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| Description | Field (U_IDMS_ParamName)U_IDMS_Entity | Description | Provided by UI | Values | Default Value | Mandatory |
|---|---|---|---|---|---|---|
| Date from | DateFrom | Create date of inqury | YES | YES | ||
| Date To | DateTo | Create date of inqury | YES | YES | ||
| Branch | BranchIDMS_DIMBRANCH_VIEW | Based on the dimensions of the user | YES | NO | ||
| Sales Advisor | SalesAdvisor | The user that the inquiry is assigned to | YES | NO | ||
| Inquiry Source | InqSource | YES | NO | |||
| Inquiry Channel | InqChannel | YES | NO | |||
| Make | MakeIDMS_MakeView | Make based on the dimension permissions of the user tha executes the report | YES | NO | ||
| Location | LocationIDMS_DIMLOCATION_VIEW | Based on the dimensions of the user | YES | NO | ||
| Include Internal Inquiries | IncludeInternalInquiries | Systemic Inquiries that are automatically created from Leads | YES | YES / NO | NO | YES |
| Include Unknown Interest Type | IncludeUnknownInterest | Inquiries that are created from an external system eg BMW website | YES | YES / NO | NO | YES |
| Group by Branch | GroupByBranch | YES | YES / NO | NO | YES |
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** State IN: the record that will be considered by the event, is created when closing the activity of the STATE, during the selection of the next activity in the STATE (transition).
Description:
The report National Dealership filters Inquiries, Leads, and Opportunities according to the initial parameters provided. The main filters are the period and Internal Inquiries. The report finds all relevant events (U_IDMS_EventTypeCode) to the VISIT event with a Visit Event DATE within the selected period. In addition, the report excludes EVENTS that are related to LEADS with VOIs with non-existing Model in the Model tree.
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focuses on presenting Sales Advisors KPIs, concerning Inquiries and Events based metrics. The Sales Advisors are displayed even if they don’t have any Inquiries or Events associated in the given period of time. We are focusing on the Inquiries transitions, by counting the Assigned, the Converted, the Disqualified, the Open Leads and Opportunities and finally the number of Won / Lost cases. As for the Events, we are interested on the Test Drives, the Offers and their follow ups, the Orders, the Cancellations and the Deliveries within the selected Dates. Moreover, the same metrics on a Year To Date (YTD) period are also calculated.
UI parameters
The UI representation of this report takes two forms, depending on the value of the user defined parameter “Group By Branch”. The first representation shows the list of all eligible Sales Advisors, whereas the second one shows the list of all eligible Sales Advisors inside their belonging Branch. This is clearly shown in the next images.
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Fields considered from table "@IDMS_EVNTRESULT"
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