One ranked worklist for the manager meeting.
Dealership Engine turns inventory, CRM, pricing, funding, and data-quality exceptions into a daily manager queue with owner, due time, proof, and next action.
Built for: single rooftops and small dealer groups that need a daily worklist habit first, with deal desk expansion planned after trust is earned.
Daily worklist wedge
The worklist does not ask a GM to read every report. It ranks the few units, leads, prices, and funding risks most likely to cost gross today.
Each card shows why it is here, who owns it, when it is due, what proof supports it, and what blocks customer-facing action.
Aged inventory, activity without movement, stale pricing, and vehicles that need a manager next step.
Deals that need cleaner structure, missing steps, or manager review before they slow down.
Vehicles priced outside the store’s current market posture or missing source-backed price confidence.
What the wedge does now
Ranks which vehicles, leads, pricing gaps, and funding risks need management attention first.
Turns every exception into owner, due time, source proof, blocker, and recommended next step.
Shows source, timestamp, rule, confidence, and no-go conditions before a manager acts on a recommendation.
How the daily worklist works
Inventory, CRM activity, pricing pressure, funding risk, and source quality get normalized into one operating view.
The board pushes the few units, leads, and deals most likely to cost gross above normal report noise.
Every recommendation carries source, timestamp, confidence, blocker, and what would change the answer.
Who it is for
Dealer principals, GMs, and operators who own gross, aged inventory, response speed, and funded-deal quality.
GSMs, desk managers, used-car managers, BDC, and F&I leads who need one shared morning priority list.
Single rooftops and small dealer groups where managers can review the worklist before the sales day gets noisy.
Stores expecting autonomous customer contact, credit decisions, lender approvals, or replacement of the CRM/DMS should not use the pilot that way.
See where money is leaking and which operating moves should happen before another report cycle.
Work a short list of units and leads with enough source context to decide what happens next.
Spot stip risk, follow-up gaps, and sales-floor opportunities with a shared operating view.
Atlanta pilot contact
For Atlanta-area dealer operators, the fastest next step is still a direct call or email: pick one gross leak, review a sample daily worklist, and decide whether a read-only pilot is worth running.
30-day pilot terms
Start from a sample export or private pilot data. No shopper contact, credit discussion, deposits, or approval promises.
The GM should know the top units, leads, prices, and funding risks before the first desk meeting.
Compare aged-unit movement, response speed, funded-deal quality, and gross retained against the starting baseline.
Pre-planned deal desk expansion
Phase one is the daily habit. Phase two turns trusted worklist items into source-backed OTD assumptions, payment posture, manager notes, and approval workflow.