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!428 CRM: 新增商机赢单转化率分析
Merge pull request !428 from puhui999/dev-crm
2 parents b1c832d + 4e640ba commit 50ab864

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6 files changed

+360
-17
lines changed

6 files changed

+360
-17
lines changed

‎src/api/crm/statistics/funnel.ts

Lines changed: 18 additions & 5 deletions
Original file line numberDiff line numberDiff line change
@@ -3,13 +3,19 @@ import request from '@/config/axios'
33
export interface CrmStatisticFunnelRespVO {
44
customerCount: number // 客户数
55
businessCount: number // 商机数
6-
winCount: number // 赢单数
6+
businessWinCount: number // 赢单数
77
}
88

99
export interface CrmStatisticsBusinessSummaryByDateRespVO {
1010
time: string // 时间
1111
businessCreateCount: number // 商机数
12-
businessDealCount: number // 商机金额
12+
totalPrice: number | string // 商机金额
13+
}
14+
15+
export interface CrmStatisticsBusinessInversionRateSummaryByDateRespVO {
16+
time: string // 时间
17+
businessCount: number // 商机数量
18+
businessWinCount: number // 赢单商机数
1319
}
1420

1521
// 客户分析 API
@@ -22,9 +28,9 @@ export const StatisticFunnelApi = {
2228
})
2329
},
2430
// 2. 获取商机结束状态统计
25-
getBusinessEndStatusSummary: (params: any) => {
31+
getBusinessSummaryByEndStatus: (params: any) => {
2632
return request.get({
27-
url: '/crm/statistics-funnel/get-business-end-status-summary',
33+
url: '/crm/statistics-funnel/get-business-summary-by-end-status',
2834
params
2935
})
3036
},
@@ -35,7 +41,14 @@ export const StatisticFunnelApi = {
3541
params
3642
})
3743
},
38-
// 4. 获取商机列表(按日期)
44+
// 4. 获取商机转化率分析(按日期)
45+
getBusinessInversionRateSummaryByDate: (params: any) => {
46+
return request.get({
47+
url: '/crm/statistics-funnel/get-business-inversion-rate-summary-by-date',
48+
params
49+
})
50+
},
51+
// 5. 获取商机列表(按日期)
3952
getBusinessPageByDate: (params: any) => {
4053
return request.get({
4154
url: '/crm/statistics-funnel/get-business-page-by-date',

