Profit Status Bar

The profit status bar is usually located near the bottom of any form that enables the details of an enquiry or quote to be altered, thereby affecting profits. It can be used to monitor the profitability of a proposed deal, updating as options are selected so as to enable the user to see the implications of a selection immediately, without it being obvious to customers.

There are four modes for the profit status bar, which can be selected by clicking the floppy disk icon next to the figures themselves. These are:

• Figures: The profit status figures are calculated from estimated or actual costs held on each vehicle line. For example:

  V0001712 M0000105 D0000212 F0000000 I0000000 B000000 O0001000 t00000026 p003 R0600

  Where an uppercase letter denotes a positive value (profit) and a lowercase letter denotes a negative value (loss) for the number following it. The numbers after each letter represent:

  V	v	Profit or loss on the vehicle alone, not including any options
  M	m	Profit or loss on any colour, trim and factory options
  D	d	Profit on any dealer fitted accessories and warranty options
  F	f	Commission on any finance scheme with the exception of payment protection insurance
  I	i	Commission on any finance scheme payment protection insurance
  B	b	Volume bonus percentage of the total amount to finance
  O	o	Over allowance on any part exchange vehicles
  T	t	Total deal profit or loss ( i.e. V + M + D + F + I - O ) it will also include any non-recoverable costs
  P	p	Same as T but as a percentage of the proposed deal shown to 1 decimal place without the decimal point
  R	r	Actual rate of interest which will be charged on the finance scheme




• Zeroed figures: For example:

  V0000000 M0000000 D0000000 F0000000 I0000000 B0000000 O0000000 T0000000 P000 R0000




• Payment: A summary of the payment details. For example:

  Purchase price: 22721.23   Equity: 2272.12   Monthly: 712.88

  Where the Purchase price is the total (including VAT if applicable) and the Equity is total equity in the deal. Monthly is the amount of each instalment and is only displayed once a finance scheme has been selected.

• Hidden: No information is displayed, only the floppy disc icon to enable you to switch to the other three modes:

Which mode is displayed by default can be set for each user in Salesperson settings.