Available Funds
$152,099
Stock on Floor
4 vehicles
Stock Value
$276,000
Total Liabilities
$249,800
Monthly Performance
Income, gross profit and net result — last 18 months
Income
Gross Profit
Net Profit
Profit First Split
Allocations per dollar of gross income
Line of Credit Utilisation
Used
$114,804.94
Available $135,195.06
Limit $250,000
Account Balances
In-Stock Snapshot
Current vehicles across ownership types
Overdue & Upcoming Bills
Awaiting payment or scheduled
Recent Activity
Latest payments made
Total Vehicles
4
Total Cost
$276,000
Estimated Sale Value
$325,000
Estimated Profit
$43,300
Current Stock
Grouped by ownership type
Available Funds
$0
Liability Account Balances
$0
Debts + Tax
$0
Monthly Servicing
$0
Budget vs Actual
Grouped management view for operating cash, allocations and pressure points
Available Funds Breakdown
Edit each source · totals recompute live
Liability Bank Accounts
Working accounts you allocate income into
Gross Profit vs Operating Costs
Trend by month
Net Profit — Waterfall
Positive months vs loss months
Liabilities Ledger
All debts, tax obligations and overdue invoices — click any cell to edit
Warranty Policies (12m)
11
Warranty Income (12m)
$8,347
Insurance Strike Rate
83%
Insurance Commission (12m)
$2,627
Warranty Sales — Monthly
Policy count vs income earned
Insurance Pipeline
Quotes issued vs policies bound
Active Deals
—
— open in pipeline
Pipeline Value
—
Open deals · AUD
Won (12m)
—
Contacts · —
Avg Deal Size
—
Closed won · AUD
Pipeline Board
Deals grouped by stage · click a card to open in HubSpot
Contact Volume — Trailing 12 Months
New contacts created in HubSpot per month
Deals by Stage
Distribution across the sales pipeline
All Deals
Click a row's HubSpot link to open the record
Deal Calculators
Live calculations for pricing, trade-ins, profit projections and delivery quotes.
Vehicle
Trade-In
Buyer Position
Vehicle Profit
Sale price$96,990
Discount from retail$0
Cost of good + extras$82,000
Gross profit$14,990
Payable tax$1,649
Net profit — vehicle$13,341
Trade-In Projection
Projected profit$7,990
Payable tax$879
Net profit — trade$7,111
Deal Summary
Buyer cash + trade value$88,000
Deduction from retail$8,990
Change-over required$8,990
Combined deal profit$20,452
Quick Profit Estimator
Set price and cost lines — margin recalculates instantly.
Margin
Sell price$100,000
Total cost of good$85,000
Gross profit$15,000
Gross margin15.0%
Guide
Aim for >15% gross margin on pre-owned motorhomes to cover CODB after tax.
Below 10% may still make sense if the vehicle attracts a warranty, insurance or trade opportunity.
Trade-In Detail
Break down purchase, expected retail, prep costs and change-over.
Trade-In Vehicle
Extras + Repairs (add-ons paid by dealer)
On-Road Costs (buyer)
Deal Breakdown
Main vehicle profit$19,990
Trade-in projected profit$21,990
Extras & repairs cost-$3,000
Adjusted total profit$38,980
Change-Over
Change-over price (excl. ORC)$19,990
Change-over with ORC$26,090
Vehicle Collection & Delivery
Calculate driver, fuel and total quote — first tank free.
Vehicle
Driver
Delivery Quote
Range on 1st tank692 km
Extra fuel km372 km
Extra fuel required48 L
Extra fuel cost$130
Driver
Driver one-way$700
Airport shuttle$120
Driver return$450
Total
Subtotal (ex-GST)$1,400
GST 10%$140
Final Quote$1,540
The first tank of fuel is included in the driver rate. Extra distance beyond that is billed at pump.
Overdue
$2,456
Not Yet Due
$2,548
Monthly Servicing
$6,543
Total Debt
$249,800
Overdue
Immediate attention required
Not Yet Due
Approaching, no locked date
Recently Paid
Payments cleared
Contacts
8 matching contacts
Call list
Bulk-selected contacts for one focused call session
Cost of Doing Business
Recurring overheads — the daily burn required to keep the doors open.
