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Report Column

U_IDMS_EventTypeCode (values)

Workflow Transition/State

Description
Sales Advisor

Here we filter with the acive employee that is connected with an active sales person and belongs to a sales team.
Inquiries Assigned

Here we count the  inquiries that is assigned to the sales advisor as a lead
Inquiries Converted

Here we count the  inquiries that is assigned to the sales advisor as a lead .
Inquiries Disqualified

Here we count the Inquiry that was disqualified from the button 'Disqualified'
Open Leads


Open Opportunities


Events Test Drives

CurrentWeekTestDriveTransition IN* → Execute Test Drive & Receive VehicleSum 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 CallSum of Offer Follow Up Call per salesperson (counts the closed activities that created from state Offer Follow Up Call)

Events Orders

CurrentWeekOrdersTransition IN*→ OrderSum 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 CancelledSum of Order Cancelled per family (all the transitions Order Cancelled)

Event Deliveries

CurrentWeekCarDeliveries 

Transition IN* → Delivery CompletedSum of all Delivery Completed per salesperson (counts all the time Delivery Completed was selected)

Cases Won




Cases Lost




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