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 TargetOpportunities Amount field Vs | Sales Order, GL Amount Field. Target to be setup set up on Dashboard the dashboard componentAs 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 componentAs of Yesterday’s Opportunities Count / Target - Only Closed Won Opportunities |
| 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 |
| 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”Sales 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 10100-Canadian Bank Account Amount field | GL Accounts with GL EntriesGL AccountTable, 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 Customer Ledger Entry Entries | Done | |||
AR (movement in the last 24 hours)11 | Customer Ledger Entries Table, GL Amount Field | Posting Date = Yesterday | ||||
AP Total | Vendor Ledger Entries Table, GL Amount Field | All | 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 trend | Done | |||
Yesterday’s GP / Vs Target | Item Ledger Entries Table, Qty Base Field Set Target on Dashboards | As of YesterdayDocument 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 | Done | |||
Lead Count with Vs TargetLead | Count on Leads Table, Created Date Field | This week Last Week This Month | 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 |