Content Comparison

Yesterday's Orders Amount Target

Opportunity tableSales Order, GL Amount Field.

Target to be set up on the dashboard component

• Closed Order Date = Yesterday’s Date

• Opportunity Stage = Closed Won

01-Yakta Sales Dashboard

Done

Yesterday's Orders Count Target

Opportunity Sales Order table, record count.

Target to be set up on the dashboard component

• Closed Order Date = Yesterday’s Date Opportunity Stage = Closed Won

01-Yakta Sales Dashboard

Done

Yesterday’s -End User Sales Vs target

Opportunity table, Amount??? Field.

Target to be set up on the dashboard component

• Closed Date = Yesterday’s Date

• Opportunity type = End User

• Opportunity Stage = Closed Won

01-Yakta Sales Dashboard

Done

Orders vs Target of Confirmed order this week

Opportunity Sales Order table, GL Amount Field

Target to be set up on the dashboard component

• Budget Confirmed = True

• Opportunity stage Not equal to “Closed Won”

• Order Date = this Week

01-Yakta Sales Dashboard

Done

Cash Actual Vs Cash Target

GL Accounts Table, GL Amount Field

Target to be set up on all three GL Accounts the dashboard components

• Bank/ Credit card Account = True

• GL Accounts = 10100-Canadian Bank Account, 10200-USD Bank Account, 10250-USD US Bank Account

• 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 GL Customer Ledger Entry Entries

02-Yakta Finance Dashboard

Done

AR (movement in the last 24 hours)

Customer Ledger Entries Table, GL Amount Field

Posting Date = Yesterday

02-Yakta Finance Dashboard

AP Total

Vendor Ledger Entries Table, GL Amount Field

All

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 Target

Sales Invoiced lines Table, Invoiced Amount field.

All time - Daily trend

02-Yakta Finance Dashboard

Done

Yesterday’s GP / Vs Target

Item Ledger Entries Table, Qty Base Field

Set Target on Dashboards

As of YesterdayDocument type = Output

03-Yakta Inventory/Production Dashboard

Done

Inventory Value

Items

Total As of Now

Sliced by Inventory ClassTable, Inventory Value Field

All Items

03-Yakta Inventory/Production Dashboard

Done

Daily Leads

Leads (Lead Table, Record Count)

Daily

01-Yakta Sales Dashboard

Done

Lead Count with Vs TargetLead

Count on 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