DSK-01

Save-A-Deal Sheet

Every deal that did not close in the last 24 hours, named on this sheet with one action, one owner and one date.

dailySales Manager M7

Same time, same room, every day. The salesperson gives five things: customer, unit, our number, their number, the one reason it stopped. The room gives one action, one owner, one date.

This meeting

Date

Start time — same as yesterday

Finished at

15 min daily 90 seconds a deal, 72-hour reopen

Timer on the table? Y / N

Run by

F&I manager present

Trade appraiser present

Deals on the list

Build the list the night before, from the CRM, and print it: write-ups that did not deliver, shows with no worksheet, declined or conditioned credit, appraisals that left, no-shows.

The five reason codes — every dead deal takes exactly one

CREDIT — owner: F&I. Second and third lender submissions. Restructure down, term or co-signer, or step the unit to what the approval supports.
TRADE VALUE — owner: whoever appraised it. Re-run comps, verify the recon estimate behind the number, and measure the gap in dollars.
PAYMENT — owner: the desk. Term, down, rate tier or unit. Name the gap in dollars per month here; re-desk it after the meeting, not in the room.
PRODUCT — owner: salesperson and inventory. Two moves, both dated: transfer it from another rooftop, or an incoming unit with an arrival date.
TIMING — owner: the salesperson, with a follow-up date you set, not one they pick. Put the real date in the CRM and resume ten days out.

Six columns, every deal, every day — the seventh is filled in at the reopen

Customer	Unit	Reason code	Action	Owner	Due date	72 hours later — saved / working / dead-and-documented

Dead-and-documented — all five, written down, before anything is marked dead

Somebody other than the salesperson has spoken to the customer, to find out what actually stopped it
Another unit has been considered, and somebody has actually looked
Credit shopped past the first lender; F&I names the lenders used and the structure submitted
Trade number re-checked against live comps inside 48 hours, with the appraisal log showing the number and who put it there
A decision date exists in the CRM as a task with an owner. Not "follow up soon"

Completed by Date

Count it honestly at the reopen

1	Deals on the sheet
÷	Deals marked saved at 72 hours
=	Save rate
x	Blended total gross per retail unit $3,015 blended total gross per retail unit	$
=	Gross saved	$

Ninety-day reason-code tally

Reason code	Deals coded	Percent of dead deals	What it points at when it runs heavy

What this sheet is measured against

15 min daily: 90 seconds a deal, 72-hour reopen
65%
100% same day
8 touches / 30 days
$3,015: blended total gross per retail unit
100% within 14 days

A line with a blank owner or a blank date did not get worked. Reopen the sheet at 72 hours and mark every line. The last two minutes of the meeting belong to the open we-owe log (DSK-03), read out loud. Keep the sheets ninety days and tally the reason codes.

Anything you type stays in this browser on this device. It is not sent anywhere and nobody else can see it. Use Export to keep a copy or send it on; Clear wipes the sheet. Your store, name and initials are remembered across every form and filled in for you — change one and it changes everywhere from then on.