Overview
This document describes the Objects / Fields and Visualization selections for each KPI’s measurement.
Requested KPI | Source Table/Field | Report LogicFilters | Filter | Dashboard typeName | 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 the 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 10200-USD Bank Account Amount field | GL Accounts with GL Entries | GL Account | Guage ChartTable, GL Amount 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 Guage ChartCustomer Ledger Entry Entries | 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 | |||||
AP Total | Vendor Ledger Entries Table, GL Amount Field | AllNumber | 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 | Done | ||||
Yesterday’s GP / Vs Target | Item Ledger Entries Table, Qty Base Field Set Target on Dashboards | As of Yesterday | Guage ChartDocument type = Output | Done | |||
Inventory Value | Items | Total As of Now Sliced by Inventory Class | Table, Inventory Value Field | All Items | Done | ||
Daily Leads | Leads (Lead Table, Record Count) | Daily Bar Chart | DoneTarget Number | ||||
Lead Count with Vs Target | Leads Table, Created Date Field | This week Last Week This MonthGuage Charts | 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 |