Automotive Systems Portfolio/
Sales Reporting for Dealerships
Reporting is a core feature of Automotive Systems’ TCF Software, providing insight across sales, F&I, compliance and training. Built into the Treating Customers Fairly Software platform, it supports effective oversight of dealership activity while helping dealers evidence compliance, monitor performance and demonstrate good customer outcomes.
Designed specifically for UK automotive retailers, the software brings together key management information in one secure system. This reduces reliance on manual spreadsheets and disconnected reports, while giving senior management, compliance teams and finance leaders confidence in the data they rely on.
Sales Reporting Built for Car Dealerships
Automotive Systems develops FCA compliant software that reflects how dealerships operate in practice. Reporting is a core part of the TCF Software, supporting consistent reporting, audit readiness and day‑to‑day management control.
Sales and F&I Reporting
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F&I Reporting and Performance Tracking
Dealer sales reporting software provides clear visibility across finance and insurance activity, supporting effective management of F&I performance.
Reporting allows dealerships to:
- Review F&I activity by individual, team or dealership
- Monitor penetration levels and performance trends
- Identify areas requiring review, training or additional oversight
Export reporting data from TCF Software to Power BI for management reporting and analysis
This ensures performance is monitored alongside compliance expectations.
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DOC (Daily Operating Control) Reporting
DOC reporting supports daily oversight of dealership operations. Sales and operational inputs are captured and presented in structured dashboards and reports, enabling:
- Consistent daily visibility of dealership activity
- Early identification of issues or inconsistencies
- Clear reporting for management review and escalation
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Salesperson & Business Manager Commission Reporting
Automated commission calculation and reporting supports accuracy, transparency and consistency across sales teams.
This includes:
- Consistent commission calculations based on recorded activity
- Reduced reliance on manual calculations and spreadsheets
Compliance Reporting and Consumer Duty Management
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Consumer Duty Management Information (MI) Reporting
Consumer Duty MI reporting is a service delivered by Automotive Systems’ in-house Compliance and Risk team, who produce Consumer Duty MI reports for each client.
This includes:- Data, metrics and insight aligned to FCA Consumer Duty requirements
- Clear MI to support internal governance and regulatory engagement
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Vulnerable Customer Reporting
Dedicated vulnerable customer reporting enables dealerships to record and monitor how vulnerable customers are identified, supported and managed throughout the sales process, while enhancing Management Information (MI) required to demonstrate adherence to the Consumer Duty. Interactions, support provided and customer outcomes are captured in a clear and auditable format.
This includes:
- Identification and tracking of vulnerability indicators
- Recording of customer interactions and support measures provided
- Clear evidence of outcomes and fair treatment
Audit and Oversight Reporting
Audit Feedback Reporting
Automotive Systems provides structured audit feedback reporting to support dealership compliance and management oversight. Audits review customer sales records to identify gaps or discrepancies, such as missing documentation, e‑signatures or inconsistencies in recorded costs.
Audit coverage is agreed between Automotive Systems and each dealership group and is tailored to the business’s. This may include 50% or 100% audits, depending on the needs of the dealer group. A 100% audit means that every customer sales record within the agreed reporting period is reviewed, providing the highest level of assurance. A 50% audit means that a proportion of customer sales records are reviewed, with the sample typically focused on higher-risk activity, such as finance-related sales.
Audit reports provide:
- A clear overview of missing or incorrect information
- Structured findings suitable for management review
- Insight to support corrective action and targeted training
Audit outcomes are visible to Business Managers and head office teams, enabling ongoing tracking of compliance and identification of training needs for sales executives.
Audits Delivered by Dedicated Compliance Specialists
Audit activity is delivered by experienced internal compliance specialists with detailed knowledge of FCA requirements and automotive retail processes. Audit quality is maintained through internal specialist review to ensure findings and recommendations remain consistent and appropriate.
This approach supports consistent compliance standards and ongoing audit readiness across dealership groups.
Training and Competency Reporting
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CPD Reporting Against the Recommended 15‑Hour Benchmark
Within the reporting feature, CPD activity can be tracked against the recommended 15‑hour annual benchmark.
Reporting provides:
- Visibility of completed and outstanding CPD hours, with clear oversight for Business Managers to see whether individuals within their team are completing training and on track to meet the recommended 15-hour annual benchmark
- Evidence to support internal audits
- Centralised records linked to individual roles
Competency reporting highlights individuals whose training or accreditation is approaching expiry or has lapsed.
Benefits of Using Dealer Sales Reporting Software
FCA‑aligned, audit‑ready reporting designed for regulated car dealerships
Automated reporting that reduces manual effort and spreadsheet use
Clear visibility across sales, F&I, compliance and training in one platform
Lower compliance risk through consistent monitoring and oversight
Real‑time management information to support confident decision‑making
Integration support with sales analysis tools and management overview tools, including Power BI
Request a demo to explore our reporting feature within the Treating Customers Fairly platform and understand how it supports compliant sales activity and effective oversight.
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Built on a flexible and fully supported platform, specifically designed to be beautifully simple and easy to use while maintaining compliance in a multitude of areas.
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