29 June 2026v0.7.15
Targets coverage and customer-priced add-ons
Targets now show coverage snapshots and per-person reports, while add-ons distinguish customer-charged products from internal F&I income.
New features
- Added a Targets manager with dedicated Pace, team target setup, team report, and F&I target tabs.
- Added daily target coverage snapshots for covered units, profile forecast, and covered gross profit, including previous-month comparison lines.
- Added per-salesperson target reports with deal, profile, and gross-profit pace by sales channel.
- Added a Pipeline stage column in Sales Log that can follow deal progress automatically or be manually overridden per deal.
- Added a deal-detail progress panel with customer update sending, latest update status, and progress email history.
- Added customer-charged versus internal-income handling for add-ons, so internal finance commission can contribute to F&I GP without appearing in customer-facing totals.
Changes & improvements
- Target, leaderboard, dashboard, Daily Summary, and target-hit notification calculations now use the effective target values carried forward from the most recent configured month.
- Targets pace now focuses on coverage, profile forecast, and covered GP instead of mixing delivery forecast and invoiced GP into the main target chart.
- Team target and F&I target editors now include clearer summary tiles, denser editing tables, and stronger save affordances.
- Sales Log wording now separates customer-facing deal progress from operational pipeline stage.
- Add-on catalogue management now shows whether each add-on is written up to the customer or treated as internal income.
Bug fixes
- Customer write-up totals and PDFs now include only customer-charged F&I products, keeping internal finance commission out of total-on-delivery figures.
- Deal pricing recalculation now updates customer totals when finance lines change between internal-income and customer-charged add-ons.
- Sales Log column menus no longer offer value filters or grouping for non-filterable columns such as Pipeline stage.