01. Orders Report: Maturity Analysis (Analytical Multi Make)
- Georgios Vasilakos (Unlicensed)
Report Identity
Code | ODPRODREPORDMATBRANAL |
|---|---|
Name | Orders Maturity Branch Analytical (Multi Make) |
Filename | OneDealer_OrdersMaturity_Branch_Analytical_EN_v1.4 |
Description | Orders Report: Maturity Analysis (Analytical Multi Make) |
Business Case | 30060 |
Resource Code | OD0011667 |
Parameters
Description | Field (U_IDMS_ParamName) | Provided by UI | Values | Default Value |
|---|---|---|---|---|
Date from | PDateFrom | YES | ||
Date to | PDateTo | YES | ||
| List of Manufacturers | PListOfMakes | YES | Makes available in the environment | |
Opportunity Type | POpportunityTypeCode | YES |
| |
Families | PListOfFamilies | YES | Families available in the environment | |
Channel Code | PChannelCode | YES | ||
Source Code | PSourceCode | YES |
Report Layout
The users can use the Group Tree to navigate between the Sales Persons sections.
Report Calculation Logic
Header (green section)
| Field | Description |
|---|---|
| Report Name | Orders Report: Maturity Analysis (Analytical) |
| Make | Selected "Make" from the parameters |
| Opportunity Type | Selected "Opportunity Type" from the parameters |
| Source | Selected "Source" from the parameters or dash "-" if nothing is selected |
| Channel | Selected "Channel" from the parameters or dash "-" if nothing is selected |
| Period | Date from - Date to selected from the parameters |
| Dealership | User's Branch |
Body (red section)
| Report column | U_IDMS_EventTypeCode (values) | Workflow Transition/State | Description |
|---|---|---|---|
| Lead | Lead No and Business Partner Name | ||
| Model | VOI Model Description | ||
Order | CurrentWeekOrders | * Transition IN → Sign Order | |
| Offer | CurrentWeekOffers | * Transition IN → Offer | |
| Offer FUp | CurrentWeekOfferFollowUp | ** State IN → Offer Follow Up Call | |
| Delivery | CurrentWeekCarDeliveries | * Transition IN → Delivery Completed | |
| Day number from Order (Offer) | Number of Days between Offer Date and Order Date per sales lead per sales employee | ||
| Day number from Order (Offer FUp) | Number of Days between Offer FUp Date and Order Date per sales lead per sales employee | ||
| Day number from Order (Delivery) | Number of Days between Delivery Date and Order Date per sales lead per sales employee |
* 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 Orders Report: Maturity Analysis (Analytical) filters Leads/Opportunities 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
- Families
- Channel Code (It displays all available channels exist in IDMS_INQ_SOURCE table that at the field “U_IDMS_InstallationCode” has the value “PRODUCT”.) https://jira.onedealer.com/browse/ODP-3388
https://jira.onedealer.com/browse/KIAH-2057 - Source Code (It displays all available sources exist in IDMS_INQUIRYCHANNEL table that at the field “U_IDMS_InstallationCode” has the value “PRODUCT”.) https://jira.onedealer.com/browse/ODP-3388
https://jira.onedealer.com/browse/KIAH-2057
and displays the summary of the “even types” as per below:
- “Leads” – it displays the Contact Person that is registered in the events as Lead, via the “U_IDMS_EntityCode” field
- “Model”
- “Order” (Date)
- “Offer” (Date)
- “Offer Follow Up” (Date)
- “Delivery” (Date)
- “Offer” (Day number from Order) – it counts the number of calendar days between the date of the “Order” and the date of the “Offer”
- “Offer Follow Up” (Day number from Order) – it counts the number of calendar days between the date of the “Order” and the date of the “Offer Follow Up”
- “Delivery” (Day number from Order) – it counts the number of calendar days between the date of the “Order” and the date of the “Delivery”
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
- BusinessPartner: "U_IDMS_CardCode"
- VOI: "U_IDMS_VOICode"
- Source: “U_IDMS_InquirySource” field
- Channel: “U_IDMS_InquiryChannelCode” field