Information

  • Dealership Site

  • Conducted on

  • Prepared by

  • Location
  • Personnel

Presentation

  • Store cleanliness and layout

  • Showroom display & workshop up to date

  • Pricing swing tags current (banner bugs from OMT)

  • Point of sale material

  • Agreed actions

Stock Holding

  • Stocking levels agreed by brand

  • Special purchased stock allocated / pricing advised

  • Obsolete stock reviewed

  • Agreed actions

Current Performance vs Targets

  • Gross sales progress reviewed

  • Gross margin reviewed

  • Individual sales consultants performance reviewed

  • Forecast for month discussed and agreed

  • Agreed actions

Training

  • HDU training up to date

  • Current training plans / professional training and development centre

  • Current Internal Training Topics

  • Agreed actions

Marketing

  • Marketing plan discussed and action agreed

  • HDU training up to date

  • OMT system reviewed & discussed

  • In dealership events events

  • Agreed actions

General Discussion

  • What's Happening ....?.

  • Agreed actions

  • Dealer Principal Comitment

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.