Financial Planning and Reporting Software for the Automotive Trade

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Budgeting, forecasting and reporting for the automotive Sector

Dealerships need to provide regular forecasts of sales and reports to managers and manufacturers. There is also the need to manage other sources of income such as finance and servicing. Sales can be very seasonal with new models, number plate changes, and other factors affecting cash flow. Modelling the integrated financial plan is vital to ensure sustainability.

Dealerships often work with a vast array of software systems prescribed by each manufacturer. Bringing all the data together in one single platform for Sales planning and  integrated financial planning is vital. Often the data is bought together in Excel.

However, Excel solutions are:

  • Slow to Update
  • Error Prone
  • Difficult to change e.g. add new dealerships / models
  • Not multi user
  • Does not automatically consolidated dealerships / manufacturer data
  • Unable to run scenarios
With Corporate Planner you can create your plan for new cars, used cars, workshop and parts service on a single platform. Plan sales by make, model, dealership, salesman etc. Create management accounts for sites, produce budgets and forecast cash flow. Corporate Planner is used by the automotive trade, with interfaces to all the major pre-systems, ensuring transparency and excellent data quality.

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Automotive Sales Budgeting and Forecasting
Multi dimensional sales planning. Plan by make, model, dealership, new/used, buyer type, salesman etc
Analyse and present results using CP Dashboards
Analyse and present results using CP Dashboards
Automotive Management Reporting
Create your own management reports for dealerships. Rapid monthly reporting and distribution. Reports are available for self service in a web browser.
Automotive Management Reporting 2
Create your own management reports for dealerships. Rapid monthly reporting and distribution. Reports are available for self service in a web browser.

Corporate Planner in the automotive trade

Plan your entire sales operation in our software, from new and used car sales through to parts service. Work out bonuses and commission rates, and calculate manufacturer discounts. Present your figures in terms of all your customers as well as all your suppliers, and gain meaningful data for your after-sales care. By comparing different planning scenarios, you can carefully weigh up the alternatives and make forward-looking decisions.

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Decentralised planning

Many car dealerships and trading groups are scattered across an extensive network of branches and subsidiaries. Save time collating and consolidating multiple spreadsheets from managers. A single planning and reporting database collects budgets from managers. Corporate Planner enables, all staff, regardless of their location, to access the same data source in a web browser.

Automatic Reporting for decision-makers

Inform the executive management, sales managers and other heads of department about the latest figures by means of regular management reports. Reports can be run directly by your team, from a web browser. You can also provide the decision-makers with a custom-built dashboard.


Integrations for saving time

The large number of pre-systems involved often makes planning in the automotive sector a complex and time-consuming task. Corporate Planner offers you a better perspective in a heterogeneous system environment. The solution comes with more than 100 interfaces to all major pre-systems as standard. Data imports run smoothly and automatically, and always at convenient times. Use the time you save for analysis and the development of your car dealership.

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"We've been using Corporate Planner for more than twenty years. The solution is ideal in that it enables us to visualize new and increasing demands again and again. We greatly appreciate this flexibility and the ongoing development of the Corporate Planning software."
Senior Financial Controller
“With Corporate Planner, reports are created and sent automatically, and we can now run dynamic analyses.”
Peter Erbeznik, Head of Commercial IT
Moser Holding
“The Corporate Planning solution simplifies and speeds up our work enormously.”
Daniel Bohnke, Head of Corporate Performance Management
“Data evaluations that would have previously been produced just once or maybe twice a year can now be retrieved at any time.”
Claudia Scholz, Head of Administration
“The software is easier to handle than other solutions, and the display of the results is much more clearly arranged.”
Stefan Keining, Commercial Director
Franz Ziener
“We have created a transparent platform that has been well accepted by the staff, as all 250 users are now talking about the same figures. This has provided us with a faster flow of information and improved our understanding of the costs.”
Danny Claussen, Head of Controlling
HKL Baumaschinen
“Corporate Planner is perfect in helping us monitor and improve our reporting processes.”
Thomas Diezmann, Managing Director

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