75 lines
3.2 KiB
Markdown
75 lines
3.2 KiB
Markdown
# Task J: CRM Dashboard KPI and Sales Analytics
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## Files added
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- `src/features/crm/dashboard/api/types.ts`
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- `src/features/crm/dashboard/api/service.ts`
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- `src/features/crm/dashboard/api/queries.ts`
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- `src/features/crm/dashboard/server/service.ts`
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- `src/features/crm/dashboard/components/crm-dashboard.tsx`
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- `src/features/crm/dashboard/components/dashboard-filters.tsx`
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- `src/features/crm/dashboard/components/dashboard-summary-cards.tsx`
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- `src/features/crm/dashboard/components/dashboard-funnel.tsx`
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- `src/features/crm/dashboard/components/dashboard-revenue-cards.tsx`
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- `src/features/crm/dashboard/components/dashboard-sales-ranking.tsx`
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- `src/features/crm/dashboard/components/dashboard-followups.tsx`
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- `src/features/crm/dashboard/components/dashboard-approval-metrics.tsx`
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- `src/features/crm/dashboard/components/dashboard-hot-projects.tsx`
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- `src/app/api/crm/dashboard/route.ts`
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- `src/app/api/crm/dashboard/export/route.ts`
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## Files modified
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- `src/app/dashboard/crm/page.tsx`
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- `src/config/nav-config.ts`
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- `src/lib/auth/rbac.ts`
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- `src/lib/searchparams.ts`
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- `docs/implementation/technical-debt.md`
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## KPI widgets added
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- Replaced the CRM placeholder route with a production dashboard at `/dashboard/crm`.
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- Added summary cards for lead, opportunity, quotation, and revenue metrics.
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- Added a funnel widget for lead -> opportunity -> quotation -> pending approval -> approved -> closed won.
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- Added a hot-project widget based on real enquiry data.
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## Revenue analytics added
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- Added top end-customer, billing-customer, contractor, and consultant revenue tables.
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- Reused the Task D.2.1 reporting helpers so revenue attribution follows the frozen governance rules.
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- Added export support for revenue analytics through the dashboard export route.
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## Sales ranking added
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- Added a production sales ranking table using enquiry assignment and quotation salesman ownership rules.
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- Added CSV export for sales ranking.
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## Approval and follow-up analytics added
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- Added approval KPI cards and a `My Pending Approvals` table.
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- Added follow-up KPI cards and an `Upcoming Follow Ups` table from enquiry and quotation follow-up sources.
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## Export and permissions added
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- Added `crm.dashboard.read`.
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- Added `crm.dashboard.export`.
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- Added audit logging for `crm_dashboard_export` with `export_csv` and `export_excel`.
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- Added sidebar navigation for the CRM dashboard.
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## Remaining risks
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- `closed_won` is not yet a first-class enquiry lifecycle field, so the dashboard currently uses quotation status `accepted` as the practical won-stage proxy.
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- follow-up completion is inferred from `outcome` presence because the follow-up model still has no explicit completion flag.
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- the global `Project Party Role` filter currently influences revenue analytics and exports, but the rest of the dashboard still depends mainly on enquiry and quotation core filters.
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- sales users currently read organization-wide dashboard data; own-scope filtering is still future work.
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## Task K readiness
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- the CRM dashboard now uses real production data
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- KPI widgets are live
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- revenue analytics is reusable
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- sales ranking is exportable
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- approval and follow-up analytics exist
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- export and audit hooks are in place
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- the app is ready for Task K report-center expansion
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