Customer Pay vs Warranty vs Internal

Technician Performance

TechnicianBrandActual HrsFlagged HrsEfficiencyELRROsLabor SalesGrade

⚙️ Parts Department

Parts Sales, Inventory & Turns — Ford & Chrysler Combined

Parts Sales

Monthly sales total

Gross Profit %

Parts margin trend (core excluded)

Sales by Channel

Counter vs Service (RO) vs Wholesale — from Parts Sales Stats

Core Charges

Core billed per month — tracked separately, excluded from gross

Top Parts by Sales Volume

Part #DescriptionBrandQTY SoldSales $GP %On HandStatus

🏭 Vehicle Inventory

New & Used — Aging & Days Supply — Ford & Chrysler Combined
🚘
Import Inventory Reports
Drop a vAuto CSV (used vehicles) or Autosoft New Vehicle CSV on the Import Data page — inventory updates automatically. Click the New or Used KPI cards to browse all vehicles.

New Vehicle Aging

Used Vehicle Aging

Inventory by Brand & Type

New vs Used per brand

Days Supply Trend

Monthly new vehicle days supply

Inventory Detail

Stock #StoreYear / MakeModelTypePrice / CostDays In StockAge

📋 Expenses

Monthly cost tracking

Expense Trend

Monthly total expenses by store

Expense Category Split

% breakdown of major cost centers

Expenses by Department

Ford vs Chrysler — selected period

💵 Other Income

Vehicle pack income & manufacturer incentives — included in Total Gross

Pack Rates

Per-unit pack added to gross on every retail delivery — adjust if your dealership's pack amount changes

Other Income by Month

Pack income, manufacturer incentives & other — stacked

Monthly Breakdown

Mfg Incentives & Other are manual — enter monthly amounts and they'll save automatically
Month Used Units Used Car Pack New Units New Car Pack Mfg Incentives Other Total Other Income

📂 Import Daily Report

Drop your Autosoft CSV exports (Ford and CDJR) to update the dashboard — reporting starts Sep 2026
📁

Drop your Autosoft report here

Drag & drop the Autosoft Deal Gross report (PDF) or a CSV file, or click to browse.

"Rockwell Motor Group, LLC" / "Rockwell Ford" = Ford, "Rockwell CDJR" = CDJR. Pick a store once for a new company name and it is remembered.
Set this if a used file lands under New or vice versa.
📖 How to Export — Step-by-Step Guide
🖥️
Autosoft DMS
Sales · Deal Log · F&I · Service · Parts · New Inventory
🚗 Sales Report
  1. Open Autosoft → Reports
  2. Click Sales → Daily Sales Summary
  3. Select your date range (month)
  4. Click Export → Export to CSV
  5. Save file, drop it here
📋 Deal Log
  1. Open Autosoft → Deal Jacket
  2. Click Reports → Deal Log
  3. Set date range for the month
  4. Click Print → Export to CSV
  5. Save file, drop it here
💰 F&I Report
  1. Open Autosoft → F&I
  2. Click Reports → F&I Performance
  3. Select manager & date range
  4. Click Export → CSV
  5. Save file, drop it here
🔧 Service Report
  1. Open Autosoft → Service
  2. Click Reports → Tech Performance
  3. Set the month date range
  4. Click Export → Export to CSV
  5. Save file, drop it here
⚙️ Parts Report
  1. Open Autosoft → Parts
  2. Click Reports → Parts Sales Summary
  3. Select your date range
  4. Click Export → CSV
  5. Save file, drop it here
🏭 New Inventory
  1. Open Autosoft → Inventory
  2. Click Reports → New Vehicle Stock
  3. No date range needed (current)
  4. Click Export → CSV
  5. Save file, drop it here
🚘
vAuto
Used Vehicle Inventory
🚘 Used Inventory Export
  1. Log in to vAuto (vauto.com)
  2. Click Inventory in the top menu
  3. Set filter to Used vehicles
  4. Click the Export button (top right, looks like ↓)
  5. Choose Export to Excel / CSV
  6. Open the file in Excel → File → Save As → CSV
  7. Drop the CSV file here
💡 Pro Tip
In vAuto, make sure your export includes these columns:
Stock #, VIN, Year, Make, Model, Trim, Ext Color, Days In Stock, Internet Price, Cost, Condition

You can customize columns in vAuto under Settings → Column Preferences before exporting.
🗂️
RouteOne
CIT — Contracts In Transit · Export daily for best results
🗂️ CIT Daily Export
  1. Log in to RouteOne (routeone.com)
  2. Click Reports in the top navigation
  3. Select Contract Status Report or Funding Status
  4. Set date range to Current Month (or all open)
  5. Click Run Report
  6. Click Export → Download CSV
  7. Drop the CSV here — dashboard updates automatically
⚡ How CIT Auto-Updates
Every time you drop the RouteOne CSV, the dashboard matches by deal number and updates the status.

