Executive Business Intelligence Report
Riverside Auto Group · Automotive Retail
September 9, 2026
Report period: August 11, 2026 – September 9, 2026
Prepared by ORIVIS · Null Systems
Business Health
78 / 100
Money at Risk
$34,800
Growth Opportunities
$135,700
Open Actions
7
Confidence
87%
Executive Summary
What happened, and what it means
Riverside Auto Group is operating from a generally healthy position, but ORIVIS identified a meaningful follow-through gap across lead response, customer reactivation, missed follow-ups, service recovery, and aging inventory. The most certain exposure is capital concentrated in aging inventory; the most recoverable opportunity is timely follow-up on high-intent leads.
Primary pattern
Follow-through gap
Highest-confidence issue
Unresponded high-intent leads
Largest financial exposure
$182,440 capital tied up in 60+ day inventory
Highest-confidence recoverable opportunity
$7,750 Lead Recovery
Follow-through gap
High-intent activity is entering the business, but follow-up is not consistently occurring.
Post-sale engagement gap
Recently sold customers are not consistently entering the service relationship.
Inventory capital concentration
Capital is becoming concentrated in aging inventory while some units experience margin compression.
What ORIVIS Found
Top findings, each tied to an existing diagnostic and prepared action
- 1
High-intent leads are not receiving timely follow-up
ORIVIS INTERPRETATIONFollow-up activity is inconsistent after high-intent leads enter the sales pipeline.
$7,750
Estimated recoverable revenue
ESTIMATERevenue opportunity87% - 2
Recently sold customers are not entering the service relationship
ORIVIS INTERPRETATIONPost-sale service follow-up is inconsistent after vehicle delivery.
$8,600
Estimated opportunity
ESTIMATERevenue opportunity84% - 3
Trade-in opportunities are aging without follow-up
ORIVIS INTERPRETATIONTrade-in opportunities are not consistently receiving a second-touch follow-up.
$6,800
Estimated opportunity
ESTIMATERevenue opportunity82% - 4
Service appointment no-shows are creating recoverable demand
ORIVIS INTERPRETATIONNo-show recovery is not consistently triggered after missed appointments.
$2,800
Estimated opportunity
ESTIMATERevenue opportunity79% - 5
Aging inventory is concentrating capital exposure
ORIVIS INTERPRETATIONCapital is concentrated in units that have remained in inventory beyond the dealership's normal aging threshold.
$182,440
Calculated capital exposure
CALCULATEDCapital exposure100%
Findings 1–4 are estimated revenue opportunities. Finding 5 is calculated capital exposure — cost basis held in aging units, not revenue or profit. These figures are not added together.
Opportunity Summary
Where the growth opportunity total comes from
| Category | Classification | Amount |
|---|---|---|
Lead Recovery | ESTIMATE | $42,800 |
Customer Reactivation | ESTIMATE | $31,500 |
Service Opportunities | ESTIMATE | $24,300 |
Missed Follow-ups | ESTIMATE | $17,200 |
Other | ESTIMATE | $11,800 |
Customer Referrals Estimated incremental contribution (gross profit less rewards), not revenue potential. | PROJECTION | $8,100 |
| Total growth opportunities | $127,600 revenue opportunity + $8,100 incremental contribution | $135,700 |
Inventory Intelligence
Capital, margin and aging across current inventory
Inventory units
24 total · 23 active
Total cost basis
$662,640
Current asking value
$742,400
Estimated gross profit
$79,760
Average days in inventory
47 days
Aging units (60+ days)
7
Capital tied up in 60+ day units
$182,440
Estimated margin exposure
$30,015
| Aging band | Units | Cost basis |
|---|---|---|
| 0–30 days | 8 | $232,230 |
| 31–60 days | 8 | $247,970 |
| 61–90 days | 5 | $135,750 |
| 90+ days | 2 | $46,690 |
$182,440 is calculated cost basis held in units past the 60-day threshold. $30,015 is an estimate of margin under pressure across attention units (76% confidence) — it is not a forecasted loss.
Customer & Referral Intelligence
Projected contribution from customers most likely to refer
Potential referrers
47
High-potential customers
12
Referral requests
6
Expected referrals · sales
2 · 2
Estimated incremental contribution
$8,100
2 sales × $4,250 historical average gross profit − 2 × $200 referral reward
Conversation Intelligence
What customer conversations are signalling
Active conversations
42
Flagged by ORIVIS
15
High intent
11
Needing follow-up
7
Potential conversation impact
$18,450
Highest-confidence opportunity
Lead Recovery · $7,750
Shared opportunity · 87% confidence
Individual conversation estimate
Michael Carter · $1,100
Individual conversation estimate — already inside the shared Lead Recovery opportunity, not additional to it.
ORIVIS Recommended Actions
Ranked with the Action Center priority model — impact, confidence, urgency, business relevance
- 1
Contact 7 highest-intent unresponsive leads
high priorityAction ReadyOwner: Sales Manager$7,750
Estimated recoverable revenueESTIMATE87% - 2
Review 7 aging inventory units
high priorityAction ReadyOwner: Used Car Manager$182,440
Capital exposureCALCULATED100% - 3
Review 10 margin-compressed vehicles
high priorityAction ReadyOwner: Used Car Manager$30,015
Estimated margin exposureESTIMATE76% - 4
Review 12 missed trade-in follow-ups
high priorityAction ReadyOwner: Sales Manager$6,800
Estimated opportunityESTIMATE82% - 5
Reactivate 31 sold customers with no recorded service follow-up
medium priorityAction ReadyOwner: Service Manager$8,600
Estimated opportunityESTIMATE84% - 6
Reach out to 12 high-potential referral customers
medium priorityAction ReadyOwner: Customer Experience Manager$8,100
Projected incremental contributionPROJECTION71% - 7
Review service appointment no-show recovery
medium priorityAction ReadyOwner: Service Manager$2,800
Estimated opportunityESTIMATE79%
7 open · 0 completed. Each row is the existing Action Center action — status shown is live. Statuses: Action Ready, Approved, In Progress, Completed, Skipped.