CRM: 新增商机赢单转化率分析

src/api/crm/statistics/funnel.ts

@@ -12,6 +12,12 @@ export interface CrmStatisticsBusinessSummaryByDateRespVO {
   totalPrice: number | string // 商机金额
 }
 
+export interface CrmStatisticsBusinessInversionRateSummaryByDateRespVO {
+  time: string // 时间
+  businessCount: number // 商机数量
+  businessWinCount: number // 赢单商机数
+}
+
 // 客户分析 API
 export const StatisticFunnelApi = {
   // 1. 获取销售漏斗统计数据
@@ -35,7 +41,14 @@ export const StatisticFunnelApi = {
       params
     })
   },
-  // 4. 获取商机列表(按日期)
+  // 4. 获取商机转化率分析(按日期)
+  getBusinessInversionRateSummaryByDate: (params: any) => {
+    return request.get({
+      url: '/crm/statistics-funnel/get-business-inversion-rate-summary-by-date',
+      params
+    })
+  },
+  // 5. 获取商机列表(按日期)
   getBusinessPageByDate: (params: any) => {
     return request.get({
       url: '/crm/statistics-funnel/get-business-page-by-date',

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

@@ -0,0 +1,278 @@
+<!-- 客户总量统计 -->
+<template>
+  <!-- Echarts图 -->
+  <el-card shadow="never">
+    <el-skeleton :loading="loading" animated>
+      <Echart :height="500" :options="echartsOption" />
+    </el-skeleton>
+  </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" fixed="left" label="序号" type="index" width="80" />
+      <el-table-column align="center" fixed="left" label="商机名称" prop="name" width="160">
+        <template #default="scope">
+          <el-link :underline="false" type="primary" @click="openDetail(scope.row.id)">
+            {{ scope.row.name }}
+          </el-link>
+        </template>
+      </el-table-column>
+      <el-table-column align="center" fixed="left" label="客户名称" prop="customerName" width="120">
+        <template #default="scope">
+          <el-link
+            :underline="false"
+            type="primary"
+            @click="openCustomerDetail(scope.row.customerId)"
+          >
+            {{ scope.row.customerName }}
+          </el-link>
+        </template>
+      </el-table-column>
+      <el-table-column
+        :formatter="erpPriceTableColumnFormatter"
+        align="center"
+        label="商机金额（元）"
+        prop="totalPrice"
+        width="140"
+      />
+      <el-table-column
+        :formatter="dateFormatter"
+        align="center"
+        label="预计成交日期"
+        prop="dealTime"
+        width="180px"
+      />
+      <el-table-column align="center" label="备注" prop="remark" width="200" />
+      <el-table-column
+        :formatter="dateFormatter"
+        align="center"
+        label="下次联系时间"
+        prop="contactNextTime"
+        width="180px"
+      />
+      <el-table-column align="center" label="负责人" prop="ownerUserName" width="100px" />
+      <el-table-column align="center" label="所属部门" prop="ownerUserDeptName" width="100px" />
+      <el-table-column
+        :formatter="dateFormatter"
+        align="center"
+        label="最后跟进时间"
+        prop="contactLastTime"
+        width="180px"
+      />
+      <el-table-column
+        :formatter="dateFormatter"
+        align="center"
+        label="更新时间"
+        prop="updateTime"
+        width="180px"
+      />
+      <el-table-column
+        :formatter="dateFormatter"
+        align="center"
+        label="创建时间"
+        prop="createTime"
+        width="180px"
+      />
+      <el-table-column align="center" label="创建人" prop="creatorName" width="100px" />
+      <el-table-column
+        align="center"
+        fixed="right"
+        label="商机状态组"
+        prop="statusTypeName"
+        width="140"
+      />
+      <el-table-column
+        align="center"
+        fixed="right"
+        label="商机阶段"
+        prop="statusName"
+        width="120"
+      />
+    </el-table>
+    <!-- 分页 -->
+    <Pagination
+      v-model:limit="queryParams0.pageSize"
+      v-model:page="queryParams0.pageNo"
+      :total="total"
+      @pagination="getList"
+    />
+  </el-card>
+</template>
+<script lang="ts" setup>
+import {
+  CrmStatisticsBusinessInversionRateSummaryByDateRespVO,
+  StatisticFunnelApi
+} from '@/api/crm/statistics/funnel'
