Monthly Executive Report
Demo Dealership — Main Street Auto
Feb 2026
Prepared for: General Manager / Owner
Confidential. For internal use only. Do not distribute.
In Plain English
What this means · Why it matters · What to do next
What This Means
16 decisions captured. Net impact: $-1,129.
Why It Matters
For every dollar spent on DealerInt, you're capturing 94x in prevented loss. That's measurable profit protection.
What To Do Next
- Fix: Review parts deal with ~$125 at risk.
- Share: Use the executive report to show leadership the ROI.
- Expand: Add the extension to more workstations for fuller visibility.
Powered by DealerInt Intelligence
Executive Summary
One-page overview
Total Overrides
16
Estimated Leakage
$1880.00
Prevented Loss
$564.00
30% attribution
Recovered Margin
$187.20
Net Impact
$-1128.80
Financial Impact
Override cost trend, margin leakage, recovery
▼
Financial Impact
Override cost trend, margin leakage, recovery
Margin Leakage
$1880.00
Recovery Rate
10%
Override Cost Trend (last 6 periods)
Top 10 Costly Decisions
| Department | Type | Reason | Est. Cost | Date |
|---|---|---|---|---|
| parts | numeric_override | Customer requested | $125.00 | 2026-02-02 |
| bdc | numeric_override | Customer requested | $120.00 | 2026-01-31 |
| management | numeric_override | Customer requested | $115.00 | 2026-01-29 |
| sales | numeric_override | Customer requested | $110.00 | 2026-01-28 |
| f_and_i | numeric_override | Customer requested | $105.00 | 2026-01-26 |
| service | numeric_override | Customer requested | $100.00 | 2026-01-24 |
| parts | numeric_override | Customer requested | $95.00 | 2026-01-23 |
| bdc | numeric_override | Customer requested | $90.00 | 2026-01-21 |
| management | numeric_override | Customer requested | $85.00 | 2026-01-19 |
| sales | numeric_override | Customer requested | $80.00 | 2026-01-18 |
Department Performance
Volume, risk, cost, compliance
| Department | Volume | Risk | Delay | Cost | Compliance |
|---|---|---|---|---|---|
| sales | 13 | 23% | 0 | $330.00 | 71% |
| f & and_i | 13 | 15% | 0 | $240.00 | 81% |
| service | 13 | 15% | 0 | $230.00 | 81% |
| parts | 13 | 23% | 0 | $375.00 | 71% |
| bdc | 13 | 23% | 0 | $360.00 | 71% |
| management | 13 | 23% | 0 | $345.00 | 71% |
Behavioral Patterns
Insights in plain English
▼
Behavioral Patterns
Insights in plain English
Repeat overrides: 16 overrides detected. Highest concentration in sales.
Timing issues: No significant timing bottlenecks identified in approval workflow.
Policy deviations: Primary deviation drivers: Price matching.
Approval bottlenecks: Review approval workflows for deals requiring manager sign-off.
Root Cause Analysis
Why losses occurred
| Category | Contribution % | Count |
|---|---|---|
| Price matching | 100% | 16 |
Policy Compliance
Violations
16
Near-misses
0
Risk Exposure
48%
Trend
declining
ROI & Recovery
Formulas: ROI% = (prevented + recovered) / $799; Payback = $799 / monthly benefit (Annual: $6,999)
Prevented Loss
$564.00
Recovered Margin
$187.20
ROI %
94%
Payback
2 months
Subscription: $799/mo
Recommendations
Priority-ranked actions
▼
Recommendations
Priority-ranked actions
Address Price matching
This category drives 100% of overrides. Review policy and approval thresholds.
Compliance training refresh
Policy violations are trending up. Schedule department training on approval workflows.
Tighten approval rules
Top costly decisions exceed typical thresholds. Consider manager approval for amounts over baseline.
Document override reasons
Ensure all overrides include structured reason codes for audit trail.
Weekly override review
Establish recurring review of high-risk overrides by department.
Methodology & Confidence
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Methodology & Confidence
Data sources
- decision_events: DMS and extension capture
- outcomes: impact classification from baseline engine
- devices: active installer count
Calculation logic
- Leakage: sum of |impact_min| for negative outcomes
- Prevented loss: 30% of leakage (conservative attribution)
- Recovered margin: 20% of impact_max for positive outcomes
- ROI %: (prevented + recovered) / $799 subscription
Limitations
- Impact ranges are estimates; actual $ may vary
- Confidence increases with event volume (≥50 events recommended)
- Department delay metrics require timestamp enrichment
Appendix
Definitions
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Appendix
Definitions
- Override
- A pricing or approval decision that deviates from the baseline policy.
- Leakage
- Estimated margin lost from negative-impact decisions.
- Prevented Loss
- Attributed recovery from visibility and intervention (30% of leakage).
- Recovered Margin
- Positive impact from approved overrides (20% of impact_max).