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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 |
| 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 | Selected "Location" from the parameters. If not selected then bring data about all locations of 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 |
| 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 |
|---|---|---|---|
| Sales Advisor | |||
| Inquiries Assigned | |||
| Inquiries Converted | |||
| Inquiries Disqualified | |||
| Open Leads | |||
| Open Opportunities | |||
Events Test Drives | CurrentWeekTestDrive | Transition IN* → Execute Test Drive & Receive Vehicle | Sum of Test Drives per Family (counts all the transitions Execute Test Drive and Complete Test Drive) |
Events Offers | CurrentWeekOffers | * Transition IN → Offer | Sum of Offer per salesperson (counts the last time that pass thought Create Offer transition per sales lead) |
Events Offers Follow Up | CurrentWeekOfferFollowUp | ** State IN → Offer Follow Up Call | Sum of Offer Follow Up Call per salesperson (counts the closed activities that created from state Offer Follow Up Call) |
Events Orders | CurrentWeekOrders | Transition IN*→ Order |
| Sum of Sign Orders per salesperson (counts the last time the transition Sign Order was created per sales lead for Main VOI - distinct Date) | |||
Events Cancellations | CurrentWeekCancelations | * Transition IN → Order Cancelled | Sum of Order Cancelled per family (all the transitions Order Cancelled) |
Event Deliveries | CurrentWeekCarDeliveries | Transition IN* → Delivery Completed |
| Sum of all Delivery Completed per salesperson (counts all the time Delivery Completed was selected) | |||
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.
** State IN:
Realised financing: financing that has been applied. Stored in "@IDMS_REALFINANCING". Related to "@IDMS_DOCUMENT" ( DocEntry for type Order ) < – > "@IDMS_REALFINANCING" ( U_IDMS_DocumentDocEntry ). If more than one record exists, calculate it as one.
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