Report Identity
Code | ODPRODREPPERSCINFO |
|---|---|
Name | Per Source Channel Info (Inspectors) |
Filename | OneDealer_PerSourceChannel_EN_v1.3 |
Description | Sales Report: Per Source/Channel |
Business Case | 30066 |
Resource Code | OD0011672 |
Parameters
Description | Field (U_IDMS_ParamName) | Provided by UI | Values | Default Values |
|---|---|---|---|---|
Date from | PDateFrom | YES | ||
Date to | PDateTo | YES | ||
Make Code | PMakeCode | YES | ||
Opportunity Type | POpportunityTypeCode | YES | ||
Sales Areas | PListOfRangeBranches | YES | ||
Group Type | PGroupType | YES | SOURCE, SOURCECHANNEL | |
View Type | PRptViewType | YES | ||
PShownUpCalcRule | NO | ACTUAL, 1PERLEADFIRST | ACTUAL | |
View Type | PRptViewType | YES | A, S |
The above parameters should be found at the @IDSM_CR_PARAMETER table (filtered by U_IDMS_ReportCode).
- PShownUpCalcRule (define 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
- PRptViewType
- “A” – Analytical (per Branch)
- “S” – Summary (per Source)
Report Layout
Report Calculation Logic
Header (green section)
Field | Description |
|---|---|
| Make | Selected "Make" from the parameters |
| Group Type | Source / Channel or Channel |
| Period | Date from - Date to selected from the parameters |
| Opportunity Type | Selected "Opportunity Type" from the parameters |
| Family | Selected "Families" |
| Dealership (Range) | Selected Branches from the parameters |
| Company | Company of the Branches |
| Dealership | Branches |
Body (red section)
Report column | U_IDMS_EventTypeCode (values) | Workflow Transition/State | Description |
|---|---|---|---|
Sales Opp | CurrentWeekSpontaneousCustomers | ** State IN → Initial Contact | |
| % (Sales Opp) | (Sales Opp per Channel / Sales Opp for the Branch) * 100 | ||
| % Source | (Sales Opp per Channel / Sales Opp on all the Channels of the Source) * 100 | ||
Offer | CurrentWeekOffers | * Transition IN → Offer | |
| % (Offer/Sales Opp) | (Offer per Channel / Sales Opp per Channel) * 100 | ||
| % Source (Offer/Sales Opp) | (Offer per Channel / Sales Opp on all the Channels of the Source) * 100 | ||
Order | CurrentWeekNewCarSales | * Transition IN → Sign Order | |
| % (Order) | (Order per Channel / Order for the Branch) * 100 | ||
| % Source | (Order per Channel / Order on all the Channels of the Source) * 100 | ||
Effectiveness | (Order per Channel / Sales Opp per Channel) * 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: Per Source/Channel filters Leads/Opportunities “per Source” or per “Source/Channel” according to the UI parameters. The main filter is the period. The report finds all events related to the displayed information based on the EVENT DATE. The EVENT DATE must be within the selected period.
- UI parameters
- Period (based on the Event Date for all events that are included in the report -> "U_IDMS_EventTypeCode")
- Make Code (according to user dimensions permissions)
- Opportunity Type
- Sales Area
- Group Type (Source, Source/Channel)
- View Type (Analytical, Summary)
- Non-UI parameters
- PShownUpCalcRule - 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”
- “Orders”
- “Effectiveness” – it is considered by the ratio of “Sales” towards the “Sales Opp”
Fields considered from table "@IDMS_EVNTRESULT"
- Dates: "U_IDMS_EventDate" field
- EntityType: "U_IDMS_EntityType" field with the “IDMS_Lead” value set
- Make: "U_IDMS_Prop1Code" field
- Branch: "U_IDMS_Prop2Code" field