fix: added more charts for dashboard
This commit is contained in:
Shariq Ansari
parent
cb92e5e68d
commit
3b34f73cb3
@ -11,18 +11,21 @@ def get_number_card_data(from_date="", to_date="", lead_conds="", deal_conds="")
|
||||
lead_chart_data = get_lead_count(from_date, to_date, lead_conds)
|
||||
deal_chart_data = get_deal_count(from_date, to_date, deal_conds)
|
||||
get_won_deal_count_data = get_won_deal_count(from_date, to_date, deal_conds)
|
||||
get_average_deal_value_data = get_average_deal_value(from_date, to_date, deal_conds)
|
||||
|
||||
return [
|
||||
lead_chart_data,
|
||||
deal_chart_data,
|
||||
get_won_deal_count_data,
|
||||
get_average_deal_value_data,
|
||||
]
|
||||
|
||||
|
||||
def get_lead_count(from_date, to_date, conds="", return_result=False):
|
||||
"""
|
||||
Get ticket data for the dashboard.
|
||||
Get lead count for the dashboard.
|
||||
"""
|
||||
|
||||
if not from_date or not to_date:
|
||||
from_date = frappe.utils.get_first_day(from_date or frappe.utils.nowdate())
|
||||
to_date = frappe.utils.get_last_day(to_date or frappe.utils.nowdate())
|
||||
@ -79,8 +82,9 @@ def get_lead_count(from_date, to_date, conds="", return_result=False):
|
||||
|
||||
def get_deal_count(from_date, to_date, conds="", return_result=False):
|
||||
"""
|
||||
Get ticket data for the dashboard.
|
||||
Get deal count for the dashboard.
|
||||
"""
|
||||
|
||||
if not from_date or not to_date:
|
||||
from_date = frappe.utils.get_first_day(from_date or frappe.utils.nowdate())
|
||||
to_date = frappe.utils.get_last_day(to_date or frappe.utils.nowdate())
|
||||
@ -137,8 +141,9 @@ def get_deal_count(from_date, to_date, conds="", return_result=False):
|
||||
|
||||
def get_won_deal_count(from_date, to_date, conds="", return_result=False):
|
||||
"""
|
||||
Get ticket data for the dashboard.
|
||||
Get won deal count for the dashboard.
|
||||
"""
|
||||
|
||||
if not from_date or not to_date:
|
||||
from_date = frappe.utils.get_first_day(from_date or frappe.utils.nowdate())
|
||||
to_date = frappe.utils.get_last_day(to_date or frappe.utils.nowdate())
|
||||
@ -193,14 +198,72 @@ def get_won_deal_count(from_date, to_date, conds="", return_result=False):
|
||||
}
|
||||
|
||||
|
||||
def get_average_deal_value(from_date, to_date, conds="", return_result=False):
|
||||
"""
|
||||
Get average deal value for the dashboard.
