Dashboard
F&I pipeline — Namibia slow market view
🐢 Slow Market Tactics
📞 Chase Every Lead
Every lead is critical. Follow up within 2hrs of first contact.
⭐ Lead with ASR
Offer service plans & warranties early — often sells when finance is pending.
🔁 Re-structure Declines
Letshego & Hakos Capitol work different profiles. Always try multiple banks.
| Client | Vehicle | Type | Status | Time | Method |
|---|
All Leads
| Score | Client | Vehicle | Type | Bank | App Status | Status | ASR | Follow-up | Docs |
|---|
Pipeline
Deal stages overview
Finance Applications
Namibian bank submissions
| Client | Vehicle | Amount (N$) | Bank | App Status | Monthly | Term | Rate | Follow-up |
|---|
Cash Deals
Cash transactions
| Client | Vehicle | Price (N$) | Trade-in | ASR | Status | Follow-up | Docs |
|---|
ASR Tracker
After Sales Revenue — products sold per deal
| Client | Vehicle | Serv Plan | Warranty | Credit Life | Accessories | Other VAPs | Total ASR |
|---|
Penetration Rates
Revenue by Product
F&I Calculator
Namibian bank rates — payment & affordability
💳 Monthly Payment (N$)
Monthly Instalment
N$ 0
📊 Affordability & Bank Comparison
🔁 Bank Comparison
Follow-ups
Overdue, today & upcoming
| Client | Vehicle | Type | Bank | Status | Was Due | Method |
|---|
| Client | Vehicle | Type | Status | Time | Method |
|---|
| Client | Vehicle | Type | Status | Due |
|---|
Reminder Rules
Auto-trigger settings
Product Manager
Manage your F&I products, pricing tiers & providers
💡 Set your standard pricing tiers for each product. These prices will auto-populate when adding ASR products to a lead, and can be adjusted per deal.
All Documents
Quotes & attachments across all deals
| Client | Vehicle | File | Type | Size | Date | Actions |
|---|
Reports
Pipeline & revenue analytics
By Status
By Bank
ASR Revenue