Content Comparison

Overall Section

Account page. Overall Section

Not applicable

Done

Name of Dealer

Account Name (Name)

Not applicable

Done

Do they offer Floorplan

On the scorecard Account page

Not applicable

Done

Do they offer delivery

On the scorecard Account page

Not applicable

Done

Do they offer end-user financing

On the scorecard Account page

Not applicable

Done

Do they offer demo’s

On the scorecard Account page

Not applicable

Done

Do they offer deal trades

On the scorecard Account page

Not applicable

Done

# of Dealers in the State

On the scorecard Account page

TBC

DoneTBC

Weekly Section

A Report

Week No.

Not Done

Invoiced that week.

Revenue that weekInvoiced that week.

Sales Invoiced Table, Amount field.

Weekly Invoiced Amount

Done

Revenue that week

GL Accounts, GL Account Amount

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

Account (Numbers)

Total_Dealers_End_User_Sales_By_Week__c

Opportunity table, Amount Field.

• Opportunity type = Dealer

• Opportunity Stage = Closed Won

Done

# of Leads sent to the dealer

Account (Numbers)

Total_no_of_Leads_sent_to_Dealer_By_Week__c

Done??

TBC

# of F2F Visits

Account (Numbers)

Total_no_of_F2F_visits_By_Week__c

Done??

TBC

# of Phone Calls

Account (Numbers)

Total_no_of_Phone_calls_By_Week__c

Done

Invoiced by Month

Account (Numbers)

Invoiced_by_Month__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 SectionA

ReportInvoiced by Month

Sales Invoiced Table, Amount field.

N/A

Done

Revenue to date by month

Account (Numbers)

Revenue_to_date_by_month__c

GL Accounts Table, Amount

Account type = “Revenue”

Done

Opportunities by MonthAccount (Numbers)

Opportunity table, Amount Field.

N/A

Done

Number of Orders by Month (# of SO’s)

Account (Numbers)

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

DoneOpportunity table, Amount Field.

• Opportunity type = End User

• Opportunity Stage = Closed Won

End User Sales – Dealer Sold

Account (Numbers)

Total_Dealers_End_User_Sales_by_Month__c

Done

# of Leads sent to the dealer

Account (Numbers)

Total_no_of_Leads_sent_to_Dealer_By_Mont__c

Done

Average Deal Size (based on 6/7 combined)

Account (Numbers)

Average_deal_Size__c

Done

Opportunity table, Amount Field.

• Opportunity type = Dealer

• Opportunity Stage = Closed Won

Did the Dealer Attend the Zoom (this will be uploaded manually each month)

Account (Checkbox)

Did_the_Dealer_Attend_the_Zoom__c

Done

# of F2F Visits

Account (Number)

Total_no_of_F2F_visits_By_Month__c

Done

# of Phone Calls

Account (Number)

Total_no_of_Phone_calls_By_Month__c

Done

Warranty Claims

Account (Number)

Warranty_Claims__c

Done

TCF Balance (this will be uploaded from 3rd party website)

Account (Numbers)

TCF_Balance__c

Done

Current AR Outstanding (Current / Overdue)?

Account (Numbers)

Current_AR_Outstanding__c

Done

Yearly Section

A Report

Total Revenue

Account (Numbers)

Total_Yearly_Revenue__c

Done

Growth Year by %

Percent (16,2)

Growth_Year_by__c

Done

Opportunities / Forecast

Account (Numbers)

Not Done

# of Orders by Year

Account (Numbers)

No_of_Orders_by_Year__c

Done

Freight Cost

Account (Numbers)

Yearly_Freight_Cost__c

Done

Finance YTD Payments

Account (Numbers)

Finance_YTD_Payments__c

DoneOn 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

??

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