# Dealership leadership review checklist

Make branch comparisons consistent and actionable.

Prepared by Tensor Analytics · 15 September 2026

- [ ] Define the sales event, period, financial year, and branch attribution.
- [ ] Keep in-house, outhouse, cash, and unknown counts visible.
- [ ] Calculate group finance penetration from combined counts.
- [ ] Separate expected commission, eligibility, adjustments, and matched receipts.
- [ ] Assign owners to actionable receivables and reconciliation exceptions.
- [ ] Define the inventory ageing start date and included unit statuses.
- [ ] Reconcile a sample from source records to branch and group views.
- [ ] Record freshness, unresolved data issues, owners, and next review dates.

## Review record

- Owner:
- Scope and period:
- Evidence collected:
- Open questions:
- Next review date:

This is a suggested evaluation template, not a statement that every configuration or integration is included.

Source and related guides: https://www.tensoranalytics.ai/resources