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
Type
Status
Requested KPI | Source Table/Field | Filters | Status | ||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Overall Section | Account page. Overall Section | Not applicable | Done | ||||||||||||||||||||||||||||||||||||||||||||||
Name of Dealer | Account Name (Name) | Not applicable | DoneOverall | ||||||||||||||||||||||||||||||||||||||||||||||
Do they offer Floorplan | This checkbox field is on On the scorecard Account page | Not applicable | Done | Overall | |||||||||||||||||||||||||||||||||||||||||||||
Do they offer delivery | This checkbox field is on On the scorecard Account page | Not applicable | Done | Overall | |||||||||||||||||||||||||||||||||||||||||||||
Do they offer end-user financing | This checkbox field is on On the scorecard Account page | Not applicable | DoneOverall | ||||||||||||||||||||||||||||||||||||||||||||||
Do they offer demo’s | This checkbox field is on On the scorecard Account page | Not applicable | Done | Overall | |||||||||||||||||||||||||||||||||||||||||||||
Do they offer deal trades | This checkbox field is on On the scorecard Account page | Not applicable | DoneOverall | ||||||||||||||||||||||||||||||||||||||||||||||
# of Dealers in the State | This numeric field is on On the scorecard Account page | Done | |||||||||||||||||||||||||||||||||||||||||||||||
Weekly | Week No. | ??? | Filter | Not Done | |||||||||||||||||||||||||||||||||||||||||||||
| Weekly TBC | TBC | ||||||||||||||||||||||||||||||||||||||||||||||||
Weekly Section | |||||||||||||||||||||||||||||||||||||||||||||||||
Invoiced that week. | Invoice for | Formula | WeeklySales Invoiced Table, Amount field. | Weekly Invoiced Amount | Done | ||||||||||||||||||||||||||||||||||||||||||||
Revenue that week | ??? | Weekly | GL Accounts, GL Account Amount | Account type = Revenue | Done | ||||||||||||||||||||||||||||||||||||||||||||
Value of Opportunities by week | ??? | Weekly | Opportunity table, Amount Field. | Closed Date , by Week | Done | ||||||||||||||||||||||||||||||||||||||||||||
End User Sales – Yakta Sold | ??? | WeeklyOpportunity table, Amount Field. |
| Done | |||||||||||||||||||||||||||||||||||||||||||||
End User Sales – Dealer Sold | Account (Numbers) Total_Dealers_End_User_Sales_By_Week__c | Done | Weekly | Opportunity table, Amount Field. |
| Done | |||||||||||||||||||||||||||||||||||||||||||
# of Leads sent to the dealer | Account (Numbers) Total_no_of_Leads_sent_to_Dealer_By_Week__c | Done | Weekly | ?? | TBC | ||||||||||||||||||||||||||||||||||||||||||||
# of F2F Visits | Account (Numbers) Total_no_of_F2F_visits_By_Week__c | Done | Weekly | ?? | TBC | ||||||||||||||||||||||||||||||||||||||||||||
# of Phone Calls Account (Numbers) Total_no_of_Phone_calls_By_Week__c | ?? | TBC | |||||||||||||||||||||||||||||||||||||||||||||||
TCF Balance (this will be uploaded from 3rd party website) | TBC | TBC | |||||||||||||||||||||||||||||||||||||||||||||||
Current AR Outstanding (Current / Overdue)? | Button on Account page | Outstanding AR | Done | ||||||||||||||||||||||||||||||||||||||||||||||
Monthly Section | |||||||||||||||||||||||||||||||||||||||||||||||||
Invoiced by Month Account (Numbers) | Invoiced_by_Month__cSales Invoiced Table, Amount field. | N/A | Done | Monthly | |||||||||||||||||||||||||||||||||||||||||||||
Revenue to date by month | Account (Numbers) Revenue_to_date_by_month__cGL Accounts Table, Amount | Account type = “Revenue” | Done | ||||||||||||||||||||||||||||||||||||||||||||||
Monthly | Opportunities by Month | Account (Numbers) | Done | Monthly | Opportunity table, Amount Field. | N/A | Done | ||||||||||||||||||||||||||||||||||||||||||
Number of Orders by Month (# of SO’s) | Account (Numbers) | Done | Monthly | Sales Order, record count. | N/A | Done | |||||||||||||||||||||||||||||||||||||||||||
Average Deal Size (based on 6/7 combined) | Opportunity table, Amount Field, Average | Monthly Average Deal Size | Done | ||||||||||||||||||||||||||||||||||||||||||||||
End User Sales – Yakta Sold | Account (Numbers) Total_Yakta_End_User_Sales_by_Month__c | Done | Monthly | Opportunity table, Amount Field. |
| ||||||||||||||||||||||||||||||||||||||||||||
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 | Done | Monthly | Average Deal Size (based on 6/7 combined) | Account (Numbers) Average_deal_Size__c | Done | Monthly | Opportunity table, Amount Field. |
| ||||||||||||||||||||||||||||||||||||
Did the Dealer Attend the Zoom (this will be uploaded manually each month) | Account (Checkbox) Did_the_Dealer_Attend_the_Zoom__c | Done | Monthly | # of F2F Visits | Account (Number) Total_no_of_F2F_visits_By_Month__c | Done | Monthly | # of Phone Calls | Account (Number) Total_no_of_Phone_calls_By_Month__c | Done | Monthly | Warranty Claims | Account (Number) Warranty_Claims__c | Done | Monthly | TCF Balance (this will be uploaded from 3rd party website) | Account (Numbers) TCF_Balance__c | Done | Monthly | Current AR Outstanding (Current / Overdue)? | Account (Numbers) Current_AR_Outstanding__c | Done | Yearly | Total Revenue | Account (Numbers) Total_Yearly_Revenue__c | Done | Yearly | Growth Year by % | Percent (16,2) Growth_Year_by__c | Done | Yearly | Opportunities / Forecast | Account (Numbers) | Not Done | Yearly | # of Orders by Year | Account (Numbers) No_of_Orders_by_Year__c | Done | Yearly | Freight Cost | Account (Numbers) Yearly_Freight_Cost__c | Done | Yearly | Finance YTD Payments | Account (Numbers) Finance_YTD_Payments__c | Done | YearlyOn the scorecard Account page | Not Applicable | |
Warranty Claims | ?? | TBC | TBC | ||||||||||||||||||||||||||||||||||||||||||||||
Yearly Section | |||||||||||||||||||||||||||||||||||||||||||||||||
Total Revenue | GL Accounts, GL Account Amount | Account type = “Revenue”, Posting Date = By Year | |||||||||||||||||||||||||||||||||||||||||||||||
Finance YTD Payments | ?? | TBC | |||||||||||||||||||||||||||||||||||||||||||||||
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) | Account (Numbers) TCF_Limit_TCF_Balance_TCF_Opportunit__c | Done | Yearly | ?? | 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. | ?? | Not DoneTBC |