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Commit 3c49ed57 by puhui999
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CRM: 完善销售漏斗分析

parent 2d7bab8a
Showing with 305 additions and 6 deletions
src/api/crm/statistics/funnel.ts 0 → 100644
import request from '@/config/axios'
export interface CrmStatisticFunnelRespVO {
customerCount: number // 客户数
businessCount: number // 商机数
winCount: number // 赢单数
}
// 客户分析 API
export const StatisticFunnelApi = {
// 1. 获取销售漏斗统计数据
getFunnelSummary: (params: any) => {
return request.get({
url: '/crm/statistics-funnel/get-funnel-summary',
params
})
},
// 2. 获取商机结束状态统计
getBusinessEndStatusSummary: (params: any) => {
return request.get({
url: '/crm/statistics-funnel/get-business-end-status-summary',
params
})
}
}
src/utils/dict.ts
...@@ -197,14 +197,15 @@ export enum DICT_TYPE { ...@@ -197,14 +197,15 @@ export enum DICT_TYPE {
// ========== CRM - 客户管理模块 ========== // ========== CRM - 客户管理模块 ==========
CRM_AUDIT_STATUS = 'crm_audit_status', // CRM 审批状态 CRM_AUDIT_STATUS = 'crm_audit_status', // CRM 审批状态
CRM_BIZ_TYPE = 'crm_biz_type', // CRM 业务类型 CRM_BIZ_TYPE = 'crm_biz_type', // CRM 业务类型
CRM_BUSINESS_END_STATUS_TYPE = 'crm_business_end_status_type', // CRM 商机结束状态类型
CRM_RECEIVABLE_RETURN_TYPE = 'crm_receivable_return_type', // CRM 回款的还款方式 CRM_RECEIVABLE_RETURN_TYPE = 'crm_receivable_return_type', // CRM 回款的还款方式
CRM_CUSTOMER_INDUSTRY = 'crm_customer_industry', CRM_CUSTOMER_INDUSTRY = 'crm_customer_industry', // CRM 客户所属行业
CRM_CUSTOMER_LEVEL = 'crm_customer_level', CRM_CUSTOMER_LEVEL = 'crm_customer_level', // CRM 客户级别
CRM_CUSTOMER_SOURCE = 'crm_customer_source', CRM_CUSTOMER_SOURCE = 'crm_customer_source', // CRM 客户来源
CRM_PRODUCT_STATUS = 'crm_product_status', CRM_PRODUCT_STATUS = 'crm_product_status', // CRM 商品状态
CRM_PERMISSION_LEVEL = 'crm_permission_level', // CRM 数据权限的级别 CRM_PERMISSION_LEVEL = 'crm_permission_level', // CRM 数据权限的级别
CRM_PRODUCT_UNIT = 'crm_product_unit', // 产品单位 CRM_PRODUCT_UNIT = 'crm_product_unit', // CRM 产品单位
CRM_FOLLOW_UP_TYPE = 'crm_follow_up_type', // 跟进方式 CRM_FOLLOW_UP_TYPE = 'crm_follow_up_type', // CRM 跟进方式
// ========== ERP - 企业资源计划模块 ========== // ========== ERP - 企业资源计划模块 ==========
ERP_AUDIT_STATUS = 'erp_audit_status', // ERP 审批状态 ERP_AUDIT_STATUS = 'erp_audit_status', // ERP 审批状态
......
src/views/crm/statistics/funnel/components/FunnelBusiness.vue 0 → 100644
<!-- 销售漏斗分析 -->
<template>
<!-- Echarts图 -->
<el-card shadow="never">
<el-row>
<el-col :span="24">
<el-skeleton :loading="loading" animated>
<Echart :height="500" :options="echartsOption" />
</el-skeleton>
</el-col>
</el-row>
</el-card>
<!-- 统计列表 -->
<el-card class="mt-16px" shadow="never">
<el-table v-loading="loading" :data="list">
<el-table-column align="center" label="序号" type="index" width="80" />
<el-table-column align="center" label="阶段" prop="endStatus" width="200">
<template #default="scope">
<dict-tag :type="DICT_TYPE.CRM_BUSINESS_END_STATUS_TYPE" :value="scope.row.endStatus" />
</template>
</el-table-column>
<el-table-column align="center" label="商机数" min-width="200" prop="businessCount" />
<el-table-column align="center" label="商机总金额(元)" min-width="200" prop="totalPrice" />
</el-table>
</el-card>
</template>
<script lang="ts" setup>
import { CrmStatisticFunnelRespVO, StatisticFunnelApi } from '@/api/crm/statistics/funnel'
import { EChartsOption } from 'echarts'
import { DICT_TYPE } from '@/utils/dict'
import echarts from '@/plugins/echarts'
import { FunnelChart } from 'echarts/charts'
echarts?.use([FunnelChart])
defineOptions({ name: 'FunnelBusiness' })
const props = defineProps<{ queryParams: any }>() // 搜索参数
const loading = ref(false) // 加载中
const list = ref<CrmStatisticFunnelRespVO[]>([]) // 列表的数据
/** 销售漏斗 */
const echartsOption = reactive<EChartsOption>({
title: {
text: '销售漏斗'
},
tooltip: {
trigger: 'item',
formatter: '{a} <br/>{b}'
},
toolbox: {
feature: {
dataView: { readOnly: false },
restore: {},
saveAsImage: {}
}
},
legend: {
data: ['客户', '商机', '赢单']
},
series: [
{
name: '销售漏斗',
type: 'funnel',
left: '10%',
top: 60,
bottom: 60,
width: '80%',
min: 0,
max: 100,
minSize: '0%',
maxSize: '100%',
sort: 'descending',
gap: 2,
label: {
show: true,
position: 'inside'
},
labelLine: {
length: 10,
lineStyle: {
width: 1,
type: 'solid'
}
},
itemStyle: {
borderColor: '#fff',
borderWidth: 1
},
emphasis: {
label: {
