芋道源码
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116
src/api/crm/statistics/customer.ts
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116
src/api/crm/statistics/customer.ts
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@ -0,0 +1,116 @@
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import request from '@/config/axios'
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export interface CrmStatisticsCustomerSummaryByDateRespVO {
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time: string
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customerCreateCount: number
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customerDealCount: number
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}
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export interface CrmStatisticsCustomerSummaryByUserRespVO {
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ownerUserName: string
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customerCreateCount: number
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customerDealCount: number
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contractPrice: number
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receivablePrice: number
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}
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export interface CrmStatisticsFollowupSummaryByDateRespVO {
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time: string
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followupRecordCount: number
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followupCustomerCount: number
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}
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export interface CrmStatisticsFollowupSummaryByUserRespVO {
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ownerUserName: string
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followupRecordCount: number
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followupCustomerCount: number
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}
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export interface CrmStatisticsFollowupSummaryByTypeRespVO {
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followupType: string
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followupRecordCount: number
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}
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export interface CrmStatisticsCustomerContractSummaryRespVO {
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customerName: string
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contractName: string
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totalPrice: number
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receivablePrice: number
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customerType: string
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customerSource: string
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ownerUserName: string
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creatorUserName: string
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createTime: Date
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orderDate: Date
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}
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export interface CrmStatisticsCustomerDealCycleByDateRespVO {
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time: string
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customerDealCycle: number
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}
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export interface CrmStatisticsCustomerDealCycleByUserRespVO {
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ownerUserName: string
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customerDealCycle: number
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customerDealCount: number
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}
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// 客户分析 API
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export const StatisticsCustomerApi = {
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// 1.1 客户总量分析(按日期)
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getCustomerSummaryByDate: (params: any) => {
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return request.get({
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url: '/crm/statistics-customer/get-customer-summary-by-date',
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params
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})
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},
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// 1.2 客户总量分析(按用户)
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getCustomerSummaryByUser: (params: any) => {
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return request.get({
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url: '/crm/statistics-customer/get-customer-summary-by-user',
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params
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})
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},
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// 2.1 客户跟进次数分析(按日期)
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getFollowupSummaryByDate: (params: any) => {
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return request.get({
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url: '/crm/statistics-customer/get-followup-summary-by-date',
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params
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})
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},
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// 2.2 客户跟进次数分析(按用户)
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getFollowupSummaryByUser: (params: any) => {
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return request.get({
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url: '/crm/statistics-customer/get-followup-summary-by-user',
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params
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})
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},
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// 3.1 获取客户跟进方式统计数
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getFollowupSummaryByType: (params: any) => {
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return request.get({
