Introduction
The report focuses on presenting collective KPIs, concerning Inquiries and Events based metrics during a period spanning over two years (the current and the year before).
Report Identity
Code | jgcCVBNeDEqitTYubbYUew |
|---|---|
Name | Sales Performance Vehicle |
Filename | Sales Performance Vehicle.trdx |
Description | Sales Performance Vehicle |
Resource Code | OD0013519 |
Procedure Name | IDMS_RPT_SALESPERFORMANCEVEH_SP |
Procedure Type | Stored Procedure |
Parameters
| Description | Field (U_IDMS_ParamName) | U_IDMS_Entity | Provided by UI | Values | Default Value | Mandatory |
|---|---|---|---|---|---|---|
| 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 |
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 |
| Branch | Selected "Branch" from the parameters. If not selected then the report will include data for all branches of the Company that are defined in the User's dimensions permissions |
| Make | Selected "Make" from the parameters If not selected then the report will include data for all makes. |
| Location | Selected "Location" from the parameters. If not selected then the report will include data for all locations in the company. |
| Family | Selected "Family" from the parameters. If not selected then the report will include data for all models-families. |
Body (purple section)
Report Column | U_IDMS_EventTypeCode (values) | Workflow Transition/State | Description |
|---|---|---|---|
Inquiries | |||
Leads Actual Year | - | - | Counts all Leads from the Actual Calendar Year in the Leads Grid List based on the Creation Date |
Leads Previous Year | - | - | Counts all Leads from the Previous Calendar Year in the Leads Grid List based on the Creation Date |
Leads Difference | - | - | Leads Actual Year minus Leads Previous Year |
Opportunities Actual Year | - | - | Counts all Opportunities from the Actual Calendar Year in the Leads Grid List based on the Creation Date |
Opportunities Previous Year | - | - | Counts all Opportunities from the Previous Calendar Year in the Leads Grid List based on the Creation Date |
Opportunities Difference | - | - | Opportunities Actual Year minus Opportunities Previous Year |
| Won Cases Actual Year | - | - | Counts Won Cases in the Leads and Opportunities Grid Lists from the Actual Calendar Year / could not be cross-checked on UI |
| Won Cases Previous Year | - | - | Counts Won Cases in the Leads and Opportunities Grid Lists / could not be cross-checked on UI |
| Won Cases Difference | - | - | Won Cases Actual Year minus Won Cases Previous Year |
| Lost Cases Actual Year | - | - | Counts Lost Cases in the Leads and Opportunities Grid Lists from the Actual Calendar Year / could not be cross-checked on UI |
| Lost Cases Previous Year | - | - | Counts Lost Cases in the Leads and Opportunities Grid Lists / could not be cross-checked on UI |
| Lost Cases Difference | - | - | Lost Cases Actual Year minus Lost Cases Previous Year |
| Events | |||
| Test Drives Actual Year | CurrentWeekTestDrive | *Workflow Transition IN → Execute Test Drive & Receive Vehicle | Counts Completed TD in the Leads and Opportunities |
| Offers Actual Year | CurrentWeekOffers | *Workflow Transition IN → Offer | Count Active Offers (not canceled) in the Leads and Opportunities |
| Orders Actual Year | CurrentWeekOrders | *Workflow Transition IN→ Order | Count Active Orders (not canceled) in the Leads and Opportunities |
| Vehicles delivered Actual Year | CurrentWeekCarDeliveries | *Workflow Transition IN → Delivery Completed | Count completed Vehicle deliveries in the Leads and Opportunities |
| Future Deliveries Actual Year | CurrentWeekOrders - CurrentWeekDeliveries | *Workflow Transition IN→ Order *Workflow Transition IN → Delivery Completed | Current logic**: / could not be cross-checked on UI |
* Transition IN: the record that will be considered by the event, is created when the user selects the relevant action in the workflow (transition) and saves.
**in case of change, please double-check with the ticket
Description:
The report Sales Performance focuses on counting the created Leads and Opportunities, and finally the number of Won and Lost cases. As for the Events, we are interested in the Test Drives, the Offers, the Orders, the Deliveries, and the future Deliveries within the selected Branches and Makes, that the user has access to. The report finds all relevant events (U_IDMS_EventTypeCode) to the VISIT event with a Visit Event DATE within the actual and previous year.
- UI parameters
- Branch (according to user dimensions permissions)
- Location (according to user dimensions permissions)
- Make Code (according to user dimensions permissions)
- Family Name
Displays the summary of the “event types” as per below:
- Test Drive as NrOfTestDrivesActualYear
- Offers as NrOfOffersActualYear
- Order as NrOfOrdersActualYear
- Delivery as NrOfDeliveredActualYear
Fields considered from table "@IDMS_EVNTRESULT"
The following fields from the table @IDMS_EVNTRESULT are taken into consideration:
- CompanyCode: "U_IDMS_Prop3Code" field
- BranchCode: "U_IDMS_Prop2Code" field
- MakeCode: "U_IDMS_Prop1Code"
- LocationCode: "U_IDMS_Prop5Code"
- MakeCode: "U_IDMS_InquiryMake"
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