|
||||
"""
|
||||
|
||||
if not from_date or not to_date:
|
||||
from_date = frappe.utils.get_first_day(from_date or frappe.utils.nowdate())
|
||||
to_date = frappe.utils.get_last_day(to_date or frappe.utils.nowdate())
|
||||
|
||||
diff = frappe.utils.date_diff(to_date, from_date)
|
||||
if diff == 0:
|
||||
diff = 1
|
||||
|
||||
result = frappe.db.sql(
|
||||
f"""
|
||||
SELECT
|
||||
AVG(CASE
|
||||
WHEN creation >= %(from_date)s AND creation < DATE_ADD(%(to_date)s, INTERVAL 1 DAY) AND status != 'Lost'
|
||||
{conds}
|
||||
THEN deal_value
|
||||
ELSE NULL
|
||||
END) as current_month_avg,
|
||||
|
||||
AVG(CASE
|
||||
WHEN creation >= %(prev_from_date)s AND creation < %(from_date)s AND status != 'Lost'
|
||||
{conds}
|
||||
THEN deal_value
|
||||
ELSE NULL
|
||||
END) as prev_month_avg
|
||||
FROM `tabCRM Deal`
|
||||
""",
|
||||
{
|
||||
"from_date": from_date,
|
||||
"to_date": to_date,
|
||||
"prev_from_date": frappe.utils.add_days(from_date, -diff),
|
||||
},
|
||||
as_dict=1,
|
||||
)
|
||||
|
||||
current_month_avg = result[0].current_month_avg or 0
|
||||
prev_month_avg = result[0].prev_month_avg or 0
|
||||
|
||||
delta = current_month_avg - prev_month_avg if prev_month_avg else 0
|
||||
|
||||
return {
|
||||
"title": "Avg Deal Value",
|
||||
"value": current_month_avg,
|
||||
"tooltip": "Average value of deals created",
|
||||
# "prefix": "$",
|
||||
# "suffix": "K",
|
||||
"delta": delta,
|
||||
"deltaSuffix": "%",
|
||||
}
|
||||
|
||||
|
||||
@frappe.whitelist()
|
||||
def get_sales_trend_data(from_date="", to_date="", lead_conds="", deal_conds=""):
|
||||
# get sales trend data in this format, here leads data comes from `tabCRM Lead`, deals data comes from `tabCRM Deal` & won deals data comes from `tabCRM Deal` with status 'Won'
|
||||
# [
|
||||
# { date: new Date('2024-05-01'), leads: 45, deals: 23, won_deals: 12 },
|
||||
# { date: new Date('2024-05-02'), leads: 50, deals: 30, won_deals: 15 },
|
||||
# ...
|
||||
# ]
|
||||
"""
|
||||
Get sales trend data for the dashboard.
|
||||
[
|
||||
{ date: new Date('2024-05-01'), leads: 45, deals: 23, won_deals: 12 },
|
||||
{ date: new Date('2024-05-02'), leads: 50, deals: 30, won_deals: 15 },
|
||||
...
|
||||
]
|
||||
"""
|
||||
|
||||
if not from_date or not to_date:
|
||||
from_date = frappe.utils.get_first_day(from_date or frappe.utils.nowdate())
|
||||
to_date = frappe.utils.get_last_day(to_date or frappe.utils.nowdate())
|
||||
@ -263,6 +326,7 @@ def get_deals_by_salesperson(from_date="", to_date="", deal_conds=""):
|
||||
...
|
||||
]
|
||||
"""
|
||||
|
||||
if not from_date or not to_date:
|
||||
from_date = frappe.utils.get_first_day(from_date or frappe.utils.nowdate())
|
||||
to_date = frappe.utils.get_last_day(to_date or frappe.utils.nowdate())
|
||||
@ -297,6 +361,7 @@ def get_deals_by_territory(from_date="", to_date="", deal_conds=""):
|
||||
...
|
||||
]
|
||||
"""
|
||||
|
||||
if not from_date or not to_date:
|
||||
from_date = frappe.utils.get_first_day(from_date or frappe.utils.nowdate())
|
||||
to_date = frappe.utils.get_last_day(to_date or frappe.utils.nowdate())
|
||||
@ -320,6 +385,143 @@ def get_deals_by_territory(from_date="", to_date="", deal_conds=""):
|
||||
return result or []
|
||||
|
||||
|
||||
@frappe.whitelist()
|
||||
def get_lost_deal_reasons(from_date="", to_date="", deal_conds=""):
|
||||
"""
|
||||
Get lost deal reasons for the dashboard.
|
||||
[
|
||||
{ reason: 'Price too high', count: 20 },
|
||||
{ reason: 'Competitor won', count: 15 },
|
||||
...
