R
Robbie Clemmons
Currently, when working a deal inside the Legacy Desking tool, users must manually search inventory if the selected vehicle does not meet the customer’s desired payment, structure, or profitability goals.
This creates:
Slower deal structuring time
Missed opportunities to present better-fitting vehicles
Inconsistent deal optimization across sales staff
Reduced gross and lower close rates
Requested Enhancement
Add a Smart Vehicle Matching feature within the desking workflow that allows users to automatically identify alternative vehicles in inventory that better align with the deal structure.
Key Functionality Requirements
  1. One-Click “Find Better Match” Button
Within the desking screen, include a button that triggers a search across available inventory.
  1. Optimization Filters / Modes
Allow the user to select optimization goals such as:
Most Profit (maximize front-end/back-end gross)
Best Payment (lowest monthly payment)
Best Lease Structure (strongest lease terms based on incentives/residuals)
Best Loan Structure (optimal financing terms and rates)
  1. Dynamic Inventory Matching
System should:
Scan new and used inventory in real time
Factor in:
Incentives/rebates
Lender programs
Residuals and money factors (for lease)
Vehicle pricing and discounts
Return vehicles that improve the selected KPI
  1. Comparison View
Display results in a side-by-side comparison:
Current vehicle vs recommended vehicles
Payment difference
Gross profit difference
Term and structure differences
  1. One-Click Swap
Allow user to:
Instantly swap selected vehicle into the deal
Preserve customer structure (down payment, credit tier, etc.)