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AutoMax Pre-Owned

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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-004

Connection ID:sim-conn-004

Fortellis Org:sim-org-004

Connection Status:pending

Departments:[{"id":"D_SIM_AM_004","name":"Used-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 (1646 deals)

Deal Summary

Source	Status	Deal Type	Sale Type	Count
fi_v4_bulk	D	Used	Finance	32
fi_v4_bulk	F	Used	Finance	73
fi_v4_bulk	F	Used	Cash	11
fi_v4_bulk	B	Used	Finance	23
fi_v4_bulk	D	Used	Cash	8
fi_v4_bulk	U	Used	Finance	2
fi_v4_bulk	P	Used	Finance	20
fi_v4_bulk	B	Used	Cash	4
fi_v4_bulk	U	Used	Cash	2
fi_v4_bulk	P	Used	Cash	2
fi_v3_history_p1	F	Used	Finance	604
fi_v3_history_p1	F	Used	Cash	165
fi_v3_history_p2	F	Used	Cash	9
fi_v3_history_p2	F	Used	Finance	45

Dealer Profile Report

════════════════════════════════════════════════════════════
  DEALER PROFILE: AutoMax Pre-Owned
  ID: e6b79ce7-24a6-4250-9639-47675ba019fd
  Total Deals Analyzed: 1,000
════════════════════════════════════════════════════════════

  F&I PRODUCTS SOLD
────────────────────────────────────────────────────────────
  Vehicle Service Contract
    CDK Location: Insurance Slot 1 (insurance.insurance1.name)
    Penetration:  58.5% of deals
    Avg Retail:   $2,409.49  |  Avg Cost: $505.24  |  Avg Income: $1,904.25

  GAP Insurance
    CDK Location: Insurance Slot 2 (insurance.insurance2.name)
    Penetration:  51.3% of deals
    Avg Retail:   $852.61  |  Avg Cost: $247.89  |  Avg Income: $604.72

  Wheel & Tire Protection
    CDK Location: Insurance Slot 3 (insurance.insurance3.name)
    Penetration:  27.5% of deals
    Avg Retail:   $696.23  |  Avg Cost: $151.83  |  Avg Income: $544.39

  MBI
    CDK Location: MBI (insurance.mbi.name)
    Penetration:  55.5% of deals
    Avg Retail:   $2,127.21  |  Avg Cost: $646.15  |  Avg Income: $1,481.06

  Doc Fee
    CDK Location: Fee Option Slot 0 (fees.feeOption[0])
    Penetration:  100% of deals
    Fixed Amount:  $699  |  Fixed Cost: N/A

  Reconditioning Fee
    CDK Location: Fee Option Slot 1 (fees.feeOption[1])
    Penetration:  90.1% of deals
    Avg Amount:  $1,745.32  |  Fixed Cost: $800


  FINANCE INSTITUTIONS / LENDERS
────────────────────────────────────────────────────────────
  Capital One Auto
    212 deals (27% of financed)
  Ally Financial
    149 deals (19% of financed)
  Metro Credit Union
    145 deals (18% of financed)
  First Investors Financial
    81 deals (10% of financed)
  DT Acceptance
    76 deals (10% of financed)
  Westlake Financial
    75 deals (9% of financed)
  Chase Auto Finance
    61 deals (8% of financed)
    Total financed: 799 of 1000 deals (79.9%)


  LEAD SOURCES
────────────────────────────────────────────────────────────
  Internet: 471 deals (47%)
  Walk-In: 317 deals (32%)
  Referral: 147 deals (15%)
  Repeat: 65 deals (7%)


  DEALER-DEFINED FIELDS
────────────────────────────────────────────────────────────
  dealerDefined1: categorical (100% populated, 3 distinct)
    Values: AUCTION, WHOLESALE, RETAIL
  dealerDefined6: calculated_amount (100% populated, 949 distinct)
    Values: 1019, 5312, 4671, 5486, 7427, 7433, 1311, 7567, 4387, 2172
  dealerDefined7: categorical (100% populated, 3 distinct)
    Values: CLEAN, ROUGH, AVG


  AUXILIARY FIELDS (fiAux) IN USE
────────────────────────────────────────────────────────────
  fiAux6: currency, avg $95.71, range $1.27 – $179.88 (90.7% of deals)
  fiAux5: currency, avg $2,582.03, range $200.97 – $4,998.19 (84.7% of deals)


  WE-OWE ACTIVITY
────────────────────────────────────────────────────────────
  Front we-owes: 145 deals with charges
  Back we-owes:  38 deals with charges