|
||||
]
|
||||
"""
|
||||
if not from_date or not to_date:
|
||||
from_date = frappe.utils.get_first_day(from_date or frappe.utils.nowdate())
|
||||
to_date = frappe.utils.get_last_day(to_date or frappe.utils.nowdate())
|
||||
|
||||
result = frappe.db.sql(
|
||||
"""
|
||||
SELECT
|
||||
d.lost_reason AS reason,
|
||||
COUNT(*) AS count
|
||||
FROM `tabCRM Deal` AS d
|
||||
WHERE DATE(d.creation) BETWEEN %(from)s AND %(to)s AND d.status = 'Lost'
|
||||
%(deal_conds)s
|
||||
GROUP BY d.lost_reason
|
||||
HAVING reason IS NOT NULL AND reason != ''
|
||||
ORDER BY count DESC
|
||||
""",
|
||||
{"from": from_date, "to": to_date, "deal_conds": deal_conds},
|
||||
as_dict=True,
|
||||
)
|
||||
|
||||
return result or []
|
||||
|
||||
|
||||
@frappe.whitelist()
|
||||
def get_forecasted_revenue(deal_conds=""):
|
||||
"""
|
||||
Get forecasted revenue for the dashboard.
|
||||
[
|
||||
{ date: new Date('2024-05-01'), forecasted: 1200000, actual: 980000 },
|
||||
{ date: new Date('2024-06-01'), forecasted: 1350000, actual: 1120000 },
|
||||
{ date: new Date('2024-07-01'), forecasted: 1600000, actual: "" },
|
||||
{ date: new Date('2024-08-01'), forecasted: 1500000, actual: "" },
|
||||
...
|
||||
]
|
||||
"""
|
||||
|
||||
result = frappe.db.sql(
|
||||
f"""
|
||||
SELECT
|
||||
DATE_FORMAT(close_date, '%Y-%m') AS month,
|
||||
SUM(
|
||||
CASE
|
||||
WHEN status = 'Lost' THEN deal_value
|
||||
ELSE deal_value * IFNULL(probability, 0) / 100 -- forecasted
|
||||
END
|
||||
) AS forecasted,
|
||||
SUM(
|
||||
CASE
|
||||
WHEN status = 'Won' THEN deal_value -- actual
|
||||
ELSE 0
|
||||
END
|
||||
) AS actual
|
||||
FROM `tabCRM Deal`
|
||||
WHERE close_date >= DATE_SUB(CURDATE(), INTERVAL 12 MONTH)
|
||||
{deal_conds}
|
||||
GROUP BY DATE_FORMAT(close_date, '%Y-%m')
|
||||
ORDER BY month
|
||||
""",
|
||||
as_dict=True,
|
||||
)
|
||||
if not result:
|
||||
return []
|
||||
|
||||
for row in result:
|
||||
row["month"] = frappe.utils.get_datetime(row["month"]).strftime("%Y-%m-01")
|
||||
row["forecasted"] = row["forecasted"] or ""
|
||||
row["actual"] = row["actual"] or ""
|
||||
return result or []
|
||||
|
||||
|
||||
@frappe.whitelist()
|
||||
def get_funnel_conversion_data(from_date="", to_date="", lead_conds="", deal_conds=""):
|
||||
"""
|
||||
Get funnel conversion data for the dashboard.
|
||||
[
|
||||
{ stage: 'Leads', count: 120 },
|
||||
{ stage: 'Qualification', count: 100 },
|
||||
{ stage: 'Negotiation', count: 80 },
|
||||
{ stage: 'Ready to Close', count: 60 },
|
||||
{ stage: 'Won', count: 30 },
|
||||
...
