Requested KPI | Source Table/Field | Filters | Status | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
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. | Done | ||||||||
Revenue that week | Different from Invoiced that week? | Done | ||||||||
Value of Opportunities by week | Opportunity table, Amount Field. | Done | ||||||||
End User Sales – Yakta Sold | Opportunity table, Amount Field. |
| Done | |||||||
End User Sales – Dealer Sold | Opportunity table, Amount Field. |
| Done | |||||||
# of Leads sent to the dealer | ?? | TBC | ||||||||
# of F2F Visits | ?? | TBC | ||||||||
# of Phone Calls | ?? | TBC | ||||||||
TCF Balance (this will be uploaded from 3rd party website) | TBC | |||||||||
Current AR Outstanding (Current / Overdue)? | ?? | |||||||||
Finance YTD Payments | ||||||||||
Monthly Section | Reports | |||||||||
Invoiced by Month | Sales Invoiced Table, Amount field. | Done | ||||||||
Revenue to date by month??? | GL Accounts Table, Amount | Account type = “Revenue” | Done | |||||||
Opportunities by Month | Opportunity table, Amount Field. | Done | ||||||||
Number of Orders by Month (# of SO’s) | Sales Order, record count. | End User Sales – Yakta Sold | Opportunity table, Amount Field |
| End User Sales – Dealer Sold | Opportunity table, Amount Field |
| # of Leads sent to the dealer | ??Done | |
Average Deal Size (based on 6/7 combined)?? | Opportunity table, Amount Field, Average | Done | ||||||||
Did the Dealer Attend the Zoom (this will be uploaded manually each month) | ?? | # of F2F Visits | ?? | # of Phone Calls | ?? | |||||
Warranty Claims | ?? | TBC | ||||||||
Yearly Section | Reports | |||||||||
Total Revenue | Sales Invoiced Table, Amount field. | Yearly | ||||||||
Growth Year by % | ?? | TBC | ||||||||
Opportunities / Forecast | ?? | TBC | ||||||||
# of Orders by Year | Sales Order, record count. | ??Done | ||||||||
Freight Cost | ?? | TBC | ||||||||
TCF Limit / TCF Balance / TCF Opportunity (this will be uploaded from 3rd party website) | ?? | TBC | ||||||||
$ 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. | ?? | TBC |
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