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| # | Date | Year | Month | Dealership | Salesperson | Client | Brand | Model | Dept | Status | Validated | Signed / NTU | NTU / Decline Reason | Close time | Insurance | Source | Spotter ID | Spotter fee | Bank | Remarks | Comments | Trade-Shortfall | Town | Out of Town | Trade-in |
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| Salesperson | Apps | Signed | New | Used | Ratio | Status |
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| # | Salesperson | Customer Surname | Vehicle | Stock # | Bank | Town | Paid Out | Reported | Status | Invoiced | Total GP (R) |
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| # | Salesperson | Customer Surname | Vehicle | Stock # | Bank | Town | Paid Out | Reported | Status | Invoiced | Total GP (R) |
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Manage your lookup lists. Changes update the capture form instantly. Historical records are never affected.
Manage who has access to AppRat and what they can do.
Add or remove dealerships. They will appear in the Deal Capture form and All Records filters.
Add or remove F&I managers. They will appear in the capture form dropdown.
Add salespeople and assign them to their dealership(s). A salesperson assigned to multiple dealerships can cross-sell. The F&I capture form only shows salespeople linked to the selected dealership.
Your dealership brands / branches.
Finance institutions used for vehicle funding.
Reasons a validated deal was not taken up by the client.
How the customer came to you.
Who arranged the vehicle insurance.
People who refer clients to the dealership for a spotter fee.
Online platforms where internet leads come from.
Set total working days per month. Deduct any public holidays that fall on weekdays — including those moved from weekends.
Set your units target per month. The dashboard uses this with your closing ratio and working days to calculate daily apps required.
Add a new brand or add/remove models under each brand.