Group
Field
Logic
Status
Overall
Requested KPI | Source Table/Field | Filters | Status | ||||
|---|---|---|---|---|---|---|---|
Overall Section | Account page. Overall Section | Not applicable | Done | ||||
Name of Dealer | Account Name (Name) | Not applicable | DoneOverall | ||||
Do they offer Floorplan | This checkbox field is on On the scorecard Account page | Not applicable | Done | Overall | |||
Do they offer delivery | This checkbox field is on On the scorecard Account page | Not applicable | DoneOverall | ||||
Do they offer end-user financing | This checkbox field is on On the scorecard Account page | Not applicable | Done | Overall | |||
Do they offer demo’s | This checkbox field is on On the scorecard Account page | Not applicable | Done | Overall | |||
Do they offer deal trades | This checkbox field is on On the scorecard Account page | Not applicable | DoneOverall | ||||
# of Dealers in the State | This numeric field is on On the scorecard Account pageDone | TBC | |||||
Weekly | Week No. | ??? | Not Done | ||||
WeeklyTBC | |||||||
Weekly Section | |||||||
Invoiced that week.Done | Sales Invoiced Table, Amount field. | Weekly Invoiced Amount | Done | ||||
Revenue that week | GL Accounts, GL Account Amount | Account type = Revenue | DoneWeekly | ||||
Value of Opportunities by week | Opportunity table, Amount Field. | Closed Date , by Week | Done | ||||
Weekly | End User Sales – Yakta Sold | Opportunity table, Amount Field. |
| Done | Weekly | ||
End User Sales – Dealer Sold | Account (Numbers) Total_Dealers_End_User_Sales_By_Week__c | Done | Weekly | Opportunity table, Amount Field. |
| Done | |
# of Leads sent to the dealer | Account (Numbers) Total_no_of_Leads_sent_to_Dealer_By_Week__c | Done | Weekly?? | TBC | |||
# of F2F Visits | Account (Numbers) Total_no_of_F2F_visits_By_Week__c | Done | Weekly | ?? | TBC | ||
# of Phone Calls Account (Numbers) Total_no_of_Phone_calls_By_Week__c | ?? | 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 | Account (Numbers) Invoiced_by_Month__c | Done | MonthlySales Invoiced Table, Amount field. | N/A | Done | ||
Revenue to date by month | Account (Numbers) Revenue_to_date_by_month__cGL Accounts Table, Amount | Account type = “Revenue” | Done | ||||
Monthly | Opportunities by MonthAccount (Numbers) | Opportunity table, Amount Field. | N/A | Done | |||
Monthly | Number of Orders by Month (# of SO’s) | Account (Numbers) | Done | 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 | Account (Numbers) Total_Yakta_End_User_Sales_by_Month__c | Done | Monthly | Opportunity table, Amount Field. |
| ||
End User Sales – Dealer Sold | Account (Numbers) Total_Dealers_End_User_Sales_by_Month__c | Done | |||||
Monthly | # of Leads sent to the dealer | Account (Numbers) Total_no_of_Leads_sent_to_Dealer_By_Mont__c | Done | ||||
Monthly | Average Deal Size (based on 6/7 combined) | Account (Numbers) Average_deal_Size__c | Done | ||||
Monthly | Opportunity table, Amount Field. |
| |||||
Did the Dealer Attend the Zoom (this will be uploaded manually each month) | Account (Checkbox) Did_the_Dealer_Attend_the_Zoom__c | Done | |||||
Monthly | # of F2F Visits | Account (Number) Total_no_of_F2F_visits_By_Month__c | Done | ||||
Monthly | # of Phone Calls | Account (Number) Total_no_of_Phone_calls_By_Month__c | Done | ||||
Monthly | Warranty Claims | Account (Number) Warranty_Claims__c | Done | ||||
Monthly | TCF Balance (this will be uploaded from 3rd party website) | Account (Numbers) TCF_Balance__c | Done | ||||
Monthly | Current AR Outstanding (Current / Overdue)? | Account (Numbers) Current_AR_Outstanding__c | Done | ||||
Yearly | Total Revenue | Account (Numbers) Total_Yearly_Revenue__c | Done | ||||
Yearly | Growth Year by % | Percent (16,2) Growth_Year_by__c | Done | ||||
Yearly | Opportunities / Forecast | Account (Numbers) | Not Done | ||||
Yearly | # of Orders by Year | Account (Numbers) No_of_Orders_by_Year__c | Done | ||||
Yearly | Freight Cost | Account (Numbers) Yearly_Freight_Cost__c | Done | ||||
Yearly | Finance YTD Payments | Account (Numbers) Finance_YTD_Payments__c | Done | ||||
Yearly | 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) | Account (Numbers) TCF_Limit_TCF_Balance_TCF_Opportunit__c | Done | 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. | ?? | Not DoneTBC |