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url: '/crm/statistics-customer/get-followup-summary-by-type',
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params
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})
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},
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// 4.1 合同摘要信息(客户转化率页面)
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getContractSummary: (params: any) => {
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return request.get({
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url: '/crm/statistics-customer/get-contract-summary',
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params
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})
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},
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// 5.1 获取客户成交周期(按日期)
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getCustomerDealCycleByDate: (params: any) => {
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return request.get({
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url: '/crm/statistics-customer/get-customer-deal-cycle-by-date',
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params
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})
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},
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// 5.2 获取客户成交周期(按用户)
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getCustomerDealCycleByUser: (params: any) => {
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return request.get({
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url: '/crm/statistics-customer/get-customer-deal-cycle-by-user',
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params
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})
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}
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}
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@ -0,0 +1,130 @@
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<!-- 客户转化率分析 -->
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<template>
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<!-- Echarts图 -->
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<el-card shadow="never">
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<el-skeleton :loading="loading" animated>
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<Echart :height="500" :options="echartsOption" />
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</el-skeleton>
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</el-card>
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<!-- 统计列表 -->
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<el-card shadow="never" class="mt-16px">
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<el-table v-loading="loading" :data="list">
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<el-table-column label="序号" align="center" type="index" width="80" />
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<el-table-column label="客户名称" align="center" prop="customerName" min-width="200" />
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<el-table-column label="合同名称" align="center" prop="contractName" min-width="200" />
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<el-table-column label="合同总金额" align="center" prop="totalPrice" min-width="200" />
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<el-table-column label="回款金额" align="center" prop="receivablePrice" min-width="200" />
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<el-table-column label="负责人" align="center" prop="ownerUserName" min-width="200" />
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<el-table-column label="创建人" align="center" prop="creatorUserName" min-width="200" />
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<el-table-column
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label="创建时间"
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align="center"
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prop="createTime"
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:formatter="dateFormatter"
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min-width="200"
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/>
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<el-table-column
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label="下单日期"
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align="center"
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prop="orderDate"
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:formatter="dateFormatter2"
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min-width="200"
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/>
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</el-table>
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</el-card>
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</template>
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<script setup lang="ts">
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import {
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StatisticsCustomerApi,
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CrmStatisticsCustomerSummaryByDateRespVO
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} from '@/api/crm/statistics/customer'
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import { EChartsOption } from 'echarts'
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import { round } from 'lodash-es'
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import { dateFormatter, dateFormatter2 } from '@/utils/formatTime'
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defineOptions({ name: 'CustomerConversionStat' })
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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<CrmStatisticsCustomerSummaryByDateRespVO[]>([]) // 列表的数据
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/** 柱状图配置：纵向 */
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const echartsOption = reactive<EChartsOption>({
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grid: {
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left: 20,
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right: 20,
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bottom: 20,
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containLabel: true
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},
