06. Per Source Channel Info (Multi Make)

Owned by Georgios Vasilakos (Unlicensed)
Apr 28, 2023
2 min read

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

MakeSelected "Make" from the parameters
Group TypeSource / Channel or Channel
PeriodDate from - Date to selected from the parameters
Opportunity TypeSelected "Opportunity Type" from the parameters
FamilySelected "Families" 
Dealership (Range)Selected Branches from the parameters
CompanyCompany of the Branches
DealershipBranches

Body (red section)

Report column

U_IDMS_EventTypeCode (values)

Workflow Transition/State

Description

Sales Opp

CurrentWeekSpontaneousCustomers 
(and/or CurrentWeekShownUpByPhone, CurrentWeekShownUpByEmail, CurrentWeekCustomersFromService) 

** 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 initial parameter provided:

  • UI parameters
    • Period (based on the Lead/Opportunity “Update Date”)
    • 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