F&I Targets

Set targets for F&I products.

F&I Targets are the sales targets set by Product for each Dealer. There are two components to F&I Targets: Penetration % and Per Copy Profit Target. Penetration % is the target % of deals where the product is purchased. Per Copy Profit Target is the target profit made for each sale of the product.

Unlike Sales Targets, F&I Targets are not specific to F&I Managers and are not set by month.

Creating F&I Targets

  1. Under the App Configuration menu, select F&I Targets.

  2. Select New Target.

  3. Select Product and Dealer from dropdown menus.

  4. Enter the Penetration Target (%) as an integer. For example, for a 70% target, enter 70.

  5. Enter the Per Copy Profit Target ($).

  6. Select Save.

Editing F&I Targets

  1. Under the App Configuration menu, select F&I Targets.

  2. Filter by Product and Dealer using the dropdown filters at the top.

  3. Select the green edit button under the Actions header.

  4. Make the desired changes and select Save.

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