Total visibility

Track assets, monitor dealers, and optimize performance—all in one place.

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Product description

The DataConsole™ FloorPlan workbook centralizes and simplifies access to critical business insights. By integrating data from the lease origination system, equipment finance accounting, and wholesale finance accounting systems, it provides a holistic view of program performance and dealer activity. Managers can track key metrics like balance movements against credit limits, utilization trends, equipment counts, inventory aging, and invoice status. This comprehensive visibility supports more effective cost and risk management, while also helping teams tailor finance programs to better fit client needs and optimize overall program performance. As interest rates and market volatility continue to impact inventory finance, real-time access to financial and asset-level data is more essential than ever. FloorPlan workbook empowers managers to anticipate shifting dynamics, adjust strategies proactively, and—when both equipment and floorplan financing are in play—gain a powerful, integrated view of asset flow from wholesale to retail.

Actionable insights

With built-in actionable insights, the workbook goes beyond reporting—it highlights key trends, performance gaps, and opportunities for improvement. Teams can use these insights to optimize portfolio performance, adjust dealer programs, and drive stronger results across the wholesale finance business.

Enhance performance 

FloorPlan dashboards support strategic decision-making, when floor planning capital is a key part of the business. By snapshotting monthly credit balances and credit limits, the workbook enables meaningful trend analysis and deeper insight into wholesale partner performance.

Dashboards Benefit
Wholesale dealer Provides insight into program and dealer credit limits, balances, availabilities, and utilization and the associated trends.
Item status report Provides insight into dealer level balances, equipment counts, and inventory aging details.
Invoice aging Provides comprehensive summary of balances, a view into invoice aging, and usage details by dealer.
Wholesale conversion rate Provides summaries and trends of wholesale-to-retail conversion rates and retention details.

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