Rockwell Auto Group Dashboard

📈 YTD

Total Units—

Front Gross—

F&I Revenue—

Service Gross—

Parts Gross—

Other Income—

Total Expenses—

YTD Net—

📅 Viewing Month:

📅 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

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

Salesperson	Brand	New	Used	Total	Front Gross	Closing %	Status

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

Manager	Brand	Deals	PVR	Warranty %	GAP %	Reserve	Total Income

Repair Orders

Total ROs per month

Labor Hours Sold

Billed vs available hours

Effective Labor Rate

ELR trend by month

RO Type Breakdown

Customer Pay vs Warranty vs Internal

Technician Performance

Technician	Brand	Hours Avail	Hours Sold	Efficiency	ELR	Grade

Parts Sales

Monthly sales total

Gross Profit %

Parts margin trend

Inventory Turns

Annual turns by month

Obsolescence

Parts aged >12 months %

Top Parts by Sales Volume

Part #	Description	Brand	QTY Sold	Sales $	GP %	On Hand	Status

🚘

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 #	Brand	Year	Model	Type	MSRP	Days In Stock	Age

Expense Trend

Monthly total expenses

Expense Category Split

% breakdown of major cost centers

Budget vs Actual — YTD

By expense category

Pack Rates

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

🚙 New Car Pack 🚗 Used Car Pack

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

📁

Drop your Autosoft report here

Drag & drop a CSV file, or click to browse.

📖 How to Export — Step-by-Step Guide

🖥️

Autosoft DMS

Sales · Deal Log · F&I · Service · Parts · New Inventory

🚗 Sales Report

Open Autosoft → Reports
Click Sales → Daily Sales Summary
Select your date range (month)
Click Export → Export to CSV
Save file, drop it here

📋 Deal Log

Open Autosoft → Deal Jacket
Click Reports → Deal Log
Set date range for the month
Click Print → Export to CSV
Save file, drop it here

💰 F&I Report

Open Autosoft → F&I
Click Reports → F&I Performance
Select manager & date range
Click Export → CSV
Save file, drop it here

🔧 Service Report

Open Autosoft → Service
Click Reports → Tech Performance
Set the month date range
Click Export → Export to CSV
Save file, drop it here

⚙️ Parts Report

Open Autosoft → Parts
Click Reports → Parts Sales Summary
Select your date range
Click Export → CSV
Save file, drop it here

🏭 New Inventory

Open Autosoft → Inventory
Click Reports → New Vehicle Stock
No date range needed (current)
Click Export → CSV
Save file, drop it here

🚘

vAuto

Used Vehicle Inventory

🚘 Used Inventory Export

Log in to vAuto (vauto.com)
Click Inventory in the top menu
Set filter to Used vehicles
Click the Export button (top right, looks like ↓)
Choose Export to Excel / CSV
Open the file in Excel → File → Save As → CSV
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

Log in to RouteOne (routeone.com)
Click Reports in the top navigation
Select Contract Status Report or Funding Status
Set date range to Current Month (or all open)
Click Run Report
Click Export → Download CSV
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

✅ 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

Open Autosoft → Accounting
Click Reports → General Ledger or Expense Summary
Set the date range to the month
Click Export → Export to CSV
Save file, drop it here

📊 From Excel / QuickBooks

Open your expense spreadsheet or QuickBooks report
Make sure it has columns: month, expense_category, description, vendor, amount, paid
Click File → Save As
Choose CSV (Comma delimited) format
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

Open Autosoft → Accounting
Go to Reports → Accounts Receivable → A/R Aging Report
Select Department: Parts, Service, or Both
Set date range or leave as "Open Invoices"
Click Export → Export to CSV
Save file, drop it here

📊 From Excel

Open your A/R spreadsheet
Make sure it has the required columns below
Click File → Save As → CSV (Comma delimited)
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 Aging Breakdown

Outstanding balance by age bucket

Parts vs Service A/R

Balance by department

Open Invoices

Invoice #	Customer	Dept	Type	Amount	Paid	Balance	Due Date	Age / Status

Compare vs

Brand:

▲ Green = improvement | ▼ Red = decline

📥

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 #	Customer	Brand	Vehicle	Lender	Amt Financed	Contract Date	Submitted	Days In Transit	Status	F&I Mgr

Deal #	Date	Brand	Type	Stock #	Vehicle	Salesperson	Sale Price	Front Gross	F&I Gross	Total Gross	Status

TYPE:

RO #	Date	Brand	Customer	Vehicle	Type	Advisor	Labor $	Parts $	Total	Status

Deal #	Customer	Brand	Vehicle	Lender	Amt Financed	Reserve	Contract Date	Days	Status	F&I Mgr	Conditions

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

📊 Dealership Overview