Dollars from the GL (the same numbers as DOC) · units from the deal listing · customer ROs from the service listing. Pace compares % of target achieved to % of the month elapsed.

Productive employees on the 25th, on each role's own metrics — deal units split 0.5 / 0.5 when two salespeople share, gross through the GL document bridge (front vs F&I split), advisors / technicians / parts advisors from their listings. HOUSE row = store actual not attributed to a listed employee.

Drop raw CSV export(s). Rules applied automatically: zero amounts dropped · MEMO rows dropped · accounts classified via the chart of accounts · unrecognized accounts flagged, never guessed.

Drop DMS Trial Balance export(s) — AccountID · YearMonth · OpeningBalance format. Each file becomes a baseline anchor at its month: balance-sheet accounts only (income-statement accounts are always computed from transactions; stat and unknown accounts are skipped and reported). Reloading a month replaces that anchor. Every year's Balance Sheet and Trial Balance open from the latest anchor on or before its January 1st.

Drop Reynolds detailed-report exports — R1483 / R1484 (vehicle sales), R1083 (service ROs), R2985 / R2986 (op-code labour & parts detail), R2982 / R2983 (parts invoices). The report type is detected from the file's columns; bulk multi-store, full-history files are fine, and reloading replaces the same deals / ROs / invoices. Dollars stay GL-truth: each document's gross comes from the GL bridge — the listing supplies the who / what / when.

Sign-ins are created in the Supabase vault (Authentication → Add user → tick Auto Confirm User). Everything else is managed here. Store users see only the stores ticked below — enforced by the database itself, not by the app.

Step 2, after creating their sign-in — the email must match the sign-in exactly.

Sizes and counts at a glance.

Last operational transaction per store — catches a store whose exports silently stopped.

A tick means the store has data loaded for that month.

Rows the imports could not classify — invisible to every report until the account is added to the chart of accounts and the month reloaded.

The last few data loads — the same receipts the Import screen prints.

Search, edit, add — classification lives only here, so a change re-slots ALL history the moment the summaries are rebuilt. Flow: make your edits → Rebuild summaries → Download chart CSV and replace data\COA_DAG.csv so the master file stays current. Every change is logged.