Content Comparison

Overall

Name of Dealer

Account Name (Name)

Not Done

Overall

Do they offer Floorplan

Account Name (checkbox)

Do_they_offer_Floorplan__c

Done

Overall

Do they offer delivery

Account Name (checkbox)

Do_they_offer_delivery__c

Done

Overall

Do they offer end-user financing

Account Name (checkbox), Not

Do_they_offer_end_user_financing__c

Done

Overall

Do they offer demo’s

Account (Checkbox)

Do_they_offer_Demo_s__c

Done

Overall

Do they offer deal trades

Account (Checkbox)

Do_they_offer_Deal_Trades__c

Done

Overall

# of Dealers in the State

Overall

# of Dealers in the State

Account (Numbers)

Done

Account (Numbers)No_of_Dealers_in_the_State__c

Done

Weekly

Week No.

Use today’s date to determine Week No. (Opportunity)

Not Done

Weekly

Invoiced that week.

Sales Invoice (GFERP__Invoice_Amt_Incl_Tax__c) Posting Date this weekAccount (Numbers)

Invoiced_That_Week__c

Done

Weekly

Revenue that weekSales

Invoice (GFERP__Invoice_Amt_Incl_Tax__c) Posting Date this weekAccount (Numbers)

Revenue_That_Week__c

Done

Weekly

Value of Opportunities by week

Opportunity AmountAccount (Numbers)

Value_Of_Opportunities_By_Week__c

Done

Weekly

End User Sales – Yakta Sold

Opportunity Account (Closed/Won)Numbers)

Total_Yakta_End_User_Sales_by_Week__c

Done

Weekly

End User Sales – Dealer Sold

Opportunity Account (Closed/Won)Numbers)

Total_Dealers_End_User_Sales_By_Week__c

Done

Weekly

# of Leads sent to the dealer

All Leads (Record type = End User)

Account (Numbers)

Total_no_of_Leads_sent_to_Dealer_By_Week__c

Done

Weekly

# of F2F VisitsAdd Activity type for visit and get its count

Account (Numbers)

Total_no_of_F2F_visits_By_Week__c

Done

Weekly

# of Phone CallsLog a call count

Account (Numbers)

Total_no_of_Phone_calls_By_Week__c

Done

Monthly

Invoiced by MonthSales Invoice GFERP__Invoice_Amt_Incl_Tax

Account (Numbers)

Invoiced_by_Month__c

Done

Monthly

Revenue to date by month

Sales Invoice GFERP__Invoice_Amt_Incl_TaxAccount (Numbers)

Revenue_to_date_by_month__c

Done

Monthly

Opportunities by Month

Account (Numbers)

OpportunityDone

Monthly

Number of Orders by Month (# of SO’s)

Order Amount (GFERP__Order_Amount__c)Account (Numbers)

Done

Monthly

End User Sales – Yakta SoldClosed Won Opportunity Amount

Account (Numbers)

Total_Yakta_End_User_Sales_by_Month__c

Done

Monthly

End User Sales – Dealer SoldClosed Won Opportunity Amount

Account (Numbers)

Total_Dealers_End_User_Sales_by_Month__c

Done

Monthly

# of Leads sent to the dealer

All OpportunitiesAccount (Numbers)

Total_no_of_Leads_sent_to_Dealer_By_Mont__c

Done

Monthly

Average Deal Size (based on 6/7 combined)

Account (Numbers)

Average_deal_Size__c

Done

Monthly

Did the Dealer Attend the Zoom (this will be uploaded manually each month)

Account (Number)Checkbox)

Did_the_Dealer_Attend_the_Zoom__c

Done

Monthly

# of F2F Visits

Account (Number)

Total_no_of_F2F_visits_By_Month__c

Done

Monthly

# of Phone Calls

Account (Number)

Total_no_of_Phone_calls_By_Month__c

Done

Monthly

Warranty Claims

Account (Number)

Warranty_Claims__c

Done

Monthly

TCF Balance (this will be uploaded from 3rd party website)

Account (Numbers)

TCF_Balance__c

Done

Monthly

Current AR Outstanding (Current / Overdue)?

Account (Number) (Outstanding Statement Numbers)

Current_AR_Outstanding__c

Done

Yearly

Total RevenueCustomer Detailed Entries

Account (Numbers)

Total_Yearly_Revenue__c

Done

Yearly

Growth Year by %

Percent (16,2)

Growth_Year_by__c

Done

Yearly

Opportunities / ForecastOpportunities/ Forecast Table

Account (Numbers)

Not Done

Yearly

# of Orders by Year

Sales Orders / Opportunities Order Amount (GFERP__Order_AmountAccount (Numbers)

No_of_Orders_by_Year__c)

Done

Yearly

Freight Cost

Sales Orders (freight Cost Service item)

Yearly

Finance YTD Payments

AP TotalAccount (Numbers)

Yearly_Freight_Cost__c

Done

Yearly

Finance YTD Payments

Account (Numbers)

Finance_YTD_Payments__c

Done

Yearly

TCF Limit / TCF Balance / TCF Opportunity (this will be uploaded from 3rd party website)

Account (Numbers)

TCF_Limit_TCF_Balance_TCF_Opportunit__c

Done

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

????Not Done