Group | Field | Logic | Status |
|---|---|---|---|
Overall | Name of Dealer | Account Name (Name) | Done |
Overall | Do they offer Floorplan | Account Name (checkbox) | Done |
Overall | Do they offer delivery | Account Name (checkbox) | Done |
Overall | Do they offer end-user financing | Account Name (checkbox), | Not Done |
Overall | Do they offer demo’s | Account Name (Checkbox) | Done |
Overall | Do they offer deal trades | Account Name (Checkbox) | Done |
Overall | # of Dealers in the State | Account Name (Numbers) | Done |
Overall | # of Dealers in the State | Account Name (Numbers) | Done |
Weekly | Week No. | Use today’s date to determine Week No. (Opportunity) | |
Weekly | Invoiced that week. | Sales Invoice (GFERP__Invoice_Amt_Incl_Tax__c) Posting Date this week | |
Weekly | Revenue that week | Sales Invoice (GFERP__Invoice_Amt_Incl_Tax__c) Posting Date this week | |
Weekly | Value of Opportunities by week | Opportunity Amount | |
Weekly | End User Sales – Yakta Sold | Opportunity (Closed/Won) | |
Weekly | End User Sales – Dealer Sold | Opportunity (Closed/Won) | |
Weekly | # of Leads sent to the dealer | All Leads (Record type = End User) | |
Weekly | # of F2F Visits | Add Activity type for visit and get its count | |
Weekly | # of Phone Calls | Log a call count | |
Monthly | Invoiced by Month | Sales Invoice GFERP__Invoice_Amt_Incl_Tax__c | |
Monthly | Revenue to date by month | Sales Invoice GFERP__Invoice_Amt_Incl_Tax__c | |
Monthly | Opportunities by Month | Opportunity | |
Monthly | Number of Orders by Month (# of SO’s) | Order Amount (GFERP__Order_Amount__c) | |
Monthly | End User Sales – Yakta Sold | Closed Won Opportunity Amount | |
Monthly | End User Sales – Dealer Sold | Closed Won Opportunity Amount | |
Monthly | # of Leads sent to the dealer | All Opportunities | |
Monthly | Average Deal Size (based on 6/7 combined) | ||
Monthly | Did the Dealer Attend the Zoom (this will be uploaded manually each month) | Account (Number) | |
Monthly | # of F2F Visits | Account (Number) | |
Monthly | # of Phone Calls | Account (Number) | |
Monthly | Warranty Claims | Account (Number) | |
Monthly | TCF Balance (this will be uploaded from 3rd party website) | ||
Monthly | Current AR Outstanding (Current / Overdue)? | Account (Number) (Outstanding Statement | |
Yearly | Total Revenue | Customer Detailed Entries | |
Yearly | Growth Year by % | ||
Yearly | Opportunities / Forecast | Opportunities/ Forecast Table | |
Yearly | # of Orders by Year | Sales Orders / Opportunities Order Amount (GFERP__Order_Amount__c) | |
Yearly | Freight Cost | Sales Orders (freight Cost Service item) | |
Yearly | Finance YTD Payments | AP Total | |
Yearly | TCF Limit / TCF Balance / TCF Opportunity (this will be uploaded from 3rd party website) | ||
Yearly | $ per property (this will calculate by the total current revenue for a state / by the # of properties in that state. For example, if a state has $5M and the state has 20,000 properties over 2 acres we will divide $5M / 20,000. | ||
Invoiced that week. | Roll up summary of sales invoice lines? | ||
Revenue that week | ???? | ||
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