Introduction
The report 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 with the given period. 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 in 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.
Report Identity
Code | 7K8VjgRcZ0WSoQYnj0bTNQ |
|---|---|
Name | Sales Advisor Performance |
Filename | Sales Advisor Performance.trdx |
Description | Sales Advisor Performance |
Resource Code | OD0013542 |
Procedure Name | IDMS_RPT_SALESADVISORPERFORMANCE_SP |
Procedure Type | Stored Procedure |
Parameters
| Description | Field (U_IDMS_ParamName) | Description | Provided by UI | Values | Default Value | Mandatory |
|---|---|---|---|---|---|---|
| Date from | DateFrom | Create Date of Inquiry | YES | YES | ||
| Date To | DateTo | Create Date of Inquiry | YES | YES | ||
| Branch | Branch | 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 | All Inquiry Sources created in the company | YES | NO | ||
| Inquiry Channel | InqChannel | All Inquiry Channels created in the company | YES | NO | ||
| Make | Make | All Makes based on the dimension permissions of the user that executes the report | YES | NO | ||
| Location | Location | All Locations based on the dimensions of the user | YES | NO | ||
| Include Internal Inquiries | IncludeInternalInquiries |
based on “U_IDMS_IsSystemic” is 1 or 0):
| YES | YES / NO | NO | YES | ||
| Include Unknown Interest Type | IncludeUnknownInterest | Inquiries that are created from an external system (e.g. landing pages) | YES | YES / NO | NO | YES |
| Group by Branch | GroupByBranch | YES | YES / NO | NO | YES |
The above parameters can be found in the @IDSM_TR_PARAMETER table (filtered by U_IDMS_ReportCode).
Report Layout
Report Calculation Logic
Headers (highlighted with green)
| Field | Description |
|---|---|
| Report Name | The standard Name of the report. |
| Date Time | Show the report execution date (day of the week, month, date, time) |
| User Name | Name of the User who executed a report |
| Date Period | Selected "Period" from the parameters |
| Branch | Selected "Branch" from the parameters. If not selected the report will include data for all branches in the company |
| Sales Advisor | Selected "Sales Advisor" from the parameters If not selected the report will include data for all Sales advisors |
| Make | Selected "Make" from the parameters If not selected the report will include data for all makes |
| Inquiry Source | Selected "Inquiry Source" from the parameters If not selected the report will include data for all sources |
| Inquiry Channel | Selected "Inquiry Channel" from the parameters If not selected the report will include data for all channels |
| Location | Selected "Location" from the parameters. If not selected the report will include data for all locations in the company |
| Include Internal | If NO, it will exclude all entities created internally If YES, it will include entities created internally |
| Include Unknown | If NO, it will exclude all Inquiries with Interest Type Unknown If YES, it will include all Inquiries with Interest Type Unknown |
| Group by Branch | If NO, it will not be grouped by Branch If YES, it will be grouped by Branch |
Body (purple section)
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 | *Workflow Transition IN → Execute Test Drive | The Sum of TD Events in Leads and Opportunities (Completed/Executed). |
Events Offers | CurrentWeekOffers | *Workflow Transition IN → Offer | The sum of Active Offers in Leads and Opportunities. |
Events Offers Follow Up | CurrentWeekOfferFollowUp | ** State IN → Offer Follow Up Call | The sum of closed Offer Follow Up in Leads and Opportunities per salesperson |
Events Orders | CurrentWeekOrders | *Workflow Transition IN→ Order | The sum of Active Order in Leads and Opportunities. |
Events Cancellations | CurrentWeekCancelations | *Workflow Transition IN → Order Cancelled | The sum of Cancelled Order in Leads and Opportunities per salesperson |
Event Deliveries | CurrentWeekCarDeliveries | *Workflow Transition IN → Delivery Completed | The 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 (activity) transition in the workflow and saves.
** 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:
UI parameters
The report results can be presented in two different layouts depending on the value of the user-defined parameter “Group By Branch”. The first layout shows the list of all eligible Sales Advisors, whereas the second one shows the list of all eligible Sales Advisors inside their reporting Branch. This is clearly shown in the next images.
By Salesperson:
By Branch
Feature: Jira showSummary false server Jira columnIds issuekey,summary,issuetype,created,updated,duedate,assignee,reporter,priority,status,resolution columns key,summary,type,created,updated,due,assignee,reporter,priority,status,resolution serverId 5fbd9be4-6148-31e7-9b86-a0f0ad3a1df8 key UMA-20
Test: Jira showSummary false server Jira columnIds issuekey,summary,issuetype,created,updated,duedate,assignee,reporter,priority,status,resolution columns key,summary,type,created,updated,due,assignee,reporter,priority,status,resolution serverId 5fbd9be4-6148-31e7-9b86-a0f0ad3a1df8 key UMA-1079