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legend: {},
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series: [
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{
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name: '客户转化率',
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type: 'line',
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data: []
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}
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],
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toolbox: {
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feature: {
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dataZoom: {
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xAxisIndex: false // 数据区域缩放：Y 轴不缩放
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},
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brush: {
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type: ['lineX', 'clear'] // 区域缩放按钮、还原按钮
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},
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saveAsImage: { show: true, name: '客户转化率分析' } // 保存为图片
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}
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},
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tooltip: {
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trigger: 'axis',
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axisPointer: {
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type: 'shadow'
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}
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},
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yAxis: {
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type: 'value',
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name: '转化率(%)'
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},
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xAxis: {
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type: 'category',
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name: '日期',
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data: []
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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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// 1. 加载统计数据
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loading.value = true
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const customerCount = await StatisticsCustomerApi.getCustomerSummaryByDate(props.queryParams)
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const contractSummary = await StatisticsCustomerApi.getContractSummary(props.queryParams)
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// 2.1 更新 Echarts 数据
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if (echartsOption.xAxis && echartsOption.xAxis['data']) {
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echartsOption.xAxis['data'] = customerCount.map(
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(s: CrmStatisticsCustomerSummaryByDateRespVO) => s.time
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)
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}
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if (echartsOption.series && echartsOption.series[0] && echartsOption.series[0]['data']) {
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echartsOption.series[0]['data'] = customerCount.map(
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(item: CrmStatisticsCustomerSummaryByDateRespVO) => {
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return {
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name: item.time,
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value: item.customerCreateCount
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? round((item.customerDealCount / item.customerCreateCount) * 100, 2)
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: 0
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}
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}
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)
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}
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// 2.2 更新列表数据
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list.value = contractSummary
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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>
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@ -0,0 +1,127 @@
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<!-- 成交周期分析 -->
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<template>
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<!-- Echarts图 -->
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<el-card shadow="never">
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<el-skeleton :loading="loading" animated>
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<Echart :height="500" :options="echartsOption" />
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</el-skeleton>
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</el-card>
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<!-- 统计列表 -->
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<el-card shadow="never" class="mt-16px">
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<el-table v-loading="loading" :data="list">
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<el-table-column label="序号" align="center" type="index" width="80" />
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<el-table-column label="日期" align="center" prop="ownerUserName" min-width="200" />
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<el-table-column
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label="成交周期(天)"
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align="center"
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prop="customerDealCycle"
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min-width="200"
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/>
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<el-table-column label="成交客户数" align="center" prop="customerDealCount" min-width="200" />
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</el-table>
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</el-card>
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</template>
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<script setup lang="ts">
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import {
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StatisticsCustomerApi,