════════════════════════════════════════════════════════════
  Report generated: 2026-04-16T23:40:43.494Z
════════════════════════════════════════════════════════════

Field Usage (45 fields)

Field	Category	Usage %	Class	Hint
weOwes.frontWeOwes	we_owe	100.0%	calculated_amount	—
deal.dealerDefined1	dealer_defined	100.0%	categorical	—
deal.dealerDefined6	dealer_defined	100.0%	calculated_amount	—
deal.dealerDefined7	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	—
fees.feeOption[0].costAmount	fee_option	100.0%	fixed_default	—
fees.feeOption[0].profitType	fee_option	100.0%	fixed_default	—
weOwes.backWeOwes	we_owe	100.0%	calculated_amount	—
dealAuxiliary.fiAux6	aux	90.7%	calculated_amount	—
fees.feeOption[1].name	fee_option	90.1%	fixed_default	Reconditioning Fee
fees.feeOption[1].amount	fee_option	90.1%	calculated_amount	—
fees.feeOption[1].costAmount	fee_option	90.1%	fixed_default	—
fees.feeOption[1].profitType	fee_option	90.1%	fixed_default	—
dealAuxiliary.fiAux5	aux	84.7%	calculated_amount	—
deal.financeSource	finance_institution	79.9%	active_lender_slot	Capital One Auto
deal.lienHolderName	finance_institution	79.9%	active_lender_slot	Capital One Auto
insurance.insurance1.cost	insurance	58.5%	calculated_amount	—
insurance.insurance1.fee	insurance	58.5%	calculated_amount	—
insurance.insurance1.income	insurance	58.5%	calculated_amount	—
insurance.insurance1.name	insurance	58.5%	active_product_slot	Vehicle Service Contract
insurance.mbi.income	insurance	55.5%	calculated_amount	—
insurance.mbi.name	insurance	55.5%	active_product_slot	Mechanical Breakdown Insurance
insurance.mbi.cost	insurance	55.5%	calculated_amount	—
insurance.mbi.fee	insurance	55.5%	calculated_amount	—
insurance.mbi.purchaseCost	insurance	55.5%	calculated_amount	—
insurance.insurance2.cost	insurance	51.3%	calculated_amount	—
insurance.insurance2.name	insurance	51.3%	active_product_slot	GAP Insurance
insurance.insurance2.fee	insurance	51.3%	calculated_amount	—
insurance.insurance2.income	insurance	51.3%	calculated_amount	—
insurance.insurance3.fee	insurance	27.5%	calculated_amount	—
insurance.insurance3.income	insurance	27.5%	calculated_amount	—
insurance.insurance3.name	insurance	27.5%	active_product_slot	Wheel & Tire Protection
insurance.insurance3.cost	insurance	27.5%	calculated_amount	—
weOwes.weOweSaleHardTotal	we_owe	14.5%	occasional	—
weOwes.frontWeOwesGrossCost	we_owe	14.5%	occasional	—
weOwes.weOweSaleSoftTotal	we_owe	14.5%	occasional	—
weOwes.frontWeOwesGrossSales	we_owe	14.5%	occasional	—
weOwes.weOweBackCostTotal	we_owe	14.5%	occasional	—
weOwes.weOweBackSaleTotal	we_owe	14.5%	occasional	—
weOwes.weOweFrontGrossSales	we_owe	14.5%	occasional	—
weOwes.weOweResidualTableTotal	we_owe	14.5%	occasional	—
weOwes.weOweResidualTotal	we_owe	14.5%	occasional	—

Employee Mapping (12 employees)

12 unmapped employees

CDK #	Name	Role Hint	Deals
400401	Lorraine Eaton	closing_manager	1000
400301	Grant Pearson	sales_manager	1000
400201	Carl Henderson	fi_manager	600
400202	Rita Alvarez	fi_manager	400
400101	Victor Delgado	salesperson	244
400102	Tanya Marshall	salesperson	193
400103	Jerome Banks	salesperson	170
400104	Crystal Webb	salesperson	160
400105	Marcus Price	salesperson	106
400106	Vanessa Ruiz	salesperson	93
400107	Derek Simmons	salesperson	93
400108	Monica Sharp	salesperson	82

Onboarding Template

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Recent Sync Logs

Type	Status	Fetched	Inserted	Started	Error
onboarding_fi_v3_history_p2	success	700	700	Apr 16, 2026, 11:39 PM	—
onboarding_fi_v3_history_p1	success	769	769	Apr 16, 2026, 11:38 PM	—
onboarding_bulk	success	177	177	Apr 16, 2026, 11:37 PM	—