Introduction
The report focuses on presenting Sales Leads created within the selected period and for the selected Branches that the user has access to. The information presented includes the creation phase (Date, Source, Channel, Interest Type) and the steps that follow (First Contact, Last Activity, Conversion to Opportunity, Assignment to Sales Advisor).
Report Identity
Code | rmnytDBENEmmc1ug1SK_xg |
|---|---|
Name | Lead Performance Detail |
Filename | Lead Performance Detail.trdx |
Description | Lead Performance Detail |
Resource Code | OD0013468 |
Procedure Name | IDMS_RPT_LEADPERFORMANCEDETAIL_VIEW |
Procedure Type | View |
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 | |||
| Location | Location | IDMS_DIMLOCATION_VIEW | YES | NO | ||
| Make | Make | IDMS_MakeView | YES | NO | ||
| Process Duration (Days) | ProcessDuration | YES | 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)
| 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 |
| Make | Selected "Make" from the parameters If not selected then displayed data are related to all Makes |
| Inquiry Source | Selected "Inquiry Source" from the parameters If not selected then the displayed data are related to all Inquiry Sources |
| Inquiry Channel | Selected "InquiryChannel" from the parameters If not selected then the displayed data are related to all InquiryChannels |
| Location | Selected "Location" from the parameters. If not selected then the displayed data are related to all locations of the Company |
| Process Duration | Value, what does mean the Number of days (e.g. 0, 1, 10...) |
Body (purple section)
Report Column | U_IDMS_EventTypeCode (values) | Workflow Transition/State | Description |
|---|---|---|---|
Business Partner / VOI | - | - | Shows the Last and First Names of BP and Model description of VOI from the Lead/Opportunity converted from Inquiry. |
Inquiry Source | - | - | Shows Inquiry Source of the Inquiry |
Inquiry Channel | - | - | Shows Inquiry Channel of the Inquiry |
Inquiry Created On | - | - | Shows the Date and Time of Inquiry creation |
Inquiry Interest Type | - | - | Shows the Interest Type of the Created Inquiry |
Inquiry Status | - | - | Shows the current Inquiry Status |
Inquiry Disqualified | - | - | Shows if Inquiry is Disqualified |
Assigned Advisor | - | - | Shows Sales Advisor assigned to Inquiry |
Assigned Date | - | - | Shows the Assignment Date and Time of the Inquiry to the Sales Advisor |
First Contact Event | - | - | Shows the First Event in the Lead / Opportunity If the field is empty that means the Lead was created, but any Event was closed. |
First Contact Date | - | - | Shows the date of the First Event in the Lead / Opportunity |
Date Converted To Lead | - | - | Shows the Date and Time of converting from Inquiry to Lead |
Date Converted To Opportunity | - | - | Shows the Date and Time of converting from Inquiry to Opportunity |
Last Activity Event | - | - | Shows the Last closed Activity in the Lead / Opportunity |
Last Activity Date | - | - | Shows the Date and Time of the Last closed Activity in the Lead / Opportunity |
Process Duration | - | - | Show the number of days from the Inquiry creation |
Won On | - | - | Shows the Date and Time when the Lead/Opportunity was closed as Case Won |
Lost On | - | - | Shows the Date and Time when the Lead/Opportunity was closed as Case Lost |
Description:
In this report, the main source of data is the "@IDMS_INQUIRY_BUFFER" table.
- UI parameters
- Period (based on the the field "InquiryCreateDate")
- Branch (according to user dimensions permissions)
- Location (according to user dimensions permissions)
- Make Code (according to user dimensions permissions)
- Processes Duration (based on the field "ProcessDuration")
Fields considered from table "@IDMS_EVNTRESULT"
n/a
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