Report Identity:
Code | ODPRODREPPERFMINFO |
|---|---|
Name | Per Family Model |
Filename | OneDealer_PerFamilyModel_EN_v1.4 |
Description | Sales Report: Per Family/Model (Analytical) |
Business Case | 30065 |
Resource Code | OD0001871 |
Parameters
Description | Field (U_IDMS_ParamName) | Provided by UI | Values | Default Values |
|---|---|---|---|---|
Date from | PDateFrom | YES | ||
Date to | PDateTo | YES | ||
Make Code | PMakeCode | YES | ||
Opportunity Type | POpportunityTypeCode | YES |
| |
Group Type | PGroupType | YES | FAMILY, FAMILYMODEL | |
Branches | PListOfRangeBranches | YES | ||
Show Model/Family Percentage | PShowModelFamilyPerc | YES | ||
Show Family Totals | PShowFamilyTotals | YES | ||
PShownUpCalcRule | NO | ACTUAL, 1PERLEADFIRST | ACTUAL | |
PTDCalcRule | NO | ACTUAL, 1PERLEADVOIDAY | ACTUAL | |
View Type | PRptViewType | NO | A, S | A |
The above parameters should be found at the @IDSM_CR_PARAMETER table (filtered by U_IDMS_ReportCode).
- PShownUpCalcRule (it defines the way used for counting “Sales Opp”):
- “ACTUAL” - This takes the total number of existing “Sales Opp”
- “1PERLEADFIRST” - This counts the first “Sale Opp” per Lead in the period and we assign it to the Family/Model of the Main VOI
- PTDCalcRule (it defines the way used for counting “Test Drives”):
- “ACTUAL” - This takes the total number of existing “Test Drives”
- “1PERLEADVOIDAY”: This counts the first “Test Drive” per Lead and per day for the same VOI in the period
- PRptViewType (it defines the way data presented at the Crystal Report)
- “A” – Analytical (per Branch)
- “S” – Summary (all Family)
Important Info
This report fetches only as results the sales leads that are Opportunities.
Report Layout
Report Calculation Logic
Header (green section)
| Field | Description | Comments |
|---|---|---|
| Report Name | Sales Report: Per Family / Model (Analytical) | Name of the report |
| Make | Selected from the parameters | |
| Opportunity Type | Selected "Opportunity Type" from the parameters | |
| Dealership (Range) | Selected "Sales Area" from the parameters | |
| Period | Date from - Date to selected from the parameters | |
| Source | Selected "Source" from the parameters or dash "-" if nothing is selected | |
| Channel | Selected "Channel" from the parameters or dash "-" if nothing is selected |
Body (red section)
Report Column | U_IDMS_EventTypeCode (values) | Workflow Transition/State | Description |
|---|---|---|---|
Sales Opp | CurrentWeekSpontaneousCustomers | ** State IN → Initial Contact | |
| % (Sales Opp) | (Sales Opp per Family / Sales Opp for the Branch) * 100 | ||
Offers | CurrentWeekOffers | * Transition IN → Offer | |
| % (Offer/Sales Opp) | (Offers per Family / Sales Opp of the Branch ) * 100 | ||
Test Drives | CurrentWeekTestDrive | * Transition IN → Execute Test Drive & Receive Vehicle | |
| % (Test Drive/Sales Opp) | (Test Drives per Family / Sales Opp of the Branch) * 100 | ||
Sales | CurrentWeekNewCarSales | * Transition IN → Sign Order | |
Registrations | CurrentWeekClassifications | * Transition IN → Delivery Completed | |
| % (Registrations) | (Registrations per Family / Sales for the Branch) * 100 | ||
Cancelations | CurrentWeekCancelations | * Transition IN → Order Cancelled | |
Pend. Order | CurrentWeekPendingOrders | * Transition IN → Order | |
Effectiveness | (Sales per Family / Sales Opp per Family ) * 100 |
* Transition IN: the record that will be considered by the event, is created when the user selects the relevant transition 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
The report Sales Report: Per Family/Model (Analytical) filters Leads/Opportunities “per Family” or per “Family/Model” according to the initial parameter provided. The main filter is the period. The report finds all relevant events included in the report "U_IDMS_EventTypeCode", with the EVENT DATE within the selected period. In addition, the report is excluding EVENTS that are related to LEADS with VOIs with non-existing Model in the Model tree.
- UI parameters
- Period (based on the Event Date for all events that are included in the report -> "U_IDMS_EventTypeCode")
- Make Code (according to user dimensions permissions)
- Opportunity Type
- Group Type (Family, Family/Model)
- Branch (according to user dimensions permissions)
- Show Model/ Family Percentage (Yes, No)
- Show Family Totals (Yes, No)
- Non-UI parameters
- PShownUpCalcRule - ACTUAL
- PTDCalcRule - ACTUAL
- PRptViewType - A
and displays the summary of the “even types” as per below:
- “Sales Opp” – it counts “Sales Opp” based on the parameter “PShownUpCalcRule” value
- “Offers”
- “Test Drives” – it counts “Test Drives” based on the parameter “PTDCalcRule” value
- “Sales”
- “Registrations”
- “Cancelations”
- “Pending Orders”
- “Effectiveness” - it is considered by the ratio of “Sales” towards the “Sales Opp”
Fields considered from table "@IDMS_EVNTRESULT"
- Dates: "U_IDMS_EventDate" field
- EntityType: "U_IDMS_EntityType" field with the “IDMS_Lead” value set
- Entity: "U_IDMS_EntityCode" field
- MakeCode: "U_IDMS_Prop1Code" field
- BranchCode: "U_IDMS_Prop2Code" field
- CompanyCode: "U_IDMS_Prop3Code" field
- Location: "U_IDMS_Prop5Code" field
- EventType: "U_IDMS_EventTypeCode" field
- VOI: "U_IDMS_VOICode"
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