Walk this list with each persona at the dealership. For every row: where does the data live today, how do we get it, who owns it, and how hard is the connector? Edits save locally — export to JSON or CSV when you're ready to share.
Data points
24
in scope
Confirmed
9
of 24 · ready to build
Hard connectors
4
portal / manual / no standard feed
Not started
8
need a discovery session
Client scope: American Auto Group · edits save on this device
Data point
Source system
Access
Difficulty
Status
Surface
MTD retail units (new/used)
Sales & Desking · used by GM, GSM, Principal
Front-end gross PVU (new & used)
Sales & Desking · used by GM, GSM
Close rate (leads → sold)
Sales & Desking · used by GSM
F&I PVR (per vehicle retailed)
F&I · used by GM, CFO, Principal, Ops
Product penetration (VSC, GAP, T&W)
F&I · used by GM, GSM, Ops
Lender program letters / reserve table changes
F&I · used by Ops, CFO, Principal
Chargebacks (VSC / GAP)
F&I · used by CFO, GM
Hours per RO
Service · used by Ops, GM
Effective labor rate (retail / warranty)
Service · used by Ops, CFO
Warranty receivables aging
Service · used by CFO
Service absorption
Service · used by GM, Principal
Obsolete parts / reserve
Parts · used by CFO, GM
Body shop cycle time
Body Shop · used by Ops
Used inventory aging (>30/60/90d)
Inventory · used by GM, GSM, CFO, Principal
Recon cycle time (acquisition → front line)
Inventory · used by Ops, GSM
Floorplan curtailment schedule
Inventory · used by CFO, Principal
Contracts in transit (age + amount)
Accounting · used by CFO
Schedule aging (all)
Accounting · used by CFO
Month-end close status
Accounting · used by CFO, Principal
Doc-fee capture by deal type
Accounting · used by CFO
Lead response time
CRM / BDC · used by GSM, Ops
Appointments set / shown / sold
CRM / BDC · used by GSM
OEM stair-step / bonus standing
OEM / Warranty · used by GM, Principal
Open headcount & resignations
HR / People · used by CFO, Principal
Tip — every cell is editable inline. Click More on a row to add how-to notes, discovery notes, and description context. Your edits are stored on this device only; export to JSON/CSV to share.
