Overall, one report
Weekly, must be week by week
how many reports? 9 reports
Month, must be month by month
15 reports?
Yearly, must be year by year
9 reports
how to do the lite version with color?
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Group | Field | Logic | Type | Status |
|---|---|---|---|---|
Overall | Name of Dealer | Account Name (Name) | Not Done | |
Overall | Do they offer Floorplan | This checkbox field is on the Account page | Done | |
Overall | Do they offer delivery | This checkbox field is on the Account page | Done | |
Overall | Do they offer end-user financing | This checkbox field is on the Account page | Done | |
Overall | Do they offer demo’s | This checkbox field is on the Account page | Done | |
Overall | Do they offer deal trades | This checkbox field is on the Account page | Done | |
Overall | # of Dealers in the State | This numeric field is on the Account page | Done | |
Weekly | Week No. | ??? | Filter | Not Done |
Weekly | Invoiced that week. | Invoice for | Formula | |
Weekly | Revenue that week | ??? | ||
Weekly | Value of Opportunities by week | ??? | ||
Weekly | End User Sales – Yakta Sold | ??? | ||
Weekly | End User Sales – Dealer Sold | Account (Numbers) Total_Dealers_End_User_Sales_By_Week__c | Done | |
Weekly | # of Leads sent to the dealer | Account (Numbers) Total_no_of_Leads_sent_to_Dealer_By_Week__c | Done | |
Weekly | # of F2F Visits | Account (Numbers) Total_no_of_F2F_visits_By_Week__c | Done | |
Weekly | # of Phone Calls | Account (Numbers) Total_no_of_Phone_calls_By_Week__c | Done | |
Monthly | Invoiced by Month | Account (Numbers) Invoiced_by_Month__c | Done | |
Monthly | Revenue to date by month | Account (Numbers) Revenue_to_date_by_month__c | Done | |
Monthly | Opportunities by Month | Account (Numbers) | Done | |
Monthly | Number of Orders by Month (# of SO’s) | Account (Numbers) | Done | |
Monthly | End User Sales – Yakta Sold | Account (Numbers) Total_Yakta_End_User_Sales_by_Month__c | Done | |
Monthly | End User Sales – Dealer Sold | Account (Numbers) Total_Dealers_End_User_Sales_by_Month__c | Done | |
Monthly | # of Leads sent to the dealer | Account (Numbers) Total_no_of_Leads_sent_to_Dealer_By_Mont__c | Done | |
Monthly | Average Deal Size (based on 6/7 combined) | Account (Numbers) Average_deal_Size__c | Done | |
Monthly | Did the Dealer Attend the Zoom (this will be uploaded manually each month) | Account (Checkbox) Did_the_Dealer_Attend_the_Zoom__c | Done | |
Monthly | # of F2F Visits | Account (Number) Total_no_of_F2F_visits_By_Month__c | Done | |
Monthly | # of Phone Calls | Account (Number) Total_no_of_Phone_calls_By_Month__c | Done | |
Monthly | Warranty Claims | Account (Number) Warranty_Claims__c | Done | |
Monthly | TCF Balance (this will be uploaded from 3rd party website) | Account (Numbers) TCF_Balance__c | Done | |
Monthly | Current AR Outstanding (Current / Overdue)? | Account (Numbers) Current_AR_Outstanding__c | Done | |
Yearly | Total Revenue | Account (Numbers) Total_Yearly_Revenue__c | Done | |
Yearly | Growth Year by % | Percent (16,2) Growth_Year_by__c | Done | |
Yearly | Opportunities / Forecast | Account (Numbers) | Not Done | |
Yearly | # of Orders by Year | Account (Numbers) No_of_Orders_by_Year__c | Done | |
Yearly | Freight Cost | Account (Numbers) Yearly_Freight_Cost__c | Done | |
Yearly | Finance YTD Payments | Account (Numbers) Finance_YTD_Payments__c | Done | |
Yearly | TCF Limit / TCF Balance / TCF Opportunity (this will be uploaded from 3rd party website) | Account (Numbers) TCF_Limit_TCF_Balance_TCF_Opportunit__c | Done | |
Yearly | $ 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 |