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Riverview Mercedes-Benz

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-001

Connection ID:sim-conn-001

Fortellis Org:sim-org-001

Connection Status:pending

Departments:[{"id":"D_SIM_MB_001","name":"Mercedes-Benz-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 (1115 deals)

Deal Summary

Source	Status	Deal Type	Sale Type	Count
fi_v4_bulk	D	New	Finance	6
fi_v4_bulk	F	Used	Finance	18
fi_v4_bulk	D	Used	Finance	5
fi_v4_bulk	F	New	Finance	15
fi_v4_bulk	F	New	Lease	17
fi_v4_bulk	F	New	Cash	3
fi_v4_bulk	D	Used	Cash	5
fi_v4_bulk	B	Used	Finance	5
fi_v4_bulk	F	Used	Cash	5
fi_v4_bulk	U	Used	Finance	3
fi_v4_bulk	D	New	Cash	3
fi_v4_bulk	U	Used	Cash	4
fi_v4_bulk	D	New	Lease	5
fi_v4_bulk	B	New	Lease	7
fi_v4_bulk	U	New	Lease	1
fi_v4_bulk	B	Used	Cash	1
fi_v4_bulk	P	New	Finance	3
fi_v4_bulk	B	New	Finance	9
fi_v4_bulk	P	Used	Finance	4
fi_v4_bulk	U	New	Finance	1
fi_v4_bulk	P	New	Lease	5
fi_v4_bulk	P	Used	Cash	1
fi_v4_bulk	P	New	Cash	2
fi_v3_history_p1	F	Used	Cash	51
fi_v3_history_p1	F	Used	Finance	149
fi_v3_history_p1	F	New	Finance	135
fi_v3_history_p1	F	New	Lease	106
fi_v3_history_p1	F	New	Cash	40
fi_v3_history_p2	F	Used	Finance	116
fi_v3_history_p2	F	New	Finance	89
fi_v3_history_p2	F	Used	Cash	37
fi_v3_history_p2	F	New	Lease	115
fi_v3_history_p2	F	New	Cash	34

Dealer Profile Report

════════════════════════════════════════════════════════════
  DEALER PROFILE: Riverview Mercedes-Benz
  ID: e27ab73b-7b7c-4991-bf33-101a9d44462e
  Total Deals Analyzed: 1,000
════════════════════════════════════════════════════════════

  F&I PRODUCTS SOLD
────────────────────────────────────────────────────────────
  Vehicle Service Contract
    CDK Location: Insurance Slot 1 (insurance.insurance1.name)
    Penetration:  54.5% of deals
    Avg Retail:   $3,475.93  |  Avg Cost: $595.03  |  Avg Income: $2,880.9

  GAP Insurance
    CDK Location: Insurance Slot 2 (insurance.insurance2.name)
    Penetration:  16.7% of deals
    Avg Retail:   $861.62  |  Avg Cost: $249.77  |  Avg Income: $611.84

  Wheel & Tire Protection
    CDK Location: Insurance Slot 3 (insurance.insurance3.name)
    Penetration:  43.7% of deals
    Avg Retail:   $1,138.45  |  Avg Cost: $220.63  |  Avg Income: $917.82

  MBI
    CDK Location: MBI (insurance.mbi.name)
    Penetration:  17.9% of deals
    Avg Retail:   $2,774.19  |  Avg Cost: $809.63  |  Avg Income: $1,964.56

  Doc Fee
    CDK Location: Fee Option Slot 0 (fees.feeOption[0])
    Penetration:  100% of deals
    Fixed Amount:  $799  |  Fixed Cost: N/A

  AVRS
    CDK Location: Fee Option Slot 1 (fees.feeOption[1])
    Penetration:  95.8% of deals
    Avg Amount:  $482.41  |  Avg Cost: $137.72
    Also in slot: Etch (112x)

  Etch
    CDK Location: Fee Option Slot 2 (fees.feeOption[2])
    Penetration:  56.9% of deals
    Avg Amount:  $400.45  |  Fixed Cost: $45


  FINANCE INSTITUTIONS / LENDERS
────────────────────────────────────────────────────────────
  Mercedes-Benz Financial Services
    567 deals (70% of financed)
  Bank of America
    87 deals (11% of financed)
  PenFed Credit Union
    80 deals (10% of financed)
  Chase Auto Finance
    80 deals (10% of financed)
    Total financed: 814 of 1000 deals (81.4%)


  LEAD SOURCES
────────────────────────────────────────────────────────────
  Showroom: 383 deals (38%)
  Internet: 367 deals (37%)
  Phone: 150 deals (15%)
  Referral: 100 deals (10%)


  DEALER-DEFINED FIELDS
────────────────────────────────────────────────────────────
  dealerDefined1: categorical (100% populated, 4 distinct)
    Values: INTERNET, SHOWROOM, REFERRAL, PHONE
  dealerDefined2: categorical (100% populated, 3 distinct)
    Values: STD, CERT, PREM


  AUXILIARY FIELDS (fiAux) IN USE
────────────────────────────────────────────────────────────
  fiAux15: currency, avg $1,724.52, range $502.48 – $2,988.44 (46.7% of deals)
  fiAux22: currency, avg $26.16, range $-499.97 – $498.03 (28.8% of deals)


  WE-OWE ACTIVITY
────────────────────────────────────────────────────────────
  Front we-owes: 44 deals with charges
  Back we-owes:  15 deals with charges


  INCENTIVES / REBATES
────────────────────────────────────────────────────────────
  Rebate used on 91 deals (9.1%)
  Avg rebate: $763.92  |  Range: $503 – $1,000

