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Report Column | U_IDMS_EventTypeCode (values) | Workflow Transition/State | Description | ||||
|---|---|---|---|---|---|---|---|
| Sales Advisor | |||||||
| Inquiries Assigned | |||||||
| Inquiries Converted | |||||||
| Inquiries Disqualified | |||||||
| Open Leads | |||||||
| Open Opportunities | |||||||
Events Test Drives | Events Offers | Events Offers Follow Up | Events Orders | Events Cancellations | Event Deliveries | Cases Won | Cases Lost |
| 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 | ||||
Events Offers | CurrentWeekOffers | ||||||
Events Offers Follow Up | CurrentWeekOfferFollowUp | ||||||
Events Orders | CurrentWeekOrders | Transition IN*→ Order | Number of order events for the current month | ||||
Events Cancellations | |||||||
| CurrentWeekCancelations | |||||||
Event Deliveries | |||||||
CurrentWeekCarDeliveries | Transition IN* → Delivery Completed | Number of delivery events for the current month | |||||
Cases Won | |||||||
Cases Lost |
* 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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