There are 12 Business Sales Reports available for Digital Sales Workplace that are described and explained in the following pages. The reports are produced based on the events counted and stored in the table @IDMS_EVNTRESULT. This table is updated through a specific service that can run on a daily basis and on the frequency configured.
For every EventTypeCode we count the date on which the Event is created. The event is linked to a Entity Code of a Lead/Opportunity and related to a specific BP.
| Report Name | Report File | Report Code | Business Case | |
|---|---|---|---|---|
| 1 | Orders Report: Maturity Analysis (Analytical Multi Make) | OneDealer_OrdersMaturity_Branch_Analytical_GR_v1.4 | ODPRODREPORDMATBRANAL | 30060 |
| 2 | Orders Report: Maturity Analysis (Summary/Grouped Multi Make) | OneDealer_OrdersMaturity_Branch_Grouped_GR_v1.4 | ODPRODREPORDMATBRGROUP | 30061 |
| 3 | Sales Opportunities Branch (MultiMake) | OneDealer_SalesOpportunities_Branch_GR_v1.4 | ODPRODREPSALESOPPBR | 30067 |
| 4 | Sales Orders Branch (Mutli Make) | OneDealer_SalesOrders_Branch_GR_v1.4 | ODPRODREPSALESORDBR | 30068 |
| 5 | Sales Report: Advisors Performance | OneDealer_PerAdvisor_GR_v1.3 | ODPRODREPPERADVINFO | 30063 |
| 6 | Per Source Channel Info (Multi Make) | OneDealer_PerSourceChannel_GR_v1.3 | ODPRODREPPERSCINFO | 30066 |
| 7 | Orders Report: Calendar | OneDealer_OrderTime_GR_v1.4 | ODPRODREPORDERTIME | 30062 |
| 8 | Sales Report: Per Family/Model (Analytical) | OneDealer_PerFamilyModel_GR_v1.4 | ODPRODREPPERFMINFO | 30065 |
| 9 | Per Advisor Opportunities Inquiries | OneDealer_PerAdvisor_Perf_Opp_Inq_GR_v1.3 | ODPRODREPPERADVINFOOPINQ | 30064 |
| 10 | Orders Report | OneDealer_SalesOrders_SalesArea_GR_v1.4 | ODPRODINSREPSALORDSALAREA | 30069 |
| 11 | Sales Report: Sales Opportunities | OneDealer_SalesOpportunities_SalesArea_GR_v1.4 | ODPRODINSREPSALOPPSALAREA | 30071 |
| 12 | Orders Report: Maturity Analysis (Analytical) | OneDealer_OrdersMaturity_SalesArea_GR_v1.4 | ODPRODINSREPORDMATSALAREA | 30070 |
Disclaimers
- The parameters of all reports are available in the table @IDMS_CR_PARAMETER table
The reports are rpt files that are stored in the following directory in the application folder of the IIS server. The location of each report is stored in the @IDMS_CR_REPORT table.
File path at IIS: …reporting.onedealer.com\Content\Reports- The users that their actions should be considered properly in all reports should have in each of their related Teams, "Is Reporting Aware" = 1 (Yes)
- All the reports are displaying Events created in the date range selected in the report criteria
- Each event calculates the mentioned Workflow State or Workflow Transition without performing any extra calculations (add or substract the results of other Events)
- The reports including Branch related information (suffix: _Branch_), are fetching only results related with the Branch of the logging user, requesting the report.
- Orders Report: Maturity Analysis (Analytical Multi Make)
- Orders Report: Maturity Analysis (Summary/Grouped Multi Make)
- Sales Opportunities Branch (MultiMake)
- Sales Orders Branch (Mutli Make)
- The Reports related with Sales Areas must be used from relevant users that have dimension permissions related with all the branches of the selected Sales Area:
- Orders Report
- Sales Report: Sales Opportunities
- Orders Report: Maturity Analysis (Analytical)
- In some of the Reports, the Crystal Report Viewer Group Tree functionality can be used, in order to redirect to report pages per Branch or per Sales Employee. (i.e.: in the Report: "Sales Report: Advisors Performance" Group Tree separated the report results per Branch. The available Branches for selection are based on the initial filtering.)
The events used by all the available reports, in various combinations, are the following. In each report page, there is an analysis about the exact Events used by the relevant report.
| U_IDMS_EventTypeCode (values) | Workflow Transition/State | Explanation of the results |
|---|---|---|
| CurrentWeekSpontaneousCustomers | ** State IN → Initial Contact | Sum of Initial Contacts per salesperson (counts the closed activities created from state Initial Contact). |
| CurrentWeekShownUpByPhone | - | |
| CurrentWeekShownUpByEmail | - | |
| CurrentWeekCustomersFromService | - | |
| CurrentWeekFollowUpCustomers | ** State IN → Follow Up call | Sum of Follow Up call per salesperson (counts the closed activities created from state Follow Up call) |
| CurrentWeekTestDrive | * Transition IN → Execute Test Drive & Receive Vehicle | Sum of Test Drives per Family (counts all the transitions Execute Test Drive and Complete Test Drive) |
| CurrentWeekOffers | * Transition IN → Offer | Sum of Offer per salesperson (counts the last time that pass thought Create Offer transition per sales lead) |
| CurrentWeekOfferFollowUp | ** State IN → Offer Follow Up Call | Sum of Offer Follow Up Call per salesperson (counts the closed activities that created from state Offer Follow Up Call) |
| CurrentWeekPendingOrders | * Transition IN → Order | Sum of Pending Orders per family (Counts all the transitions Create Order) |
| CurrentWeekOrders | * Transition IN → Sign Order | Sum of Sign Orders per salesperson (counts the last time the transition Sign Order was created per sales lead for Main VOI - distinct Date) |
| CurrentWeekNewCarSales | * Transition IN → Sign Order | Sum of Sign Orders per salesperson (counts the last time the transition Sign Order was created per sales lead for Main VOI - distinct Date & Time) |
| CurrentWeekCancelations | * Transition IN → Order Cancelled | Sum of Order Cancelled per family (all the transitions Order Cancelled) |
| CurrentWeekOrderFollowUp | <Event not available> | |
| CurrentWeekCarDeliveries | * Transition IN → Delivery Completed | Sum of all Delivery Completed per salesperson (counts all the time Delivery Completed was selected) |
| CurrentWeekClassifications | * Transition IN → Delivery Completed | Sum of all Delivery Completed per salesperson (counts all the time Delivery Completed was selected) |
| CurrentWeekDeliveryFollowUp | ** State IN → Delivery Follow Up Call | Sum of Delivery Follow Up Call per salesperson (counts the closed activities that created from state Delivery Follow Up Call) |