Report Identity
Code | ODPRODREPORDMATBRGROUP |
|---|---|
Name | Orders Maturity Branch Grouped (Multi Make) |
Filename | OneDealer_OrdersMaturity_Branch_Grouped_EN_v1.3 |
Description | Orders Report: Maturity Analysis (Summary/Grouped Multi Make) |
Business Case | 30061 |
Resource Code | OD0011668 |
Parameters
Description | Field (U_IDMS_ParamName) | Provided by UI | Values | Default Value |
|---|---|---|---|---|
Date from | PDateFrom | YES | ||
Date to | PDateTo | YES | ||
Make Code | PListOfMakes | YES | Makes available in the environment | |
Opportunity Type | POpportunityTypeCode | YES |
| |
Families | PListOfFamilies | YES | Families available in the environment | |
Channel Code | PChannelCode | YES | ||
Source Code | PSourceCode | YES |
Report Layout
Report Calculation Logic
Header (green section)
| Field | Description |
|---|---|
| Report Name | Orders Report: Maturity Analysis (Summary) |
| Make | Selected "Make" from the parameters |
| Period | Date from - Date to selected from the parameters |
| Opportunity Type | Selected "Opportunity Type" from the parameters |
| Family (Range) | Selected "Family Codes" 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 |
| Dealership | User's Branch |
Body (red section)
Report column | U_IDMS_EventTypeCode (values) | Workflow Transition/State | Description |
|---|---|---|---|
Sales Advisor | Sales Advisor Name | ||
Orders | CurrentWeekOrders | * Transition IN → Sign Order | |
Offers | CurrentWeekOffers | * Transition IN → Offer | |
Offer Follow Ups | CurrentWeekOfferFollowUp | ** State IN → Offer Follow Up Call | |
Deliveries | CurrentWeekCarDeliveries | * Transition IN → Delivery Completed | |
Average Duration of Days from the Order - Offers | Average Days Duration of Orders from Offers per sales employee | ||
Average Duration of Days from the Order - Offer FUps | Average Days Duration of Orders from Offer FUps per sales employee | ||
Average Duration of Days from the Order - Deliveries | Average Days Duration of Deliveries from Orders per sales employee |
* 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 Orders Report: Maturity Analysis (Summary) filters Leads/Opportunities according to the initial parameters available in the UI. The main filter is the period. The report finds all relevant events to the ORDER event with an ORDER 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 date of the ORDER Event)
- Make Code (according to user dimensions permissions)
- Opportunity Type
- Families
- Channel Code (It displays all available channels exist in IDMS_INQ_SOURCE table that at the field “U_IDMS_InstallationCode” has the value “PRODUCT”.)
- Source Code (It displays all available sources exist in IDMS_INQUIRYCHANNEL table that at the field “U_IDMS_InstallationCode” has the value “PRODUCT”.)
and displays the summary of the “even types” as per below:
- “Sales Advisor” - it displays the “Sales Advisor” that the events were triggered by, "U_IDMS_Prop6Code" on the "@IDMS_EVNTRESULT" table and the “OHEM” table which holds the entire data
- “Orders”
- “Offers”
- “Offer Follow Ups”
- “Deliveries”
- “Offers” (Average Duration of Day from the Order) – it counts the average number of calendar days between the date of the “Order” and the date of the “Offer” under the specific Branch and “Sales Advisor”
- “Offer Follow Ups” (Average Duration of Day from the Order) – it counts the average number of calendar days between the date of the “Order” and the date of the “Offer Follow Up” under the specific Branch and “Sales Advisor”
- “Deliveries” (Average Duration of Day from the Order) – it counts the average number of calendar days between the date of the “Order” and the date of the “Delivery” under the specific Branch and “Sales Advisor”
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
- SalesAdvisor: "U_IDMS_Prop6Code" field
- BusinessPartner: "U_IDMS_CardCode"
- VOI: "U_IDMS_VOICode"
- Source: “U_IDMS_InquirySource” field
- Channel: “U_IDMS_InquiryChannelCode” field
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