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Tri-County CDJR

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-005

Connection ID:sim-conn-005

Fortellis Org:sim-org-005

Connection Status:pending

Departments:[{"id":"D_SIM_CJ_005","name":"CDJR-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 (1836 deals)

Deal Summary

Source	Status	Deal Type	Sale Type	Count
fi_v4_bulk	D	Used	Cash	8
fi_v4_bulk	D	Used	Finance	25
fi_v4_bulk	F	New	Cash	13
fi_v4_bulk	F	Used	Finance	37
fi_v4_bulk	F	New	Finance	19
fi_v4_bulk	F	New	Lease	7
fi_v4_bulk	F	Used	Cash	13
fi_v4_bulk	U	Used	Cash	3
fi_v4_bulk	D	New	Cash	6
fi_v4_bulk	B	Used	Finance	15
fi_v4_bulk	U	Used	Finance	5
fi_v4_bulk	D	New	Finance	9
fi_v4_bulk	D	New	Lease	5
fi_v4_bulk	B	New	Cash	4
fi_v4_bulk	B	New	Lease	5
fi_v4_bulk	B	Used	Cash	7
fi_v4_bulk	U	New	Finance	2
fi_v4_bulk	P	Used	Cash	4
fi_v4_bulk	B	New	Finance	6
fi_v4_bulk	P	New	Lease	3
fi_v4_bulk	P	New	Finance	5
fi_v4_bulk	P	Used	Finance	7
fi_v4_bulk	P	New	Cash	2
fi_v3_history_p1	F	New	Cash	103
fi_v3_history_p1	F	Used	Cash	144
fi_v3_history_p1	F	Used	Finance	322
fi_v3_history_p1	F	New	Lease	54
fi_v3_history_p1	F	New	Finance	167

Dealer Profile Report

════════════════════════════════════════════════════════════
  DEALER PROFILE: Tri-County CDJR
  ID: 8543a105-d314-4efc-9476-862d515c5df2
  Total Deals Analyzed: 1,000
════════════════════════════════════════════════════════════

  F&I PRODUCTS SOLD
────────────────────────────────────────────────────────────
  Vehicle Service Contract
    CDK Location: Insurance Slot 1 (insurance.insurance1.name)
    Penetration:  42.8% of deals
    Avg Retail:   $2,753.1  |  Avg Cost: $527.76  |  Avg Income: $2,225.34

  GAP Insurance
    CDK Location: Insurance Slot 2 (insurance.insurance2.name)
    Penetration:  34.9% of deals
    Avg Retail:   $849.05  |  Avg Cost: $252.09  |  Avg Income: $596.96

  Wheel & Tire Protection
    CDK Location: Insurance Slot 3 (insurance.insurance3.name)
    Penetration:  25.9% of deals
    Avg Retail:   $902.01  |  Avg Cost: $176.95  |  Avg Income: $725.06

  MBI
    CDK Location: MBI (insurance.mbi.name)
    Penetration:  24.8% of deals
    Avg Retail:   $2,089.36  |  Avg Cost: $650.39  |  Avg Income: $1,438.97

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

  Etch
    CDK Location: Fee Option Slot 1 (fees.feeOption[1])
    Penetration:  83.1% of deals
    Avg Amount:  $296.9  |  Avg Cost: $36.48
    Also in slot: Wheel Lock (195x)

  Wheel Lock
    CDK Location: Fee Option Slot 2 (fees.feeOption[2])
    Penetration:  35.9% of deals
    Avg Amount:  $122.65  |  Fixed Cost: $25


  FINANCE INSTITUTIONS / LENDERS
────────────────────────────────────────────────────────────
  Chrysler Capital
    277 deals (40% of financed)
  Valley Credit Union
    139 deals (20% of financed)
  Ally Financial
    126 deals (18% of financed)
  Capital One Auto
    78 deals (11% of financed)
  TD Auto Finance
    73 deals (11% of financed)
    Total financed: 693 of 1000 deals (69.3%)


