Report Identity:

Code

ODPRODINSREPSALOPPSALAREA

Name

Sales Opportunities Sales Area (V1.4)

Filename

OneDealer_SalesOpportunities_SalesArea_EN_v1.4

Description

Sales Report: Sales Opportunities

Business Case

30071

Resource Code

OD0005867

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

  • All
  • Customers from Service
  • Fleet
  • Lease
  • Retail sale
  • Small Fleet


Families

PListOfFamilies

YES

Families available in the environment


Sales AreasPListOfRangeBranches, PSalesAreaCodeYESList of available Sales Areas

Channel Code

PChannelCode

YES



Source Code

PSourceCode

YES




PValuesCalcRule

NO

MAININPERIOD, ALLINPERIOD

MAININPERIOD

Branch Code

PBranchCodeNO

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)

FieldDescription
Report NameSales Report: Sales Opportunities
MakeSelected "Make" from the parameters
PeriodDate from - Date to selected from the parameters
Opportunity TypeSelected "Opportunity Type" from the parameters
SourceSelected "Source" from the parameters or dash "-" if nothing is selected
ChannelSelected "Channel" from the parameters or dash "-" if nothing is selected
Dealership (Range)Selected "Sales Area" from the parameters

Body (red section)

Report Column

U_IDMS_EventTypeCode (values)

Workflow Transition/State

Description

Dealership




Sales Opp

CurrentWeekSpontaneousCustomers
(and/or CurrentWeekShownUpByPhone, CurrentWeekShownUpByEmail, CurrentWeekCustomersFromService)

** State IN → Initial Contact

Sales Opp Follow Up

CurrentWeekFollowUpCustomers

** State IN → Follow Up call

% (Sales Opp Follow Up / Sales Opp)



(Sales Opp Follow Up per Branch / Sales Opp of the Branch) * 100

Offers

CurrentWeekOffers

* Transition IN → Offer

% (Offers/Sales Opp)



(Offers per Branch / Sales Opp for the Branch) * 100

Offer Follow Up

CurrentWeekOfferFollowUp

** State IN → Offer Follow Up Call

% Sales Opp



(Offer Follow Up per Branch / Sales Opp for the Branch) * 100

% Offers



(Offer Follow Up per Branch / Offers for the Branch) * 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: Sales Opportunities 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 “ΟΗΕΜ” table which holds the entire data “Orders”
  • “Sales Opp”
  • “Sales Opp Follow Ups”
  • (Sales Opp Follow Up) % - it is considered to reflect the ratio of “Sales Opp Follow Up” towards the “Sales Opp”
  • “Offers”
  • (Offers) % - it is considered to reflect the ratio of “Offers” towards the “Sales Opp”
  • “Offer Follow Ups”
  • (Offer Follow Up) % Sales Opp - it is considered to reflect the ratio of “Offer Follow Ups” towards the “Sales Opp”
  • (Offer Follow Up) % Offers - it is considered to reflect the ratio of “Offer Follow Ups” towards the “Offers”

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
  • No labels
Write a comment…