Overview
This document describes the Objects / Fields and Visualization selections for each KPI’s measurement.
Orders Vs Target
Object Selection:-
Opportunities ( Because End User Sales doesn’t have Sales Orders)
Field to aggregate = Opportunities Amount
Following Filters are applied
Opportunity record type
Closed Date = Daily, Weekly, Monthly
Reports Repository Name = 01-YAKTA Custom Reports
01 code is assigned to Sales / Marketing
...
01-YAK-End User Opportunities
...
01-YAK-Dealer Loads Opportunities
each datapoint a report?
how do you compare actual vs. target, calculate the difference between these two numbers?
//////////////////////////////////////
Field | Report Logic | Filter | Dashboard type | Requested KPI | Source Table/Field | Filters | Dashboard Name | Status | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Yesterday's Orders Amount Target | Opportunities Amount field Vs Sales Order, GL Amount Field. Target to be setupset up on Dashboardthe dashboard component | As of
| Done | |||||||||
Yesterday's Orders Count Target | Opportunities Sales Order table, record count field Vs . Target to be setup set up on Dashboard the dashboard component | As of Yesterday’s Opportunities Count / Target | Gauge Chart
| Done | ||||||||
Yesterday’s -End User Sales Vs targetOpportunities Amount field | Vs Opportunity table, Amount??? Field. Target to be setup set up on Dashboard componentthe dashboard component |
| Done | |||||||||
Orders vs Target of Confirmed order this week | Opportunities Amount field / Budget Confirmed Field Date | All Opportunities with stage Not equal to “Closed Won” | Gauge ChartSales Order table, GL Amount Field Target to be set up on the dashboard component |
| Done | |||||||
Cash Actual Vs Cash Target 10250-USD US Bank Account Amount field 10100-Canadian Bank Account Amount field | GL Accounts with Table, GL Entries | GL Account | AR Total | Company Setup (Currency) AR_Total__c | AR Target | Company Setup (Currency) AR_Target__cAmount Field Target to be set up the dashboard components |
| Done | ||||
AR Total Vs Target | Customer Ledger Entries table, Amount Field Target to be set up on the dashboard component | All Customer Ledger Entry Entries | Done | |||||||||
AR (movement in the last 24 hours) | Company Setup (Currency) AR_movement_in_the_last_24_hours__c | AP Total | Company Setup (Currency) AP_Total__cCustomer Ledger Entries Table, GL Amount Field | Posting Date = Yesterday | ||||||||
AP Total | Vendor Ledger Entries Table, GL Amount Field | All | Done | |||||||||
TCF Inventory – manually input | Company Setup (Number) TCF_Inventory__c | |||||||||||
TCF Movement Order - manually input – this would show the difference since yesterday and would go red if it has gone up and green if it went down | Company Setup (Number) TCF_Movement_Order__c | |||||||||||
TCF (over 30 days) – manually input | Company Setup (Number) TCF_over_30_days__c | |||||||||||
Daily Invoiced Sales Target | Invoiced Sales (GFERP__Invoice_Amt_Incl_Tax__c) | Yesterday’s GP | Production Journal | Yesterday’s GP target | Inventory Value | Available | Daily Leads | Leads (Lead Count) | Target NumberSales Invoiced Table, Amount field. | All time - Daily trend | Done | |
Yesterday’s GP / Vs Target | Item Ledger Entries Table, Qty Base Field Set Target on Dashboards | Document type = Output | Done | |||||||||
Inventory Value | Items Table, Inventory Value Field | All Items | Done | |||||||||
Daily Leads | Leads Table, Record Count | Daily | Done | |||||||||
Lead Count Vs Target | Leads Table, Created Date Field | This week Last Week This Month | Done | |||||||||
New Hires WTD (think this will pull from Reloco – a HR Salesforce Platform we are going with likely) | TBC | TBC | TBC | TBC | ||||||||
Total Staff | TBC | TBC | TBC | TBC |