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 |
