Overall, one report
Weekly, must be week by week
how many reports? 9 reports
Month, must be month by month
15 reports?
Yearly, must be year by year
9 reports
how to do the lite version with color?
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Group | Field | Logic | TypeRequested KPI | Source Table/Field | Filters | Status |
|---|---|---|---|---|---|---|
Overall Section | Account page. Overall Section | |||||
Name of Dealer | Account Name (Name) | Not Done | ||||
Overall | Do they offer Floorplan | This checkbox field is on On the Account page | DoneOverall | |||
Do they offer delivery | This checkbox field is on On the Account page | Done | ||||
Overall | Do they offer end-user financing | This checkbox field is on On the Account page | DoneOverall | |||
Do they offer demo’s | This checkbox field is on On the Account page | DoneOverall | ||||
Do they offer deal trades | This checkbox field is on On the Account page | DoneOverall | ||||
# of Dealers in the State | This numeric field is on On the Account page | Done | ||||
Weekly Section | A Report | |||||
Week No.??? | Filter | Not DoneWeekly | ||||
Invoiced that week. | Invoice for | Formula | Weekly | |||
Revenue that week??? | ||||||
Weekly | Value of Opportunities by week | ??? | Weekly | |||
End User Sales – Yakta Sold | ??? | Weekly | ||||
End User Sales – Dealer Sold | Account (Numbers) Total_Dealers_End_User_Sales_By_Week__c | DoneWeekly | ||||
# of Leads sent to the dealer | Account (Numbers) Total_no_of_Leads_sent_to_Dealer_By_Week__c | Done | ||||
Weekly | # of F2F Visits | Account (Numbers) Total_no_of_F2F_visits_By_Week__c | DoneWeekly | |||
# of Phone Calls | Account (Numbers) Total_no_of_Phone_calls_By_Week__c | Done | ||||
Monthly | Invoiced by Month | Account (Numbers) Invoiced_by_Month__c | Done | |||
Monthly Section | A Report | |||||
Revenue to date by month | Account (Numbers) Revenue_to_date_by_month__c | DoneMonthly | ||||
Opportunities by Month | Account (Numbers) | DoneMonthly | ||||
Number of Orders by Month (# of SO’s) | Account (Numbers) | Done | ||||
Monthly | End User Sales – Yakta Sold | Account (Numbers) Total_Yakta_End_User_Sales_by_Month__c | DoneMonthly | |||
End User Sales – Dealer Sold | Account (Numbers) Total_Dealers_End_User_Sales_by_Month__c | Done | ||||
Monthly | # of Leads sent to the dealer | Account (Numbers) Total_no_of_Leads_sent_to_Dealer_By_Mont__c | DoneMonthly | |||
Average Deal Size (based on 6/7 combined) | Account (Numbers) Average_deal_Size__c | DoneMonthly | ||||
Did the Dealer Attend the Zoom (this will be uploaded manually each month) | Account (Checkbox) Did_the_Dealer_Attend_the_Zoom__c | DoneMonthly | ||||
# of F2F Visits | Account (Number) Total_no_of_F2F_visits_By_Month__c | DoneMonthly | ||||
# of Phone Calls | Account (Number) Total_no_of_Phone_calls_By_Month__c | DoneMonthly | ||||
Warranty Claims | Account (Number) Warranty_Claims__c | Done | ||||
Monthly | TCF Balance (this will be uploaded from 3rd party website) | Account (Numbers) TCF_Balance__c | DoneMonthly | |||
Current AR Outstanding (Current / Overdue)? | Account (Numbers) Current_AR_Outstanding__c | Done | ||||
Yearly Section | A Report | |||||
Total Revenue | Account (Numbers) Total_Yearly_Revenue__c | DoneYearly | ||||
Growth Year by % | Percent (16,2) Growth_Year_by__c | DoneYearly | ||||
Opportunities / Forecast | Account (Numbers) | Not DoneYearly | ||||
# of Orders by Year | Account (Numbers) No_of_Orders_by_Year__c | Done | ||||
Yearly | Freight Cost | Account (Numbers) Yearly_Freight_Cost__c | DoneYearly | |||
Finance YTD Payments | Account (Numbers) Finance_YTD_Payments__c | Done | ||||
Yearly | TCF Limit / TCF Balance / TCF Opportunity (this will be uploaded from 3rd party website) | Account (Numbers) TCF_Limit_TCF_Balance_TCF_Opportunit__c | DoneYearly | |||
$ 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 |