+import { EChartsOption } from 'echarts'
+import { erpCalculatePercentage, erpPriceTableColumnFormatter } from '@/utils'
+import { dateFormatter } from '@/utils/formatTime'
+
+defineOptions({ name: 'BusinessSummary' })
+
+const props = defineProps<{ queryParams: any }>() // 搜索参数
+const queryParams0 = reactive({
+  pageNo: 1,
+  pageSize: 10
+})
+const loading = ref(false) // 加载中
+const list = ref([]) // 列表的数据
+const total = ref(0)
+/** 将传进来的值赋值给 queryParams0 */
+watch(
+  () => props.queryParams,
+  (data) => {
+    if (!data) {
+      return
+    }
+    const newObj = { ...queryParams0, ...data }
+    Object.assign(queryParams0, newObj)
+  },
+  {
+    immediate: true
+  }
+)
+/** 柱状图配置：纵向 */
+const echartsOption = reactive<EChartsOption>({
+  grid: {
+    left: 30,
+    right: 30, // 让 X 轴右侧显示完整
+    bottom: 20,
+    containLabel: true
+  },
+  legend: {},
+  series: [
+    {
+      name: '商机总数',
+      type: 'bar',
+      yAxisIndex: 0,
+      data: []
+    },
+    {
+      name: '赢单商机数',
+      type: 'bar',
+      yAxisIndex: 1,
+      data: []
+    },
+    {
+      name: '赢单转化率',
+      type: 'bar',
+      yAxisIndex: 2,
+      data: []
+    }
+  ],
+  toolbox: {
+    feature: {
+      dataZoom: {
+        xAxisIndex: false // 数据区域缩放：Y 轴不缩放
+      },
+      brush: {
+        type: ['lineX', 'clear'] // 区域缩放按钮、还原按钮
+      },
+      saveAsImage: { show: true, name: '商机转化率分析' } // 保存为图片
+    }
+  },
+  tooltip: {
+    trigger: 'axis',
+    axisPointer: {
+      type: 'shadow'
+    }
+  },
+  yAxis: [
+    {
+      type: 'value',
+      name: '商机总数',
+      min: 0,
+      minInterval: 1 // 显示整数刻度
+    },
+    {
+      type: 'value',
+      name: '赢单商机数',
+      min: 0,
+      minInterval: 1 // 显示整数刻度
+    },
+    {
+      type: 'value',
+      name: '赢单转化率',
+      min: 0,
+      minInterval: 1, // 显示整数刻度
+      splitLine: {
+        lineStyle: {
+          type: 'dotted', // 右侧网格线虚化, 减少混乱
+          opacity: 0.7
+        }
+      }
+    }
+  ],
+  xAxis: {
+    type: 'category',
+    name: '日期',
+    data: []
+  }
+}) as EChartsOption
+
+/** 获取数据并填充图表 */
+const fetchAndFill = async () => {
+  // 1. 加载统计数据
+  const businessSummaryByDate = await StatisticFunnelApi.getBusinessInversionRateSummaryByDate(
+    props.queryParams
+  )
+  // 2.1 更新 Echarts 数据
+  if (echartsOption.xAxis && echartsOption.xAxis['data']) {
+    echartsOption.xAxis['data'] = businessSummaryByDate.map(
+      (s: CrmStatisticsBusinessInversionRateSummaryByDateRespVO) => s.time
+    )
+  }
+  if (echartsOption.series && echartsOption.series[0] && echartsOption.series[0]['data']) {
+    echartsOption.series[0]['data'] = businessSummaryByDate.map(
+      (s: CrmStatisticsBusinessInversionRateSummaryByDateRespVO) => s.businessCount
+    )
+  }
+  if (echartsOption.series && echartsOption.series[1] && echartsOption.series[1]['data']) {
+    echartsOption.series[1]['data'] = businessSummaryByDate.map(
+      (s: CrmStatisticsBusinessInversionRateSummaryByDateRespVO) => s.businessWinCount
+    )
+  }
+  if (echartsOption.series && echartsOption.series[2] && echartsOption.series[2]['data']) {
+    echartsOption.series[2]['data'] = businessSummaryByDate.map(
+      (s: CrmStatisticsBusinessInversionRateSummaryByDateRespVO) =>
+        erpCalculatePercentage(s.businessWinCount, s.businessCount)
+    )
+  }
+  // 2.2 更新列表数据
+  await getList()
+}
+/** 获取商机列表 */
+const getList = async () => {
+  const data = await StatisticFunnelApi.getBusinessPageByDate(props.queryParams)
+  list.value = data.list
+  total.value = data.total
+}
+/** 打开客户详情 */
+const { push } = useRouter()
+const openDetail = (id: number) => {
+  push({ name: 'CrmBusinessDetail', params: { id } })
+}
+
+/** 打开客户详情 */
+const openCustomerDetail = (id: number) => {
+  push({ name: 'CrmCustomerDetail', params: { id } })
+}
+
+/** 获取统计数据 */
+const loadData = async () => {
+  loading.value = true
+  try {
+    await fetchAndFill()
+  } finally {
+    loading.value = false
+  }
+}
+
+defineExpose({ loadData })
+
+/** 初始化 */
+onMounted(() => {
+  loadData()
+})
+</script>

