Introduction
The report focuses on presenting Sales Advisors KPIs, concerning Inquiries and Events based metrics. The Sales Advisors are displayed even if they don’t have any Inquiries or Events associated in the given period of time. We are focusing on the Inquiries transitions, by counting the Assigned, the Converted, the Disqualified, the Open Leads and Opportunities and finally the number of Won / Lost cases. As for the Events, we are interested on the Test Drives, the Offers and their follow ups, the Orders, the Cancellations and the Deliveries within the selected Dates. Moreover, the same metrics on a Year To Date (YTD) period are also calculated.
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 | Here we filter with the acive employee that is connected with an active sales person and belongs to a sales team. | ||
| Inquiries Assigned | Here we count the inquiries that is assigned to the sales advisor as a lead | ||
| Inquiries Converted | Here we count the inquiries that is assigned to the sales advisor as a lead . | ||
| Inquiries Disqualified | Here we count the Inquiry that was disqualified from the button 'Disqualified' | ||
| Open Leads | |||
| Open Opportunities | |||
Events Test Drives | CurrentWeekTestDrive | Transition IN* → Execute Test Drive & Receive Vehicle | Sum of Test Drives per Family (counts all the transitions Execute Test Drive and Complete Test Drive) |
Events Offers | CurrentWeekOffers | * Transition IN → Offer | Sum of Offer per salesperson (counts the last time that pass thought Create Offer transition per sales lead) |
Events Offers Follow Up | CurrentWeekOfferFollowUp | ** State IN → Offer Follow Up Call | Sum of Offer Follow Up Call per salesperson (counts the closed activities that created from state Offer Follow Up Call) |
Events Orders | CurrentWeekOrders | Transition IN*→ Order | Sum of Sign Orders per salesperson (counts the last time the transition Sign Order was created per sales lead for Main VOI - distinct Date) |
Events Cancellations | CurrentWeekCancelations | * Transition IN → Order Cancelled | Sum of Order Cancelled per family (all the transitions Order Cancelled) |
Event Deliveries | CurrentWeekCarDeliveries | Transition IN* → Delivery Completed | Sum of all Delivery Completed per salesperson (counts all the time Delivery Completed was selected) |
Cases Won | |||
Cases Lost |
* 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 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)
- Inquiry Source (according to ...)
- Inquiry Channel (according to ...)
- Make Code (according to user dimensions permissions)
- Location (according to user dimensions permissions)
- Internal Inquiries (based on “U_IDMS_IsSystemic” is 1 or 0)
- Include Unknown Interest Type (based on "U_IDMS_InqIntTypCode")
- Group by Branch (based on "U_IDMS_DIM_Branch")
Fields considered from table "@IDMS_EVNTRESULT"
The following fields from the table @IDMS_EVNTRESULT are taken into consideration:
- Dates: "U_IDMS_EventDate" field
- CompanyCode: "U_IDMS_Prop3Code"
- BranchCode: "U_IDMS_Prop2Code" field
- LocationCode: "U_IDMS_Prop5Code"
- SalesPersonCode: U_IDMS_Prop6Cod
- MakeCode: "U_IDMS_Prop1Code"