Report Identity
Code | ODPRODREPSALESORDBR |
|---|---|
Name | Sales Orders Branch (Mutli Make) |
Filename | OneDealer_SalesOrders_Branch_EN_v1.4 |
Description | Sales Orders Branch (Mutli Make) |
Business Case | 30068 |
Resource Code | OD0011680 |
Parameters
Description | Field (U_IDMS_ParamName) | Provided by UI | Values | Default Value |
|---|---|---|---|---|
Date from | PDateFrom | YES | ||
Date to | PDateTo | YES | ||
| List of Manufacturers | PListOfMakes | YES | Makes available in the environment | |
Opportunity Type | POpportunityTypeCode | YES |
| |
Families | PListOfFamilies | YES | Families available in the environment | |
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 | Orders Report |
| Make | Selected "Make" from the parameters |
| Period | Date from - Date to selected from the parameters |
| Opportunity Type | Selected "Opportunity Type" from the parameters |
| Source | Selected "Source" from the parameters or dash "-" if nothing is selected |
| Dealership | User's Branch |
| 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 Advisor | Name of the Sales Employee | ||
| Orders | CurrentWeekOrders | * Transition IN → Sign Order | |
| Order Follow Ups | CurrentWeekOrderFollowUp | <Event doesn't exist> | |
| % (Order Follow Ups / Orders) | (Order Follow Ups of the Sales Employee / Orders of the Branch ) * 100 | ||
| Deliveries | CurrentWeekCarDeliveries | * Transition IN → Delivery Completed | |
| % (Deliveries/Orders) | (Deliveries of the Sales Employee / Orders of the Sales Employee) * 100 | ||
| Delivery Follow Ups | CurrentWeekDeliveryFollowUp | ** State IN → Delivery Follow Up Call | |
| % Orders | (Delivery Follow Ups of the Sales Employee / Orders of the Sales Employee) * 100 | ||
| % Deliveries | (Delivery Follow Ups of the Sales Employee / Deliveries 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 Orders Report 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”.)
- 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 “OHEM” table which holds the entire data “Sales Opp”
- “Orders”
- “Order Follow Ups”
- (Order Follow Ups) % - It is considered to reflect the ratio of “Order Follow Ups” towards the “Orders”
- “Deliveries”
- (Deliveries) % - it is considered to reflect the ratio of “Deliveries” towards the “Orders”
- “Deliveries Follow Ups”
- (Deliveries Follow Ups) % Orders - it is considered to reflect the ratio of “Delivery Follow Ups” towards the “Orders”
- “(Deliveries Follow Ups) % Deliveries” - it is considered to reflect the ratio of “Delivery Follow Ups” towards the “Deliveries”
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
- Source: “U_IDMS_InquirySource” field
- Channel: “U_IDMS_InquiryChannelCode” field
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