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 scorecard Account page | Done | ||
Do they offer delivery | On the scorecard Account page | Done | ||
Do they offer end-user financing | On the scorecard Account page | Done | ||
Do they offer demo’s | On the scorecard Account page | Done | ||
Do they offer deal trades | On the scorecard Account page | Done | ||
# of Dealers in the State | On the scorecard Account page | |||
Weekly SectionReports | ||||
Week No. | Invoiced that week. | Sales Invoiced Table, Amount field. | Done | |
Revenue that weekDifferent from Invoiced that week? | GL Accounts, Account type = Revenue | Done | ||
Value of Opportunities by week | Opportunity table, Amount Field. | Closed Date , by Week | 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)??? | On Account details page | Done | ||
Finance YTD Payments | TBC | |||
Monthly SectionReports | ||||
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. | 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) | ??On the scorecard Account page | |||
Warranty Claims | ?? | TBC | ||
Yearly SectionReports | ||||
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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