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

@@ -163,7 +163,7 @@ const echartsOption = reactive<EChartsOption>({
       brush: {
         type: ['lineX', 'clear'] // 区域缩放按钮、还原按钮
       },
-      saveAsImage: { show: true, name: '客户总量分析' } // 保存为图片
+      saveAsImage: { show: true, name: '新增商机分析' } // 保存为图片
     }
   },
   tooltip: {

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

@@ -87,7 +87,12 @@
       <el-tab-pane label="新增商机分析" lazy name="businessSummaryRef">
         <BusinessSummary ref="businessSummaryRef" :query-params="queryParams" />
       </el-tab-pane>
-      <el-tab-pane label="商机转化率分析" lazy name="sourceRef" />
+      <el-tab-pane label="商机转化率分析" lazy name="businessInversionRateSummaryRef">
+        <BusinessInversionRateSummary
+          ref="businessInversionRateSummaryRef"
+          :query-params="queryParams"
+        />
+      </el-tab-pane>
     </el-tabs>
   </el-col>
 </template>
@@ -100,6 +105,7 @@ import { beginOfDay, defaultShortcuts, endOfDay, formatDate } from '@/utils/form
 import { defaultProps, handleTree } from '@/utils/tree'
 import FunnelBusiness from './components/FunnelBusiness.vue'
 import BusinessSummary from './components/BusinessSummary.vue'
+import BusinessInversionRateSummary from './components/BusinessInversionRateSummary.vue'
 import { DICT_TYPE, getIntDictOptions } from '@/utils/dict'
 
 defineOptions({ name: 'CrmStatisticsFunnel' })
@@ -129,7 +135,7 @@ const userListByDeptId = computed(() =>
 const activeTab = ref('funnelRef') // 活跃标签
 const funnelRef = ref() // 销售漏斗
 const businessSummaryRef = ref() // 新增商机分析
-const sourceRef = ref() // 客户来源
+const businessInversionRateSummaryRef = ref() // 商机转化率分析
 
 /** 搜索按钮操作 */
 const handleQuery = () => {
@@ -140,8 +146,8 @@ const handleQuery = () => {
     case 'businessSummaryRef':
       businessSummaryRef.value?.loadData?.()
       break
-    case 'sourceRef':
-      sourceRef.value?.loadData?.()
+    case 'businessInversionRateSummaryRef':
+      businessInversionRateSummaryRef.value?.loadData?.()
       break
   }
 }

src/views/crm/statistics/portrait/components/PortraitCustomerArea.vue

@@ -106,7 +106,7 @@ const loadData = async () => {
   areaStatisticsList.value = areaList.map((item: CrmStatisticCustomerAreaRespVO) => {
     return {
       ...item,
-      areaName: item.areaName // TODO @puhui999：这里最好注释下原因哈, 🤣 我从 mall copy 过来的
+      areaName: item.areaName
       // .replace('维吾尔自治区', '')
       // .replace('壮族自治区', '')
       // .replace('回族自治区', '')