...
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.
...