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CrmStatisticsCustomerDealCycleByDateRespVO,
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CrmStatisticsCustomerSummaryByDateRespVO,
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} from '@/api/crm/statistics/customer'
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import { EChartsOption } from 'echarts'
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defineOptions({ name: 'CustomerDealCycle' })
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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<CrmStatisticsCustomerDealCycleByDateRespVO[]>([]) // 列表的数据
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/** 柱状图配置：纵向 */
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const echartsOption = reactive<EChartsOption>({
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grid: {
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left: 20,
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right: 20,
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bottom: 20,
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containLabel: true
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},
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legend: {},
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series: [
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{
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name: '成交周期(天)',
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type: 'bar',
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data: []
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},
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{
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name: '成交客户数',
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type: 'bar',
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data: []
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}
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],
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toolbox: {
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feature: {
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dataZoom: {
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xAxisIndex: false // 数据区域缩放：Y 轴不缩放
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},
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brush: {
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type: ['lineX', 'clear'] // 区域缩放按钮、还原按钮
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},
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saveAsImage: { show: true, name: '成交周期分析' } // 保存为图片
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}
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},
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tooltip: {
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trigger: 'axis',
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axisPointer: {
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type: 'shadow'
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}
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},
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yAxis: {
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type: 'value',
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name: '数量（个）'
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},
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xAxis: {
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type: 'category',
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name: '日期',
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data: []
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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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// 1. 加载统计数据
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loading.value = true
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const customerDealCycleByDate = await StatisticsCustomerApi.getCustomerDealCycleByDate(
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props.queryParams
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)
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const customerSummaryByDate = await StatisticsCustomerApi.getCustomerSummaryByDate(
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props.queryParams
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)
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const customerDealCycleByUser = await StatisticsCustomerApi.getCustomerDealCycleByUser(
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props.queryParams
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)
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// 2.1 更新 Echarts 数据
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if (echartsOption.xAxis && echartsOption.xAxis['data']) {
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echartsOption.xAxis['data'] = customerDealCycleByDate.map(
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(s: CrmStatisticsCustomerDealCycleByDateRespVO) => s.time
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)
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}
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if (echartsOption.series && echartsOption.series[0] && echartsOption.series[0]['data']) {
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echartsOption.series[0]['data'] = customerDealCycleByDate.map(
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(s: CrmStatisticsCustomerDealCycleByDateRespVO) => s.customerDealCycle
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)
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}
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if (echartsOption.series && echartsOption.series[1] && echartsOption.series[1]['data']) {
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echartsOption.series[1]['data'] = customerSummaryByDate.map(
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(s: CrmStatisticsCustomerSummaryByDateRespVO) => s.customerDealCount
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)
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}
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// 2.2 更新列表数据
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list.value = customerDealCycleByUser
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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>
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@ -0,0 +1,124 @@