Total Annual CODB
—
Monthly Burn
—
Weekly
—
Daily
—
Cost Categories
Annual cost by category
Category Breakdown
Ranked by annual cost
Full Line Items
Edit amount or frequency · totals recompute live
Starting Cash
—
12-mo Net Cash
—
Ending Balance
—
Lowest Cash Point
—
Running Cash Balance — 12 Month Projection
Starting from Available Funds · updates instantly as you edit revenue below
Cash balance
Inflows
Outflows
Fixed Monthly Outflows
Auto-pulled from CODB + Liabilities · edit those tabs to change
Assumptions
Applied uniformly across forecast
Monthly Forecast
Edit expected revenue or COGS % per month · running balance recomputes live
Search parameters
Configure a make, model and year range · caravancampingsales & tradervs are fetched for stats, Gumtree & Facebook are deep-link only
Included in stats:
Deep-link only:
Opens in your browser — uses your own login sessions
Saved searches:
Credit usage & ROI
Per-search activity ledger · credits per usable listing is the ROI metric · enter actuals from Perplexity → Settings → Usage
Runs in window
—
—
Avg credits / run
—
enter actuals to unlock
Credits / usable listing
—
ROI — lower is better
Usable / returned
—
—
Last search activity
no runs yet
—
Cost by platform (window)
Enter actual credits for last run
Copy from your Perplexity account → Settings → Usage
| When | Search | CCS | TRV | Gumtree | FB | Browser | Returned | Usable | Status | Credits | Cr/list | Note |
|---|
Median asking price
—
—
Average asking price
—
—
Median mileage
—
—
Median days listed
—
—
Overall stats
Across the current search results
Source coverage
How many listings each platform contributed
Price vs mileage
Each dot is one listing · hover for details · trendline shows expected price at any mileage
Listings
All fetched listings · click a row's URL to open the original ad · sortable by price and mileage
Time range:
—
Weekly refresh — credit usage & ROI
Per-refresh activity ledger · tune the Monday cron’s watchlist size based on cost per usable listing
Refreshes in window
—
—
Avg credits / refresh
—
enter actuals to unlock
Credits / usable listing
—
ROI — lower is better
Usable / returned
—
—
Last refresh activity
no refreshes yet
—
Cost by platform (window)
Enter actual credits for last refresh
Check Perplexity Usage after Monday’s cron completes
| When | Scope | CCS | TRV | Gumtree | FB | Browser | Returned | Usable | Status | Credits | Cr/list | Note |
|---|
Total active listings
—
—
New this week
—
—
Median clearance rate
—
—
Dealer / Private mix
—
—
Listings volume over time
Weekly total active listings across your enabled watchlist
Clearance rate over time
% of listings that disappeared week-over-week (proxy for sales)
Dealer vs private mix over time
Stacked view of who is listing — shifts often signal market turning points
Top makes & models by clearance rate
Ranked by trailing 4-week clearance rate · highest = strongest buyer demand · pre-owned only, dealer stock included in supply
Watchlist
Enable/disable makes and models to control what the weekly cron monitors. Edit directly in the Sheet.
Vehicle Listings Builder
Enter vehicle details, tick features and accessories, then generate a PDF brochure, web description and WordPress draft. All prices excl. government charges.
Saved listings
Load an existing draft, or start a new one.
Vehicle details
Headlines & story
Features & accessories
Tick everything fitted. Groups mirror how buyers scan a listing.
Generate outputs
Ready. All generated copy ends with “Price excludes government charges.”
Generated web description
Click “Generate description” to draft copy in the confirmed Open Road voice.
Moisture & Water Ingress Inspection
Digital form for workshop inspections, insurance documentation, sales assessments and pre-purchase evaluations. Toggle sections off if they don't apply, drop photos into each area, then export a branded PDF report.
Saved inspections
Load a draft to keep editing, or start a new report.
Include sections in this report
Tick every section you want to complete and include in the PDF. Untick a section if it doesn't apply to this vehicle.
Report details
Report identification and inspector/customer contacts.
Vehicle identification
Vehicle details for the inspection record.
Inspection scope
Type of inspection and areas covered.
Inspection conditions
Environmental context and tools used at the time of inspection.
Visual findings — exterior
Condition and observations for each exterior inspection point.
