Shareholder Daily Technical Design
- Scott Zhuo
- Waseem Khan
- Muhammad Adil Shahid (Unlicensed)
Overview
This document describes the Objects / Fields and Visualization selections for each KPI’s measurement.
Requested KPI | Source Table/Field | Filters | Dashboard Name | Status |
|---|---|---|---|---|
Yesterday's Orders Amount Target | Sales Order, GL Amount Field. Target to be set up on the dashboard component |
| Done | |
Yesterday's Orders Count Target | Sales Order table, record count. Target to be set up on the dashboard component |
| Done | |
Yesterday’s -End User Sales Vs target | Opportunity table, Amount??? Field. Target to be set up on the dashboard component |
| Done | |
Orders vs Target of Confirmed order this week | Sales Order table, GL Amount Field Target to be set up on the dashboard component |
| Done | |
Cash Actual Vs Cash Target | GL Accounts Table, GL Amount Field Target to be set up the dashboard components
|
|
| Done
|
AR Total Vs Target | Customer Ledger Entries table, Amount Field Target to be set up on the dashboard component | All Customer Ledger Entry Entries | Done | |
AR (movement in the last 24 hours) | Customer Ledger Entries Table, GL Amount Field | Posting Date = Yesterday |
| |
AP Total | Vendor Ledger Entries Table, GL Amount Field | 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 | Sales Invoiced Table, Amount field. | All time - Daily trend | Done | |
Yesterday’s GP / Vs Target | Item Ledger Entries Table, Qty Base Field Set Target on Dashboards | Document type = Output | Done | |
Inventory Value | Items Table, Inventory Value Field | All Items | Done | |
Daily Leads | Leads Table, Record Count | Daily | Done | |
Lead Count Vs Target | Leads Table, Created Date Field | 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 |