Calculations

Autopilot uses a few fixed calculation meanings so the dashboard, reports, and daily summary are talking about the same thing.

The short version:

• Sold means confirmed deals attributed to the month.
• Projected means what the rest of the month could add based on recent run-rate.
• Invoice fields are operational workflow data. They can affect sold-month attribution, but they are not a gross-profit counter.

Gross profit parts

Gross profit is kept in separate parts so widgets and reports can show the detail.

Vehicle gross profit

Profit from the vehicle sale after vehicle costs, shown ex-GST.

Finance gross profit

Profit from finance and insurance products.

Total gross profit

Vehicle gross profit plus finance gross profit.

Autopilot does not globally replace these with one combined number. That way a widget can still show Vehicle, Finance, and Total side by side.

Sold gross profit

Sold gross profit is the headline month result.

A deal contributes to sold gross profit for the month using invoice date when present. If there is no invoice date yet, Autopilot uses estimated delivery date.

Example: if a confirmed deal is estimated for this month but has not been invoiced yet, it can count toward this month's sold gross profit. If that same deal is invoiced last month, the invoice date wins and the deal belongs to last month.

Projected gross profit

Projected gross profit is a run-rate forecast for the rest of the month.

The preferred method is:

1. Take sold or written gross profit from the selected lookback window, such as 60 days.
2. Divide by the number of lookback days to get average daily gross profit.
3. Multiply that daily rate by the remaining days in the current month.

This avoids using only this month's sold list as the projection source. Carryover deals count in sold gross profit when they are attributed to the month, but they do not inflate the projected run-rate just because they belong to this month's sold view.

Average overhead

Average overhead means average monthly overhead: one dealership-wide monthly operating-cost number. It appears as a reference in the Daily Sales Report and as a GP comparison in target/monthly reporting, but it does not change targets, pace, deal gross-profit calculations, or split overhead by sales channel.

Counts

Counts follow the same fixed meanings instead of having separate formula settings.

Sales count

Sold sales count uses invoice date when present, otherwise estimated delivery date.

Profile count

Profile count uses the date the vehicle is marked profiled.

Registration count

Registration count uses the date the vehicle is registered.

Where to change projection settings

Go to Settings -> Dealership -> Calculations.

You can set Average overhead, choose the projected gross profit method, and change the lookback window used for run-rate projections.