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

TBC

Weekly Section

Reports

Week No.

Invoiced that week.

Sales Invoiced Table, Amount field.

Weekly Invoiced Amount

Done

Revenue that weekDifferent from Invoiced 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

Opportunity table, Amount Field.

• Opportunity type = Dealer

• Opportunity Stage = Closed Won

Done

# of Leads sent to the dealer

??

TBC

# of F2F Visits

??

TBC

# of Phone Calls

??

TBC

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

TBC

TBC

Current AR Outstanding (Current / Overdue)?

??

Finance YTD Payments

Button on Account page

Outstanding AR

Done

Monthly Section

Reports

Invoiced by Month

Sales Invoiced Table, Amount field.

N/A

Done

Revenue to date by month

???GL Accounts Table, Amount

Account type = “Revenue”

Done

Opportunities by Month

Opportunity table, Amount Field.

N/A

Done

Number of Orders by Month (# of SO’s)

Opportunity tableSales Order, record count.Opportunity Stage = Closed Won

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

Opportunity table, Amount Field.

• Opportunity type = DealerEnd User

• Opportunity Stage = Closed Won

End User Sales – Dealer Sold

Opportunity table, Amount Field.

• Opportunity type = End UserDealer

• Opportunity Stage = Closed Won

# of Leads sent to the dealer

??

Average Deal Size (based on 6/7 combined)

??

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

??

# of F2F Visits

??

# of Phone CallsOn the scorecard Account page

Not Applicable

Warranty Claims

??

Warranty ClaimsTBC

??TBC

Yearly SectionReports

Total Revenue

Sales Invoiced Table, Amount field.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

Opportunity tableSales Order, record count.

• Closed Date = Yesterday’s Date

• Opportunity Stage = Closed Won

??Done

Freight Cost

??

TBC

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

??

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.

??

TBC