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

Lines changed: 307 additions & 0 deletions
Original file line numberDiff line numberDiff line change
@@ -0,0 +1,307 @@
1+
<!-- 客户总量统计 -->
2+
<template>
3+
<!-- Echarts图 -->
4+
<el-card shadow="never">
5+
<el-skeleton :loading="loading" animated>
6+
<Echart :height="500" :options="echartsOption" />
7+
</el-skeleton>
8+
</el-card>
9+
10+
<!-- 统计列表 -->
11+
<el-card class="mt-16px" shadow="never">
12+
<el-table v-loading="loading" :data="list">
13+
<el-table-column align="center" fixed="left" label="序号" type="index" width="80" />
14+
<el-table-column align="center" fixed="left" label="商机名称" prop="name" width="160">
15+
<template #default="scope">
16+
<el-link :underline="false" type="primary" @click="openDetail(scope.row.id)">
17+
{{ scope.row.name }}
18+
</el-link>
19+
</template>
20+
</el-table-column>
21+
<el-table-column align="center" fixed="left" label="客户名称" prop="customerName" width="120">
22+
<template #default="scope">
23+
<el-link
24+
:underline="false"
25+
type="primary"
26+
@click="openCustomerDetail(scope.row.customerId)"
27+
>
28+
{{ scope.row.customerName }}
29+
</el-link>
30+
</template>
31+
</el-table-column>
32+
<el-table-column
33+
:formatter="erpPriceTableColumnFormatter"
34+
align="center"
35+
label="商机金额（元）"
36+
prop="totalPrice"
37+
width="140"
38+
/>
39+
<el-table-column
40+
:formatter="dateFormatter"
41+
align="center"
42+
label="预计成交日期"
43+
prop="dealTime"
44+
width="180px"
45+
/>
46+
<el-table-column align="center" label="备注" prop="remark" width="200" />
47+
<el-table-column
48+
:formatter="dateFormatter"
49+
align="center"
50+
label="下次联系时间"
51+
prop="contactNextTime"
52+
width="180px"
53+
/>
54+
<el-table-column align="center" label="负责人" prop="ownerUserName" width="100px" />
55+
<el-table-column align="center" label="所属部门" prop="ownerUserDeptName" width="100px" />
56+
<el-table-column
57+
:formatter="dateFormatter"
58+
align="center"
59+
label="最后跟进时间"
60+
prop="contactLastTime"
61+
width="180px"
62+
/>
63+
<el-table-column
64+
:formatter="dateFormatter"
65+
align="center"
66+
label="更新时间"
67+
prop="updateTime"
68+
width="180px"
69+
/>
70+
<el-table-column
71+
:formatter="dateFormatter"
72+
align="center"
73+
label="创建时间"
74+
prop="createTime"
75+
width="180px"
76+
/>
77+
<el-table-column align="center" label="创建人" prop="creatorName" width="100px" />
78+
<el-table-column
79+
align="center"
80+
fixed="right"
81+
label="商机状态组"
82+
prop="statusTypeName"
83+
width="140"
84+
/>
85+
<el-table-column
86+
align="center"
87+
fixed="right"
88+
label="商机阶段"
89+
prop="statusName"
90+
width="120"
91+
/>
92+
</el-table>
93+
<!-- 分页 -->
94+
<Pagination
95+
v-model:limit="queryParams0.pageSize"
96+
v-model:page="queryParams0.pageNo"
97+
:total="total"
98+
@pagination="getList"
99+
/>
100+
</el-card>
101+
</template>
102+
<script lang="ts" setup>
103+
import {
104+
CrmStatisticsBusinessInversionRateSummaryByDateRespVO,
105+
StatisticFunnelApi
106+
} from '@/api/crm/statistics/funnel'
107+
import { EChartsOption } from 'echarts'
108+
import { erpCalculatePercentage, erpPriceTableColumnFormatter } from '@/utils'
109+
import { dateFormatter } from '@/utils/formatTime'
110+
111+
defineOptions({ name: 'BusinessSummary' })
112+
113+
const props = defineProps<{ queryParams: any }>() // 搜索参数
114+
const queryParams0 = reactive({
115+
pageNo: 1,
116+
pageSize: 10
117+
})
118+
const loading = ref(false) // 加载中
119+
const list = ref([]) // 列表的数据
120+
const total = ref(0)
121+
/** 将传进来的值赋值给 queryParams0 */
122+
watch(
123+
() => props.queryParams,
124+
(data) => {
125+
if (!data) {
126+
return
127+
}
128+
const newObj = { ...queryParams0, ...data }
129+
Object.assign(queryParams0, newObj)
130+
},
131+
{
132+
immediate: true
133+
}
134+
)
135+
/** 柱状图配置：纵向 */
136+
const echartsOption = reactive<EChartsOption>({
137+
color: ['#6ca2ff', '#6ac9d7', '#ff7474'],
138+
tooltip: {
139+
trigger: 'axis',
140+
axisPointer: {
141+
// 坐标轴指示器，坐标轴触发有效
142+
type: 'shadow' // 默认为直线，可选为：'line' | 'shadow'
143+
}
144+
},
145+
legend: {
146+
data: ['赢单转化率', '商机总数', '赢单商机数'],
147+
bottom: '0px',
148+
itemWidth: 14
149+
},
150+
grid: {
151+
top: '40px',
152+
left: '40px',
153+
right: '40px',
154+
bottom: '40px',
155+
containLabel: true,
156+
borderColor: '#fff'
157+
},
158+
xAxis: [
159+
{
160+
type: 'category',
161+
data: [],
162+
axisTick: {
163+
alignWithLabel: true,
164+
lineStyle: { width: 0 }
165+
},
166+
axisLabel: {
167+
color: '#BDBDBD'
168+
},
169+
/** 坐标轴轴线相关设置 */
170+
axisLine: {
171+
lineStyle: { color: '#BDBDBD' }
172+
},
173+
splitLine: {
174+
show: false
175+
}
176+
}
177+
],
178+
yAxis: [
179+
{
180+
type: 'value',
181+
name: '赢单转化率',
182+
axisTick: {
183+
alignWithLabel: true,
184+
lineStyle: { width: 0 }
185+
},
186+
axisLabel: {
187+
color: '#BDBDBD',
188+
formatter: '{value}%'
189+
},
190+
/** 坐标轴轴线相关设置 */
191+
axisLine: {
192+
lineStyle: { color: '#BDBDBD' }
193+
},
194+
splitLine: {
195+
show: false
196+
}
197+
},
198+
{
199+
type: 'value',
200+
name: '商机数',
201+
axisTick: {
202+
alignWithLabel: true,
203+
lineStyle: { width: 0 }
204+
},
205+
axisLabel: {
206+
color: '#BDBDBD',
207+
formatter: '{value}个'
208+
},
209+
/** 坐标轴轴线相关设置 */
210+
axisLine: {
211+
lineStyle: { color: '#BDBDBD' }
212+
},
213+
splitLine: {
214+
show: false
215+
}
216+
}
217+
],
218+
series: [
219+
{
220+
name: '赢单转化率',
221+
type: 'line',
222+
yAxisIndex: 0,
223+
data: []
224+
},
225+
{
226+
name: '商机总数',
227+
type: 'bar',
228+
yAxisIndex: 1,
229+
barWidth: 15,
230+
data: []
231+
},
232+
{
233+
name: '赢单商机数',
234+
type: 'bar',
235+
yAxisIndex: 1,
236+
barWidth: 15,
237+
data: []
238+
}
239+
]
240+
}) as EChartsOption
241+
242+
/** 获取数据并填充图表 */
243+
const fetchAndFill = async () => {
244+
// 1. 加载统计数据
245+
const businessSummaryByDate = await StatisticFunnelApi.getBusinessInversionRateSummaryByDate(
246+
props.queryParams
247+
)
248+
// 2.1 更新 Echarts 数据
249+
if (echartsOption.xAxis && echartsOption.xAxis[0] && echartsOption.xAxis[0]['data']) {
250+
echartsOption.xAxis[0]['data'] = businessSummaryByDate.map(
251+
(s: CrmStatisticsBusinessInversionRateSummaryByDateRespVO) => s.time
252+
)
253+
}
254+
if (echartsOption.series && echartsOption.series[0] && echartsOption.series[0]['data']) {
255+
echartsOption.series[0]['data'] = businessSummaryByDate.map(
256+
(s: CrmStatisticsBusinessInversionRateSummaryByDateRespVO) =>
257+
erpCalculatePercentage(s.businessWinCount, s.businessCount)
258+
)
259+
}
260+
if (echartsOption.series && echartsOption.series[1] && echartsOption.series[1]['data']) {
261+
echartsOption.series[1]['data'] = businessSummaryByDate.map(
262+
(s: CrmStatisticsBusinessInversionRateSummaryByDateRespVO) => s.businessCount
263+
)
264+
}
265+
if (echartsOption.series && echartsOption.series[2] && echartsOption.series[2]['data']) {
266+
echartsOption.series[2]['data'] = businessSummaryByDate.map(
267+
(s: CrmStatisticsBusinessInversionRateSummaryByDateRespVO) => s.businessWinCount
268+
)
269+
}
270+
271+
// 2.2 更新列表数据
272+
await getList()
273+
}
274+
/** 获取商机列表 */
275+
const getList = async () => {
276+
const data = await StatisticFunnelApi.getBusinessPageByDate(props.queryParams)
277+
list.value = data.list
278+
total.value = data.total
279+
}
280+
/** 打开客户详情 */
281+
const { push } = useRouter()
282+
const openDetail = (id: number) => {
283+
push({ name: 'CrmBusinessDetail', params: { id } })
284+
}
285+
286+
/** 打开客户详情 */
287+
const openCustomerDetail = (id: number) => {
288+
push({ name: 'CrmCustomerDetail', params: { id } })
289+
}
290+
291+
/** 获取统计数据 */
292+
const loadData = async () => {
293+
loading.value = true
294+
try {
295+
await fetchAndFill()
296+
} finally {
297+
loading.value = false
298+
}
299+
}
300+
301+
defineExpose({ loadData })
302+
303+
/** 初始化 */
304+
onMounted(() => {
305+
loadData()
306+
})
307+
</script>

