The F&I Vault

BACK END GROSS — NET OF FEE, PER DEAL

− $345.00 / deal

Your PVR — Month to Date

You are

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Add your name to the Finance Managers card below, then select yourself here.

Penetration

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Commission

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Cash Deals

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New Entry

Click to upload or drop a photo or PDF of the deal recap

          📄PDF
        

Deal #

Customer

Front End Gross ($)

+ $345 added automatically

Net F&I Reserve ($)

Date

Finance Manager

Products sold on this deal

VSC ($100) GAP ($50) GAP Wrap ($50) Key Care ($25) Sonsio Bundle ($75) Tire & Wheel ($50) Exterior Protection ($25) Interior Protection ($25) Pre Paid Maintenance ($50) Replacement/Etch Upgrade ($50) Revolution Wheel ($25) Excess Wear/Tear ($50)

This was a cash deal (no financing)

Is this a broker deal? (adds $487 to the F&I gross, standard $345 fee still applies)

Is this a lease buyout? (no $345 added to Front End Gross)

Net after $345 fee $0.00

Finance Managers

Ledger

No deals logged yet. Upload a recap above to get started.

Total Net

$0.00

Deal Status

Track where each deal stands \u2014 funded, submitted and waiting on approval, pending documents, or needing a claim filed. Updates save automatically.

Filter by Status

Report Range

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Report Range & Export

Report range

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Group by

Store Overview — All time

Combined front + back performance for the selected report range

Compare Finance Managers — Back End PVR — All time

PVR = average net per deal for the selected report range

Front End Gross — By Month

Full history, grouped by calendar month

Products Sold — All time

Total products and average products per deal (PPD) for the selected report range

Finance Manager Scorecard — This Month

PVR, product penetration, commission rate, and cash deals — always the current calendar month

Monthly Goals

Set the PVR and product penetration targets for a given month

Month

PVR Goal ($)

Penetration Goal (%)

Payscale — Commission Matrix

Commission rate by monthly PVR (columns) and Product Penetration % (rows). Edit any cell, then Save.

AI Connection Settings

Powers "Read gross from photo" and "Read DMS Report." This app already comes connected to the shared team proxy \u2014 you shouldn't need to touch this. Only change it if you're pointing to a different proxy of your own.

Proxy URL

Shared Secret

Commissions

F&I Commission Report

Calculated from PVR, penetration, and the Payscale matrix. Adjust any figure if it differs from another system, then save.

Month

Auto-Fill the Commission Sheet from a Photo

Upload or take a photo of a DMS report or a filled-out F&I commission worksheet, and this reads the Gross Amount, every product count, Total After Sale, Demo Allowance, Bonus, and any note \u2014 then fills in the worksheet below for you to review and save. Requires AI photo-reading to be working (see chat).

Finance Manager

Report or Worksheet Photo/PDF

Reconciliation — OptiSoft vs F&I Vault

Upload OptiSoft report(s) for a finance manager and a range — a month or any custom span — and see every number lined up against what the Vault calculated, with differences called out. Built for you and accounting to quickly confirm the numbers match.

Reconciliation Report

Finance Manager

Range

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OptiSoft Report Photos/PDFs (one file per month covered by your range)

Previously Uploaded Reports

Every OptiSoft report you've uploaded is saved here on this device, organized by finance manager, so you can reopen or reuse them without uploading again.

New Log Entry

Upload or photograph the inspection sticker / temp tag label and it will read the details for you \u2014 or just enter them by hand.

Click to upload a photo or PDF of the label

          📄PDF
        

First Name

Last Name

License Number

VIN

Temp Tag Number

Inspection Number

Make

Model

Year

Date of Transaction

Finance Manager

Log

No entries logged yet.

Audit Report

Report range

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Group by

Recap Photos — By Finance Manager

Every uploaded recap photo or PDF, saved on this device and grouped by who the deal belongs to