Automotive · Management
Monthly Financial Statements (MOS)
The monthly financial report a dealership prepares for its owners and the manufacturer, showing profit and loss by department plus the balance sheet.
What it usually contains
- Income statement broken out by new vehicles, used vehicles, service, parts, and finance and insurance
- Balance sheet with inventory, receivables, floor plan debt, and owner's equity
- Unit sales counts, gross profit per vehicle retailed, and expense percentages
- Month-to-date and year-to-date figures with prior-year comparisons
- Manufacturer-required schedules and operating ratios or guides
What the assistant uses it for
Use it to answer how the dealership performed last month — total and departmental profit, gross per unit, expense levels, inventory and floor plan balances — and how those results compare to prior periods or factory benchmarks.
How it is versioned
A document of this type has exactly one current version at a time. Upload a revision and it becomes the version that counts — the one before it is kept and dated, but is no longer what your assistant answers from. Nothing is ever deleted, so you can always show what this document said on a given date.
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