  LEAD SOURCES
────────────────────────────────────────────────────────────
  Internet: 355 deals (36%)
  Showroom: 340 deals (34%)
  Phone: 166 deals (17%)
  Referral: 91 deals (9%)
  Event: 48 deals (5%)


  DEALER-DEFINED FIELDS
────────────────────────────────────────────────────────────
  dealerDefined1: categorical (100% populated, 4 distinct)
    Values: CHRYSLER, JEEP, RAM, DODGE
  dealerDefined2: categorical (100% populated, 4 distinct)
    Values: LOYALTY, NONE, RETURNING, CONQUEST
  dealerDefined8: categorical (100% populated, 6 distinct)
    Values: SRT, TRAILHAWK, LIMITED, LAREDO, BIG HORN, SPORT


  AUXILIARY FIELDS (fiAux) IN USE
────────────────────────────────────────────────────────────
  fiAux2: text, 5 distinct values (63.9% of deals)
  fiAux10: currency, avg $1,374.33, range $255.78 – $2,491.01 (39.4% of deals)


  WE-OWE ACTIVITY
────────────────────────────────────────────────────────────
  Front we-owes: 267 deals with charges
  Back we-owes:  83 deals with charges


  INCENTIVES / REBATES
────────────────────────────────────────────────────────────
  Rebate used on 282 deals (28.2%)
  Avg rebate: $3,357.4  |  Range: $518 – $8,376

════════════════════════════════════════════════════════════
  Report generated: 2026-04-16T23:40:31.331Z
════════════════════════════════════════════════════════════

Field Usage (66 fields)

