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Capital Ford

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-003

Connection ID:sim-conn-003

Fortellis Org:sim-org-003

Connection Status:pending

Departments:[{"id":"D_SIM_FD_003","name":"Ford-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 (2029 deals)

Deal Summary

Source	Status	Deal Type	Sale Type	Count
fi_v4_bulk	F	New	Finance	26
fi_v4_bulk	F	Used	Finance	47
fi_v4_bulk	F	New	Cash	6
fi_v4_bulk	F	Used	Cash	13
fi_v4_bulk	F	New	Lease	19
fi_v4_bulk	D	Used	Finance	16
fi_v4_bulk	B	New	Lease	7
fi_v4_bulk	D	New	Lease	6
fi_v4_bulk	B	New	Finance	11
fi_v4_bulk	B	Used	Finance	11
fi_v4_bulk	D	Used	Cash	6
fi_v4_bulk	P	Used	Finance	16
fi_v4_bulk	D	New	Finance	14
fi_v4_bulk	P	Used	Cash	3
fi_v4_bulk	P	New	Finance	9
fi_v4_bulk	P	New	Cash	7
fi_v4_bulk	B	Used	Cash	5
fi_v4_bulk	P	New	Lease	6
fi_v4_bulk	U	New	Finance	3
fi_v4_bulk	D	New	Cash	3
fi_v4_bulk	U	Used	Finance	1
fi_v4_bulk	U	New	Lease	2
fi_v4_bulk	U	Used	Cash	1
fi_v3_history_p1	F	New	Cash	83
fi_v3_history_p1	F	Used	Cash	122
fi_v3_history_p1	F	New	Finance	211
fi_v3_history_p1	F	New	Lease	71
fi_v3_history_p1	F	Used	Finance	274
fi_v3_history_p2	F	Used	Cash	1

Dealer Profile Report

════════════════════════════════════════════════════════════
  DEALER PROFILE: Capital Ford
  ID: 4daa4ff6-cadf-4f12-a7fe-8a96c92a1e79
  Total Deals Analyzed: 1,000
════════════════════════════════════════════════════════════

  F&I PRODUCTS SOLD
────────────────────────────────────────────────────────────
  Vehicle Service Contract
    CDK Location: Insurance Slot 1 (insurance.insurance1.name)
    Penetration:  45.3% of deals
    Avg Retail:   $2,589.49  |  Avg Cost: $515.47  |  Avg Income: $2,074.02

  GAP Insurance
    CDK Location: Insurance Slot 2 (insurance.insurance2.name)
    Penetration:  37.9% of deals
    Avg Retail:   $851.16  |  Avg Cost: $250.28  |  Avg Income: $600.88

  Wheel & Tire Protection
    CDK Location: Insurance Slot 3 (insurance.insurance3.name)
    Penetration:  27% of deals
    Avg Retail:   $812.6  |  Avg Cost: $174.2  |  Avg Income: $638.39

  MBI
    CDK Location: MBI (insurance.mbi.name)
    Penetration:  20% of deals
    Avg Retail:   $2,017.45  |  Avg Cost: $599.72  |  Avg Income: $1,417.73

  Doc Fee
    CDK Location: Fee Option Slot 0 (fees.feeOption[0])
    Penetration:  100% of deals
    Fixed Amount:  $599  |  Fixed Cost: N/A

  Tire & Wheel
    CDK Location: Fee Option Slot 1 (fees.feeOption[1])
    Penetration:  75.9% of deals
    Avg Amount:  $617.64  |  Avg Cost: $167.39
    Also in slot: AVRS (330x)

  AVRS
    CDK Location: Fee Option Slot 2 (fees.feeOption[2])
    Penetration:  26.4% of deals
    Avg Amount:  $441.55  |  Fixed Cost: $125


