Dealer Scorecard Technical Design
- Scott Zhuo
- Waseem Khan
- Muhammad Adil Shahid (Unlicensed)
Requested KPI | Source Table/Field | Filters | Status |
|---|---|---|---|
Overall Section | Account page. Overall Section | Not applicable | Done |
Name of Dealer | Account Name (Name) | Not applicable | Done |
Do they offer Floorplan | On the scorecard Account page | Not applicable | Done |
Do they offer delivery | On the scorecard Account page | Not applicable | Done |
Do they offer end-user financing | On the scorecard Account page | Not applicable | Done |
Do they offer demo’s | On the scorecard Account page | Not applicable | Done |
Do they offer deal trades | On the scorecard Account page | Not applicable | Done |
# of Dealers in the State | On the scorecard Account page | TBC | TBC |
Weekly Section |
|
|
|
Invoiced that week. | Sales Invoiced Table, Amount field. | Weekly Invoiced Amount | Done |
Revenue that week | GL Accounts, GL Account Amount | Account type = Revenue | Done |
Value of Opportunities by week | Opportunity table, Amount Field. | Closed Date , by Week | Done |
End User Sales – Yakta Sold | Opportunity table, Amount Field. |
| Done |
End User Sales – Dealer Sold | Opportunity table, Amount Field. |
| Done |
# of Leads sent to the dealer | ?? |
| TBC |
# of F2F Visits | ?? |
| TBC |
# of Phone Calls | ?? |
| 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 | Sales Invoiced Table, Amount field. | N/A | Done |
Revenue to date by month | GL Accounts Table, Amount | Account type = “Revenue” | Done |
Opportunities by Month | Opportunity table, Amount Field. | N/A | Done |
Number of Orders by Month (# of SO’s) | Sales 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 | Opportunity table, Amount Field. |
|
|
End User Sales – Dealer Sold | Opportunity table, Amount Field. |
|
|
Did the Dealer Attend the Zoom (this will be uploaded manually each month) | 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) | ?? |
| 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. | ?? |
| TBC |