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Most Popular Standard Reports

Vehicle Stock

  • Stock Report – Shows basic details of all vehicles currently in stock.
  • Pictorial Stock List – Two column format, showing Selling Price (before Extras and Warranties etc.) including VAT where appropriate.
  • Retail Stock List – Two column format, includes basic Selling Price (before Extras and Warranties etc.) including VAT where appropriate.

Vehicle Sales

  • Sales Report – Customer Details – Shows details of Sales between two given dates, giving details of the Customer.

Vehicle Admin

  • Vehicle MOT Expiry Dates – Stock – Shows a list of stock vehicles due for their MOT within the specified date range.
  • Vehicle RFL Expiry Dates – Stock – Shows a list of stock vehicles with expiring Road Fund Licenses within a specific date range.
  • Deleted Vehicles – Shows details of all Deleted Vehicles.

Used Vehicle CRM

  • Activity Sheet – All Activity Records created for each Contact between the given dates.
  • Salesperson Activity Overview – Overview of the number of Activities, Follow Ups and Enquiries each sales person has completed between the given dates.
  • No Further Action (New and Used Vehicles) – Shows details of all enquiries marked as No Further Action between the given dates.
  • Enquiries Converted to Sales – Shows details of all enquires which have been converted to Sales between the given dates.
  • Follow Ups Overdue – Shows details of all Follow ups which are overdue.

 

Updated on November 13, 2019

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