diff --git a/crm/api/dashboard.py b/crm/api/dashboard.py index ce81427d..8a037261 100644 --- a/crm/api/dashboard.py +++ b/crm/api/dashboard.py @@ -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()) diff --git a/frontend/src/pages/Dashboard.vue b/frontend/src/pages/Dashboard.vue index d4ec672f..cfb4bac4 100644 --- a/frontend/src/pages/Dashboard.vue +++ b/frontend/src/pages/Dashboard.vue @@ -22,20 +22,20 @@
-
- +
+
-
- +
+
-
- +
+
-
- +
+
@@ -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 },