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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 |
| 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 | |
| Group by Branch | GroupByBranch | 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
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| 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 |
| Sales Advisor | Selected "Sales Advisor" from the parameters If not selected then bring data about all Sales Advisors |
| Make | Selected "Make" from the parameters If not selected then bring data about all Makes Location |
| Inquiry Source | Selected " |
Inquiry Source" from the parameters | |
If not selected then bring data about all Inquiry Sources | |
| Inquiry Channel | Selected "Inquiry Channel" from the parameters If not selected then bring data about all Inquiry Channels |
| Location locations of the CompanyFamily | Selected "FamilyLocation" from the parameters. If not selected then bring data about all families locations of Vehiclesthe 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 |
| Group by Branch | If NO, it will not be grouped by Branch If YES, it will be grouped by Branch |
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 |
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