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Connecting to Database…
Loading latest inventory data
⚖ SMART BALANCE
AI-assisted inventory distribution
General
Max suggestions per store
Region filter (blank = all)
Core Models
Core models only (filter out non-core)
Core model score bonus weight
4
Core model lists are managed in Settings → Core Models
Hub ↔ Spoke Flow
Hub over-index threshold (e.g. 1.2 = 20% above network avg)
Spoke→Hub: DOL threshold (spoke units ≥ this return to hub)
Max aged returns per spoke (0 = match inbound count)
Hub units: min DOL before suggesting outbound
Max DOL for outbound (skip distressed)
Hub Outbound Filter
Skip hub units with leads ≥ (0 = off)
Balance Tolerances
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
Scoring Weights
Model balance
5
Trim balance
3
Sales history
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
Store Targets (spoke stores only · resets each run)
Load inventory to see spoke stores
Configure parameters and click Run Analysis to generate transfer suggestions
🔄 HARD TURNS
45+ DOL unit reassignment
Filters
Search VIN / make / model
Market
Max loss ($) — best dest must be ≥ this
Min DOL
Min Age (SIMS)
Show actioned units
Allow non-standard transport
Pricing
New % of Market
Profit Target ($)
Refresh Fee ($)
Min Loss ($)
Upload a Hard Turns file in Settings → Hard Turns to get started
🎯 SELECTIVE HT
POL-driven smart unit matching
POL Data
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Filters (from HT settings)
Min DOL
Min Age
Max Loss ($) — best dest must be ≥ this
Allow non-standard transport
Same-model cap (%)
Receiving Markets & Unit Caps
Upload POL file first
Upload a POL file, set unit caps per market, then click Run Smart Selection
✂ PRICING CUTS
Three-wave price reduction planner
Add wave configurations to the queue using + Add to Queue, then click ▶ Run All to execute
🏪 STORE HEALTH
—
In-Stock
—
Models
—
Units Sold
—
Avg DOL
—
Rental Mix
🏪
Select a store to begin
SETTINGS
◈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
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
days Units below this DOL won't be shown as available to move
days Units above this DOL won't be considered for transfer
Only units at stores where Store_Class = HUB can be transferred or fill gap requests
Store Visibility
Controls how consignment and cross sell stores are treated across the app
✓ Saved
Hides stores with "Consignment" in their name from the Balancer, Triage, and Gap Analysis
Hides stores with type "Sonic Cross List" from the Balancer, Triage, and Gap Analysis
Roles
Define roles and their tab permissions. Assign roles to users in the Users panel.
NEW ROLE
PERMISSIONS
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Users
Manage user accounts and assign roles
ADD USER
USERNAME TYPE STATUS LAST LOGIN ACTIONS
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Database
Connection settings and inventory data upload
Not tested
File Uploads
Inventory Data, Transfer Tool, POL Export, and Sales History files
⚠ This will wipe all existing data and replace it with the new file.
TransferToolData Excel. Header on row 3, data from row 4.
POL Export Excel. Used by Selective HT for market need matching.
Sales export. Each upload accumulates history.
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 :8125
You are here
Dev DEV
Development environment. Test new features here before deploying to production.
PORT :8126
OPEN DEV →
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 :8125
You are here
Dev DEV
Development environment. Test new features here before deploying to production.
PORT :8126
OPEN DEV →
File Manager
Browse and manage server files
PATH /opt/ims-balancer
Name Size Modified Actions
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 %
%
%
%
%
Sales %
%
%
%
%
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
$
Amber Alert
$
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
Minimum number of comparable sales required before flagging a unit as overpriced
% Flag units priced more than this % above avg comp sale price
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)
days
🟠 ORANGE
days
🟢 GREEN
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
Est transfer price = Market Price × this % (e.g. 91 = 91%). Used to estimate profit at destination store.
Minimum estimated profit to highlight a destination store as a good match (shown in green).
Reconditioning/refresh cost deducted from Hard Turn Price calculation. Default $250.
Minimum transport cost used when routing via a bridge market (non-standard lane). Default $1,200.
✓ Saved
Enter Outlook group names or email addresses for each store (semicolon separated). Used on HT export email sheet.
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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
Select Store BMT View from the DATA menu
💸 OVERPRICED UNITS
Units priced above comparable sales history
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Store Triage All stores · inventory health
·
STATUS
BUCKET
SORT
Search
Region
Dealer
Make
Model
Status
Stock Type
CG Rating
Biz Model
Min DOL
Max DOL
0 units selected
0 vehicles No file loaded
Transfer Queue
Region to Balance
🚗
Select vehicles in the Data tab
and click "Add to Balancer Queue".
🗺
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
Select Destination Store
Reading file…
Parsing rows…
⌕ ESC
Start typing to search across all inventory
↑↓ navigate ↵ view unit Q add to queue ⌘K or Ctrl+K to open
📊 FLEET HEALTH
Live market metrics · hub/spoke comparison
MARKET
BMT
 
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🔍 GAP ANALYSIS
Inventory vs sales history
DATE RANGE
FROM
TO
MARKET
MIN SALES
🔍
Set date range and click Run Analysis
Upload sales history in Settings → File Uploads first