Pinewood.AI has added two new embedded modules to its Business Intelligence (BI) Solution to give dealers and OEMs enhanced insight into financial performance and customer journey.
The Business Intelligence Solution is available across three tailored packages of Core Insights, Enhanced Insights and Strategic Insights.
Jason Gregory, data and analytics director at Pinewood.AI, said: “This marks an important step forward in Pinewood.AI delivering a fully rounded, customer‑facing analytics platform, giving dealers and OEMS consistent, embedded insight across all four core operational areas.
“Completing Core BI is a major milestone for us in providing customers with enterprise‑wide insight across accounting, customer, sales and aftersales, all on one platform, one database, one version of the truth.”
The Accounting & Finance module provides detailed information across financial performance, including profit and loss, balance‑sheet, budgeting, working‑capital and margin analysis, and trend reporting in ready-made dashboards.
It is designed to surface enterprise‑accurate, fully reconciled financial data in a consistent and governed way, without having to manually build reports – saving up to 10 hours for each dealership, every week.
Metrics are governed and defined centrally, reducing discrepancies between spreadsheets, manual reports, and different users’ interpretations of performance.
Customer focuses on the complete customer journey, covering sales activity, lead management, conversion performance, customer satisfaction and database quality indexing.
It brings together operational and CRM‑style data to help dealers understand how customers interact with the business, identify areas of friction or opportunity, and drive performance improvements.
Gregory added: “This forms the foundation for the next phase of our analytics innovation and supports our mission to help dealers improve efficiency, profitability and performance across every department.”
