Content Comparison

Overall Section

Account page. Overall Section

Name of Dealer

Account Name (Name)Not Done

Do they offer Floorplan

On the Account pageDone

Do they offer delivery

On the Account pageDone

Do they offer end-user financing

On the Account pageDone

Do they offer demo’s

On the Account pageDone

Do they offer deal trades

On the Account pageDone

# of Dealers in the State

On the Account pageDone

Weekly Section

A ReportReports

Week No.Not Done

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

Account (Numbers)

Total_Dealers_End_User_Sales_By_Week__c

DoneOpportunity table, Amount Field.

• Opportunity type = Dealer

• Opportunity Stage = Closed Won

# of Leads sent to the dealer

Account (Numbers)

Total_no_of_Leads_sent_to_Dealer_By_Week__c

Done??

# of F2F Visits

Account (Numbers)

Total_no_of_F2F_visits_By_Week__c

Done??

# of Phone Calls

Account (Numbers)

Total_no_of_Phone_calls_By_Week__c

Done??

Monthly Section

Reports

Invoiced by Month

Account (Numbers)

Invoiced_by_Month__c

Done

Monthly Section

A ReportSales Invoiced Table, Amount field.

Revenue to date by month

Account (Numbers)

Revenue_to_date_by_month__c

Done???

Opportunities by Month

Account (Numbers)

DoneOpportunity table, Amount Field.

Number of Orders by Month (# of SO’s)

Account (Numbers)

DoneOpportunity table, record count.

Opportunity Stage = Closed Won

End User Sales – Yakta Sold

Account (Numbers)

Total_Yakta_End_User_Sales_by_Month__c

DoneOpportunity table, Amount Field

• Opportunity type = Dealer

• Opportunity Stage = Closed Won

End User Sales – Dealer Sold

Account (Numbers)

Total_Dealers_End_User_Sales_by_Month__c

DoneOpportunity table, Amount Field

• Opportunity type = End User

• Opportunity Stage = Closed Won

# of Leads sent to the dealer

Account (Numbers)

Total_no_of_Leads_sent_to_Dealer_By_Mont__c

Done??

Average Deal Size (based on 6/7 combined)

Account (Numbers)

Average_deal_Size__c

Done??

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

Account (Checkbox)

Did_the_Dealer_Attend_the_Zoom__c

Done??

# of F2F Visits

Account (Number)

Total_no_of_F2F_visits_By_Month__c

Done??

# of Phone Calls

Account (Number)

Total_no_of_Phone_calls_By_Month__c

Done??

Warranty Claims

Account (Number)

Warranty_Claims__c

Done??

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

Account (Numbers)

TCF_Balance__cDone

Current AR Outstanding (Current / Overdue)?

Account (Numbers)

Current_AR_Outstanding__cDone

Yearly Section

A Report

Total Revenue

Account (Numbers)

Total_Yearly_Revenue__cDone

Growth Year by %

Percent (16,2)

Growth_Year_by__cDone

Opportunities / Forecast

Account (Numbers)Not Done

# of Orders by Year

Account (Numbers)

No_of_Orders_by_Year__cDone

Freight Cost

Account (Numbers)

Yearly_Freight_Cost__cDone

Finance YTD Payments

Account (Numbers)

Finance_YTD_Payments__cDone

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

Account (Numbers)

TCF_Limit_TCF_Balance_TCF_Opportunit__cDone

$ 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.Not Done