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<!-- 客户跟进次数分析 -->
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<template>
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<!-- Echarts图 -->
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<el-card shadow="never">
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<el-skeleton :loading="loading" animated>
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<Echart :height="500" :options="echartsOption" />
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</el-skeleton>
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</el-card>
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<!-- 统计列表 -->
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<el-card shadow="never" class="mt-16px">
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<el-table v-loading="loading" :data="list">
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<el-table-column label="序号" align="center" type="index" width="80" />
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<el-table-column label="员工姓名" align="center" prop="ownerUserName" min-width="200" />
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<el-table-column label="跟进次数" align="right" prop="followupRecordCount" min-width="200" />
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<el-table-column
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label="跟进客户数"
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align="right"
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prop="followupCustomerCount"
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min-width="200"
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/>
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</el-table>
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</el-card>
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</template>
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<script setup lang="ts">
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import {
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StatisticsCustomerApi,
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CrmStatisticsFollowupSummaryByDateRespVO,
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CrmStatisticsFollowupSummaryByUserRespVO
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} from '@/api/crm/statistics/customer'
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import { EChartsOption } from 'echarts'
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defineOptions({ name: 'CustomerFollowupSummary' })
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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<CrmStatisticsFollowupSummaryByUserRespVO[]>([]) // 列表的数据
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/** 柱状图配置：纵向 */
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const echartsOption = reactive<EChartsOption>({
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grid: {
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left: 20,
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right: 20,
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bottom: 20,
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containLabel: true
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},
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legend: {},
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series: [
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{
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name: '跟进客户数',
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type: 'bar',
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data: []
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},
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{
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name: '跟进次数',
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type: 'bar',
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data: []
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}
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],
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toolbox: {
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feature: {
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dataZoom: {
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xAxisIndex: false // 数据区域缩放：Y 轴不缩放
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},
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brush: {
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type: ['lineX', 'clear'] // 区域缩放按钮、还原按钮
|
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},
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saveAsImage: { show: true, name: '客户跟进次数分析' } // 保存为图片
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}
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},
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tooltip: {
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trigger: 'axis',
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axisPointer: {
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type: 'shadow'
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}
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},
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yAxis: {
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type: 'value',
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name: '数量（个）'
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},
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xAxis: {
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type: 'category',
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name: '日期',
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data: []
|
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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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// 1. 加载统计数据
|
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loading.value = true
|
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const followupSummaryByDate = await StatisticsCustomerApi.getFollowupSummaryByDate(
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props.queryParams
|
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)
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const followupSummaryByUser = await StatisticsCustomerApi.getFollowupSummaryByUser(
|
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props.queryParams
|
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)
