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Referral Commission Dashboard

Source: Referral_Commission_Dashboard:

Referral Commission Dashboard

Shared Base Criteria​

Panels 1–5 all filter to the referral lead-source list, on top of their own status condition:

Offer_Details.Referral_Status == "NOT YET BOOKED/ON HOLD"
|| Offer_Details.Referral_Status == "JOB BOOKED & TAKEN ON"
|| Offer_Details.Referral_Status == "NOT YET GOOD TO PAY"
|| Offer_Details.Referral_Status == "GOOD TO PAY"
|| Offer_Details.Referral_Status == "PAID / PROBLEM FILE"
|| Offer_Details.Referral_Status == "OLD FILES NOT TO BE PAID UNLESS APPROVED"
|| Offer_Details.Referral_Status is null
&& Lead_Source1.Lead_Source_Name == "CC Network"
|| Lead_Source1.Lead_Source_Name == "Instant Marketing"
|| Lead_Source1.Lead_Source_Name == "Newcastle"
|| Lead_Source1.Lead_Source_Name == "Company Referral - Ash"
|| Lead_Source1.Lead_Source_Name == "CBR Auburn Referral"

Referred to below as Base Criteria.

Panel Criteria (detail)​

1. Active Referrals​

2. Double Validated​

  • Form: Claim_Form
  • Display: Count
  • Criteria: Base Criteria, plus:
    • Claims_Management_Form.Double_Validated == "Yes"
  • Query passing to report:
    • Claims_Management_Form.Double_Validated=Yes
  • Report: Active_Referral_Commission_Report

3. Good to Pay​

  • Form: Claim_Form
  • Display: Count
  • Criteria: Base Criteria, plus:
    • Offer_Details.Good_to_Pay == "Yes"
  • Query passing to report:
    • Offer_Details.Good_to_Pay=Yes
  • Report: Active_Referral_Commission_Report

4. Not Good to Pay​

  • Form: Claim_Form
  • Display: Count
  • Criteria: Base Criteria, plus:
    • Offer_Details.Good_to_Pay == "No" || Offer_Details.Good_to_Pay == "TBC" || Offer_Details.Good_to_Pay is null
  • Query passing to report:
    • Offer_Details.Good_to_Pay=Yes&Offer_Details.Good_to_Pay_op=19 (excludes Yes — i.e. "not good to pay")
  • Report: Active_Referral_Commission_Report

5. Good to Pay - Not Paid​

  • Form: Claim_Form
  • Display: Count
  • Criteria: Base Criteria, plus:
    • Offer_Details.Good_to_Pay == "Yes"
    • Offer_Details.Date_Paid1 is null
  • Query passing to report:
    • Offer_Details.Good_to_Pay=Yes&Offer_Details.Date_Paid1_op=29
  • Report: Active_Referral_Commission_Report

6. Rental Ongoing​

  • Form: Claim_Form
  • Display: Count
  • Criteria:
    • Claim_Type1 == "Rental Only" || "Towing/Storage + Rental" || "Towing/Storage + Free Rental" || "Total Loss Rental Only" || "Total Loss + Towing/Storage + Rental"
    • Claims_Management_Form.Status != "Cancel"
    • Claims_Management_Form.Status != "Declined"
    • Claims_Management_Form.Status != "Rejected"
    • Claims_Management_Form.Hire_Status == "On Hire"
    • Is_customers_vehicle_being_repaired_or_a_total_loss is not null
    • Rental_Demand.Date_Settled is null
  • Report: Rental_Only_Audit_Sheet

7. Paid but Cancelled / Rejected​

  • Form: Claim_Form
  • Display: Count
  • Criteria:
    • Lead_Source1.Lead_Source_Name == "CC Network" || "Instant Marketing" || "Newcastle" || "Company Referral - Ash" || "CBR Auburn Referral"
    • Claims_Management_Form.Status == "Cancel" || "Declined" || "Rejected"
    • Offer_Details.Date_Paid1 != null
  • Query passing to report:
    • Claims_Management_Form.Status=["Cancel","Declined","Rejected"]&Claims_Management_Form.Status_op=72&Offer_Details.Date_Paid1_op=30
  • Report: Master_Referral_Commission_Report