  FINANCE INSTITUTIONS / LENDERS
────────────────────────────────────────────────────────────
  Ford Motor Credit
    399 deals (53% of financed)
  Local Credit Union
    193 deals (26% of financed)
  Ally Financial
    70 deals (9% of financed)
  Capital One Auto
    63 deals (8% of financed)
  Wells Fargo Dealer Services
    25 deals (3% of financed)
    Total financed: 750 of 1000 deals (75%)


  LEAD SOURCES
────────────────────────────────────────────────────────────
  Showroom: 339 deals (34%)
  Internet: 287 deals (29%)
  Fleet: 147 deals (15%)
  Phone: 121 deals (12%)
  Commercial: 106 deals (11%)


  DEALER-DEFINED FIELDS
────────────────────────────────────────────────────────────
  dealerDefined1: categorical (100% populated, 3 distinct)
    Values: FLEET, RETAIL, COMMERCIAL
  dealerDefined2: categorical (100% populated, 5 distinct)
    Values: NONE, X-PLAN, Z-PLAN, D-PLAN, A-PLAN
  dealerDefined4: calculated_amount (100% populated, 50 distinct)
    Values: 8, 35, 17, 21, 5, 23, 22, 33, 49, 32


  AUXILIARY FIELDS (fiAux) IN USE
────────────────────────────────────────────────────────────
  fiAux3: boolean, 2 distinct values (72.4% of deals)
  fiAux12: currency, avg $1,236.54, range $508.65 – $1,997.6 (33.6% of deals)


  WE-OWE ACTIVITY
────────────────────────────────────────────────────────────
  Front we-owes: 193 deals with charges
  Back we-owes:  71 deals with charges


  INCENTIVES / REBATES
────────────────────────────────────────────────────────────
  Rebate used on 101 deals (10.1%)
  Avg rebate: $1,809.85  |  Range: $516 – $2,981

════════════════════════════════════════════════════════════
  Report generated: 2026-04-16T23:41:01.856Z
════════════════════════════════════════════════════════════

Field Usage (54 fields)

