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puhui999
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CRM: 完善销售漏斗分析
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4 files changed

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‎src/api/crm/statistics/funnel.ts

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import request from '@/config/axios'
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export interface CrmStatisticFunnelRespVO {
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customerCount: number // 客户数
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businessCount: number // 商机数
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winCount: number // 赢单数
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}
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// 客户分析 API
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export const StatisticFunnelApi = {
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// 1. 获取销售漏斗统计数据
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getFunnelSummary: (params: any) => {
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return request.get({
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url: '/crm/statistics-funnel/get-funnel-summary',
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params
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})
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},
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// 2. 获取商机结束状态统计
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getBusinessEndStatusSummary: (params: any) => {
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return request.get({
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url: '/crm/statistics-funnel/get-business-end-status-summary',
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params
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})
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}
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}

‎src/utils/dict.ts

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@@ -197,14 +197,15 @@ export enum DICT_TYPE {
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// ========== CRM - 客户管理模块 ==========
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CRM_AUDIT_STATUS = 'crm_audit_status', // CRM 审批状态
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CRM_BIZ_TYPE = 'crm_biz_type', // CRM 业务类型
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CRM_BUSINESS_END_STATUS_TYPE = 'crm_business_end_status_type', // CRM 商机结束状态类型
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CRM_RECEIVABLE_RETURN_TYPE = 'crm_receivable_return_type', // CRM 回款的还款方式
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CRM_CUSTOMER_INDUSTRY = 'crm_customer_industry',
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CRM_CUSTOMER_LEVEL = 'crm_customer_level',
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CRM_CUSTOMER_SOURCE = 'crm_customer_source',
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CRM_PRODUCT_STATUS = 'crm_product_status',
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CRM_CUSTOMER_INDUSTRY = 'crm_customer_industry', // CRM 客户所属行业
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CRM_CUSTOMER_LEVEL = 'crm_customer_level', // CRM 客户级别
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CRM_CUSTOMER_SOURCE = 'crm_customer_source', // CRM 客户来源
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CRM_PRODUCT_STATUS = 'crm_product_status', // CRM 商品状态
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CRM_PERMISSION_LEVEL = 'crm_permission_level', // CRM 数据权限的级别
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CRM_PRODUCT_UNIT = 'crm_product_unit', // 产品单位
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CRM_FOLLOW_UP_TYPE = 'crm_follow_up_type', // 跟进方式
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CRM_PRODUCT_UNIT = 'crm_product_unit', // CRM 产品单位
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CRM_FOLLOW_UP_TYPE = 'crm_follow_up_type', // CRM 跟进方式
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// ========== ERP - 企业资源计划模块 ==========
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ERP_AUDIT_STATUS = 'erp_audit_status', // ERP 审批状态

‎src/views/crm/statistics/funnel/components/FunnelBusiness.vue

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<!-- 销售漏斗分析 -->
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<template>
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<!-- Echarts图 -->
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<el-card shadow="never">
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<el-row>
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<el-col :span="24">
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<el-skeleton :loading="loading" animated>
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<Echart :height="500" :options="echartsOption" />
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</el-skeleton>
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</el-col>
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</el-row>
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</el-card>
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<!-- 统计列表 -->
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<el-card class="mt-16px" shadow="never">
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<el-table v-loading="loading" :data="list">
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<el-table-column align="center" label="序号" type="index" width="80" />
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<el-table-column align="center" label="阶段" prop="endStatus" width="200">
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<template #default="scope">
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<dict-tag :type="DICT_TYPE.CRM_BUSINESS_END_STATUS_TYPE" :value="scope.row.endStatus" />
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</template>
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</el-table-column>
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<el-table-column align="center" label="商机数" min-width="200" prop="businessCount" />
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<el-table-column align="center" label="商机总金额(元)" min-width="200" prop="totalPrice" />
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</el-table>
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</el-card>
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</template>
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<script lang="ts" setup>
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import { CrmStatisticFunnelRespVO, StatisticFunnelApi } from '@/api/crm/statistics/funnel'
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import { EChartsOption } from 'echarts'
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import { DICT_TYPE } from '@/utils/dict'
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import echarts from '@/plugins/echarts'
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import { FunnelChart } from 'echarts/charts'
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echarts?.use([FunnelChart])
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defineOptions({ name: 'FunnelBusiness' })
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const props = defineProps<{ queryParams: any }>() // 搜索参数
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const loading = ref(false) // 加载中
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const list = ref<CrmStatisticFunnelRespVO[]>([]) // 列表的数据
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/** 销售漏斗 */
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const echartsOption = reactive<EChartsOption>({
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title: {
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text: '销售漏斗'
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},
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tooltip: {
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trigger: 'item',
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formatter: '{a} <br/>{b}'
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},
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toolbox: {
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feature: {
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dataView: { readOnly: false },
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restore: {},
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saveAsImage: {}
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}
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},
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legend: {
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data: ['客户', '商机', '赢单']
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},
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series: [
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{
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name: '销售漏斗',
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type: 'funnel',
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left: '10%',
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top: 60,
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bottom: 60,
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width: '80%',
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min: 0,
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max: 100,
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minSize: '0%',
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maxSize: '100%',
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sort: 'descending',
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gap: 2,
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label: {
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show: true,
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position: 'inside'
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},
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labelLine: {
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length: 10,
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lineStyle: {
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width: 1,
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type: 'solid'
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}
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},
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itemStyle: {
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borderColor: '#fff',
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borderWidth: 1
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},
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emphasis: {
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label: {
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fontSize: 20
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}
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},
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data: [
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{ value: 60, name: '客户-0个' },
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{ value: 40, name: '商机-0个' },
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{ value: 20, name: '赢单-0个' }
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]
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}
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]
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}) as EChartsOption
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/** 获取统计数据 */
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const loadData = async () => {
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loading.value = true
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// 1. 加载漏斗数据
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const data = (await StatisticFunnelApi.getFunnelSummary(
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props.queryParams
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)) as CrmStatisticFunnelRespVO
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// 2.1 更新 Echarts 数据
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if (
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!!data &&
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echartsOption.series &&
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echartsOption.series[0] &&
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echartsOption.series[0]['data']
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) {
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// tips：写死 value 值是为了保持漏斗顺序不变
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const list: { value: number; name: string }[] = []
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list.push({ value: 60, name: `客户-${data.customerCount || 0}个` })
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list.push({ value: 40, name: `商机-${data.businessCount || 0}个` })
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list.push({ value: 20, name: `赢单-${data.winCount || 0}个` })
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echartsOption.series[0]['data'] = list
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}
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// 2.2 获取商机结束状态统计
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list.value = await StatisticFunnelApi.getBusinessEndStatusSummary(props.queryParams)
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loading.value = false
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}
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defineExpose({ loadData })
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/** 初始化 */
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onMounted(() => {
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loadData()
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})
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</script>

