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Waseem Khan

Scott Zhuo

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Overview

This document describes the Objects / Fields and Visualization selections for each KPI’s measurement.

Requested KPI

Source Table/Field

Report Logic

FilterFilters

Dashboard typeName

Status

Yesterday's Orders Amount Target

Opportunities Amount field Vs

Sales Order, GL Amount Field.

Target to be

setup

set up on

Dashboard

the dashboard component

As of

  • Order Date = Yesterday’s Date

, TargetGauge Chart

01-Yakta Sales Dashboard

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

  • Order Date = Yesterday’s Date

01-Yakta Sales Dashboard

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

  • Closed Date = Yesterday’s Date

  • Opportunity type = End

UsersGauge Chart

  • User

  • Opportunity Stage = Closed Won

01-Yakta Sales Dashboard

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

  • Order Date = this Week

01-Yakta Sales Dashboard

Done

Cash Actual Vs Cash Target

  • 10250-USD US Bank Account Amount field

  • 10200-USD Bank Account Amount field

    • 10100-Canadian Bank Account Amount field

    GL Accounts with GL Entries

    GL Account

    Guage ChartTable, GL Amount Field

    Target to be set up the dashboard components

    • Cashflow Category = Cash

    02-Yakta Finance Dashboard

    Done

    AR Total Vs Target

    Customer Ledger Entries table, Amount Field

    Target to be set up on the dashboard component

    All Guage ChartCustomer Ledger Entry Entries

    02-Yakta Finance Dashboard

    Done

    AR (movement in the last 24 hours)

    Company Setup (Currency)

    AR_movement_in_the_last_24_hours__c

    Customer Ledger Entries Table, GL Amount Field

    Posting Date = Yesterday

    02-Yakta Finance Dashboard

    AP Total

    Vendor Ledger Entries Table, GL Amount Field

    AllNumber

    02-Yakta Finance Dashboard

    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 TargetCustomer Ledger Entries

    Sales Invoiced Table, Amount field.

    All time - Daily trendDaily Bar Chart

    02-Yakta Finance Dashboard

    Done

    Yesterday’s GP / Vs Target

    Item Ledger Entries Table, Qty Base Field

    Set Target on Dashboards

    As of Yesterday

    Guage Chart

    Inventory Value

    Available

    Document type = Output

    03-Yakta Inventory/Production Dashboard

    Done

    Inventory Value

    Items Table, Inventory Value Field

    All Items

    03-Yakta Inventory/Production Dashboard

    Done

    Daily Leads

    Leads (Lead Count)Target NumberTable, Record Count

    Daily

    01-Yakta Sales Dashboard

    Done

    Lead Count Vs Target

    Leads Table, Created Date Field

    This week

    Last Week

    This Month

    01-Yakta Sales Dashboard

    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