Content Comparison

Yesterday's Orders Amount Target

Opportunities Amount field Vs Target to be setup on Dashboard component

As of Yesterday’s Date , Target

Gauge Chart

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

Gauge Chart

Done

Yesterday’s End User Sales target

Opportunities Amount field Vs Target to be setup on Dashboard component

Opportunity type = End Users

Gauge Chart

Done

Target of Confirmed order this week

Opportunities Amount field

/ Budget Confirmed Field Date

All Opportunities with stage Not equal to “Closed Won”

Gauge Chart

Done

Cash Actual Vs Cash Target

1. 10250-USD US Bank Account Amount field

2. 10200-USD Bank Account Amount field

3. 10100-Canadian Bank Account Amount field

GL Accounts with GL Entries

GL Account

Guage Chart

AR Total

Company Setup (Currency)

AR_Total__c

AR Target

Company Setup (Currency)

AR_Target__cDone

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