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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 throughout the report.
Report Identity
Code | 7K8VjgRcZ0WSoQYnj0bTNQ |
|---|---|
Name | Sales Advisor Performance |
Filename | Sales Advisor Performance.trdx |
Description | Sales Advisor Performance |
Resource Code | OD0013542 |
Parameters
| Description | Field (U_IDMS_ParamName) | U_IDMS_Entity | Provided by UI | Values | Default Value | Mandatory |
|---|---|---|---|---|---|---|
| Date from | DateFrom | n/a | YES | n/a | n/a | YES |
| Date To | DateTo | n/a | YES | n/a | n/a | YES |
| Branch | Branch | IDMS_DIMLOCATION_VIEW | YES | n/a | n/a | NO |
| Sales Advisor | YES | A drop-down list of Sales Advisors | NO | |||
| Inquiry Source | A drop-down list of Inquiry Sources | n/a | NO | |||
| Inquiry Channel | A drop-down list of Inquiry Channels | n/a | NO | |||
| Make | Make | IDMS_MakeView | YES | n/a | n/a | NO |
| Location | Location | IDMS_DIMBRANCH_VIEW | YES | n/a | n/a | NO |
| Include Internal Inquiries | IncludeInternalInquiries | n/a | YES | YES / NO | NO | YES |
| Include Unknown Interest Type | YES | YES / NO | NO | YES | ||
| Group by Branch | YES | YES / NO | NO | YES |
The above parameters can be found in the @IDSM_TR_PARAMETER table (filtered by U_IDMS_ReportCode).
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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 then bring data about all branches of the Company |
| Make | Selected "Make" from the parameters If not selected then bring data about all Makes |
| Location | Selected "Location" from the parameters. If not selected then bring data about all locations of the Company |
| Family | Selected "Family" from the parameters. If not selected then bring data about all families of Vehicles |
| 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 | n/a | n/a | Name of the Dealer |
Potential Customer | n/a | n/a | Nr. of created Inquiries |
| Lead Nr. | n/a | n/a | Nr. of Leads created within DSW and/or converted from Inquiry |
| Lead Ratio | n/a | n/a | (Fields.NrOfLeads * 100) / Fields.NrOfInquiries |
| Opportunities Nr. | n/a | n/a | Nr. of Opportunities created within DSW and/or converted from Inquiry and/or Leads |
| Opportunities Ratio | n/a | n/a | (Fields.NrOfOpportunities * 100) / Fields.NrOfInquiries |
| Ratio Test Drives | CurrentWeekTestDrive | Transition IN* → Execute Test Drive & Receive Vehicle | (Fields.NrOfTestDrives * 100) / Fields.NrOfTotalLeadsOpps |
| Ratio Bookings | CurrentWeekOrders | Transition IN*→ Order | (Fields.NrOfBookings * 100) / Fields.NrOfTotalLeadsOpps |
| Financing Nr. | n/a | n/a | Number of realised**/actual financing |
| Financing Ratio | n/a | n/a | (Fields.NrOfFinanceContracts * 100) / Fields.NrOfTotalLeadsOpps |
| Service Contracts Nr. | n/a | n/a | Number of realized***/actual service contracts |
| Service Contracts Ration | n/a | n/a | (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.
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