Changelog

This release lines the gross-profit surfaces up with the way Lucas expects the numbers to be read, then carries that same clarity into add-ons, promotions, profile reporting, and deal support.

Gross profit is easier to reconcile

The Sales Log gross-profit dropdown now uses the covered basis from the dashboard: confirmed deals estimated for the selected period, excluding GST. Its breakdown shows actual invoiced gross profit first, then covered deals still to invoice, then the total covered figure.

Carry-over is still visible inside the breakdown, but it is no longer mixed into a separate headline basis. The unit section is now informational only, so clicking the gross-profit menu does not unexpectedly change filters.

Gross-profit visibility also follows the field permission more tightly. Users without gross-profit access no longer receive gross-profit values, gross-profit columns, margin percentage, grouped GP totals, or the summary strip in the Sales Log.

F&I add-ons route to the right profit bucket

The add-on catalogue now has a shared routing model: accessories and legacy aftermarket products stay in Vehicle GP, while finance and insurance products route into F&I GP.

Write-ups and deal edits can pick catalogue add-ons with route labels, and saved finance/insurance rows now land in deal finance lines rather than ordinary vehicle line items. That keeps vehicle add-ons, F&I products, costs, and gross-profit splits in their proper places.

Printed write-up sheets include finance and insurance products in the customer price breakdown, while the deal finance panel shows which rows route to F&I GP.

Promotions can be applied from deal finance

Deal finance now shows applicable promotion templates for the current vehicle and deal context. Managers can apply or remove promotions directly from the finance panel, with the deal recalculated after each change.

The promotions workspace also has a denser table layout, clearer value/cost columns, compact vehicle targeting, and better controls for active, retired, and ending-soon campaigns.

Profile dashboards can split by channel

The Profiles dashboard widget can now be configured by selected profile channels. Profile counts and forecasts can be shown as separate channel panels, while manager views still include internal registrations.

Profile Register and dashboard profile counts now use sales-channel brand eligibility for new-vehicle profiling, and cancelled deals are excluded from profile forecast counts.

Sales Log grouping polish

Sales Log grouping now supports date granularity for day, week, or month. The applied grouping chip appears beside active filter chips, and detailed exports use the same grouped date buckets as the on-screen table.

Filter chips were also tightened so the active filter language is clearer when scanning the Sales Log toolbar.

Deal support

Deal detail now includes an Autopilot Companion card with deal-aware prompt shortcuts, making it quicker to ask for a summary, delivery blockers, or a customer update from the deal itself.