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

Done

AR Total Vs Target

Customer Ledger Entries Amount

All

Guage Chart

Done

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__cVendor Ledger Entries Amount

All

Number

Done

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

Customer Ledger Entries

All time - Daily trend

Daily Bar Chart

Done

Yesterday’s GP / Vs Target

Item Ledger Entries

Set Target on Dashboards

As of Yesterday

Guage Chart

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