...
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 | CurrentWeekTestDrive | *Transition IN → Execute Test Drive | The Sum of TD events Events in Leads and Opportunities (Completed/Executed). |
Events Offers | CurrentWeekOffers | *Transition IN → Offer | The sum of Active Offers in Leads and Opportunities. |
Events Offers Follow Up | CurrentWeekOfferFollowUp | ** State IN → Offer Follow Up Call | Sum of Offer The sum of closed Offer Follow Up Callin Leads and Opportunities per salesperson (counts the closed activities that created from state Offer Follow Up Call) |
Events Orders | CurrentWeekOrders | *Transition IN→ Order | The sum of Active Order in Leads and Opportunities. |
Events Cancellations | CurrentWeekCancelations | *Transition IN → Order Cancelled | Sum The sum of Cancelled Order Cancelled per family (all the transitions Order Cancelled) in Leads and Opportunities per salesperson |
Event Deliveries | CurrentWeekCarDeliveries | *Transition IN → Delivery Completed | The Sum sum of Completed Delivery in Leads and Opportunities. |
Cases Won | The sum of Case Won in the Leads and Opportunities Grid Lists | ||
Cases Lost | The sum of Case Lost in the Leads and Opportunities Grid Lists |
* Transition IN: the record that will be considered by the event, is created when the user selects the relevant transition and saves.
...