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. | Done | |
Revenue that week | Different from Invoiced that week? | Done | |
Value of Opportunities by week | Opportunity table, Amount Field. | 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 | ||
Current AR Outstanding (Current / Overdue)? | ?? | ||
Finance YTD Payments | |||
Monthly Section | Reports | ||
Invoiced by Month | Sales Invoiced Table, Amount field. | Done | |
Revenue to date by month | GL Accounts Table, Amount | Account type = “Revenue” | Done |
Opportunities by Month | Opportunity table, Amount Field. | Done | |
Number of Orders by Month (# of SO’s) | Sales Order, record count. | Done | |
Average Deal Size (based on 6/7 combined) | Opportunity table, Amount Field, Average | Done | |
Did the Dealer Attend the Zoom (this will be uploaded manually each month) | ?? | ||
Warranty Claims | ?? | TBC | |
Yearly Section | Reports | ||
Total Revenue | Sales Invoiced Table, Amount field. | Yearly | |
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 |
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