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Report Column | U_IDMS_EventTypeCode (values) | Workflow Transition/State | Description |
|---|---|---|---|
| Sales Advisor | Here we filter with the active employee that is connected with an active Sales person and belongs to a sales team. | ||
| Inquiries Assigned | Here we count the Inquiries that are assigned to the sales advisor as a Lead. | ||
| Inquiries Converted | Here we count the Inquiries that are assigned to the sales advisor as a 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 | CurrentWeekTestDriveCounts | The Sum of TD events in Leads and Opportunities (Completed/Executed). | |
Events Offers | CurrentWeekOffers | * Transition IN → Transition IN → Offer | Sum of Offer per salesperson (counts the last time that pass thought Create Offer transition per sales lead)The sum of Active Offers in Leads and Opportunities. |
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*→ 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)The sum of Active Order in Leads and Opportunities. |
Events Cancellations | CurrentWeekCancelations | * Transition IN → Transition IN → Order Cancelled | Sum of Order Cancelled per family (all the transitions Order Cancelled) |
Event Deliveries | CurrentWeekCarDeliveries | *Transition IN * → Delivery Completed | The Sum of all Delivery Completed per salesperson (counts all the time Delivery Completed was selected)Delivery in Leads and Opportunities. |
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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