• Deals marked Funded or BOOK move to complete ✅
• New deals get added automatically
• Existing deals get their status refreshed

Drop it every morning for real-time CIT tracking.
⚡ Quick Tips
✅ Autosoft Deal Gross PDF is supported
Run Deal Gross (Ver. 3) for the month, grouped by Sales Rep, and drop the PDF — deals, leaderboard, units, front/back gross and warranty penetration update for that store and month. Drop both stores' reports.
✅ Parts: drop the Autosoft Parts "Sales Stats For SalesAgt" PDF
One per store per month (all counterpeople). Sales, cost and gross by counter / service / wholesale / internal; core charges tracked in their own box and kept out of gross.
✅ Service: drop the Autosoft "Technician Time Report" PDF
One per store per month (all technicians, full month). Fills ROs, flagged vs actual hours, ELR, CP / warranty / internal mix, tech cost and the technician leaderboard.
✅ Expenses: drop the Autosoft "General Ledger Expense Detail" PDF
One per store per month. Every GL account is mapped to a category (Payroll, Payroll Taxes, Advertising, Rent, Insurance…) and a department (New / Used / Parts / Service / F&I / Admin), with journal entries kept for drill-down.
✅ Inventory: vAuto Pricing PDF or CSV = shared used lot, Autosoft "Vehicle Inventory List" PDF = new units by store
Each inventory file is a full snapshot — dropping today's vAuto export replaces yesterday's used list. New units are assigned to Ford or CDJR by make.
✅ You can drop multiple files at once
Select all your CSVs and drop them together — each one is detected and processed separately.
✅ Data is saved automatically
Every import saves to your browser. Close and reopen — your data stays until you clear it.
✅ Re-dropping is safe
Dropping the same report twice won't duplicate data — it updates existing records by deal/stock number.
📧 Sharing the dashboard
Email the .html file directly. Recipient downloads it and opens in Chrome or Edge. Each person has their own local data.
❌ If import fails
Check that column names match the guide below. Most errors are due to extra spaces in column headers — use Find & Replace in Excel to clean them.
🔄 Reset to defaults
Use the Clear All Data button below to wipe everything and start fresh with sample data.
📋
Expenses
Export from Autosoft or build in Excel — drop as CSV
📋 From Autosoft
  1. Open Autosoft → Accounting
  2. Click Reports → General Ledger or Expense Summary
  3. Set the date range to the month
  4. Click Export → Export to CSV
  5. Save file, drop it here
📊 From Excel / QuickBooks
  1. Open your expense spreadsheet or QuickBooks report
  2. Make sure it has columns: month, expense_category, description, vendor, amount, paid
  3. Click File → Save As
  4. Choose CSV (Comma delimited) format
  5. Drop the CSV file here
📌 Required Column Names
month e.g. Jun
expense_category Payroll / Advertising / Facilities / Utilities / Insurance / Other
description e.g. Google Ads, Building Lease
vendor e.g. Google, State Farm
amount Dollar amount (no $ sign)
paid true or false
💡 Example Row
month,expense_category,description,vendor,amount,paid
Jun,Advertising,Google Ads,Google,9000,true
Jun,Payroll,Sales Staff,Internal,38000,true
Jun,Facilities,Building Lease,Owner LLC,18000,true
🧾
A/R — Parts & Service
Accounts Receivable — Export from Autosoft DMS → drop as CSV
🖥️ From Autosoft DMS
  1. Open Autosoft → Accounting
  2. Go to Reports → Accounts Receivable → A/R Aging Report
  3. Select Department: Parts, Service, or Both
  4. Set date range or leave as "Open Invoices"
  5. Click Export → Export to CSV
  6. Save file, drop it here
📊 From Excel
  1. Open your A/R spreadsheet
  2. Make sure it has the required columns below
  3. Click File → Save As → CSV (Comma delimited)
  4. Drop the CSV file here
📌 Required Column Names
invoice Invoice or RO number
customer Customer name
dept Service or Parts
type Retail / Fleet / Commercial / Wholesale / Government
invoice_date e.g. 2026-06-01
due_date e.g. 2026-07-01
amount Total invoice amount
paid Amount collected so far
💡 Example Rows
invoice,customer,dept,type,invoice_date,due_date,amount,paid
SV-10041,Fleet One Logistics,Service,Fleet,2026-05-02,2026-06-01,4850,0
PT-20032,Apex Trucking LLC,Parts,Commercial,2026-05-05,2026-06-04,6400,3200
📐 CSV Column Reference
🚗 Sales Report
brand Ford or Chrysler
salesperson
type New or Used
units
front_gross
ups
deals
month e.g. Jun
📋 Deal Log
deal_number Unique ID
date MM/DD/YYYY
brand Ford or Chrysler
type New or Used
stock_number
vehicle Year Make Model
salesperson
sale_price
front_gross
fi_gross
month e.g. Jun
status Funded / Pending
💰 F&I Report
fi_manager
brand Ford or Chrysler
pvr
warranty_pct
gap_pct
reserve
fi_total
🔧 Service Report
brand Ford or Chrysler
technician
ro_count
hours_avail
hours_sold
elr Effective Labor Rate
⚙️ Parts Report
part_number
description
brand Ford or Chrysler
qty_sold
parts_sales
gp_pct Gross profit %
on_hand
💵 Expenses
month e.g. Jun
expense_category
description
vendor
amount No $ sign
paid true or false
🏭 Inventory (Autosoft New)
stock_number or stock
vin
brand / make
year model trim
color
type New or Used
msrp invoice
days_in_stock
🚘 Inventory (vAuto Used)
Stock #
VIN
Year Model Trim
Ext Color
Days In Stock
Internet Price → MSRP
Cost → Invoice
Condition Used
🗂️ RouteOne CIT
deal_num Unique ID
customer
lender
amt_financed
contract_date YYYY-MM-DD
submitted_date
funded_date
status Funded / BOOK / etc
reserve buy_rate sell_rate
conditions
fi_manager salesperson
🧾 A/R Parts & Service
invoice Invoice or RO number
customer Customer name
dept Service or Parts
type Retail / Fleet / Commercial / Wholesale / Government
invoice_date YYYY-MM-DD
due_date YYYY-MM-DD
amount Total invoice amount
paid Amount collected so far

