Shareholder Daily Support Document

Hello Scott

We want a dashboard that generates shareholder #’s daily. I appreciate you can’t generate all this info but a large section you can so wondering if you can build the basis of it.   

• Yesterday’s Orders $ vs target

• Yesterday’s End User Sales $ vs target

• Graph between the two (trend line)

• $ of Confirmed Orders in this week

• Order Target

• Amount to confirm  

• Cash Actual vs Target

• AR Total vs Target

• AR (movement in the last 24 hours) – highlight red if it went up and green if it went down and the amount

• AP Total $

• TCF Inventory – manually input

• TCF Movement $ - manually input – this would show the difference since yesterday and would go red if it has gone up and green if it went down

• TCF (over 30 days) – manually input

• Daily Invoiced Sales vs Target

• Yesterday’s GP (based on what was made in the factory) vs target

• Inventory $

• Daily Leads vs Target #

• New Hires WTD (think this will pull from Reloco – a HR Salesforce Platform we are going with likely)

• Total Staff