Introduction
The report is designed to highlight key performance indicators (KPIs) for the dealership, specifically addressing metrics related to Potential Customers, Leads, Opportunities, Financing, and Service Contracts generated during the specified timeframe.
The analysis encompasses selected branches accessible to the user. Additionally, various ratios, including Leads, Opportunities, Test Drives, Bookings (Orders), Financing, and Service Contracts, are calculated and presented in this report.
Report Identity
Code | 5hSsCmpW_kGJUTENAHv9PA |
|---|---|
Name | National Dealership |
Filename | National Dealership.trdx |
Description | National Dealership |
Resource Code | OD0013843 |
Procedure Name | IDMS_RPT_NATIONALDEALERSHIP_SP |
Procedure Type | Stored Procedure |
Parameters
| Description | Field (U_IDMS_ParamName) | U_IDMS_Entity | Provided by UI | Values | Default Value | Mandatory |
|---|---|---|---|---|---|---|
| Date from | DateFrom | YES | YES | |||
| Date To | DateTo | YES | YES | |||
| Branch | Branch | IDMS_DIMLOCATION_VIEW | YES | NO | ||
| Location | Location | IDMS_DIMBRANCH_VIEW | YES | NO | ||
| Make | Make | IDMS_MakeView | YES | NO | ||
| Family Name | Family | XIS_FMLYCR | YES | NO | ||
| Include Internal Inquiries | IncludeInternalInquiries | YES | YES / NO | NO | YES |
The above parameters can be found in the @IDSM_TR_PARAMETER table (filtered by U_IDMS_ReportCode).
Report Layout
Report Calculation Logic
Headers (highlighted with green)
| Field | Description |
|---|---|
| Report Name | The standard Name of the report. |
| Date Time | Show the report execution date (day of the week, month, date, time) |
| User Name | Name of the User who executed a report |
| Date Period | Selected "Period of time" from the parameters |
| Branch | Selected "Branch" from the parameters. If not selected the report will include data from all available branches in the company |
| Make | Selected "Make" from the parameters If not selected the report will include data for all makes |
| Location | Selected "Location" from the parameters. If not selected then the report will include data from all locations in the company. |
| Family | Selected "Family" from the parameters. If not selected then the report will include all model-families. |
| Include Internal | If NO, it will exclude all entities created internally If YES, it will include entities created internally |
Body (purple section)
Report Column | U_IDMS_EventTypeCode (values) | Workflow Transition/State | Description |
|---|---|---|---|
Dealer | - | - | Name of the Dealer |
Potential Customer | - | - | Number of created Inquiries within the requested period |
| Lead Nr. | - | - | Number of Leads created within DSW and/or converted from Inquiry within the requested period |
| Lead Ratio | - | - | (Number of Leads created in the requested period*100) / Number of Inquiries created in the requested period (Fields.NrOfLeads * 100) / Fields.NrOfInquiries) |
| Opportunities Nr. | - | - | Number of Opportunities created within DSW and/or converted from Inquiry and/or Leads within the requested period |
| Opportunities Ratio | - | - | (Number of Opportunities created in the requested period*100) / Number of Inquiries created in the requested period (Fields.NrOfOpportunities * 100) / Fields.NrOfInquiries |
| Ratio Test Drives | CurrentWeekTestDrive | Transition IN* → Execute Test Drive & Receive Vehicle | (Number of completed Test Drives*100) / TTL number of Leads and Opportunities (Fields.NrOfTestDrives * 100) / Fields.NrOfTotalLeadsOpps |
| Ratio Bookings | CurrentWeekOrders | Transition IN*→ Order | (Number of active Orders*100) / TTL number of Leads and Opportunities (Fields.NrOfBookings * 100) / Fields.NrOfTotalLeadsOpps |
| Financing Nr. | - | - | Number of realised**/actual financing |
| Financing Ratio | - | - | (Number of Finance Contracts*100) / TTL number of Leads and Opportunities (Fields.NrOfFinanceContracts * 100) / Fields.NrOfTotalLeadsOpps |
| Service Contracts Nr. | - | - | Number of realized***/actual service contracts |
| Service Contracts Ration | - | - | (Number of Service Contracts*100) / TTL number of Leads and Opportunities (Fields.NrOfExtendedPenetration * 100) / Fields.NrOfTotalLeadsOpps |
| Sales / Orders Booked MTD | CurrentWeekOrders | Transition IN*→ Order | Number of order events for the current month |
| Deliveries MTD | CurrentWeekCarDeliveries + CurrentWeekClassifications | Transition IN* → Delivery Completed | Number of delivery events for the current month |
* Transition IN: the record that will be considered by the event, is created when the user selects the relevant transition and saves.
** Realised financing: financing that has been applied. Stored in "@IDMS_REALFINANCING". Related to "@IDMS_DOCUMENT" ( DocEntry for type Order ) < – > "@IDMS_REALFINANCING" ( U_IDMS_DocumentDocEntry ). If more than one record exists, calculate it as one.
*** Realised service contracts: service contracts that have been applied. Stored in "@IDMS_CNTRCT_REAL". Related to "@IDMS_DOCUMENT" ( DocEntry for type Order ) < – > "@IDMS_CNTRCT_REAL" ( U_IDMS_RelatedDocumentCode ). If more than one record exists, calculate it as one.
Description:
The report National Dealership filters Inquiries, Leads, and Opportunities according to the initial parameters provided. The main filters are the period and Internal Inquiries. The report finds all relevant events (U_IDMS_EventTypeCode) to the VISIT event with a Visit Event DATE within the selected period. In addition, the report excludes EVENTS that are related to LEADS with VOIs with non-existing Model in the Model tree.
- UI parameters
- Period (based on the Visit "Event Date")
- Branch (according to user dimensions permissions)
- Location (according to user dimensions permissions)
- Make Code (according to user dimensions permissions)
- Family Name
- Internal Inquiries (based on “U_IDMS_IsSystemic” is 1 or 0):
- Yes (“U_IDMS_IsSystemic” = 1) if the inquiry was created automatically from the System;
- No (“U_IDMS_IsSystemic” = 0) if the inquiry was created through API or by the
button in the inquiry grid list.
and displays the summary of the “event types” as per below:
- Test Drive as NrOfTestDrives
- Order as NrOfOrders
- Delivery as NrOfDeliveriesMTD
Fields considered from table "@IDMS_EVNTRESULT"
The following fields from the table @IDMS_EVNTRESULT are taken into consideration:
- Dates: "U_IDMS_EventDate" field
- BranchCode: "U_IDMS_Prop2Code" field
- MakeCode: "U_IDMS_Prop1Code"
- LocationCode: "U_IDMS_Prop5Code"
- ModelCode: "U_IDMS_ModelCode"
- FamilyCode: "U_CrFm"
- VOI: "U_IDMS_VOICode"
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