Content Comparison

Overall Section

Account page. Overall Section

Name of Dealer

Account Name (Name)

Do they offer Floorplan

On the Account page

Do they offer delivery

On the Account page

Do they offer end-user financing

On the Account page

Do they offer demo’s

On the Account page

Do they offer deal trades

On the Account page

# of Dealers in the State

On the Account page

Weekly Section

Reports

Week No.

Invoiced that week.

Sales Invoiced Table, Amount field.

Revenue that week

Different from Invoiced that week?

Value of Opportunities by week

Opportunity table, Amount Field.

End User Sales – Yakta Sold

Opportunity table, Amount Field.

• Opportunity type = End User

• Opportunity Stage = Closed Won

End User Sales – Dealer Sold

Opportunity table, Amount Field.

• Opportunity type = Dealer

• Opportunity Stage = Closed Won

# of Leads sent to the dealer

??

# of F2F Visits

??

# of Phone Calls

??

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

Current AR Outstanding (Current / Overdue)?

??

Finance YTD Payments

Monthly Section

Reports

Invoiced by Month

Sales Invoiced Table, Amount field.

Revenue to date by month

???

Opportunities by Month

Opportunity table, Amount Field.

Number of Orders by Month (# of SO’s)

Opportunity table, record count.

Opportunity Stage = Closed Won

End User Sales – Yakta Sold

Opportunity table, Amount Field

• Opportunity type = Dealer

• Opportunity Stage = Closed Won

End User Sales – Dealer Sold

Opportunity table, Amount Field

• Opportunity type = End User

• Opportunity Stage = Closed Won

# of Leads sent to the dealer

??

Average Deal Size (based on 6/7 combined)

??

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

??

# of F2F Visits

??

# of Phone Calls

??

Warranty Claims

??

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

Account (Numbers)

TCF_Balance__c

Current AR Outstanding (Current / Overdue)?

Account (Numbers)

Current_AR_Outstanding__c

Yearly Section

Reports

Total Revenue

Sales Invoiced Table, Amount field.

Growth Year by %

??

Opportunities / Forecast

??

# of Orders by Year

Opportunity table, record count.

• Closed Date = Yesterday’s Date

• Opportunity Stage = Closed Won

??

Freight Cost

Finance YTD Payments??

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

??

$ 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.

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