Live Dealer Workshops: The Napkin Dashboard

Independent dealers often have access to dozens of reports inside their DMS, yet many still struggle to quickly get to some critical math when the calendar turns:

“How did we really do last month?”

In this live 60-minute workshop, BHPH coach and White Hat Way co-creator Jim Rhoads walks dealers through simple calculations that can be done on a napkin within minutes of closing the month.

These quick-hit KPIs are designed to reveal four of the most important drivers of BHPH success:

• Deal structure on financed sales - margins and risk
• Collections results - key portfolio performance ratios

• Profit
• Cash flow

The calculations are intentionally simple so they can be used by any dealer, regardless of which DMS they run.

During the session, Jim will explain:

• The “have-to-know” numbers every BHPH dealer should track
• How those numbers reveal the strength—or weakness—of your operation
• What your collections results are really telling you about portfolio performance and business value
• How experienced operators use these numbers to guide better decisions each month
  
  

Every attendee will receive a simple KPI calculation tool that allows them to quickly plug in their own numbers and replicate the process at the end of every month.

By the end of the workshop, you will have a clearer, faster way to evaluate your dealership’s performance—without needing complicated reports or hours of analysis.