Content Comparison

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

TBC

Weekly Section

Invoiced that week.

Sales Invoiced Table, Amount field.

Done

Revenue 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.

• Opportunity type = End User

• Opportunity Stage = Closed Won

Done

End User Sales – Dealer Sold

Opportunity table, Amount Field.

• Opportunity type = Dealer

• Opportunity Stage = Closed Won

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 Button on Account details page

Outstanding AR

Done

Finance YTD Payments

TBC

Monthly Section

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 Section

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