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Metro Toyota

unknown

Dealership Info

Dealership Name

Brand

Address

Phone Number

Country Code

Location / City

CDK Store ID

Fortellis Connection

Dealer Group:Capitol Auto Group

Subscription ID:sim-sub-002

Connection ID:sim-conn-002

Fortellis Org:sim-org-002

Connection Status:pending

Departments:[{"id":"D_SIM_TY_002","name":"Toyota-FI","dmsType":"Finance"}]

Connected:Apr 16, 2026, 10:21 PM

Sync Schedule:manual_only

Subscription Created:—

Onboarding Actions

2. House Account:

3. History Dump:

4. Analysis:

5. Sync Schedule:

6. Go Live:

Scrub Data (2310 deals)

Deal Summary

Source	Status	Deal Type	Sale Type	Count
fi_v4_bulk	D	New	Cash	8
fi_v4_bulk	F	New	Cash	10
fi_v4_bulk	F	New	Finance	40
fi_v4_bulk	D	Used	Finance	18
fi_v4_bulk	B	Used	Finance	16
fi_v4_bulk	F	New	Lease	25
fi_v4_bulk	F	Used	Finance	52
fi_v4_bulk	B	Used	Cash	6
fi_v4_bulk	F	Used	Cash	18
fi_v3_history_p1	F	Used	Cash	67
fi_v4_bulk	B	New	Lease	10
fi_v4_bulk	U	New	Lease	5
fi_v4_bulk	D	New	Finance	20
fi_v4_bulk	D	Used	Cash	5
fi_v4_bulk	U	Used	Finance	2
fi_v4_bulk	D	New	Lease	5
fi_v4_bulk	P	New	Lease	6
fi_v4_bulk	B	New	Finance	19
fi_v4_bulk	P	Used	Cash	7
fi_v4_bulk	U	Used	Cash	2
fi_v4_bulk	P	Used	Finance	16
fi_v4_bulk	B	New	Cash	2
fi_v4_bulk	U	New	Finance	1
fi_v4_bulk	P	New	Finance	15
fi_v4_bulk	P	New	Cash	1
fi_v4_bulk	U	New	Cash	1
fi_v3_history_p1	F	New	Cash	60
fi_v3_history_p1	F	Used	Finance	250
fi_v3_history_p1	F	New	Lease	123
fi_v3_history_p1	F	New	Finance	190

Dealer Profile Report

════════════════════════════════════════════════════════════
  DEALER PROFILE: Metro Toyota
  ID: 3971b7d9-8d15-45fd-96ef-b1d4450ad14d
  Total Deals Analyzed: 1,000
════════════════════════════════════════════════════════════

  F&I PRODUCTS SOLD
────────────────────────────────────────────────────────────
  Vehicle Service Contract
    CDK Location: Insurance Slot 1 (insurance.insurance1.name)
    Penetration:  55.4% of deals
    Avg Retail:   $2,402.86  |  Avg Cost: $455.47  |  Avg Income: $1,947.38

  GAP Insurance
    CDK Location: Insurance Slot 2 (insurance.insurance2.name)
    Penetration:  45% of deals
    Avg Retail:   $848.91  |  Avg Cost: $249.57  |  Avg Income: $599.34

  Wheel & Tire Protection
    CDK Location: Insurance Slot 3 (insurance.insurance3.name)
    Penetration:  36.9% of deals
    Avg Retail:   $906.32  |  Avg Cost: $176.73  |  Avg Income: $729.59

  MBI
    CDK Location: MBI (insurance.mbi.name)
    Penetration:  23.6% of deals
    Avg Retail:   $2,154.32  |  Avg Cost: $655.09  |  Avg Income: $1,499.23

  Doc Fee
    CDK Location: Fee Option Slot 0 (fees.feeOption[0])
    Penetration:  100% of deals
    Fixed Amount:  $499  |  Fixed Cost: N/A


  FINANCE INSTITUTIONS / LENDERS
────────────────────────────────────────────────────────────
  Toyota Financial Services
    580 deals (71% of financed)
  Navy Federal Credit Union
    88 deals (11% of financed)
  Capital One Auto
    79 deals (10% of financed)
  Ally Financial
    66 deals (8% of financed)
    Total financed: 813 of 1000 deals (81.3%)


