There are 12 Business Sales Reports available for Digital Sales Workplace that are described and explained in the following pages. The reports are produced based on the events counted and stored in the table @IDMS_EVNTRESULT. This table is updated through a specific service that can run on a daily basis and on the frequency configured.
For every EventTypeCode we count the date on which the Event is created. The event is linked to a Entity Code of a Lead/Opportunity and related to a specific BP.
The events used by all the available reports, in various combinations, are the following. In each report page, there is an analysis about the exact Events used by the relevant report.
| U_IDMS_EventTypeCode (values) | Workflow Transition/State |
|---|
| CurrentWeekSpontaneousCustomers | ** State IN → Initial Contact |
| CurrentWeekShownUpByPhone | - |
| CurrentWeekShownUpByEmail | - |
| CurrentWeekCustomersFromService | - |
| CurrentWeekFollowUpCustomers | ** State IN → Follow Up call |
| CurrentWeekTestDrive | * Transition IN → Execute Test Drive & Receive Vehicle |
| CurrentWeekOffers | * Transition IN → Offer |
| CurrentWeekOfferFollowUp | ** State IN → Offer Follow Up Call |
| CurrentWeekPendingOrders | * Transition IN → Order |
| CurrentWeekOrders | * Transition IN → Sign Order |
| CurrentWeekNewCarSales | * Transition IN → Sign Order |
| CurrentWeekCancelations | * Transition IN → Order Cancelled |
| CurrentWeekOrderFollowUp | <Event not available> |
| CurrentWeekCarDeliveries | * Transition IN → Delivery Completed |
| CurrentWeekClassifications | * Transition IN → Delivery Completed |
| CurrentWeekDeliveryFollowUp | ** State IN → Delivery Follow Up Call |