|
||||
]
|
||||
"""
|
||||
|
||||
if not from_date or not to_date:
|
||||
from_date = frappe.utils.get_first_day(from_date or frappe.utils.nowdate())
|
||||
to_date = frappe.utils.get_last_day(to_date or frappe.utils.nowdate())
|
||||
|
||||
result = []
|
||||
|
||||
# Get total leads
|
||||
total_leads = frappe.db.sql(
|
||||
""" SELECT COUNT(*) AS count
|
||||
FROM `tabCRM Lead`
|
||||
WHERE DATE(creation) BETWEEN %(from)s AND %(to)s
|
||||
%(lead_conds)s
|
||||
""",
|
||||
{"from": from_date, "to": to_date, "lead_conds": lead_conds},
|
||||
as_dict=True,
|
||||
)
|
||||
total_leads_count = total_leads[0].count if total_leads else 0
|
||||
|
||||
result.append({"stage": "Leads", "count": total_leads_count})
|
||||
|
||||
# Get deal stages
|
||||
all_deal_stages = frappe.get_all(
|
||||
"CRM Deal Status", filters={"name": ["!=", "Lost"]}, order_by="position", pluck="name"
|
||||
)
|
||||
|
||||
# Get deal counts for each stage
|
||||
for i, stage in enumerate(all_deal_stages):
|
||||
stages_to_count = all_deal_stages[i:]
|
||||
placeholders = ", ".join(["%s"] * len(stages_to_count))
|
||||
query = f"""
|
||||
SELECT COUNT(*) as count
|
||||
FROM `tabCRM Deal`
|
||||
WHERE DATE(creation) BETWEEN %s AND %s
|
||||
AND status IN ({placeholders})
|
||||
{deal_conds}
|
||||
"""
|
||||
params = [from_date, to_date, *stages_to_count]
|
||||
row = frappe.db.sql(query, params, as_dict=True)
|
||||
result.append({"stage": stage, "count": row[0]["count"] if row else 0})
|
||||
|
||||
return result or []
|
||||
|
||||
|
||||
@frappe.whitelist()
|
||||
def get_deals_by_stage(from_date="", to_date="", deal_conds=""):
|
||||
"""
|
||||
@ -330,6 +532,7 @@ def get_deals_by_stage(from_date="", to_date="", deal_conds=""):
|
||||
...
|
||||
]
|
||||
"""
|
||||
|
||||
if not from_date or not to_date:
|
||||
from_date = frappe.utils.get_first_day(from_date or frappe.utils.nowdate())
|
||||
to_date = frappe.utils.get_last_day(to_date or frappe.utils.nowdate())
|
||||
@ -362,6 +565,7 @@ def get_leads_by_source(from_date="", to_date="", lead_conds=""):
|
||||
...
|
||||
]
|
||||
"""
|
||||
|
||||
if not from_date or not to_date:
|
||||
from_date = frappe.utils.get_first_day(from_date or frappe.utils.nowdate())
|
||||
to_date = frappe.utils.get_last_day(to_date or frappe.utils.nowdate())
|
||||
|
||||
@ -22,20 +22,20 @@
|
||||
<div v-if="salesTrend.data" class="border rounded-md min-h-80">
|
||||
<AxisChart :config="salesTrend.data" />
|
||||
</div>
|
||||
<div class="border rounded-md min-h-80">
|
||||
<AxisChart :config="forecastedRevenueConfig" />
|
||||
<div v-if="forecastedRevenue.data" class="border rounded-md min-h-80">
|
||||
<AxisChart :config="forecastedRevenue.data" />
|
||||
</div>
|
||||
<div class="border rounded-md min-h-80">
|
||||
<AxisChart :config="funnelConversionConfig" />
|
||||
<div v-if="funnelConversion.data" class="border rounded-md min-h-80">
|
||||
<AxisChart :config="funnelConversion.data" />
|
||||
</div>
|
||||
<div v-if="dealsBySalesperson.data" class="border rounded-md">
|
||||
<AxisChart :config="dealsBySalesperson.data" />
|
||||
<div v-if="lostDealReasons.data" class="border rounded-md">
|
||||
<AxisChart :config="lostDealReasons.data" />
|
||||
</div>
|
||||