  LEAD SOURCES
────────────────────────────────────────────────────────────
  Internet: 423 deals (42%)
  Walk-In: 313 deals (31%)
  Phone: 133 deals (13%)
  Repeat: 80 deals (8%)
  Fleet: 51 deals (5%)


  DEALER-DEFINED FIELDS
────────────────────────────────────────────────────────────
  dealerDefined1: code_field (100% populated, 5 distinct)
    Values: I, P, R, F, W
  dealerDefined3: categorical (100% populated, 3 distinct)
    Values: REGIONAL, SETF BONUS, TFS SUBVENTION
  dealerDefined5: calculated_amount (100% populated, 638 distinct)
    Values: 474, 458, 224, 132, 249, 419, 883, 783, 528, 928


  AUXILIARY FIELDS (fiAux) IN USE
────────────────────────────────────────────────────────────
  fiAux1: code, 6 distinct values (94.4% of deals)
  fiAux8: text, 6 distinct values (60.4% of deals)


  WE-OWE ACTIVITY
────────────────────────────────────────────────────────────
  Front we-owes: 142 deals with charges
  Back we-owes:  50 deals with charges


  INCENTIVES / REBATES
────────────────────────────────────────────────────────────
  Rebate used on 149 deals (14.9%)
  Avg rebate: $2,018.44  |  Range: $256 – $5,215

════════════════════════════════════════════════════════════
  Report generated: 2026-04-16T23:41:21.029Z
════════════════════════════════════════════════════════════

Field Usage (66 fields)

Field	Category	Usage %	Class	Hint
deal.dealerDefined3	dealer_defined	100.0%	categorical	—
weOwes.frontWeOwes	we_owe	100.0%	calculated_amount	—
deal.dealSource	deal_source	100.0%	lead_source	—
deal.paymentStyle	deal_meta	100.0%	categorical	—
fees.feeOption[0].name	fee_option	100.0%	fixed_default	Doc Fee
fees.feeOption[0].amount	fee_option	100.0%	fixed_default	—
fees.feeOption[0].costAmount	fee_option	100.0%	fixed_default	—
fees.feeOption[0].profitType	fee_option	100.0%	fixed_default	—
deal.dealerDefined1	dealer_defined	100.0%	code_field	—
weOwes.backWeOwes	we_owe	100.0%	calculated_amount	—
deal.dealerDefined5	dealer_defined	100.0%	calculated_amount	—
dealAuxiliary.fiAux1	aux	94.4%	code_field	—
deal.financeSource	finance_institution	81.3%	active_lender_slot	—
deal.lienHolderName	finance_institution	81.3%	active_lender_slot	—
fees.initialFee[0].profitType	initial_fee	78.2%	active_product_slot	—
fees.initialFee[0].amount	initial_fee	78.2%	calculated_amount	—
fees.initialFee[0].name	initial_fee	78.2%	active_product_slot	Window Tint
fees.initialFee[0].costAmount	initial_fee	78.2%	active_product_slot	—
dealAuxiliary.fiAux8	aux	60.4%	categorical	—
insurance.insurance1.fee	insurance	55.4%	calculated_amount	—
insurance.insurance1.name	insurance	55.4%	active_product_slot	Vehicle Service Contract
insurance.insurance1.income	insurance	55.4%	calculated_amount	—
insurance.insurance1.cost	insurance	55.4%	calculated_amount	—
insurance.insurance2.fee	insurance	45.0%	calculated_amount	—
insurance.insurance2.income	insurance	45.0%	calculated_amount	—
insurance.insurance2.name	insurance	45.0%	active_product_slot	GAP Insurance
insurance.insurance2.cost	insurance	45.0%	calculated_amount	—
insurance.insurance3.income	insurance	36.9%	calculated_amount	—
insurance.insurance3.cost	insurance	36.9%	calculated_amount	—
insurance.insurance3.name	insurance	36.9%	active_product_slot	Wheel & Tire Protection
insurance.insurance3.fee	insurance	36.9%	calculated_amount	—
fees.initialFee[1].amount	initial_fee	33.4%	calculated_amount	—
fees.initialFee[1].name	initial_fee	33.4%	active_product_slot	—
fees.initialFee[1].costAmount	initial_fee	33.4%	active_product_slot	—
fees.initialFee[1].profitType	initial_fee	33.4%	active_product_slot	—
insurance.mbi.cost	insurance	23.6%	calculated_amount	—
insurance.mbi.income	insurance	23.6%	calculated_amount	—
insurance.mbi.purchaseCost	insurance	23.6%	calculated_amount	—
insurance.mbi.name	insurance	23.6%	active_product_slot	Mechanical Breakdown Insurance
insurance.mbi.fee	insurance	23.6%	calculated_amount	—
incentives.rebateAmount	incentive	14.9%	occasional	—
incentives.commonRebateDetails[0].code	incentive	14.9%	occasional	—
incentives.commonRebateDetails[0].description	incentive	14.9%	occasional	—
incentives.commonRebateDetails[0].amount	incentive	14.9%	occasional	—
weOwes.frontWeOwesGrossSales	we_owe	14.2%	occasional	—
weOwes.weOweBackSaleTotal	we_owe	14.2%	occasional	—
weOwes.weOweFrontGrossSales	we_owe	14.2%	occasional	—
weOwes.weOweResidualTableTotal	we_owe	14.2%	occasional	—
weOwes.weOweResidualTotal	we_owe	14.2%	occasional	—
weOwes.frontWeOwesGrossCost	we_owe	14.2%	occasional	—
weOwes.weOweBackCostTotal	we_owe	14.2%	occasional	—
weOwes.weOweSaleSoftTotal	we_owe	14.2%	occasional	—
weOwes.weOweSaleHardTotal	we_owe	14.2%	occasional	—
incentives.commonRebateDetails[1].code	incentive	8.0%	occasional	—
incentives.commonRebateDetails[1].description	incentive	8.0%	occasional	—
incentives.commonRebateDetails[1].amount	incentive	8.0%	occasional	—
fees.initialFee[2].profitType	initial_fee	4.9%	rarely_used	—
fees.initialFee[2].costAmount	initial_fee	4.9%	rarely_used	—
fees.initialFee[2].amount	initial_fee	4.9%	rarely_used	—
fees.initialFee[2].name	initial_fee	4.9%	rarely_used	Door Edge Guards
incentives.commonRebateDetails[2].amount	incentive	1.9%	rarely_used	—
incentives.commonRebateDetails[2].description	incentive	1.9%	rarely_used	—
incentives.commonRebateDetails[2].code	incentive	1.9%	rarely_used	—
incentives.commonRebateDetails[3].code	incentive	0.2%	rarely_used	—
incentives.commonRebateDetails[3].description	incentive	0.2%	rarely_used	—
incentives.commonRebateDetails[3].amount	incentive	0.2%	rarely_used	—

