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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 | 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).
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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