AD Consulting — Deal Calculator

Equipment Deal Worksheet

New & trade-in deal calculator

Customer

Salesman

Quote No.

Branch

Date

Deal Type

Margin Entry Mode

New EquipmentFill in the blue cells

Description	Dealer Cost	Discount / Target Margin %	Manual Retail Price	Retail (Ex GST)	Margin %	Margin $
Subtotal	–			–	–	–

Additional New Equipment Costs (Pre-Delivery / Setup)

Freight

Pre-Delivery

Admin

Accessories / Parts

Warranty (2% of dealer cost)

Misc / Promotional

Total Dealer Cost–

Total Retail (Sell Price)–

New Equipment Margin $–

New Equipment Margin %–

Trade-In (Used Equipment)Advertised price + recon + freight

Description

Year

Hours

Serial No.

Advertised Retail Price

— fill in the Trade Valuation Helper below to see a suggested price

Freight In (to store)

Target Margin % (on trade)

Reconditioning Cost Detail

Parts Total

Labour Hours

Labour Rate / Hr

Sublet (Outside Services)

Total Reconditioning Cost–

Floor Value (Retail less Recon & Freight)–

Trade Allowance (Offer to Customer)–

Trade Margin $–

Trade Margin %–

Trade Valuation HelperStarting point only — confirm in person

New RRP ($) — when new

Wholesale Discount off RRP (%)

Usage Tier

Machine Age (yrs)

Dealer Net % Applied–

Estimated Wholesale Value ($)–

Estimated Retail / Sell Value ($)–

Deal Summary

New Equipment Sell Price (Ex GST)–

Less: Trade Allowance–

Change Over (Ex GST)–

GST (10%)–

Change Over (Inc GST)–

Less: Payout Owing on Trade Finance

Net Amount to Finance / (Refund Due)–

Type your own number Calculated automatically Linked from Trade Valuation Helper

Margin Summary

Total Deal Margin

0.0%

New Equipment Margin $$0

New Equipment Margin %0.0%

Trade Margin $$0

Trade Margin %0.0%

Net Amount to Finance$0

⚠ Margin has gone negative — review pricing before quoting this deal.