Employee Mapping (24 employees)

24 unmapped employees

CDK #	Name	Role Hint	Deals
200401	Robert Ishikawa	closing_manager	1000
200301	William Chang	sales_manager	592
200302	Angela Torres	sales_manager	408
200201	Steven Yamamoto	fi_manager	399
200202	Laura Bennett	fi_manager	340
200203	Carlos Mendez	fi_manager	261
200101	Kevin Nguyen	salesperson	105
200105	Anthony Rivera	salesperson	105
200102	Maria Santos	salesperson	99
200103	Derek Washington	salesperson	97
200106	Lisa Patel	salesperson	80
200104	Jennifer Kim	salesperson	78
200108	Amanda Foster	salesperson	63
200110	Stephanie Herrera	salesperson	56
200107	Christopher Davis	salesperson	53
200114	Rachel Dominguez	salesperson	51
200112	Michelle Thompson	salesperson	51
200109	Ryan Takahashi	salesperson	46
200111	Jason Lee	salesperson	45
200113	Brandon Cole	salesperson	43
200117	Daniel Murphy	salesperson	43
200116	Nicole Park	salesperson	39
200115	Tyler Jensen	salesperson	35
200118	Kimberly Ortiz	salesperson	32

Onboarding Template

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Recent Sync Logs

Type	Status	Fetched	Inserted	Started	Error
onboarding_fi_v3_history_p2	success	1000	1000	Apr 16, 2026, 11:40 PM	—
onboarding_fi_v3_history_p1	success	1000	1000	Apr 16, 2026, 11:39 PM	—
onboarding_bulk	success	310	310	Apr 16, 2026, 11:38 PM	—