Report Identity
Code | ODPRODINSREPORDMATSALAREA |
|---|---|
Name | Orders Maturity Sales Area (V1.4) |
Filename | OneDealer_OrdersMaturity_SalesArea_EN_v1.4 |
Description | Orders Report: Maturity Analysis (Analytical) |
Business Case | 30070 |
Resource Code | OD0005866 |
Parameters
Description | Field (U_IDMS_ParamName) | Provided by UI | Values | Default Value |
|---|---|---|---|---|
Date from | PDateFrom | YES | ||
Date to | PDateTo | YES | ||
Make Code | PMakeCode | YES | Makes available in the environment | |
Opportunity Type | POpportunityTypeCode | YES |
| |
Families | PListOfFamilies | YES | Families available in the environment | |
| Sales Area | PListOfRangeBranches, PSalesAreaCode | YES | List of available Sales Areas | |
Channel Code | PChannelCode | YES | ||
Source Code | PSourceCode | YES |
Report Layout
Report Calculation Logic
Header (green section)
| Field | Description |
|---|---|
| Report Name | Orders Report: Maturity Analysis (Analytical) |
| Make | Selected "Make" 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 |
|---|---|---|---|
| Dealership | Branch descriptions | ||
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 Order - Offers | Offers (counts the number of days between Offer Date and Order Date) (Date → event date either based on Transition or based on Activity execution) | ||
Average Duration of Days from Order - Offer Follow Ups | Offer Follow Ups (Day number from Order) | ||
Average Duration of Days from Order - Deliveries | Deliveries (Day number from Order) |
* 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 (Analytical) filters Leads/Opportunities according to the initial parameter provided:
- UI parameters
- Period (based on the Lead/Opportunity “Update 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”.)
and displays the summary of the “even types” as per below:
- “Dealership” – The Branch that the events were triggered by, "U_IDMS_Prop2Code" on the "@IDMS_EVNTRESULT" table.
- “Orders”
- “Offers”
- “Offer Follow Ups”
- “Deliveries”
- “(Average Duration of Day from Order) Offers” – it displays the average number of calendar days between the date of the “Order” and the date of the “Offer” under the specific Branch
- (Average Duration of Day from Order) Offer Follow Ups – it displays the average number of calendar days between the date of the “Order” and the date of the “Offer Follow Up” under the specific Branch
- (Average Duration of Day from Order) Deliveries – it displays the average number of calendar days between the date of the Order and the date of the Delivery under the specific Branch
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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