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 | Done | Overall | |||||||||||||||
Do they offer demo’s | Account (Checkbox)On the scorecard Account page | Not applicable | Done | Overall | ||||||||||||||||
Do they offer deal trades | Account (Checkbox)On the scorecard Account page | Not applicable | Done | |||||||||||||||||
Overall | # of Dealers in the State | Account (Numbers) | Done | |||||||||||||||||
Overall | # of Dealers in the State | Account (Numbers) | Done | |||||||||||||||||
Weekly | Week No. | Use today’s date to determine Week No. (Opportunity) | WeeklyOn the scorecard Account page | TBC | TBC | |||||||||||||||
Weekly Section | ||||||||||||||||||||
Invoiced that week. | Sales Invoice (GFERP__Invoice_Amt_Incl_Tax__c) Posting Date this weekWeeklyInvoiced Table, Amount field. | Weekly Invoiced Amount | Done | |||||||||||||||||
Revenue that week | Sales Invoice (GFERP__Invoice_Amt_Incl_Tax__c) Posting Date this week | Weekly | GL Accounts, GL Account Amount | Account type = Revenue | Done | |||||||||||||||
Value of Opportunities by week | Opportunity table, Amount WeeklyField. | Closed Date , by Week | Done | |||||||||||||||||
End User Sales – Yakta Sold | Opportunity (Closed/Won)Weeklytable, Amount Field. |
| Done | |||||||||||||||||
End User Sales – Dealer Sold | Opportunity table, Amount Field. |
| WeeklyDone | |||||||||||||||||
# of Leads sent to the dealer | All Leads (Record type = End User) | Weekly?? | TBC | |||||||||||||||||
# of F2F Visits | Add Activity type for visit and get its count | Weekly?? | TBC | |||||||||||||||||
# of Phone Calls | Log a call count | Monthly | ?? | 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 Invoice GFERP__Invoice_Amt_Incl_Tax__cMonthlyInvoiced Table, Amount field. | N/A | Done | |||||||||||||||||
Revenue to date by month | Sales Invoice GFERP__Invoice_Amt_Incl_Tax__c | MonthlyGL Accounts Table, Amount | Account type = “Revenue” | Done | ||||||||||||||||
Opportunities by Month | Opportunity Monthlytable, Amount Field. | N/A | Done | |||||||||||||||||
Number of Orders by Month (# of SO’s) | Order Amount (GFERP__Order_Amount__c) | MonthlySales 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 | Closed Won Opportunity table, Amount MonthlyField. |
| ||||||||||||||||||
End User Sales – Dealer Sold | Closed Won Opportunity table, Amount | Monthly | # of Leads sent to the dealer | All Opportunities | Monthly | Average Deal Size (based on 6/7 combined) | Monthly | Field. |
| |||||||||||
Did the Dealer Attend the Zoom (this will be uploaded manually each month) Account (Number) | Monthly | # of F2F Visits | Account (Number) | Monthly | # of Phone Calls | Account (Number) | Monthly | Warranty Claims | Account (Number) | Monthly | TCF Balance (this will be uploaded from 3rd party website) | Monthly | Current AR Outstanding (Current / Overdue)? | Account (Number) (Outstanding Statement | Yearly | Total Revenue | Customer Detailed Entries | YearlyOn 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 % | Yearly?? | TBC | ||||||||||||||||||
Opportunities / Forecast | Opportunities/ Forecast Table | Yearly?? | TBC | |||||||||||||||||
# of Orders by Year | Sales Orders / Opportunities Order Amount (GFERP__Order_Amount__c)YearlyOrder, record count. | Done | ||||||||||||||||||
Freight Cost | Sales Orders (freight Cost Service item) | Yearly | Finance YTD Payments | AP Total | Yearly | ?? | TBC | |||||||||||||
TCF Limit / TCF Balance / TCF Opportunity (this will be uploaded from 3rd party website) | Yearly?? | 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. | Invoiced that week. | Roll up summary of sales invoice lines? | Revenue that week | ?????? | TBC |
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