‎src/views/crm/statistics/funnel/index.vue

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<!-- 数据统计 - 客户画像 -->
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<template>
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<ContentWrap>
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<!-- 搜索工作栏 -->
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<el-form
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ref="queryFormRef"
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:inline="true"
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:model="queryParams"
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class="-mb-15px"
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label-width="68px"
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>
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<el-form-item label="时间范围" prop="orderDate">
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<el-date-picker
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v-model="queryParams.times"
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:default-time="[new Date('1 00:00:00'), new Date('1 23:59:59')]"
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:shortcuts="defaultShortcuts"
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class="!w-240px"
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end-placeholder="结束日期"
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start-placeholder="开始日期"
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type="daterange"
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value-format="YYYY-MM-DD HH:mm:ss"
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/>
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</el-form-item>
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<el-form-item label="归属部门" prop="deptId">
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<el-tree-select
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v-model="queryParams.deptId"
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:data="deptList"
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:props="defaultProps"
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check-strictly
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class="!w-240px"
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node-key="id"
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placeholder="请选择归属部门"
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@change="queryParams.userId = undefined"
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/>
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</el-form-item>
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<el-form-item label="员工" prop="userId">
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<el-select v-model="queryParams.userId" class="!w-240px" clearable placeholder="员工">
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<el-option
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v-for="(user, index) in userListByDeptId"
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:key="index"
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:label="user.nickname"
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:value="user.id"
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/>
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</el-select>
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</el-form-item>
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<el-form-item>
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<el-button @click="handleQuery">
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<Icon class="mr-5px" icon="ep:search" />
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搜索
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</el-button>
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<el-button @click="resetQuery">
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<Icon class="mr-5px" icon="ep:refresh" />
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重置
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</el-button>
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</el-form-item>
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</el-form>
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</ContentWrap>
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<!-- 客户统计 -->
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<el-col>
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<el-tabs v-model="activeTab">
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<el-tab-pane label="销售漏斗分析" lazy name="funnelRef">
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<FunnelBusiness ref="funnelRef" :query-params="queryParams" />
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</el-tab-pane>
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<el-tab-pane label="新增商机分析" lazy name="levelRef" />
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<el-tab-pane label="商机转化率分析" lazy name="sourceRef" />
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</el-tabs>
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</el-col>
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</template>
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<script lang="ts" setup>
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import * as DeptApi from '@/api/system/dept'
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import * as UserApi from '@/api/system/user'
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import { useUserStore } from '@/store/modules/user'
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import { beginOfDay, defaultShortcuts, endOfDay, formatDate } from '@/utils/formatTime'
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import { defaultProps, handleTree } from '@/utils/tree'
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import FunnelBusiness from './components/FunnelBusiness.vue'
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defineOptions({ name: 'CrmStatisticsFunnel' })
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const queryParams = reactive({
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deptId: useUserStore().getUser.deptId,
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userId: undefined,
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times: [
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// 默认显示最近一周的数据
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formatDate(beginOfDay(new Date(new Date().getTime() - 3600 * 1000 * 24 * 7))),
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formatDate(endOfDay(new Date(new Date().getTime() - 3600 * 1000 * 24)))
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]
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})
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const queryFormRef = ref() // 搜索的表单
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const deptList = ref<Tree[]>([]) // 部门树形结构
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const userList = ref<UserApi.UserVO[]>([]) // 全量用户清单
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/** 根据选择的部门筛选员工清单 */
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const userListByDeptId = computed(() =>
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queryParams.deptId
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? userList.value.filter((u: UserApi.UserVO) => u.deptId === queryParams.deptId)
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: []
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)
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const activeTab = ref('funnelRef') // 活跃标签
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const funnelRef = ref() // 客户地区分布
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const levelRef = ref() // 客户级别
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const sourceRef = ref() // 客户来源
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/** 搜索按钮操作 */
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const handleQuery = () => {
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switch (activeTab.value) {
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case 'funnelRef':
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funnelRef.value?.loadData?.()
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break
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case 'levelRef':
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levelRef.value?.loadData?.()
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break
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case 'sourceRef':
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sourceRef.value?.loadData?.()
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break
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}
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}
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/** 当 activeTab 改变时，刷新当前活动的 tab */
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watch(activeTab, () => {
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handleQuery()
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})
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/** 重置按钮操作 */
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const resetQuery = () => {
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queryFormRef.value.resetFields()
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handleQuery()
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}
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/** 初始化 */
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onMounted(async () => {
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deptList.value = handleTree(await DeptApi.getSimpleDeptList())
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userList.value = handleTree(await UserApi.getSimpleUserList())
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})
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</script>

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