dSale

This is the data table used to extract case details. It is mostly based on the sale table. This is what it looks like when we ship it:

Based on (table.column) Type Column alias Localised english name Comment
sale.earning / sale.amount * 100 C CalculatedColumn4 Gross margin (%) The gross margin in percent is calculated based on earning and amount
WonAmount / ClosedAmount * 100 C CalculatedColumn3 Capture rate Amount The capture rate in percent is calcualted based on amount
WonEarning / ClosedEarning * 100 C CalculatedColumn2 Capture rate Earning The capture rate in percent is calcualted based on earning
Won / Closed * 100 C CalculatedColumn Hitrate (%) Hitrate is calculated in percent based on the ratio of won cases over closed cases
sale.sale_id P SaleId No. of sales May be used to show nr. of cases when grouping is applied
sale.heading P Heading Title Heading of the case
         
Amount & earning        
sale.amount, currency.rate, currency.units E Amount Amount The amount is shown in the selected currency
sale.earning, currency.rate, currency.units E Earning Earnings The earning is shown in the selected currency
sale.amount, currency.rate, currency.units, sale.probability E AmountWeighted Amount weighted The weighted amount is shown in selected currency
sale.earning, currency.rate, currency.units, sale.probability E EarningWeighted Earnings weighted The weighted earning is shown in selected currency
sale.status, sale.amount, currency.rate, currency.units E OpenAmount Open amount The open amount in selected currency
sale.status, sale.earning, currency.rate, currency.units E OpenEarning Open earnings Open earning in selected currency
sale.status, sale.amount, currency.rate, currency.units E WonAmount Won amount Won amount in selected currency
sale.status, sale.earning, currency.rate, currency.units E WonEarning Won earnings Won earning in selected currency
sale.status, sale.amount, currency.rate, currency.units E LostAmount Lost amount Lost amount in selected currency
sale.status, sale.earning, currency.rate, currency.units E LostEarning Lost earnings Lost earning in selected currency
sale.status, sale.amount, currency.rate, currency.units E StalledAmount Stalled amount Stalled amount in selected currency
sale.status, sale.earning, currency.rate, currency.units E StalledEarning Stalled earnings Stalled earning in selected currency
sale.status, sale.amount, currency.rate, currency.units E ClosedAmount Closed amount Closed amount in selected currency
sale.status, sale.earning, currency.rate, currency.units E ClosedEarning Closed earnings Closed earning in selected currency
         
Rates (%)        
sale.earning_percent P EarningPercent Earnings (%) Earning as percent of total
sale.amount, sale.earning E GrossMargin(%) Gross margin (basis) PS! Will be removed from data table in next release. Doesn't produce correct results when grouping is used. Use calculated column Gross margin (%) instead.
sale.status,sale.probability E CaseProbability(%) Case probability (%) Probability of this specific case - may be different than stage probability.
sale.status,prob.probability E StageProbability(%) Stage probability (%) Probability based on the stage the case is in
         
Time & age (days)        
sale.status, sale.saledate E SaledateOverdue(days) Sale date overdue (days) Open cases with a given sale date are included and the number of days the case is overdue is displayed
sale.status, sale.registered, sale.saledate E LeadTime(days) Lead time (days) For open cases the leadtime is calculated as the number of days between the registered date and the current date. For other cases it's calculated as the number of days between the registered date and the sale date.
sale.updated, sale.registered        
sale.registered E Touched(days) Last changed (days) This is the most recent date the case was updated by the user. It is either the updated date or the registered date depending on which is the more recent.
sale.registered E Age(days) Age (days) The age of the case in days.
         
Statistics: nr. of cases        
sale.status E Open No. open Equals 1.0 if the case is open, otherwise 0.0. May be used to count cases based on status, or simply as a flag when using drilldown and columns filters.
sale.status E Won No. won Equals 1.0 if the case is won, otherwise 0.0. May be used to count cases based on status, or simply as a flag when using drilldown and columns filters.
sale.status E Lost No. lost Equals 1.0 if the case is lost, otherwise 0.0. May be used to count cases based on status, or simply as a flag when using drilldown and columns filters.
sale.status E Stalled No. stalled Equals 1.0 if the case is stalled, otherwise 0.0. May be used to count cases based on status, or simply as a flag when using drilldown and columns filters.
sale.status E Closed No. closed Equals 1.0 if the case is won or lost, otherwise 0.0. May be used to count cases based on status, or simply as a flag when using drilldown and columns filters.
         
Special        
sale.sale_id E LinkSale Sale dialog URL Owl link to the sale dialog. The system variabels client_type, url_web and url_windows control the format of the URL generated.
sale.contact_id E LinkContact Company dialog URL Owl link to the company dialog. The system variabels client_type, url_web and url_windows control the format of the URL generated.
         