🧾 A/R — Parts & Service

Accounts Receivable — Autosoft DMS Daily Report

A/R Aging Breakdown

Outstanding balance by age bucket

Parts vs Service A/R

Balance by department

Open Invoices

Invoice #CustomerDeptType AmountPaid BalanceDue DateAge / Status

📅 Month vs Month

Compare any two months across all departments
vs
▲ Green = improvement  |  ▼ Red = decline

🗂️ CIT Tracker

Contracts In Transit — RouteOne Daily Report
📥

Auto-Updates from RouteOne Daily Report

Drop your daily RouteOne CSV on the Import Data page — CIT records will upsert automatically. Deals marked "Funded" or "BOOK" move to complete.

Aging Buckets — Open Contracts

Lender Breakdown

Open contracts by lender

Funding Trend

Contracts funded by day (last 14 days)

Contract Detail

Deal #CustomerBrandVehicle LenderAmt FinancedContract Date SubmittedDays In TransitStatusF&I Mgr

📈 Monthly Net P&L

Net Profit by Month — Ford & Chrysler Combined

Net Profit by Month

Total Gross minus Total Expenses

Gross Breakdown by Month

Stacked: Sales Front + F&I + Service + Parts + Other Income vs Expenses

Month-by-Month Detail

Month Sales Front Gross F&I Service Gross Parts Gross Other Income Total Gross Expenses Net Profit

👥 Payroll Allocation

All payroll is paid through Ford — split it between the stores by production

⚖️ Balance Sheet

Monthly Balance Sheet — Ford & Chrysler Combined

📋 Financial Statement

Monthly Financial Statement

✦ Rockwell AI

Your dealership intelligence — ask anything about sales, F&I, service, profit, and more
Model: · Your data is sent to Anthropic and only used to answer your question.

👥 User Management

Manage dashboard access — add, remove, and reset passwords
🔄 Autosoft DMS Sync
Not configured — enter your server URL and secret key above.
Deploy the rockwell-server folder to Railway, enter its URL above, and the dashboard will pull live data from both Autosoft stores automatically.
✦ Rockwell Auto Group AI
Stored only in this browser (localStorage) and sent directly to Anthropic — never through any other server. Need a key? console.anthropic.com/settings/keys
Each message sends a snapshot of your current dashboard data to Anthropic so the assistant can answer accurately — this counts toward your API usage on your own account.