Replace the Monthly Deal Excel With a Three-Tier Approval Workflow

The problem

The monthly automotive sales reconciliation happens in a spreadsheet. Deals are logged, gross calculations are adjusted for pack and reserve, trade-in valuations are reconciled against payoff, and three separate approvals happen over email. Entries get missed, approval status is impossible to track, and the GM's month-end sign-off is a fire drill rather than a process.

What this app does

A structured deal-log app that replaces the spreadsheet and email approval chain. Each deal is entered once and flows through a three-tier approval workflow—sales manager, accounting, general manager—with status visible at every stage. The leaderboard surface shows current-month performance by rep and closing manager in real time. Mobile-first design means the GM can review and approve deals from the floor, not a back-office desktop.

Key takeaways

• Single entry, three-tier approval—no parallel spreadsheet or email chain
• Approval status visible to every party at every stage
• Real-time leaderboard replaces month-end manual ranking
• Mobile-first design supports floor approval without returning to the office

Who it's for

Automotive sales managers, controllers, and general managers at dealership groups managing monthly deal reconciliation and sales performance reporting.

Retire the monthly deal Excel and the approval email chain with it

See how Domo can replace your monthly deal Excel with a structured approval workflow and real-time leaderboard. Request a tailored deal ledger for your group.

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