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