05. Sales Report: Advisors Performance

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

Report Identity

Code

ODPRODREPPERADVINFO

Name

Per Advisor Info (Multi Make)

Filename

OneDealer_PerAdvisor_EN_v1.3

Description

Sales Report: Advisors Performance

Business Case

30063

Resource Code

OD0001870

Parameters

Description

Field (U_IDMS_ParamName)

Provided by UI

Values

Default Value

Date from

PDateFrom

YES



Date to

PDateTo

YES



Make Code

PMakeCode

YES



Opportunity Type

POpportunityTypeCode

YES



Branches

PListOfRangeBranches

YES




PShownUpCalcRule

NO

ACTUAL, 1PERLEADFIRST

ACTUAL


PTDCalcRule

NO

ACTUAL, 1PERLEADVOIDAY

ACTUAL

The above parameters should be found at the @IDSM_CR_PARAMETER table (filtered by U_IDMS_ReportCode).

  • PShownUpCalcRule (it defines 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
  • PTDCalcRule (it defines the way used for counting “Test Drives”):
    • “ACTUAL” - This takes the total number of existing “Test Drives”
    • “1PERLEADVOIDAY”: This counts the first “Test Drive” per Lead and per day for the same VOI in the period

Report Layout 

  • in case we have more than one branches (Group Tree) we can choose each branch for Tree structure

Report Calculation Logic 

Header (green section)

FieldDescriptionComments
Report NameSales Report: Advisors PerformanceName of the report
MakeSelected from the parameters
Opportunity TypeSelected from the parameters
Dealership (Range)Selected "Sales Area" from the parameters
PeriodDate from - Date to selected from the parameters
Company?
DealerShipSelected "Sales Area" from the parameters

Body (red section)

Report column

U_IDMS_EventTypeCode (values)

Workflow Transition/State

Description
Sales Advisor

Name of the Sales Employee

Sales Opp

CurrentWeekSpontaneousCustomers 
(and/or CurrentWeekShownUpByPhone, CurrentWeekShownUpByEmail, CurrentWeekCustomersFromService) 

** State IN → Initial Contact
% (Sales Opp)

(Sales Opp of the Sales Employee / Sales Opp of the Branch) * 100

Offers

CurrentWeekOffers

* Transition IN → Offer
% (Offer/Sales Opp)

(Offers of the Sales Employee / Sales Opp of the Sales Employee) * 100

Test Drives

CurrentWeekTestDrive

* Transition IN → Execute Test Drive & Receive Vehicle
% (Test Drives/Sales Opp)

(Test Drives of the Sales Employee / Sales Opp of the Sales Employee) * 100

Orders

CurrentWeekNewCarSales

* Transition IN → Sign Order
% (Orders)

(Orders of the Sales Employee / Orders of the Branch) * 100

Registrations

CurrentWeekClassifications

* Transition IN → Delivery Completed
% (Registrations/Orders)

(Registrations of the Sales Employee / Orders of the Sales Employee) * 100

Cancelations

CurrentWeekCancelations

* Transition IN → Order Cancelled

Pending Orders

CurrentWeekPendingOrders

* Transition IN → Order

Effectiveness



(Orders of the Sales Employee / Sales Opp of the Sales Employee) * 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: Advisors Performance filters Leads/Opportunities “per Advisor” 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
    • Branch (according to user dimensions permissions)
  • Non-UI parameters
    • PShownUpCalcRule - ACTUAL
    • PTDCalcRule - 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”
  • “Test Drives” – it counts “Test Drives” based on the parameter “PTDCalcRule” value
  • “Sales”
  • “Registrations”
  • “Cancelations”
  • “Pending Orders”
  • “Effectiveness” – it is considered by the ratio of “Sales” towards the “Sales Opp”

The “Sales Advisors” that appear on the report are the ones who marked as “Is Reporting Aware”.

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
  • SalesAdvisor: "U_IDMS_Prop6Code" field