Requested KPI | Source Table/Field | Filters | Status | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
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 SectionReports | |||||||||||
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. |
| Done | ||||||||
End User Sales – Dealer Sold | Opportunity table, Amount Field. |
| 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 PaymentsButton on Account page | Outstanding AR | Done | |||||||
Monthly SectionReports | |||||||||||
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) | 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 | Opportunity table, Amount Field. |
| |||||||||
End User Sales – Dealer Sold | Opportunity table, Amount Field. |
| |||||||||
# 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 Calls | On 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 | Sales Order, record count. | ??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 |
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