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 report.
Report Identity
Code | 7K8VjgRcZ0WSoQYnj0bTNQ |
|---|---|
Name | Sales Advisor Performance |
Filename | Sales Advisor Performance.trdx |
Description | Sales Advisor Performance |
Resource Code | OD0013542 |
Parameters
| Description | Field (U_IDMS_ParamName) | U_IDMS_Entity | Provided by UI | Values | Default Value | Mandatory |
|---|---|---|---|---|---|---|
| Date from | DateFrom | YES | YES | |||
| Date To | DateTo | YES | YES | |||
| Branch | Branch | IDMS_DIMBRANCH_VIEW | YES | NO | ||
| Sales Advisor | SalesAdvisor | YES | NO | |||
| Inquiry Source | InqSource | YES | NO | |||
| Inquiry Channel | InqChannel | YES | NO | |||
| Make | Make | IDMS_MakeView | YES | NO | ||
| Location | Location | IDMS_DIMLOCATION_VIEW | YES | NO | ||
| Include Internal Inquiries | IncludeInternalInquiries | YES | YES / NO | NO | YES | |
| Include Unknown Interest Type | IncludeUnknownInterest | YES | YES / NO | NO | YES | |
| Group by Branch | GroupByBranch | YES | YES / NO | NO | YES |
The above parameters can be found in the @IDSM_TR_PARAMETER table (filtered by U_IDMS_ReportCode).
Report Layout
Report Calculation Logic
Headers (highlighted with green)
| Field | Description |
|---|---|
| Report Name | The standard Name of the report. |
| Date Time | Show the report execution date (day of the week, month, date, time) |
| User Name | Name of the User who executed a report |
| Date Period | Selected "Period of time" from the parameters |
| Branch | Selected "Branch" from the parameters. If not selected then bring data about all branches of the Company |
| Sales Advisor | Selected "Sales Advisor" from the parameters If not selected then bring data about all Sales Advisors |
| Make | Selected "Make" from the parameters If not selected then bring data about all Makes |
| Inquiry Source | Selected "Inquiry Source" from the parameters If not selected then bring data about all Inquiry Sources |
| Inquiry Channel | Selected "Inquiry Channel" from the parameters If not selected then bring data about all Inquiry Channels |
| Location | Selected "Location" from the parameters. If not selected then bring data about all locations of the Company |
| Include Internal | If NO, it will exclude all entities created internally If YES, it will include entities created internally |
| Include Unknown | If NO, it will exclude all Inquiries with Interest Type Unknown If YES, it will include all Inquiries with Interest Type Unknown |
| Group by Branch | If NO, it will not be grouped by Branch If YES, it will be grouped by Branch |
Body (purple section)
Report Column | U_IDMS_EventTypeCode (values) | Workflow Transition/State | Description |
|---|---|---|---|
| Sales Advisor | |||
| Inquiries Assigned | |||
| Inquiries Converted | |||
| Inquiries Disqualified | |||
| Open Leads | |||
| Open Opportunities | |||
Events Test Drives | |||
Events Offers | |||
Events Offers Follow Up | |||
Events Orders | |||
Events Cancellations | |||
Event Deliveries | |||
Cases Won | |||
Cases Lost | |||
| Lead Nr. | n/a | n/a | Nr. of Leads created within DSW and/or converted from Inquiry |
| Lead Ratio | n/a | n/a | (Fields.NrOfLeads * 100) / Fields.NrOfInquiries |
| Opportunities Nr. | n/a | n/a | Nr. of Opportunities created within DSW and/or converted from Inquiry and/or Leads |
| Opportunities Ratio | n/a | n/a | (Fields.NrOfOpportunities * 100) / Fields.NrOfInquiries |
| Ratio Test Drives | CurrentWeekTestDrive | Transition IN* → Execute Test Drive & Receive Vehicle | (Fields.NrOfTestDrives * 100) / Fields.NrOfTotalLeadsOpps |
| Ratio Bookings | CurrentWeekOrders | Transition IN*→ Order | (Fields.NrOfBookings * 100) / Fields.NrOfTotalLeadsOpps |
| Financing Nr. | n/a | n/a | Number of realised**/actual financing |
| Financing Ratio | n/a | n/a | (Fields.NrOfFinanceContracts * 100) / Fields.NrOfTotalLeadsOpps |
| Service Contracts Nr. | n/a | n/a | Number of realized***/actual service contracts |
| Service Contracts Ration | n/a | n/a | (Fields.NrOfExtendedPenetration * 100) / Fields.NrOfTotalLeadsOpps |
| Sales / Orders Booked MTD | CurrentWeekOrders | Transition IN*→ Order | Number of order events for the current month |
| Deliveries MTD | CurrentWeekCarDeliveries + CurrentWeekClassifications | Transition IN* → Delivery Completed | Number of delivery events for the current month |
* Transition IN: the record that will be considered by the event, is created when the user selects the relevant transition 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:
- Dates: "U_IDMS_EventDate" field
- BranchCode: "U_IDMS_Prop2Code" field
- MakeCode: "U_IDMS_Prop1Code"
- LocationCode: "U_IDMS_Prop5Code"
- ModelCode: "U_IDMS_ModelCode"
- FamilyCode: "U_CrFm"
- VOI: "U_IDMS_VOICode"