Category (these columns are set to be categories for charts)        
associate.deleted, person.lastname, person.firstname, person.middleName P PersonName(Last,First) Person (Last,First) Name of associate
associate.deleted, person.firstname, person.middleName, person.lastname P PersonName(FirstLast) Person (First Last) Name of associate
country.name P PersonsCountryName Country Associates country
usergrouperson.name P UsergroupName Created by Group Primary group of associate when the case was created
usergrouperson.name P UsergroupName(Persons) Person's group Current primary group of the associate
contact.name P ContactName Contact Name of contact
contact.department P ContactDepartment Department Name of contacts department
contact.name,country.name P ContactsCountryName Contact's nationality Nationality of contact
contact.contact_id, ct.name P CategoryName Category name Contacts category
contact.contact_id, bsalename P BusinessName Business Contacts business
sale.project_id, project.name P ProjectName Project Project case is connected to
source.name P SourceName Source Source
sale.reason_id, reason.name P ReasonLostName Reason for loss Reason for loss
sale.reasonSold_id, reasonsold.name P ReasonSoldName  Reason sold Reason the case was won
sale.comptr_id, comptr.name P CompetitorName Competitor Main competitor
sale.saleType_id, saletype.name P SaleTypeName Sale type Sale type name
sale.saleTypeCat_id,saletypecat.name P SaleTypeCatName Sale type category Sale type category name
sale.reasonStalled_id, reasonstalled.name P ReasonStalledName Reason stalled Reason for stall
sale.status E Probability(%) Probability (%) Same as Case probability(%) column except this set to be a category when using charts
sale.status, prob.Probability, prob.name, sale.probability_idx E ProbabilityName Stage Name of stage
sale.status E Status(Text) Status Localized name of status
sale.done E Done(Text) Done Localized text indicating wether case is completed or not
sale.nddAppointment_id E ActivityPlannedText Activity planned Localized text indicating wether an activity is planned thats directly connected to this case
         
DATE: Saledate        
sale.saledate P Saledate Sale date Sale date
sale.saledate E Saledate2 Sale date2 Used to create pivoted visualizations like This year vs. last year..
         
DATE: Registered        
sale.registered P Registered Registered Registered date
sale.registered E Registered2 Registered2 Used to create pivoted visualizations like This year vs. last year..
         
DATE: Updated        
sale.updated P Updated Updated Updated date
sale.updated E Updated2 Updated2 Used to create pivoted visualizations like This year vs. last year..
         
DATE: Reopen        
sale.reopendate P ReOpen Reopen Reopen date
sale.reopendate E ReOpen2 Reopen2 Used to create pivoted visualizations like This year vs. last year..
         
DATE: NextDue        
sale.nextduedate P NextDue Next due Next due date
sale.nextduedate E NextDue2 Next due2 Used to create pivoted visualizations like This year vs. last year..
         
Parameter / filtering        
sale.status  P Status Status May be used for column based filtering
sale.probability_idx P ProbabilityId ProbabilityId May be used for column based filtering
sale.associate_id P AssociateId AssociateId May be used for column based filtering
associate.deleted P AssociateDeleted AssociateDeleted May be used for column based filtering
sale.group_idx P UsergroupId UsergroupId May be used for column based filtering
associate.group_idx P UsergroupId(Persons) UsergroupId(Persons) May be used for column based filtering
usergrouperson.deleted P UsergroupDeleted UsergroupDeleted May be used for column based filtering
sale.person_id P PersonId PersonId May be used for column based filtering
person.country_id P PersonsCountryId PersonsCountryId May be used for column based filtering
salecontact_id P ContactId ContactId May be used for column based filtering
contact.category_idx P CategoryId     CategoryId     May be used for column based filtering
contact.business_idx P BusinessId     BusinessId     May be used for column based filtering
contact.country_id P ContactsCountryId ContactsCountryId May be used for column based filtering
sale.project_id P ProjectId ProjectId May be used for column based filtering
sale.done P Done Done May be used for column based filtering
sale.appointment_id P AppointmentId AppointmentId May be used for column based filtering
sale.source_id P SourceId SourceId May be used for column based filtering
sale.reason_id P ReasonLostId ReasonLostId May be used for column based filtering
sale.reason_id P ReasonSoldId ReasonSoldId May be used for column based filtering
sale.comptr_id P CompetitorId CompetitorId May be used for column based filtering
sale.saleType_id P SaleTypeId SaleTypeId May be used for column based filtering
sale.saleTypeCat_id P SaleTypeCatId SaleTypeCatId May be used for column based filtering
sale.reasonStalled_id P ReasonStalledId ReasonStalledId May be used for column based filtering
sale.status, sale.probability_idx E StatusStage(parameter) StatusStage(paramater) May be used for column based filtering