fontSize: 20
}
},
data: [
{ value: 60, name: '客户-0个' },
{ value: 40, name: '商机-0个' },
{ value: 20, name: '赢单-0个' }
]
}
]
}) as EChartsOption
/** 获取统计数据 */
const loadData = async () => {
loading.value = true
// 1. 加载漏斗数据
const data = (await StatisticFunnelApi.getFunnelSummary(
props.queryParams
)) as CrmStatisticFunnelRespVO
// 2.1 更新 Echarts 数据
if (
!!data &&
echartsOption.series &&
echartsOption.series[0] &&
echartsOption.series[0]['data']
) {
// tips：写死 value 值是为了保持漏斗顺序不变
const list: { value: number; name: string }[] = []
list.push({ value: 60, name: `客户-${data.customerCount || 0}个` })
list.push({ value: 40, name: `商机-${data.businessCount || 0}个` })
list.push({ value: 20, name: `赢单-${data.winCount || 0}个` })
echartsOption.series[0]['data'] = list
}
// 2.2 获取商机结束状态统计
list.value = await StatisticFunnelApi.getBusinessEndStatusSummary(props.queryParams)
loading.value = false
}
defineExpose({ loadData })
/** 初始化 */
onMounted(() => {
loadData()
})
</script>
src/views/crm/statistics/funnel/index.vue 0 → 100644
<!-- 数据统计 - 客户画像 -->
<template>
<ContentWrap>
<!-- 搜索工作栏 -->
<el-form
ref="queryFormRef"
:inline="true"
:model="queryParams"
class="-mb-15px"
label-width="68px"
>
<el-form-item label="时间范围" prop="orderDate">
<el-date-picker
v-model="queryParams.times"
:default-time="[new Date('1 00:00:00'), new Date('1 23:59:59')]"
:shortcuts="defaultShortcuts"
class="!w-240px"
end-placeholder="结束日期"
start-placeholder="开始日期"
type="daterange"
value-format="YYYY-MM-DD HH:mm:ss"
/>
</el-form-item>
<el-form-item label="归属部门" prop="deptId">
<el-tree-select
v-model="queryParams.deptId"
:data="deptList"
:props="defaultProps"
check-strictly
class="!w-240px"
node-key="id"
placeholder="请选择归属部门"
@change="queryParams.userId = undefined"
/>
</el-form-item>
<el-form-item label="员工" prop="userId">
<el-select v-model="queryParams.userId" class="!w-240px" clearable placeholder="员工">
<el-option
v-for="(user, index) in userListByDeptId"
:key="index"
:label="user.nickname"
:value="user.id"
/>
</el-select>
</el-form-item>
<el-form-item>
<el-button @click="handleQuery">
<Icon class="mr-5px" icon="ep:search" />
搜索
</el-button>
<el-button @click="resetQuery">
<Icon class="mr-5px" icon="ep:refresh" />
重置
</el-button>
</el-form-item>
</el-form>
</ContentWrap>
<!-- 客户统计 -->
<el-col>
<el-tabs v-model="activeTab">
<el-tab-pane label="销售漏斗分析" lazy name="funnelRef">
<FunnelBusiness ref="funnelRef" :query-params="queryParams" />
</el-tab-pane>
<el-tab-pane label="新增商机分析" lazy name="levelRef" />
<el-tab-pane label="商机转化率分析" lazy name="sourceRef" />
</el-tabs>
</el-col>
</template>
<script lang="ts" setup>
import * as DeptApi from '@/api/system/dept'
import * as UserApi from '@/api/system/user'
import { useUserStore } from '@/store/modules/user'
import { beginOfDay, defaultShortcuts, endOfDay, formatDate } from '@/utils/formatTime'
import { defaultProps, handleTree } from '@/utils/tree'
import FunnelBusiness from './components/FunnelBusiness.vue'
defineOptions({ name: 'CrmStatisticsFunnel' })
const queryParams = reactive({
deptId: useUserStore().getUser.deptId,
userId: undefined,
times: [
// 默认显示最近一周的数据
formatDate(beginOfDay(new Date(new Date().getTime() - 3600 * 1000 * 24 * 7))),
formatDate(endOfDay(new Date(new Date().getTime() - 3600 * 1000 * 24)))
]
})
const queryFormRef = ref() // 搜索的表单
const deptList = ref<Tree[]>([]) // 部门树形结构
const userList = ref<UserApi.UserVO[]>([]) // 全量用户清单
/** 根据选择的部门筛选员工清单 */
const userListByDeptId = computed(() =>
queryParams.deptId
? userList.value.filter((u: UserApi.UserVO) => u.deptId === queryParams.deptId)
: []
)
const activeTab = ref('funnelRef') // 活跃标签
const funnelRef = ref() // 客户地区分布
const levelRef = ref() // 客户级别
const sourceRef = ref() // 客户来源
/** 搜索按钮操作 */
const handleQuery = () => {
switch (activeTab.value) {
case 'funnelRef':
funnelRef.value?.loadData?.()
break
case 'levelRef':
levelRef.value?.loadData?.()
break
case 'sourceRef':
sourceRef.value?.loadData?.()
break
}
}
/** 当 activeTab 改变时，刷新当前活动的 tab */
watch(activeTab, () => {
handleQuery()
})
/** 重置按钮操作 */
const resetQuery = () => {
queryFormRef.value.resetFields()
handleQuery()
}
/** 初始化 */
onMounted(async () => {
deptList.value = handleTree(await DeptApi.getSimpleDeptList())
userList.value = handleTree(await UserApi.getSimpleUserList())
})
</script>
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