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Loading latest inventory data

⚖ SMART BALANCE

AI-assisted inventory distribution

Hub model-index floor (0.80 = at least 80% of regional model share)

Spoke→Hub: aged threshold (DOL must be greater than this)

Max aged returns per spoke (0 = match inbound count)

Hub units: min DOL before suggesting outbound

Max DOL for outbound (skip distressed)

ACV tolerance ($ within network avg)

Mileage tolerance (miles within network avg)

Margin tolerance ($ within network avg)

Drivetrain mix tolerance (% pts from network)

Aged >45 DOL tolerance (% pts from hub)

Business mix tolerance (% pts from hub)

Core colors max % each (White/Black/Gray/Silver)

Non-core color max % total at any store

Model balance

5

Trim balance

3

Sales history

4

Minimum stock need

4

DOL urgency

4

Color diversity

3

ACV balance

4

Drivetrain mix

3

Mileage balance

3

Margin balance

4

Business model mix

3

Demand (day supply)

3

Load inventory to see spoke stores

Configure parameters and click Run Analysis to generate transfer suggestions

🔄 HARD TURNS

>45 DOL unit reassignment

Search VIN / make / model

Market

Max loss ($) — best dest must be ≥ this

DOL must exceed

Min Age (SIMS)

Show actioned units

Allow non-standard transport

Upload a Hard Turns file in Settings → File Uploads to get started

💰 WHOLESALE OFFER

Aged inventory vs. uploaded wholesale offers

Upload an aged-inventory max-offer file to get started

🎯 SELECTIVE HT

POL-driven smart unit matching

DOL must exceed

Min Age

Max Loss ($) — best dest must be ≥ this

Allow non-standard transport

Same-model cap (%)

Disable cap

Upload a POL file, set unit caps per market, then click Run Smart Selection

Add wave configurations to the queue using + Add to Queue, then click ▶ Run All to execute

🏪

Select a store to begin

◈Appearance

▤Metrics

⊞Columns

📋 Core Models

ADMIN ONLY

◉Bucket Targets

⚑Margin Alerts

💸Overpriced Comps

📊Market View

🔄Hard Turns

📦Min Stock Levels

⇄Transfer

👁Store Visibility

ADMIN

🛡Roles

👥Users

🗃Database

📄File Uploads

🖥System

🚀Environments

Appearance

Theme and display preferences

✓ Saved

Theme

CUSTOM THEME

BACKGROUND

ACCENT

TEXT

Pick colors and fonts — everything else is derived automatically.

Transfer

Controls which units are eligible to be transferred between stores

✓ Saved

Min Days on Lot

days Units below this DOL won't be shown as available to move

Max Days on Lot

days Units above this DOL won't be considered for transfer

Only Transfer From Hub

Only units at stores where Store_Class = HUB can be transferred or fill gap requests

Store Visibility

Control which stores appear across all views, grids, and reports

✓ Saved

Hide Consignment Stores

Hides stores with "Consignment" in their name from the Balancer, Triage, and Gap Analysis

Hide Cross Sell Stores

Hides stores with type "Sonic Cross List" from the Balancer, Triage, and Gap Analysis

Per-Store Visibility

Click Store Visibility in the menu to load stores.

Roles

Define roles and their tab permissions. Assign roles to users in the Users panel.

NEW ROLE

NAME

DESCRIPTION

PERMISSIONS

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Users

Manage user accounts and assign roles

ADD USER

USERNAME

PASSWORD

ROLE

USERNAME	TYPE	STATUS	LAST LOGIN	ACTIONS
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Database

API connection settings and database health

API Server URL

Not tested

File Uploads

Inventory, transportation, transfers, POL, and historical data files

Inventory Data

⚠ This will wipe all existing data and replace it with the new file.

Transfer Tool File

TransferToolData Excel. Header on row 3, data from row 4.

POL Export File

POL Export Excel. Used by Selective HT for market need matching.

Sales History

Sales export. Each upload accumulates history.

Transportation Data

The newest file replaces the active transportation candidate list. Prior uploads and redirect history are retained.

Inventory History

Large CSV files upload in resumable 8 MB chunks, then process in the background. Imports use Meta_Load_Date and reject duplicate VIN/date records.

System

Live server health and diagnostics

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Environments

Switch between production and dev. Both share the same database.

Production LIVE

Stable release. Used for daily operations.

