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Equipment Dealer Finance Reporting

Monitor budgets and streamline heavy equipment finance reporting with best practice templates and custom reports for P&L Statements, Absorption, Invoicing, and more.

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Monitor Key Financial Metrics

Stay informed with daily reports and dynamic dashboards that always reflect the latest financial data.
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Enable Seamless Data Sharing

Design tailored dashboards for every role, department, and project in your dealership to keep everyone aligned and on track.
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Simplify the Reporting Process

Build custom business logic into a single reporting workflow that's consistently applied to all data. 
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Consistent, Trustworthy Financial Insights

Stop spending hours in Excel each month. Streamline financial reporting and data analysis with TARGIT’s specialized business intelligence (BI) solution designed for equipment dealers.

TARGIT makes it easy to see the latest financial data in a single overview. Combine data from your ERP, DMS, and all other systems into automated reports and dashboards that are easy to access and share with relevant team members.

Monitor budget, revenue, Profit & Loss statements, invoicing, and more – all in a BI interface that’s highly intuitive and reliable.

TARGIT’s best-practice dashboard and report templates make it easy to get up and running quickly, while powerful analytics tools enable custom reporting and analyses based on your dealership’s specific needs and financial goals.

“TARGIT is the place where everybody can go to find financial and operational KPIs, with the confidence that those numbers will always be consistent, accurate, and available.”

Dalys Johnson

Chief Finance Officer, Blanchard Machinery

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A Complete View of Your Financial Health

Get actionable, timely financial insights with TARGIT’s easy-to-use templates and custom data analyses. 

TARGIT gives you a comprehensive overview of your finances, with daily updates and interactive drill-downs so you can measure key figures, track trends over time, and compare financial data with insights from other departments. 
 
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AR Overview

Monitor Accounts Receivable by branch, track outstanding payments by customer, and see how AR aging evolves over time.
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Income Statement

Monitor revenues, expenses, gains, and losses from a single dashboard. Customize date filters to measure financial performance by month, quarter, or YTD.
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Absorption

Determine how much of your operating expenses are covered by parts & service profits. Monitor absorption over time to see how seasonality impacts expenses and profits.
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Connect TARGIT to Your Dealer Management System

TARGIT offers a variety of pre-configured BI accelerators (BIAs) for equipment industry DMS systems.

Our BIAs feature a tried-and-tested implementation process, library of best practice report and dashboard templates, and expert guidance from our consulting team to ensure you start realizing BI ROI from day one.  
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Streamline Financial Reporting at Your Dealership

Book a personalized demo today to see how TARGIT can help you:  

AdobeStock_157864480 [Converted]-3 Monitor invoices, P&L, absorption rate, and more from one place
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AdobeStock_157864480 [Converted]-3 Share actionable, up-to-date insights with every department