GroupRequested KPI | Source Table/Field | LogicFilters | Status | |||||
|---|---|---|---|---|---|---|---|---|
Overall Section | Account page. Overall Section | Not applicable | Done | |||||
Name of Dealer | Account Name (Name) | Not applicable | Done | |||||
Overall | Do they offer Floorplan | Account Name (checkbox)On the scorecard Account page | Not applicable | Done | Overall | |||
Do they offer delivery | Account Name (checkbox)On the scorecard Account page | Not applicable | Done | |||||
Overall | Do they offer end-user financing | Account Name (checkbox)On the scorecard Account page | Not applicable | DoneOverall | ||||
Do they offer demo’s | Account Name (Checkbox)On the scorecard Account page | Not applicable | Done | Overall | ||||
Do they offer deal trades | Account Name (Checkbox)On the scorecard Account page | Not applicable | Done | |||||
Overall | # of Dealers in the State | On the scorecard Account page | TBC | TBC | ||||
Weekly Section | ||||||||
Invoiced that week. | Sales Invoiced Table, Amount field. | Weekly Invoiced Amount | Done | |||||
Revenue that week | Account Name (Numbers) | Done | ||||||
Overall | # of Dealers in the State | Account Name (Numbers) | Done | |||||
Weekly | Week No. | Use today’s date to determine Week No. | Invoiced that week. | Roll up summary of sales invoice lines? | Revenue 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)? | Button on Account page | Outstanding AR | Done | |||||
Monthly Section | ||||||||
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. |
| ||||||
Did the Dealer Attend the Zoom (this will be uploaded manually each month) | On the scorecard Account page | Not Applicable | ||||||
Warranty Claims | ?? | TBC | TBC | |||||
Yearly Section | ||||||||
Total Revenue | 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 |
Content Comparison
General
Content
Integrations