Drop exterior photos here
or click to browse · JPG/PNG · description below each image, positioned above or below in PDF
Visual findings — interior
Condition and observations for each interior inspection point.
Drop interior photos here
or click to browse · JPG/PNG · description below each image, positioned above or below in PDF
Moisture meter thresholds
Business reference values applied when interpreting readings.
Moisture reading log
Log each meter reading with location, scale and observations.
Drop meter reading photos here
Include shots that show the meter display and location
Damage locations
Log affected areas with severity, suspected source and recommended action.
Drop damage close-up photos here
Annotated shots and sketches are welcome
Assessment
Summary, likely cause, damage extent.
Risk rating
Safety, structural, hygiene and deterioration risk.
Recommendations
Prioritised recommendations with estimated urgency.
Repair estimate notes
Which items are required and any notes for the estimator.
Declarations
Inspector declaration and customer acknowledgement (typed names — PDF has signature lines).
Save & export
Saved locally with photo previews. To persist to the Google Sheet, attach the downloaded JSON in chat and ask to sync.
Debts & Loans Strategy
Enter every liability with its balance, rate and minimum payment. The avalanche engine directs any extra capacity to the highest-rate debt first and shows a month-by-month payoff timeline.
Total debt
—
0 debts
Weighted avg rate
—
Blended cost of debt
Required min / month
—
Sum of contractual minimums
Debt free in
—
With current extra payment
Payoff strategy
Pick a strategy, set extra payment, and see the payoff timeline update live.
Cash Flow surplus not calculated yet — open the Cash Flow tab to refresh.
Minimum only
Time to clear—
Total interest—
Total paid—
Avalanche with extra
Time to clear—
Total interest—
Total paid—
You save
Time saved—
Interest saved—
Payoff order—
Debts
Add every liability — ATO payment plans, secured loans, credit facilities, overdrafts, business loans. Delete rows you don't need with the ×.
Name
Lender
Type
Balance
Rate %
Min payment
Frequency
Notes
Payoff timeline
Total debt balance month-by-month. Vertical markers show when each debt is fully cleared under the avalanche strategy.
Month-by-month schedule
First 24 months of the avalanche plan. Extra payment (highlighted) rolls onto the highest-rate debt until it's cleared, then cascades to the next.
Customer & job details
Retail job number is the primary reference — it prints on the PDF and becomes the Xero invoice reference.
Tasks
Add every task quoted. Tick as they are completed. Notes are printed on the PDF.
Time on job: 0.00 h
| Done | Task | Notes / comments | Technician | Initials | Hours |
|---|
Parts & consumables used
Log every part or consumable that came out of stock or was fitted to the job. Tick Order more if the item needs to be re-ordered — it will appear in the Parts to order table below where you can set the qty to order (partial re-stocks welcome).
| Qty used | Part # | Description | Unit price | Order more? |
|---|
Parts to order
Auto-populated from items ticked Order more above. Set the actual qty to order (default equals qty used), add supplier, and tick as they are ordered / delivered.
| Qty to order | Part # | Description | Supplier | Ordered | Delivered |
|---|---|---|---|---|---|
| Tick Order more on any row above to add it here. | |||||
Sign-off & approval
Technician confirms the job is complete, then manager approves for invoicing. Send to Xero unlocks only after both are ticked.
Owner & job details
ERVS stock # is the primary reference — warranty jobs are tracked internally with no invoice. Owner contact syncs to HubSpot once the manager signs off.
Issues to be rectified
Log every warranty issue reported. Tick as each is rectified. Notes print on the PDF and are included in the HubSpot summary.
Time on job: 0.00 h
| Done | Issue | Rectification notes | Technician | Initials | Hours |
|---|
Parts & consumables used
Log every part or consumable that came out of stock. Tick Order more to add it to Parts to order below.
| Qty used | Part # | Description | Unit cost | Order more? |
|---|
Parts to order
Auto-populated from items ticked Order more above. Set actual qty to order, supplier, and tick as ordered / delivered.
| Qty to order | Part # | Description | Supplier | Ordered | Delivered |
|---|---|---|---|---|---|
| Tick Order more on any row above to add it here. | |||||
Sign-off
Technician confirms the job is rectified, then manager reviews for internal record-keeping.