<div v-if="dealsByTerritory.data" class="border rounded-md">
|
||||
<AxisChart :config="dealsByTerritory.data" />
|
||||
</div>
|
||||
<div class="border rounded-md">
|
||||
<AxisChart :config="lostDealReasonsConfig" />
|
||||
<div v-if="dealsBySalesperson.data" class="border rounded-md">
|
||||
<AxisChart :config="dealsBySalesperson.data" />
|
||||
</div>
|
||||
<div v-if="dealsByStage.data" class="border rounded-md">
|
||||
<DonutChart :config="dealsByStage.data" />
|
||||
@ -167,6 +167,37 @@ const trendConfig = {
|
||||
],
|
||||
}
|
||||
|
||||
const funnelConversion = createResource({
|
||||
url: 'crm.api.dashboard.get_funnel_conversion_data',
|
||||
cache: ['Analytics', 'FunnelConversion'],
|
||||
auto: true,
|
||||
transform(data = []) {
|
||||
return {
|
||||
data: data,
|
||||
title: 'Funnel Conversion',
|
||||
subtitle: 'Lead to deal conversion pipeline',
|
||||
xAxis: {
|
||||
title: 'Stage',
|
||||
key: 'stage',
|
||||
type: 'category' as const,
|
||||
},
|
||||
yAxis: {
|
||||
title: 'Count',
|
||||
},
|
||||
swapXY: true,
|
||||
series: [
|
||||
{
|
||||
name: 'count',
|
||||
type: 'bar' as const,
|
||||
echartOptions: {
|
||||
colorBy: 'data',
|
||||
},
|
||||
},
|
||||
],
|
||||
}
|
||||
},
|
||||
})
|
||||
|
||||
const funnelConversionConfig = {
|
||||
data: [
|
||||
{ stage: 'Leads', count: 1234 },
|
||||
@ -328,6 +359,31 @@ const territoriesBreakdownConfig = {
|
||||
],
|
||||
}
|
||||
|
||||
const lostDealReasons = createResource({
|
||||
url: 'crm.api.dashboard.get_lost_deal_reasons',
|
||||
cache: ['Analytics', 'LostDealReasons'],
|
||||
auto: true,
|
||||
transform(data = []) {
|
||||
return {
|
||||
data: data,
|
||||
title: 'Lost Deal Reasons',
|
||||
subtitle: 'Common reasons for losing deals',
|
||||
// categoryColumn: 'reason',
|
||||
// valueColumn: 'count',
|
||||
xAxis: {
|
||||
key: 'reason',
|
||||
type: 'category' as const,
|
||||
title: 'Reason',
|
||||
},
|
||||
yAxis: {
|
||||
title: 'Count',
|
||||
},
|
||||
swapXY: true,
|
||||
series: [{ name: 'count', type: 'bar' as const }],
|
||||
}
|
||||
},
|
||||
})
|
||||
|
||||
const lostDealReasonsConfig = {
|
||||
data: [
|
||||
{ reason: 'Price', count: 45 },
|
||||
@ -351,6 +407,32 @@ const lostDealReasonsConfig = {
|
||||
series: [{ name: 'count', type: 'bar' as const }],
|
||||
}
|
||||
|
||||
const forecastedRevenue = createResource({
|
||||
url: 'crm.api.dashboard.get_forecasted_revenue',
|
||||
cache: ['Analytics', 'ForecastedRevenue'],
|
||||
auto: true,
|
||||
transform(data = []) {
|
||||
return {
|
||||
data: data,
|
||||
title: 'Revenue Forecast',
|
||||
subtitle: 'Projected vs actual revenue based on deal probability',
|
||||
xAxis: {
|
||||
key: 'month',
|
||||
type: 'time' as const,
|
||||
title: 'Month',
|
||||
timeGrain: 'month' as const,
|
||||
},
|
||||
yAxis: {
|
||||
title: 'Revenue ($)',
|
||||
},
|
||||
series: [
|
||||
{ name: 'forecasted', type: 'line' as const, showDataPoints: true },
|
||||
{ name: 'actual', type: 'line' as const, showDataPoints: true },
|
||||
],
|
||||
}
|
||||
},
|
||||
})
|
||||
|
||||
const forecastedRevenueConfig = {
|
||||
data: [
|
||||
{ date: new Date('2024-06-01'), forecasted: 1200000, actual: 980000 },
|
||||
|
||||
Loading…
x
Reference in New Issue
Block a user