|
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// 2.1 更新 Echarts 数据
|
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if (echartsOption.xAxis && echartsOption.xAxis['data']) {
|
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echartsOption.xAxis['data'] = followupSummaryByDate.map(
|
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(s: CrmStatisticsFollowupSummaryByDateRespVO) => s.time
|
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)
|
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}
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if (echartsOption.series && echartsOption.series[0] && echartsOption.series[0]['data']) {
|
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echartsOption.series[0]['data'] = followupSummaryByDate.map(
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(s: CrmStatisticsFollowupSummaryByDateRespVO) => s.followupCustomerCount
|
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)
|
||||
}
|
||||
if (echartsOption.series && echartsOption.series[1] && echartsOption.series[1]['data']) {
|
||||
echartsOption.series[1]['data'] = followupSummaryByDate.map(
|
||||
(s: CrmStatisticsFollowupSummaryByDateRespVO) => s.followupRecordCount
|
||||
)
|
||||
}
|
||||
// 2.2 更新列表数据
|
||||
list.value = followupSummaryByUser
|
||||
loading.value = false
|
||||
}
|
||||
defineExpose({ loadData })
|
||||
|
||||
/** 初始化 */
|
||||
onMounted(() => {
|
||||
loadData()
|
||||
})
|
||||
</script>
|
||||
@ -0,0 +1,105 @@
|
||||
<!-- 客户跟进方式分析 -->
|
||||
<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 shadow="never" class="mt-16px">
|
||||
<el-table v-loading="loading" :data="list">
|
||||
<el-table-column label="序号" align="center" type="index" width="80" />
|
||||
<el-table-column label="跟进方式" align="center" prop="followupType" min-width="200" />
|
||||
<el-table-column label="个数" align="center" prop="followupRecordCount" min-width="200" />
|
||||
<el-table-column label="占比(%)" align="center" prop="portion" min-width="200" />
|
||||
</el-table>
|
||||
</el-card>
|
||||
</template>
|
||||
<script setup lang="ts">
|
||||
import {
|
||||
StatisticsCustomerApi,
|
||||
CrmStatisticsFollowupSummaryByTypeRespVO
|
||||
} from '@/api/crm/statistics/customer'
|
||||
import { EChartsOption } from 'echarts'
|
||||
import { round, sumBy } from 'lodash-es'
|
||||
|
||||
defineOptions({ name: 'CustomerFollowupType' })
|
||||
const props = defineProps<{ queryParams: any }>() // 搜索参数
|
||||
|
||||
const loading = ref(false) // 加载中
|
||||
const list = ref<CrmStatisticsFollowupSummaryByTypeRespVO[]>([]) // 列表的数据
|
||||
|
||||
/** 饼图配置 */
|
||||
const echartsOption = reactive<EChartsOption>({
|
||||
title: {
|
||||
text: '客户跟进方式分析',
|
||||
left: 'center'
|
||||
},
|
||||
legend: {
|
||||
orient: 'vertical',
|
||||
left: 'left'
|
||||
},
|
||||
tooltip: {
|
||||
trigger: 'item',
|
||||
formatter: '{b} : {c}% '
|
||||
},
|
||||
toolbox: {
|
||||
feature: {
|
||||
saveAsImage: { show: true, name: '客户跟进方式分析' } // 保存为图片
|
||||
}
|
||||
},
|
||||
series: [
|
||||
{
|
||||
name: '跟进方式',
|
||||
type: 'pie',
|
||||
radius: '50%',
|
||||
data: [],
|
||||
emphasis: {
|
||||
itemStyle: {
|
||||
shadowBlur: 10,
|
||||
shadowOffsetX: 0,
|
||||
shadowColor: 'rgba(0, 0, 0, 0.5)'
|
||||
}
|
||||
}
|
||||
}
|
||||
]
|
||||
}) as EChartsOption
|
||||
|
||||
/** 获取统计数据 */
|
||||
const loadData = async () => {
|
||||
// 1. 加载统计数据
|
||||
loading.value = true
|
||||
const followupSummaryByType = await StatisticsCustomerApi.getFollowupSummaryByType(
|
||||
props.queryParams
|
||||
)
|
||||
// 2.1 更新 Echarts 数据
|
||||
if (echartsOption.series && echartsOption.series[0] && echartsOption.series[0]['data']) {
|
||||
echartsOption.series[0]['data'] = followupSummaryByType.map(
|
||||
(r: CrmStatisticsFollowupSummaryByTypeRespVO) => {
|
||||
return {
|
||||
name: r.followupType,
|
||||
value: r.followupRecordCount
|
||||
}
|
||||
}
|
||||
)
|
||||
}
|
||||
// 2.2 更新列表数据
|
||||
const totalCount = sumBy(followupSummaryByType, 'followupRecordCount')
|
||||
list.value = followupSummaryByType.map((r: CrmStatisticsFollowupSummaryByTypeRespVO) => {
|
||||
return {
|
||||
followupType: r.followupType,
|
||||
followupRecordCount: r.followupRecordCount,
|
||||
portion: round((r.followupRecordCount / totalCount) * 100, 2)
|
||||
}
|
||||
})
|
||||
loading.value = false
|
||||
}
|
||||
defineExpose({ loadData })
|
||||
|
||||
/** 初始化 */
|
||||
onMounted(() => {
|
||||
loadData()
|
||||
})
|
||||
</script>
|
||||
150
src/views/crm/statistics/customer/components/CustomerSummary.vue
Normal file
150
src/views/crm/statistics/customer/components/CustomerSummary.vue
Normal file
@ -0,0 +1,150 @@
|
||||
<!-- 客户统计 -->
|
||||
<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 shadow="never" class="mt-16px">
|
||||
<el-table v-loading="loading" :data="list">
|
||||
<el-table-column label="序号" align="center" type="index" width="80" />
|
||||
<el-table-column label="员工姓名" prop="ownerUserName" min-width="100" />
|
||||
<el-table-column
|
||||
label="新增客户数"
|
||||
align="right"
|
||||
prop="customerCreateCount"
|
||||
min-width="200"
|
||||
/>
|
||||
<el-table-column label="成交客户数" align="right" prop="customerDealCount" min-width="200" />
|
||||
<el-table-column label="客户成交率(%)" align="right" min-width="200">
|
||||
<template #default="scope">
|
||||
{{
|
||||
scope.row.customerCreateCount !== 0
|
||||
? round((scope.row.customerDealCount / scope.row.customerCreateCount) * 100, 2)
|
||||
: 0
|
||||
}}
|
||||
</template>
|
||||
</el-table-column>
|
||||
<el-table-column label="合同总金额" align="right" prop="contractPrice" min-width="200" />
|
||||
<el-table-column label="回款金额" align="right" prop="receivablePrice" min-width="200" />
|
||||
<el-table-column label="未回款金额" align="right" min-width="200">
|
||||
<template #default="scope">
|
||||
{{ round(scope.row.contractPrice - scope.row.receivablePrice, 2) }}
|
||||
</template>
|
||||
</el-table-column>
|
||||
<el-table-column label="回款完成率(%)" align="right" min-width="200">
|
||||
<template #default="scope">
|
||||
{{
|
||||
scope.row.contractPrice !== 0
|
||||
? round((scope.row.receivablePrice / scope.row.contractPrice) * 100, 2)
|
||||
: 0
|
||||
}}
|
||||
</template>
|
||||
</el-table-column>
|
||||
</el-table>
|
||||
</el-card>
|
||||
</template>
|
||||
<script setup lang="ts">
|
||||
import {
|
||||
StatisticsCustomerApi,
|
||||
CrmStatisticsCustomerSummaryByDateRespVO,
|
||||
CrmStatisticsCustomerSummaryByUserRespVO
|
||||
} from '@/api/crm/statistics/customer'
|
||||
import { EChartsOption } from 'echarts'
