03. Sales Opportunities Branch (MultiMake)

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

Report Identity

Code

ODPRODREPSALESOPPBR

Name

Sales Opportunities Branch (MultiMake)

Filename

OneDealer_SalesOpportunities_Branch_EN_v1.4.rpt

Description

Sales Opportunities Branch (MultiMake)

Business Case

30067

Resource Code

OD0011673

Parameters

DescriptionField (U_IDMS_ParamName)

Provided by UI

ValuesDefault Value
Date fromPDateFromYES

Date ToPDateToYES

List of Manufacturers
YES

Opportunity TypePOpportunityTypeCode
  • All
  • Customers from Service
  • Fleet
  • Lease
  • Retail sale
  • Small Fleet


FamiliesPListOfFamiliesYES

Channel CodePChannelCodeYES

Source CodePSourceCodeYES


PValuesCalcRuleNO

MAININPERIOD, ALLINPERIOD

MAININPERIOD

Branch Code

PBranchCodeNO

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

  • PValuesCalcRule (it defines the way used to count entries)
    • ALLINPERIOD: All values displayed are collected from within the DateFrom-DateTo period
    • MAININPERIOD: Only the main metric displayed is collected from within the DateFrom-DateTo period, the rest are collected with no time frame imposed


Report Layout 

Report Calculation Logic 

Header (green section)

FieldDescription
Report NameSales Report: Sales Opportunities
MakeSelected "Make" from the parameters
Opportunity TypeSelected "Opportunity Type" from the parameters
DealershipSelected "Sales Area" from the parameters
PeriodDate from - Date to selected from the parameters
SourceSelected "Source" from the parameters or dash "-" if nothing is selected
ChannelSelected "Channel" from the parameters or dash "-" if nothing is selected

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 Follow Ups

CurrentWeekFollowUpCustomers

** State IN → Follow Up call
% (Sales Opp Follow Ups / Sales Opp)

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

Offers

CurrentWeekOffers

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

(Offers of the Sales Employee / Sales Opp of the Sales Employee) * 100
Offer Follow UpsCurrentWeekOfferFollowUp** State IN → Offer Follow Up Call
% Sales Opp

(Offer Follow Ups of the Sales Employee / Sales Opp of the Sales Employee) * 100
% Offers

(Offer Follow Ups of the Sales Employee / Offers 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: Sales Opportunities 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”.)
    • Source Code (It displays all available sources exist in IDMS_INQUIRYCHANNEL table that at the field “U_IDMS_InstallationCode” has the value “PRODUCT”.)
  • Non-UI parameters
    • PValuesCalcRule - MAININPERIOD
    • PBranchCode (according to user dimensions permissions)

 and displays the summary of the “even types” as per below:

  • “Sales Advisor” - it displays the “Sales Advisor” that the events were triggered by, "U_IDMS_Prop6Code" on the "@IDMS_EVNTRESULT" table and the “ΟΗΕΜ” table which holds the entire data “Orders”
  • “Sales Opp”
  • “Sales Opp Follow Ups”
  • (Sales Opp Follow Up) % - it is considered to reflect the ratio of “Sales Opp Follow Up” towards the “Sales Opp”
  • “Offers”
  • (Offers) % - it is considered to reflect the ratio of “Offers” towards the “Sales Opp”
  • “Offer Follow Ups”
  • (Offer Follow Up) % Sales Opp - it is considered to reflect the ratio of “Offer Follow Ups” towards the “Sales Opp”
  • (Offer Follow Up) % Offers - it is considered to reflect the ratio of “Offer Follow Ups” towards the “Offers”

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
  • Source: “U_IDMS_InquirySource” field
  • Channel: “U_IDMS_InquiryChannelCode” field