Organisation oversight

If you operate two or more dealerships under one ownership group, the organisation view is your hub. It rolls up everything across the group while leaving each dealership autonomous.

Setting up an organisation

You need to be the owner of at least two dealerships first. Then:

Settings → Organisation → Create organisation.

A 3-step wizard:

1. Name — your group's name.
2. Select dealerships — tick the ones you want under the org.
3. Confirm — the org is created and you're added as the org admin.

You'll see a new Organisation entry in the sidebar (a building icon) below the dealership switcher.

What the org dashboard shows

/org/dashboard.

Aggregate stats:

• Deals across the group (this month / YTD).
• Revenue across the group (this month / YTD).
• Active salespeople count.
• Delivered count.

Per-dealership breakdown (clickable):

• Each dealership with its own monthly stats and target progress bar.
• Click any tile to dive into that dealership.

Top-10 leaderboard across the group:

• Cross-dealership ranking by deal count + revenue.
• Useful for "best salesperson in the group" awards.

Org admin role

Org admins are separate from dealership roles. Being an org admin gives you read-only oversight across every dealership in the group — but doesn't automatically make you a dealership manager unless you're already one there.

You can invite other org admins (e.g. your group GM, your CFO) without giving them dealership-level access.

What the org dashboard doesn't do (yet)

• Cross-dealership reports in the reports module — coming. For now, run reports per dealership and combine in Excel if you need a group view.
• Group-level billing consolidation — coming. For now, each dealership is billed separately.
• Group-level team management — coming. For now, invite people per dealership.

Multi-org users

You can be in multiple organisations (e.g. you're a part owner of two unrelated groups). The sidebar gets an org switcher just like the dealership switcher. Same flow.

Leaving the org

Removing a dealership from an org is a single setting change in Settings → Organisation → Dealerships. The dealership keeps everything — its deals, members, history. The relationship just gets unlinked.

When NOT to use orgs

If you have two dealerships but each runs entirely independently — different teams, different brands, different financial reporting — you might not need an org at all. Two separate dealerships under the same login is enough.

Use an org when you actually want rolled-up visibility for someone (yourself or a stakeholder) above the dealership level.