Field	Category	Usage %	Class	Hint
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%	categorical	—
deal.dealerDefined2	dealer_defined	100.0%	categorical	—
deal.dealerDefined8	dealer_defined	100.0%	categorical	—
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	—
weOwes.frontWeOwes	we_owe	100.0%	calculated_amount	—
weOwes.backWeOwes	we_owe	100.0%	calculated_amount	—
fees.feeOption[1].costAmount	fee_option	83.1%	active_product_slot	—
fees.feeOption[1].name	fee_option	83.1%	active_product_slot	VIN Etch
fees.feeOption[1].amount	fee_option	83.1%	calculated_amount	—
fees.feeOption[1].profitType	fee_option	83.1%	fixed_default	—
deal.financeSource	finance_institution	69.3%	active_lender_slot	—
deal.lienHolderName	finance_institution	69.3%	active_lender_slot	—
dealAuxiliary.fiAux2	aux	63.9%	categorical	—
insurance.insurance1.cost	insurance	42.8%	calculated_amount	—
insurance.insurance1.fee	insurance	42.8%	calculated_amount	—
insurance.insurance1.income	insurance	42.8%	calculated_amount	—
insurance.insurance1.name	insurance	42.8%	active_product_slot	Vehicle Service Contract
fees.initialFee[0].name	initial_fee	39.4%	active_product_slot	GAP Insurance
fees.initialFee[0].amount	initial_fee	39.4%	calculated_amount	—
fees.initialFee[0].costAmount	initial_fee	39.4%	active_product_slot	—
fees.initialFee[0].profitType	initial_fee	39.4%	active_product_slot	—
dealAuxiliary.fiAux10	aux	39.4%	calculated_amount	—
fees.feeOption[2].profitType	fee_option	35.9%	active_product_slot	—
fees.feeOption[2].costAmount	fee_option	35.9%	active_product_slot	—
fees.feeOption[2].amount	fee_option	35.9%	calculated_amount	—
fees.feeOption[2].name	fee_option	35.9%	active_product_slot	Wheel & Tire Protection
insurance.insurance2.income	insurance	34.9%	calculated_amount	—
insurance.insurance2.name	insurance	34.9%	active_product_slot	GAP Insurance
insurance.insurance2.cost	insurance	34.9%	calculated_amount	—
insurance.insurance2.fee	insurance	34.9%	calculated_amount	—
incentives.rebateAmount	incentive	28.2%	incentive_field	—
weOwes.weOweResidualTableTotal	we_owe	26.7%	calculated_amount	—
weOwes.weOweFrontGrossSales	we_owe	26.7%	calculated_amount	—
weOwes.weOweBackSaleTotal	we_owe	26.7%	calculated_amount	—
weOwes.weOweBackCostTotal	we_owe	26.7%	calculated_amount	—
weOwes.frontWeOwesGrossSales	we_owe	26.7%	calculated_amount	—
weOwes.frontWeOwesGrossCost	we_owe	26.7%	calculated_amount	—
weOwes.weOweSaleSoftTotal	we_owe	26.7%	calculated_amount	—
weOwes.weOweSaleHardTotal	we_owe	26.7%	calculated_amount	—
weOwes.weOweResidualTotal	we_owe	26.7%	calculated_amount	—
insurance.insurance3.fee	insurance	25.9%	calculated_amount	—
insurance.insurance3.income	insurance	25.9%	calculated_amount	—
insurance.insurance3.name	insurance	25.9%	active_product_slot	Wheel & Tire Protection
insurance.insurance3.cost	insurance	25.9%	calculated_amount	—
insurance.mbi.cost	insurance	24.8%	calculated_amount	—
insurance.mbi.name	insurance	24.8%	active_product_slot	Mechanical Breakdown Insurance
insurance.mbi.purchaseCost	insurance	24.8%	calculated_amount	—
insurance.mbi.income	insurance	24.8%	calculated_amount	—
insurance.mbi.fee	insurance	24.8%	calculated_amount	—
incentives.commonRebateDetails[0].amount	incentive	24.1%	incentive_field	—
incentives.commonRebateDetails[0].code	incentive	24.1%	incentive_field	—
incentives.commonRebateDetails[0].description	incentive	24.1%	incentive_field	—
incentives.commonRebateDetails[1].code	incentive	13.0%	occasional	—
incentives.commonRebateDetails[1].description	incentive	13.0%	occasional	—
incentives.commonRebateDetails[1].amount	incentive	13.0%	occasional	—
incentives.commonRebateDetails[2].code	incentive	3.4%	rarely_used	—
incentives.commonRebateDetails[2].description	incentive	3.4%	rarely_used	—
incentives.commonRebateDetails[2].amount	incentive	3.4%	rarely_used	—
incentives.commonRebateDetails[3].description	incentive	0.8%	rarely_used	—
incentives.commonRebateDetails[3].code	incentive	0.8%	rarely_used	—
incentives.commonRebateDetails[3].amount	incentive	0.8%	rarely_used	—

Employee Mapping (20 employees)

20 unmapped employees

CDK #	Name	Role Hint	Deals
500401	Gordon Maxwell	closing_manager	1000
500301	Philip Hartman	sales_manager	622
500201	Warren Gallagher	fi_manager	387
500302	Sandra Navarro	sales_manager	378
500202	Deborah Stanton	fi_manager	350
500203	Marco Esposito	fi_manager	263
500101	Shane McAllister	salesperson	157
500102	Rosa Gutierrez	salesperson	152
500103	Damon Rhodes	salesperson	106
500105	Brett Cunningham	salesperson	102
500104	Alicia Vargas	salesperson	94
500106	Yolanda Fitzgerald	salesperson	93
500109	Cody Marsh	salesperson	68
500107	Austin Blake	salesperson	68
500108	Priya Kapoor	salesperson	63
500110	Jasmine Burton	salesperson	56
500113	Ian Caldwell	salesperson	46
500111	Terrence Woods	salesperson	44
500112	Brenda Salazar	salesperson	40
500114	Lena Christensen	salesperson	30

Onboarding Template

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Recent Sync Logs

Type	Status	Fetched	Inserted	Started	Error
onboarding_fi_v3_history_p2	success	791	791	Apr 16, 2026, 11:39 PM	—
onboarding_fi_v3_history_p1	success	835	835	Apr 16, 2026, 11:38 PM	—
onboarding_bulk	success	210	210	Apr 16, 2026, 11:37 PM	—