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Report Column | U_IDMS_EventTypeCode (values) | Workflow Transition/State | Description | |
|---|---|---|---|---|
| Sales Advisor | Here we filter with the acive active employee that is connected with an active sales Sales person and belongs to a sales team. | |||
| Inquiries Assigned | Here we count the inquiries the Inquiries that is are assigned to the sales advisor as a leadLead. | |||
| Inquiries Converted | Here we count the inquiries the Inquiries that is are assigned to the sales advisor as a lead Lead. | |||
| Inquiries Disqualified | Here we count the Inquiry that was disqualified from the button 'Disqualified'. | |||
| Open Leads | Counts open Leads converted from Inquiry. | |||
| Open Opportunities | Counts open Opportunities from Inquiry. | |||
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)Counts | |
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 |
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