|
||||
import { round } from 'lodash-es'
|
||||
|
||||
defineOptions({ name: 'CustomerSummary' })
|
||||
const props = defineProps<{ queryParams: any }>() // 搜索参数
|
||||
|
||||
const loading = ref(false) // 加载中
|
||||
const list = ref<CrmStatisticsCustomerSummaryByUserRespVO[]>([]) // 列表的数据
|
||||
|
||||
/** 柱状图配置：纵向 */
|
||||
const echartsOption = reactive<EChartsOption>({
|
||||
grid: {
|
||||
left: 20,
|
||||
right: 20,
|
||||
bottom: 20,
|
||||
containLabel: true
|
||||
},
|
||||
legend: {},
|
||||
series: [
|
||||
{
|
||||
name: '新增客户数',
|
||||
type: 'bar',
|
||||
data: []
|
||||
},
|
||||
{
|
||||
name: '成交客户数',
|
||||
type: 'bar',
|
||||
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: '客户总量分析' } // 保存为图片
|
||||
}
|
||||
},
|
||||
tooltip: {
|
||||
trigger: 'axis',
|
||||
axisPointer: {
|
||||
type: 'shadow'
|
||||
}
|
||||
},
|
||||
yAxis: {
|
||||
type: 'value',
|
||||
name: '数量（个）'
|
||||
},
|
||||
xAxis: {
|
||||
type: 'category',
|
||||
name: '日期',
|
||||
data: []
|
||||
}
|
||||
}) as EChartsOption
|
||||
|
||||
/** 获取统计数据 */
|
||||
const loadData = async () => {
|
||||
// 1. 加载统计数据
|
||||
loading.value = true
|
||||
const customerSummaryByDate = await StatisticsCustomerApi.getCustomerSummaryByDate(
|
||||
props.queryParams
|
||||
)
|
||||
const customerSummaryByUser = await StatisticsCustomerApi.getCustomerSummaryByUser(
|
||||
props.queryParams
|
||||
)
|
||||
// 2.1 更新 Echarts 数据
|
||||
if (echartsOption.xAxis && echartsOption.xAxis['data']) {
|
||||
echartsOption.xAxis['data'] = customerSummaryByDate.map(
|
||||
(s: CrmStatisticsCustomerSummaryByDateRespVO) => s.time
|
||||
)
|
||||
}
|
||||
if (echartsOption.series && echartsOption.series[0] && echartsOption.series[0]['data']) {
|
||||
echartsOption.series[0]['data'] = customerSummaryByDate.map(
|
||||
(s: CrmStatisticsCustomerSummaryByDateRespVO) => s.customerCreateCount
|
||||
)
|
||||
}
|
||||
if (echartsOption.series && echartsOption.series[1] && echartsOption.series[1]['data']) {
|
||||
echartsOption.series[1]['data'] = customerSummaryByDate.map(
|
||||
(s: CrmStatisticsCustomerSummaryByDateRespVO) => s.customerDealCount
|
||||
)
|
||||
}
|
||||
// 2.2 更新列表数据
|
||||
list.value = customerSummaryByUser
|
||||
loading.value = false
|
||||
}
|
||||
defineExpose({ loadData })
|
||||
|
||||
/** 初始化 */
|
||||
onMounted(() => {
|
||||
loadData()
|
||||
})
|
||||
</script>
|
||||
165
src/views/crm/statistics/customer/index.vue
Normal file
165
src/views/crm/statistics/customer/index.vue
Normal file
@ -0,0 +1,165 @@
|
||||
<!-- 数据统计 - 员工客户分析 -->
|
||||
<template>
|
||||
<ContentWrap>
|
||||
<!-- 搜索工作栏 -->
|
||||
<el-form
|
||||
class="-mb-15px"
|
||||
:model="queryParams"
|
||||
ref="queryFormRef"
|
||||
:inline="true"
|
||||
label-width="68px"
|
||||
>
|
||||
<el-form-item label="时间范围" prop="orderDate">
|
||||
<el-date-picker
|
||||
v-model="queryParams.times"
|
||||
: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"
|
||||
:default-time="[new Date('1 00:00:00'), new Date('1 23:59:59')]"
|
||||
/>
|
||||
</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
|
||||
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" placeholder="员工" clearable>
|
||||
<el-option
|
||||
v-for="(user, index) in userListByDeptId"
|
||||
:label="user.nickname"
|
||||
:value="user.id"
|
||||
:key="index"
|
||||
/>
|
||||
</el-select>
|
||||
</el-form-item>
|
||||
<el-form-item>
|
||||
<el-button @click="handleQuery"> <Icon icon="ep:search" class="mr-5px" /> 搜索 </el-button>
|
||||
<el-button @click="resetQuery"> <Icon icon="ep:refresh" class="mr-5px" /> 重置 </el-button>
|
||||
</el-form-item>
|
||||
</el-form>
|
||||
</ContentWrap>
|
||||
|
||||
<!-- 客户统计 -->
|
||||
<el-col>
|
||||
<el-tabs v-model="activeTab">
|
||||
<!-- 客户总量分析 -->
|
||||
<el-tab-pane label="客户总量分析" name="customerSummary" lazy>
|
||||
<CustomerSummary :query-params="queryParams" ref="customerSummaryRef" />
|
||||
</el-tab-pane>
|
||||
<!-- 客户跟进次数分析 -->
|
||||
<el-tab-pane label="客户跟进次数分析" name="followupSummary" lazy>
|
||||
<CustomerFollowupSummary :query-params="queryParams" ref="followupSummaryRef" />
|
||||
</el-tab-pane>
|
||||
<!-- 客户跟进方式分析 -->
|
||||
<el-tab-pane label="客户跟进方式分析" name="followupType" lazy>
|
||||
<CustomerFollowupType :query-params="queryParams" ref="followupTypeRef" />
|
||||
</el-tab-pane>
|
||||
<!-- 客户转化率分析 -->
|
||||
<el-tab-pane label="客户转化率分析" name="conversionStat" lazy>
|
||||
<CustomerConversionStat :query-params="queryParams" ref="conversionStatRef" />
|
||||
</el-tab-pane>
|
||||
<!-- 成交周期分析 -->
|
||||
<el-tab-pane label="成交周期分析" name="dealCycle" lazy>
|
||||
<CustomerDealCycle :query-params="queryParams" ref="dealCycleRef" />
|
||||
</el-tab-pane>
|
||||
</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 CustomerSummary from './components/CustomerSummary.vue'
|
||||
import CustomerFollowupSummary from './components/CustomerFollowupSummary.vue'
|
||||
import CustomerFollowupType from './components/CustomerFollowupType.vue'
|
||||
import CustomerConversionStat from './components/CustomerConversionStat.vue'
|
||||
import CustomerDealCycle from './components/CustomerDealCycle.vue'
|
||||
|
||||
defineOptions({ name: 'CrmStatisticsCustomer' })
|
||||
|
||||
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)
|
||||
: []
|
||||
)
|
||||
|
||||
// 活跃标签
|
||||
const activeTab = ref('customerSummary')
|
||||
// 1.客户总量分析
|
||||
const customerSummaryRef = ref()
|
||||
// 2.客户跟进次数分析
|
||||
const followupSummaryRef = ref()
|
||||
// 3.客户跟进方式分析
|
||||
const followupTypeRef = ref()
|
||||
// 4.客户转化率分析
|
||||
const conversionStatRef = ref()
|
||||
// 5.公海客户分析
|
||||
// 缺 crm_owner_record 表
|
||||
// 6.成交周期分析
|
||||
const dealCycleRef = ref()
|
||||
|
||||
/** 搜索按钮操作 */
|
||||
const handleQuery = () => {
|
||||
switch (activeTab.value) {
|
||||
case 'customerSummary':
|
||||
customerSummaryRef.value?.loadData?.()
|
||||
break
|
||||
case 'followupSummary':
|
||||
followupSummaryRef.value?.loadData?.()
|
||||
break
|
||||
case 'followupType':
|
||||
followupTypeRef.value?.loadData?.()
|
||||
break
|
||||
case 'conversionStat':
|
||||
conversionStatRef.value?.loadData?.()
|
||||
break
|
||||
case 'dealCycle':
|
||||
dealCycleRef.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()
|
||||
}
|
||||
|
||||
// 加载部门树
|
||||
onMounted(async () => {
|
||||
deptList.value = handleTree(await DeptApi.getSimpleDeptList())
|
||||
userList.value = handleTree(await UserApi.getSimpleUserList())
|
||||
})
|
||||
</script>
|
||||
Loading…
Reference in New Issue
Block a user