Dealer Scorecard Technical Design

Requested KPI	Source Table/Field	Filters	Status
Overall Section	Account page. Overall Section
Name of Dealer	Account Name (Name)
Do they offer Floorplan	On the Account page
Do they offer delivery	On the Account page
Do they offer end-user financing	On the Account page
Do they offer demo’s	On the Account page
Do they offer deal trades	On the Account page
# of Dealers in the State	On the Account page
Weekly Section	Reports
Week No.
Invoiced that week.	Sales Invoiced Table, Amount field.
Revenue that week	Different from Invoiced that week?
Value of Opportunities by week	Opportunity table, Amount Field.
End User Sales – Yakta Sold	Opportunity table, Amount Field.	Opportunity type = End User Opportunity Stage = Closed Won
End User Sales – Dealer Sold	Opportunity table, Amount Field.	Opportunity type = Dealer Opportunity Stage = Closed Won
# of Leads sent to the dealer	??
# of F2F Visits	??
# of Phone Calls	??
TCF Balance (this will be uploaded from 3rd party website)
Current AR Outstanding (Current / Overdue)?	??
Finance YTD Payments

Monthly Section	Reports
Invoiced by Month	Sales Invoiced Table, Amount field.
Revenue to date by month	???
Opportunities by Month	Opportunity table, Amount Field.
Number of Orders by Month (# of SO’s)	Sales Order, record count.
End User Sales – Yakta Sold	Opportunity table, Amount Field	Opportunity type = Dealer Opportunity Stage = Closed Won
End User Sales – Dealer Sold	Opportunity table, Amount Field	Opportunity type = End User Opportunity Stage = Closed Won
# of Leads sent to the dealer	??
Average Deal Size (based on 6/7 combined)	??
Did the Dealer Attend the Zoom (this will be uploaded manually each month)	??
# of F2F Visits	??
# of Phone Calls	??
Warranty Claims	??

Yearly Section	Reports
Total Revenue	Sales Invoiced Table, Amount field.
Growth Year by %	??
Opportunities / Forecast	??
# of Orders by Year	Sales Order, record count.		??
Freight Cost	??
TCF Limit / TCF Balance / TCF Opportunity (this will be uploaded from 3rd party website)	??
$ 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.	??