Overview
This document describes the Objects / Fields and Visualization selections for each KPI’s measurement.
Field | Report Logic | Filter | Dashboard type | Status | |
|---|---|---|---|---|---|
Yesterday's Orders Amount Target | Opportunities Amount field Vs Target to be setup on Dashboard component | As of Yesterday’s Date , Target | Done | ||
Yesterday's Orders Count Target | Opportunities record count field Vs Target to be setup on Dashboard component | As of Yesterday’s Opportunities Count / Target | Done | ||
Yesterday’s End User Sales target | Opportunities Amount field Vs Target to be setup on Dashboard component | Opportunity type = End Users | Done | ||
Target of Confirmed order this week | Opportunities Amount field / Budget Confirmed Field Date | All Opportunities with stage Not equal to “Closed Won” | Done | ||
Cash Actual Vs Cash Target |
GL Accounts with GL Entries | GL Account | Done | ||
AR Total Vs Target | Customer Ledger Entries Amount | All | Done | ||
AR (movement in the last 24 hours) | |||||
AP Total | Vendor Ledger Entries Amount | 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 Target | Customer Ledger Entries | All time - Daily trend | Done | ||
Yesterday’s GP / Vs Target | Item Ledger Entries Set Target on Dashboards | As of Yesterday | Done | ||
Inventory Value | Items | Total As of Now Sliced by Inventory Class | Done | ||
Daily Leads | Leads (Lead Count) | Daily | Done | ||
Lead Count with Target | Lead Count on Created Date | 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 |