Analytics

The group's reports hub — every number the business runs on, in one place. Live reports first, the self-serve builder and AI reporting are on the roadmap.

Group Headlines — July MTD
Retail Units — MTD
677
Tracking 1,123 projected for July
Projected Net — July
£0.94m
Range £856k – £1,033k
F&I Per Unit
£1,253/car
Adjusted (Tableau definition)
Refunds — MTD
£507k Watch
Under review with handover team
Reports — Live Now

F&I PPU by Region

Live

Warranty and finance penetration by postcode region — see which patches attach and which don't, per site and per salesperson. Per-unit figures follow the Tableau F&I definition (adjusted PPU), so the numbers match the boards.

Source: Tableau / AutoGridOpen report →

Live P&L / Flash

Live

The month's flash P&L, updated daily: turnover, gross, overheads and projected net with pessimist / optimist ranges. The same view the directors run the month from.

Source: Flash P&L feedOpen report →

Daily Dashboard

Live

The group's daily Cars In / Cars Out cockpit — buying-team purchases, retail & trade sales, PPD, the CP0→CP4 profit ladder, F&I PPU and end-of-month projections. Mirrors the Tableau CP Daily Dashboard.

Source: Tableau / AutoGridOpen report →
The Vision

Custom Report Builder Soon

Drag fields onto the canvas, or just ask. Any manager builds any report — no ticket, no wait.

◔ In design — preview of the planned builder below
Fields
Units GP F&I Source Site Salesperson Date
RowsSite+ drop field
ColsDate+ drop field
ValuesUnitsGP+ drop field
Drag a field here to build your report — table, bar or trend line, your call.
"Show me GP per unit by salesperson at Watford, last 4 weeks, against target…" Ask AI to build it

Under the hood it reads the same warehouse as the live reports, so a built report is always on today's numbers — and one click saves it to the hub for everyone.

AI Chat Reports

Soon

Ask in plain English, get a chart back. No filters, no SQL — the question is the report.

"How many cars did Barnet do last weekend vs the weekend before?"
→ 47 vs 39, +21% — bar chart with both weekends, split by day.
"Which lead source gave the best F&I per unit this month?"
→ Ranked chart by source, adjusted PPU, with volumes alongside.
Answers cite the underlying data

Report Requests

Interim

Until the builder ships, report requests go through analytics. Current queue:

RequestForStatus
Refund reasons breakdownDirectorsIn build
Prep days-to-ready trendPrep CentreTesting
Call → appointment conversionCall CentreQueued

Definitions

Live

One agreed definition per metric so every report says the same thing.

MetricDefinition
F&I PPUAdjusted, Tableau F&I defn
Retail unitInvoiced retail sale, ex-trade
NetAfter overheads, pre-tax
Analytics · Car Planet Group Operating Portal — live figures from the flash P&L and Tableau; builder & AI reporting in design.