Report Identity
Code | ODPRODREPPERADVINFO |
|---|---|
Name | Per Advisor Info (Multi Make) |
Filename | OneDealer_PerAdvisor_EN_v1.3 |
Description | Sales Report: Advisors Performance |
Business Case | 30063 |
Resource Code | OD0001870 |
Parameters
Description | Field (U_IDMS_ParamName) | Provided by UI | Values | Default Value |
|---|---|---|---|---|
Date from | PDateFrom | YES | ||
Date to | PDateTo | YES | ||
Make Code | PMakeCode | YES | ||
Opportunity Type | POpportunityTypeCode | YES | ||
Branches | PListOfRangeBranches | YES | ||
PShownUpCalcRule | NO | ACTUAL, 1PERLEADFIRST | ACTUAL | |
PTDCalcRule | NO | ACTUAL, 1PERLEADVOIDAY | ACTUAL |
The above parameters should be found at the @IDSM_CR_PARAMETER table (filtered by U_IDMS_ReportCode).
- PShownUpCalcRule (it defines the way used for counting “Sales Opp”):
- “ACTUAL” - This takes the total number of existing “Sales Opp”
- “1PERLEADFIRST” - This counts the first “Sales Opp” per Lead in the period and we assign it to the Family/Model of the Main VOI
- PTDCalcRule (it defines the way used for counting “Test Drives”):
- “ACTUAL” - This takes the total number of existing “Test Drives”
- “1PERLEADVOIDAY”: This counts the first “Test Drive” per Lead and per day for the same VOI in the period
Report Layout
- in case we have more than one branches (Group Tree) we can choose each branch for Tree structure
Report Calculation Logic
Header (green section)
| Field | Description | Comments |
|---|---|---|
| Report Name | Sales Report: Advisors Performance | Name of the report |
| Make | Selected from the parameters | |
| Opportunity Type | Selected from the parameters | |
| Dealership (Range) | Selected "Sales Area" from the parameters | |
| Period | Date from - Date to selected from the parameters | |
| Company | ? | |
| DealerShip | Selected "Sales Area" from the parameters |
Body (red section)
Report column | U_IDMS_EventTypeCode (values) | Workflow Transition/State | Description |
|---|---|---|---|
| Sales Advisor | Name of the Sales Employee | ||
Sales Opp | CurrentWeekSpontaneousCustomers | ** State IN → Initial Contact | |
| % (Sales Opp) | (Sales Opp of the Sales Employee / Sales Opp of the Branch) * 100 | ||
Offers | CurrentWeekOffers | * Transition IN → Offer | |
| % (Offer/Sales Opp) | (Offers of the Sales Employee / Sales Opp of the Sales Employee) * 100 | ||
Test Drives | CurrentWeekTestDrive | * Transition IN → Execute Test Drive & Receive Vehicle | |
| % (Test Drives/Sales Opp) | (Test Drives of the Sales Employee / Sales Opp of the Sales Employee) * 100 | ||
Orders | CurrentWeekNewCarSales | * Transition IN → Sign Order | |
| % (Orders) | (Orders of the Sales Employee / Orders of the Branch) * 100 | ||
Registrations | CurrentWeekClassifications | * Transition IN → Delivery Completed | |
| % (Registrations/Orders) | (Registrations of the Sales Employee / Orders of the Sales Employee) * 100 | ||
Cancelations | CurrentWeekCancelations | * Transition IN → Order Cancelled | |
Pending Orders | CurrentWeekPendingOrders | * Transition IN → Order | |
Effectiveness | (Orders of the Sales Employee / Sales Opp 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: Advisors Performance filters Leads/Opportunities “per Advisor” 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
- Branch (according to user dimensions permissions)
- Non-UI parameters
- PShownUpCalcRule - ACTUAL
- PTDCalcRule - ACTUAL
and displays the summary of the “even types” as per below:
- “Sales Opp” – it counts “Sales Opp” based on the parameter “PShownUpCalcRule” value
- “Offers”
- “Test Drives” – it counts “Test Drives” based on the parameter “PTDCalcRule” value
- “Sales”
- “Registrations”
- “Cancelations”
- “Pending Orders”
- “Effectiveness” – it is considered by the ratio of “Sales” towards the “Sales Opp”
The “Sales Advisors” that appear on the report are the ones who marked as “Is Reporting Aware”.
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
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