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Excluding Fleet Vehicles from the Deal Snapshot

Autosoft -

An Exclude Fleet toggle has been added to the Deal Snapshot in the Sales Search screen's Sales Graphs. This toggle allows you to control whether deals flagged as fleet vehicles are included in the Deal Snapshot's month-to-date figures.

When the Exclude Fleet toggle is in the "Off" position (indicated by a gray background), fleet vehicles are included in the month-to-date count of vehicles sold, penetration percentage, totals, and averages. 

deal_snapshot_include_fleet.JPG

When the Exclude Fleet toggle is in the "On" position (indicated by a blue background), fleet vehicles are excluded from the month-to-date count of vehicles sold, penetration percentage, totals, and averages. 

deal_snapshot_exclude_fleet.JPG

Important:  Reports can be customized to filter based on fleet flags. If you have reports on which you'd like to enable fleet-based filtering, please make a request to Autosoft's Customer Success Center at 800.473.4630.
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