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

Lines changed: 3 additions & 3 deletions
Original file line numberDiff line numberDiff line change
@@ -118,7 +118,7 @@ const queryParams0 = reactive({
118118
const loading = ref(false) // 加载中
119119
const list = ref([]) // 列表的数据
120120
const total = ref(0)
121-
/** 将传进来的值赋值给 formData */
121+
/** 将传进来的值赋值给 queryParams0 */
122122
watch(
123123
() => props.queryParams,
124124
(data) => {
@@ -163,7 +163,7 @@ const echartsOption = reactive<EChartsOption>({
163163
brush: {
164164
type: ['lineX', 'clear'] // 区域缩放按钮、还原按钮
165165
},
166-
saveAsImage: { show: true, name: '客户总量分析' } // 保存为图片
166+
saveAsImage: { show: true, name: '新增商机分析' } // 保存为图片
167167
}
168168
},
169169
tooltip: {
@@ -216,7 +216,7 @@ const fetchAndFill = async () => {
216216
}
217217
if (echartsOption.series && echartsOption.series[1] && echartsOption.series[1]['data']) {
218218
echartsOption.series[1]['data'] = businessSummaryByDate.map(
219-
(s: CrmStatisticsBusinessSummaryByDateRespVO) => s.businessDealCount
219+
(s: CrmStatisticsBusinessSummaryByDateRespVO) => s.totalPrice
220220
)
221221
}
222222

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