Field	Category	Usage %	Class	Hint
fees.feeOption[0].profitType	fee_option	100.0%	fixed_default	—
weOwes.backWeOwes	we_owe	100.0%	calculated_amount	—
weOwes.frontWeOwes	we_owe	100.0%	calculated_amount	—
deal.dealerDefined1	dealer_defined	100.0%	categorical	—
deal.dealerDefined2	dealer_defined	100.0%	categorical	—
deal.dealerDefined4	dealer_defined	100.0%	calculated_amount	—
deal.dealSource	deal_source	100.0%	lead_source	—
fees.feeOption[0].costAmount	fee_option	100.0%	fixed_default	—
fees.feeOption[0].amount	fee_option	100.0%	fixed_default	—
deal.paymentStyle	deal_meta	100.0%	categorical	—
fees.feeOption[0].name	fee_option	100.0%	fixed_default	Doc Fee
fees.feeOption[1].amount	fee_option	75.9%	calculated_amount	—
fees.feeOption[1].name	fee_option	75.9%	active_product_slot	Wheel & Tire Protection
fees.feeOption[1].costAmount	fee_option	75.9%	active_product_slot	—
fees.feeOption[1].profitType	fee_option	75.9%	active_product_slot	—
deal.lienHolderName	finance_institution	75.0%	active_lender_slot	—
deal.financeSource	finance_institution	75.0%	active_lender_slot	—
dealAuxiliary.fiAux3	aux	72.4%	categorical	—
fees.initialFee[0].profitType	initial_fee	50.7%	active_product_slot	—
fees.initialFee[0].costAmount	initial_fee	50.7%	active_product_slot	—
fees.initialFee[0].name	initial_fee	50.7%	active_product_slot	Nitrogen
fees.initialFee[0].amount	initial_fee	50.7%	calculated_amount	—
insurance.insurance1.income	insurance	45.3%	calculated_amount	—
insurance.insurance1.name	insurance	45.3%	active_product_slot	Vehicle Service Contract
insurance.insurance1.fee	insurance	45.3%	calculated_amount	—
insurance.insurance1.cost	insurance	45.3%	calculated_amount	—
insurance.insurance2.cost	insurance	37.9%	calculated_amount	—
insurance.insurance2.name	insurance	37.9%	active_product_slot	GAP Insurance
insurance.insurance2.fee	insurance	37.9%	calculated_amount	—
insurance.insurance2.income	insurance	37.9%	calculated_amount	—
dealAuxiliary.fiAux12	aux	33.6%	calculated_amount	—
insurance.insurance3.name	insurance	27.0%	active_product_slot	Wheel & Tire Protection
insurance.insurance3.income	insurance	27.0%	calculated_amount	—
insurance.insurance3.cost	insurance	27.0%	calculated_amount	—
insurance.insurance3.fee	insurance	27.0%	calculated_amount	—
fees.feeOption[2].costAmount	fee_option	26.4%	active_product_slot	—
fees.feeOption[2].amount	fee_option	26.4%	calculated_amount	—
fees.feeOption[2].name	fee_option	26.4%	active_product_slot	Anti-Theft (AVRS)
fees.feeOption[2].profitType	fee_option	26.4%	active_product_slot	—
insurance.mbi.fee	insurance	20.0%	calculated_amount	—
insurance.mbi.income	insurance	20.0%	calculated_amount	—
insurance.mbi.purchaseCost	insurance	20.0%	calculated_amount	—
insurance.mbi.name	insurance	20.0%	active_product_slot	Mechanical Breakdown Insurance
insurance.mbi.cost	insurance	20.0%	calculated_amount	—
weOwes.weOweResidualTableTotal	we_owe	19.3%	calculated_amount	—
weOwes.weOweSaleHardTotal	we_owe	19.3%	calculated_amount	—
weOwes.weOweSaleSoftTotal	we_owe	19.3%	calculated_amount	—
weOwes.weOweBackSaleTotal	we_owe	19.3%	calculated_amount	—
weOwes.weOweBackCostTotal	we_owe	19.3%	calculated_amount	—
weOwes.frontWeOwesGrossSales	we_owe	19.3%	calculated_amount	—
weOwes.frontWeOwesGrossCost	we_owe	19.3%	calculated_amount	—
weOwes.weOweResidualTotal	we_owe	19.3%	calculated_amount	—
weOwes.weOweFrontGrossSales	we_owe	19.3%	calculated_amount	—
incentives.rebateAmount	incentive	10.1%	occasional	—

Employee Mapping (21 employees)

21 unmapped employees

CDK #	Name	Role Hint	Deals
300401	Harold Jennings	closing_manager	1000
300301	Douglas Merritt	sales_manager	583
300302	Christine Vega	sales_manager	417
300201	Frank Castellano	fi_manager	407
300202	Diane Whitaker	fi_manager	324
300203	Nathan Cross	fi_manager	269
300101	James Patterson	salesperson	148
300103	Michael Sullivan	salesperson	107
300102	Sarah Mitchell	salesperson	97
300106	Ashley Crawford	salesperson	87
300105	Robert Turner	salesperson	83
300104	Jessica Harper	salesperson	83
300107	Patrick O'Brien	salesperson	81
300109	Travis Reed	salesperson	73
300110	Brittany Coleman	salesperson	66
300111	Corey Hawkins	salesperson	66
300108	Megan Bailey	salesperson	52
300113	Kyle Benson	salesperson	45
300112	Dana Fleming	salesperson	43
300114	Heather Dixon	salesperson	43
300115	Dustin Graves	salesperson	39

Onboarding Template

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Recent Sync Logs

Type	Status	Fetched	Inserted	Started	Error
onboarding_fi_v3_history_p2	success	849	849	Apr 16, 2026, 11:39 PM	—
onboarding_fi_v3_history_p1	success	942	942	Apr 16, 2026, 11:38 PM	—
onboarding_bulk	success	238	238	Apr 16, 2026, 11:37 PM	—