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This document describes the Objects / Fields and Visualization selections for each KPI’s measurement.
Orders Vs Target
Object Selection:-
Opportunities ( Because End User Sales doesn’t have Sales Orders)
Field to aggregate = Opportunities Amount
Following Filters are applied
Opportunity record type
Closed Date = Daily, Weekly, Monthly
Reports Repository Name = 01-YAKTA Custom Reports
01 code is assigned to Sales / Marketing
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01-YAK-End User Opportunities
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01-YAK-Dealer Loads Opportunities
each datapoint a report?
how do you compare actual vs. target, calculate the difference between these two numbers?
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Field | Report Logic | Filter | Dashboard type | Status |
|---|---|---|---|---|
Yesterday's Orders Amount Target | Opportunities Amount field Vs Target to be setup on Dashboard component | As of Yesterday’s Date , Target | Done | |
Yesterday's Orders Count Target | Opportunities record count field Vs Target to be setup on Dashboard component | As of Yesterday’s Opportunities Count / Target | Done | |
Yesterday’s End User Sales target | Opportunities Amount field Vs Target to be setup on Dashboard component | Opportunity type = End Users | Done | |
Target of Confirmed order this week | Opportunities Amount field / Budget Confirmed Field Date | All Opportunities with stage Not equal to “Closed Won” | Done | |
Cash Actual Vs Cash Target |
GL Accounts with GL Entries | GL Account | Done | |
AR Total Vs Target | ||||
AR (movement in the last 24 hours) | Company Setup (Currency) AR_movement_in_the_last_24_hours__c | |||
AP Total | Company Setup (Currency) AP_Total__c | |||
TCF Inventory – manually input | Company Setup (Number) TCF_Inventory__c | |||
TCF Movement Order - manually input – this would show the difference since yesterday and would go red if it has gone up and green if it went down | Company Setup (Number) TCF_Movement_Order__c | |||
TCF (over 30 days) – manually input | Company Setup (Number) TCF_over_30_days__c | |||
Daily Invoiced Sales Target | Invoiced Sales (GFERP__Invoice_Amt_Incl_Tax__c) | |||
Yesterday’s GP | Production Journal | |||
Yesterday’s GP target | ||||
Inventory Value | Available | |||
Daily Leads | Leads (Lead Count) | |||
Target Number | ||||
New Hires WTD (think this will pull from Reloco – a HR Salesforce Platform we are going with likely) | ||||
Total Staff |