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Introduction

The report is designed to highlight key performance indicators (KPIs) for the dealership, specifically addressing metrics related to Potential Customers, Leads, Opportunities, Financing, and Service Contracts generated during the specified timeframe. The analysis encompasses selected branches accessible to the user. Additionally, various ratios, including Leads, Opportunities, Test Drives, Bookings (Orders), Financing, and Service Contracts, are calculated throughout the reportfocuses 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

Parameters

The above parameters can be found in the @IDSM_TR_PARAMETER table (filtered by U_IDMS_ReportCode).

Report Layout 

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Report Calculation Logic 

Headers (highlighted with green)

Body (purple section)

* 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. 

** Realised financing: financing that has been applied. Stored in "@IDMS_REALFINANCING". Related to "@IDMS_DOCUMENT" ( DocEntry for type Order ) < – > "@IDMS_REALFINANCING" ( U_IDMS_DocumentDocEntry ). If more than one record exists, calculate it as one.

*** Realised service contracts: service contracts that have been applied. Stored in "@IDMS_CNTRCT_REAL". Related to "@IDMS_DOCUMENT" ( DocEntry for type Order ) < – > "@IDMS_CNTRCT_REAL" ( U_IDMS_RelatedDocumentCode ). If more than one record exists, calculate it as one.

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.

• UI parameters
  • Period (based on the Visit "Event Date")
  • Branch (according to user dimensions permissions)
  • Location (according to user dimensions permissions)
  • Make Code (according to user dimensions permissions)
  • Family Name 
  • Internal Inquiries (based on “U_IDMS_IsSystemic” is 1 or 0) 

 and displays the summary of the “event types” as per below:

• Test Drive as NrOfTestDrives
• Order as NrOfOrders
• Delivery as NrOfDeliveriesMTD

Fields considered from table "@IDMS_EVNTRESULT"

The following fields from the table @IDMS_EVNTRESULT are taken into consideration: 

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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:

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:

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By Branch

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Feature: 

Test: 

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