Introduction
The report presents Key Performance Indicators (KPIs) for Sales Advisors regarding Inquiry related actions categorized by Inquiry Source and Channel. The emphasis is on tracking the progression of Inquiries, including the number created, converted to Leads, converted to Opportunities, disqualified, callback requests, and the outcomes of Won or Lost cases.
Report Identity
Code | eY5vRkBZZUS8tdUEH7nMkw |
|---|---|
Name | Sales Inquiries Performance |
Filename | Sales Inquiries Performance.trdx |
Description | Sales Inquiries Performance |
Resource Code | OD0013439 |
Procedure Name | IDMS_RPT_SALESINQUIRYPERFORMANCE_VIEW |
Procedure Type | View |
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_DIMBRANCH_VIEW | YES | NO | ||
| Sales Advisor | SalesAdvisor | YES | NO | |||
| Inquiry Source | InqSource | YES | NO | |||
| Inquiry Channel | InqChannel | YES | NO | |||
| Make | Make | IDMS_MakeView | YES | NO | ||
| Location | Location | IDMS_DIMLOCATION_VIEW | YES | NO | ||
| Include Internal Inquiries | IncludeInternalInquiries | YES | YES / NO | NO | YES | |
| Include Unknown Interest Type | IncludeUnknownInterest | 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)
| 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 for all branches in the company |
| Sales Advisor | Selected "Sales Advisor" from the parameters If not selected the report will include data for all service advisors. |
| Make | Selected "Make" from the parameters If not selected the report will include data for all makes. |
| Inquiry Source | Selected "Inquiry Source" from the parameters If not selected the report will include data for all sources. |
| Inquiry Channel | Selected "Inquiry Channel" from the parameters If not selected the report will include data for all channels. |
| Location | Selected "Location" from the parameters. If not selected the report will include data for all locations in the company |
| Include Internal | If NO, it will exclude all entities created internally If YES, it will include entities created internally |
| Include Unknown | If NO, it will exclude all Inquiries with Interest Type Unknown If YES, it will include all Inquiries with Interest Type Unknown |
Body (purple section)
Report Column | Description |
|---|---|
| Source | Bring Source of Created Inquiry |
| Channel | Bring Channel of Created Inquiry |
| Inquiries | CountNumber of Created Inquiry by a unique combination of Source and Channel |
| Leads Nr. | CountNumber of Leads converted from Inquiry |
| Leads % of Inquiries | (Number of Converted Leads from Inquiries by a unique combination of Source and Channel *100) / Nr. of Created Inquiry by a unique combination of Source and Channel |
| Leads % of overall Leads | (Number of Converted Leads from Inquiries by a unique combination of Source and Channel * 100) / TTL Nr. of Converted Leads from Inquiries |
| Opportunities Nr. | Count Number of Opportunities converted from Inquiry |
| Opportunities % of Inquiries | (Number of Converted Opportunities from Inquiries by a unique combination of Source and Channel *100) / Nr. of Created Inquiry by a unique combination of Source and Channel |
| Opportunities % of overall Leads | (Number of Converted Opportunities from Inquiries by a unique combination of Source and Channel *100) / TTL Number of Converted Opportunities from Inquiries |
| Callback requests Nr. | Count Nr. of Callback Requested created from Inquiry. |
| Callback requests % of Inquiries | (Number of Created Callback requests from Inquiries by a unique combination of Source and Channel *100) / Number of Created Inquiry by a unique combination of Source and Channel |
| Callback requests % of overall Leads | (Number of Created Callback requests from Inquiries by a unique combination of Source and Channel *100) / TTL Number of Converted Opportunities from Inquiries |
| Tasks | Count Number of Tasks created in Inquiry |
Disqualified | Count Number of Disqualified Inquiries from Created. |
Rate Won | Count Number of Case Won from the Lead and Opportunities Grid Lists |
Rate Lost | Count Number of Case Lost from the Lead and Opportunities Grid Lists |
Description:
In this report, the main source of data is the "@IDMS_INQUIRY_BUFFER" table. It is created as a union of different instances of "@IDMS_INQUIRY_BUFFER" table, each with different criteria, based on the "U_IDMS_InqIntTypCode" column. Each instance corresponds to a different inquiry interest type, while applying specific filtering conditions to include only relevant records.
- UI parameters
- Period (based on the Inquiry creation date)
- Branch (according to user dimensions permissions)
- Inquiry Source (based of InquirySourceName saved in the environment)
- Inquiry Channel (based of InquiryChannelName saved in the environment)
- Make Code (according to user dimensions permissions)
- Location (according to user dimensions permissions)
- 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.
- Include Unknown Interest Type (based on "U_IDMS_InqIntTypCode")
Fields considered from table "@IDMS_EVNTRESULT"
n/a
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