Report Identity
Code | ODPRODREPSALESOPPBR |
|---|---|
Name | Sales Opportunities Branch (MultiMake) |
Filename | OneDealer_SalesOpportunities_Branch_EN_v1.4.rpt |
Description | Sales Opportunities Branch (MultiMake) |
Business Case | 30067 |
Resource Code | OD0011673 |
Parameters
| Description | Field (U_IDMS_ParamName) | Provided by UI | Values | Default Value |
|---|---|---|---|---|
| Date from | PDateFrom | YES | ||
| Date To | PDateTo | YES | ||
| List of Manufacturers | YES | |||
| Opportunity Type | POpportunityTypeCode |
| ||
| Families | PListOfFamilies | YES | ||
| Channel Code | PChannelCode | YES | ||
| Source Code | PSourceCode | YES | ||
| PValuesCalcRule | NO | MAININPERIOD, ALLINPERIOD | MAININPERIOD | |
Branch Code | PBranchCode | NO |
The above parameters should be found at the @IDSM_CR_PARAMETER table (filtered by U_IDMS_ReportCode).
- PValuesCalcRule (it defines the way used to count entries)
- ALLINPERIOD: All values displayed are collected from within the DateFrom-DateTo period
- MAININPERIOD: Only the main metric displayed is collected from within the DateFrom-DateTo period, the rest are collected with no time frame imposed
Report Layout
Report Calculation Logic
Header (green section)
| Field | Description |
|---|---|
| Report Name | Sales Report: Sales Opportunities |
| Make | Selected "Make" from the parameters |
| Opportunity Type | Selected "Opportunity Type" from the parameters |
| Dealership | 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 Follow Ups | CurrentWeekFollowUpCustomers | ** State IN → Follow Up call | |
| % (Sales Opp Follow Ups / Sales Opp) | (Sales Opp Follow Ups of the Sales Employee / Sales Opp of the Branch) * 100 | ||
Offers | CurrentWeekOffers | * Transition IN → Offer | |
| % (Offers/Sales Opp) | (Offers of the Sales Employee / Sales Opp of the Sales Employee) * 100 | ||
| Offer Follow Ups | CurrentWeekOfferFollowUp | ** State IN → Offer Follow Up Call | |
| % Sales Opp | (Offer Follow Ups of the Sales Employee / Sales Opp of the Sales Employee) * 100 | ||
| % Offers | (Offer Follow Ups of the Sales Employee / Offers of the Sales Employee) * 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: Sales Opportunities filters Leads/Opportunities according to the initial parameters provided. The main filter is the period. 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 is excluding 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")
- 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”.)
- Non-UI parameters
- PValuesCalcRule - MAININPERIOD
- PBranchCode (according to user dimensions permissions)
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 “ΟΗΕΜ” table which holds the entire data “Orders”
- “Sales Opp”
- “Sales Opp Follow Ups”
- (Sales Opp Follow Up) % - it is considered to reflect the ratio of “Sales Opp Follow Up” towards the “Sales Opp”
- “Offers”
- (Offers) % - it is considered to reflect the ratio of “Offers” towards the “Sales Opp”
- “Offer Follow Ups”
- (Offer Follow Up) % Sales Opp - it is considered to reflect the ratio of “Offer Follow Ups” towards the “Sales Opp”
- (Offer Follow Up) % Offers - it is considered to reflect the ratio of “Offer Follow Ups” towards the “Offers”
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
- Source: “U_IDMS_InquirySource” field
- Channel: “U_IDMS_InquiryChannelCode” field
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