════════════════════════════════════════════════════════════
  Report generated: 2026-04-16T23:39:45.610Z
════════════════════════════════════════════════════════════

Field Usage (49 fields)

Field	Category	Usage %	Class	Hint
deal.dealerDefined1	dealer_defined	100.0%	categorical	—
deal.dealSource	deal_source	100.0%	lead_source	—
weOwes.backWeOwes	we_owe	100.0%	freeform	—
weOwes.frontWeOwes	we_owe	100.0%	calculated_amount	—
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.dealerDefined2	dealer_defined	100.0%	categorical	—
fees.feeOption[1].profitType	fee_option	95.8%	fixed_default	—
fees.feeOption[1].name	fee_option	95.8%	active_product_slot	Anti-Theft (AVRS)
fees.feeOption[1].amount	fee_option	95.8%	calculated_amount	—
fees.feeOption[1].costAmount	fee_option	95.8%	active_product_slot	—
deal.financeSource	finance_institution	81.4%	active_lender_slot	—
deal.lienHolderName	finance_institution	81.4%	active_lender_slot	—
fees.feeOption[2].profitType	fee_option	56.9%	active_product_slot	—
fees.feeOption[2].name	fee_option	56.9%	active_product_slot	VIN Etch
fees.feeOption[2].amount	fee_option	56.9%	calculated_amount	—
fees.feeOption[2].costAmount	fee_option	56.9%	active_product_slot	—
insurance.insurance1.name	insurance	54.5%	active_product_slot	Vehicle Service Contract
insurance.insurance1.income	insurance	54.5%	calculated_amount	—
insurance.insurance1.fee	insurance	54.5%	calculated_amount	—
insurance.insurance1.cost	insurance	54.5%	calculated_amount	—
dealAuxiliary.fiAux15	aux	46.7%	calculated_amount	—
insurance.insurance3.cost	insurance	43.7%	calculated_amount	—
insurance.insurance3.fee	insurance	43.7%	calculated_amount	—
insurance.insurance3.income	insurance	43.7%	calculated_amount	—
insurance.insurance3.name	insurance	43.7%	active_product_slot	Wheel & Tire Protection
dealAuxiliary.fiAux22	aux	28.8%	calculated_amount	—
insurance.mbi.purchaseCost	insurance	17.9%	calculated_amount	—
insurance.mbi.income	insurance	17.9%	calculated_amount	—
insurance.mbi.fee	insurance	17.9%	calculated_amount	—
insurance.mbi.cost	insurance	17.9%	calculated_amount	—
insurance.mbi.name	insurance	17.9%	active_product_slot	Mechanical Breakdown Insurance
insurance.insurance2.name	insurance	16.7%	active_product_slot	GAP Insurance
insurance.insurance2.cost	insurance	16.7%	calculated_amount	—
insurance.insurance2.fee	insurance	16.7%	calculated_amount	—
insurance.insurance2.income	insurance	16.7%	calculated_amount	—
incentives.rebateAmount	incentive	9.1%	occasional	—
weOwes.frontWeOwesGrossSales	we_owe	4.4%	rarely_used	—
weOwes.weOweBackCostTotal	we_owe	4.4%	rarely_used	—
weOwes.weOweBackSaleTotal	we_owe	4.4%	rarely_used	—
weOwes.weOweFrontGrossSales	we_owe	4.4%	rarely_used	—
weOwes.weOweResidualTableTotal	we_owe	4.4%	rarely_used	—
weOwes.weOweResidualTotal	we_owe	4.4%	rarely_used	—
weOwes.weOweSaleHardTotal	we_owe	4.4%	rarely_used	—
weOwes.weOweSaleSoftTotal	we_owe	4.4%	rarely_used	—
weOwes.frontWeOwesGrossCost	we_owe	4.4%	rarely_used	—

Employee Mapping (15 employees)

15 unmapped employees

CDK #	Name	Role Hint	Deals
100401	Thomas Blackwell	closing_manager	1000
100301	Raymond Fischer	sales_manager	590
100201	Gregory Wolfe	fi_manager	586
100202	Patricia Saunders	fi_manager	414
100302	Katherine Moreau	sales_manager	410
100101	Marcus Reinhardt	salesperson	218
100103	David Chen	salesperson	200
100105	Jonathan Kessler	salesperson	192
100102	Elena Vasquez	salesperson	92
100104	Natalie Brooks	salesperson	86
100106	Sophia Andersen	salesperson	82
100108	Camille Duval	salesperson	77
100110	Aisha Rahman	salesperson	67
100107	Richard Tate	salesperson	65
100109	Brian Lockhart	salesperson	61

Onboarding Template

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Recent Sync Logs

Type	Status	Fetched	Inserted	Started	Error
onboarding_fi_v3_history_p2	success	506	506	Apr 16, 2026, 11:38 PM	—
onboarding_fi_v3_history_p1	success	481	481	Apr 16, 2026, 11:37 PM	—
onboarding_bulk	success	128	128	Apr 16, 2026, 11:36 PM	—
onboarding_bulk	failed	0	0	Apr 16, 2026, 11:09 PM	Bulk request returned 403 (expected 202): {"Message":"User is not authorized to access this resource with an explicit deny in an identity-based policy"}
onboarding_bulk	failed	0	0	Apr 16, 2026, 11:09 PM	Bulk request returned 403 (expected 202): {"Message":"User is not authorized to access this resource with an explicit deny in an identity-based policy"}
onboarding_bulk	failed	0	0	Apr 16, 2026, 11:08 PM	Bulk request returned 403 (expected 202): {"Message":"User is not authorized to access this resource with an explicit deny in an identity-based policy"}