PORT :80 / :443

OPEN PRODUCTION →

Dev DEV

Development environment. Test new features here before deploying to production.

PORT :8126

OPEN DEV →

Metric Visibility

Choose which KPIs show in the top strip and on Balancer store cards. Drag to reorder.

✓ Saved

Inventory KPIs

Sales KPIs

Store Cards

Vehicle Detail

Triage Cards

⠿ drag to reorder

Column Visibility & Order

Choose which columns appear in data tables. Drag tiles to reorder.

✓ Saved

Inventory

Sales

⠿ drag to reorder

Core Models

Define core make/model combinations per region. These show as CORE badges in the Gap Analysis view.

REGION

              One model per line — format: MAKE MODEL  (e.g. TOYOTA RAV4)
            

Bucket Targets

Distribution targets for each DOL bucket. Used for alerts and color coding on Triage cards.

✓ Saved

Inventory %

B1 (<20d)

%

B2 (21–35d)

%

B3 (36–45d)

%

B4 (46+d)

%

Sales %

B1 (<20d)

%

B2 (21–35d)

%

B3 (36–45d)

%

B4 (46+d)

%

B1 target is a minimum; B2/B3/B4 are maximums. Total should equal 100%.

Margin Alerts

Alert when a store's avg front margin falls outside these bounds.

✓ Saved

Red Alert

Min (below triggers red)

$

Amber Alert

Max (above triggers amber)

$

Set Max to a large number (e.g. 99999) to disable the high margin alert.

Overpriced Comps

Settings for the comp-based overpricing analysis in Triage.

✓ Saved

Min Comps to Flag

Minimum number of comparable sales required before flagging a unit as overpriced

Overpriced Threshold

% Flag units priced more than this % above avg comp sale price

Comp Window

days How far back to look for comparable sales (default 45 days)

Market View

Configure Day Supply color thresholds for the Market View tab.

✓ Saved

Day Supply Thresholds

🔴 RED (low)

0 –

days

🟠 ORANGE

11 –

days

🟢 GREEN

21 –

days

Values above Green max show as red. Thresholds are upper bounds for each color band.

Hard Turns

Configure thresholds and upload transfer data for >45 DOL unit reassignment.

✓ Saved

New % of Market

Est transfer price = Market Price × this % (e.g. 91 = 91%). Used to estimate profit at destination store.

Profit Target ($)

Minimum estimated profit to highlight a destination store as a good match (shown in green).

Refresh Fee ($)

Min Loss ($) Reconditioning/refresh cost deducted from Hard Turn Price calculation. Default $250.

Min Bridge Fee ($)

Minimum transport cost used when routing via a bridge market (non-standard lane). Default $1,200.

Store Email Groups

✓ Saved

              Enter Outlook group names or email addresses for each store (semicolon separated). Used on HT export email sheet.
            

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Transfer File

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Minimum Stock Levels

Set a floor for each store — Smart Balance will never suggest sending a unit that would drop the store below this count.

✓ Saved

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🏬 STORE BMT VIEW

Business mix by store & type

Show Consignment/Cross-Sell

Select Store BMT View from the DATA menu

💸 OVERPRICED UNITS

Units priced above comparable sales history

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PRICING POSITION OVER TIME

CarGurus Rating Mix

Inventory share versus rolling sales share

Rating Range Market Store Make Model

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Search

Region

Dealer

Make

Model

Status

Stock Type

CG Rating

Biz Model

Min DOL

Max DOL

0 units selected

🗺

Choose a Region to Begin

Store metrics and inventory will appear here

📊

Choose a Region to See Gaps

Make/model distribution across stores with sales context

IN-TRANSIT OPTIMIZATION

Transportation Redirects

Compare each unit's assigned destination with stores in the same market using Smart Balance signals.

MARKETFROM ASSIGNED STOREREDIRECT TOMINIMUM IMPROVEMENTpoints

Transportation uploads provide the authoritative candidate VIN, status, physical origin, assigned destination, and ETA. IMS provides inventory, recon, sales, and scoring inputs.

0 selected

	Unit	Current destination	Recommended destination	Current	Best	Gain	Why	Decision

📊 FLEET HEALTH

Live market metrics · hub/spoke comparison

MARKET

BMT

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🔍
Set date range and click Run Analysis
Upload sales history in Settings → File Uploads first