alla-allaos-fullstack/plans/task-k.2.md

Task K.2: Pipeline Reports

Objective

Deliver the first production report suite for CRM by providing operational visibility into:

• Leads
• Enquiries
• Quotation Conversion
• Pipeline Aging

using the Report Foundation built in Task K.1.

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Background

Completed:

• Lead / Enquiry Ownership Model (D.3)
• Lead / Enquiry Navigation Separation (D.3.1)
• Won / Lost Governance (D.4)
• Dashboard KPI (J)
• Report Foundation (K.1)

Pipeline lifecycle is frozen as:

Lead
→ Enquiry
→ Quotation
→ Closed Won
→ Closed Lost

Task K.2 builds reporting on top of this lifecycle.

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Scope K2.1 Lead Pipeline Report

Add:

Lead Pipeline Report

Purpose:

Marketing visibility.

Metrics:

Total Leads
New Leads
Assigned Leads
Unassigned Leads
Converted Leads

Dimensions:

Lead Source
Customer Owner
Created By
Branch
Product Type

Filters:

Date Range
Lead Source
Branch
Product Type
Customer Owner

---

Scope K2.2 Lead Aging Report

Purpose:

Identify stagnant leads.

Metrics:

Lead Count
Average Aging Days
Maximum Aging Days

Buckets:

0-7 Days
8-14 Days
15-30 Days
31-60 Days
60+ Days

Drill-down:

Lead Number
Customer
Assigned User
Created Date
Aging Days

---

Scope K2.3 Enquiry Pipeline Report

Purpose:

Sales pipeline visibility.

Metrics:

Open Enquiries
Converted To Quotation
Won
Lost

Dimensions:

Salesman
Branch
Product Type
Customer Owner

Filters:

Date Range
Salesman
Branch
Product Type

---

Scope K2.4 Enquiry Aging Report

Purpose:

Identify stalled opportunities.

Metrics:

Open Enquiries
Average Aging
Maximum Aging

Buckets:

0-14 Days
15-30 Days
31-60 Days
60+ Days

Drill-down:

Enquiry No
Customer
Salesman
Last Follow-Up
Aging Days

---

Scope K2.5 Lead → Enquiry Conversion Report

Purpose:

Marketing effectiveness.

Formula:

Converted Enquiries
/
Total Leads

Show:

Conversion Rate %

Dimensions:

Lead Source
Branch
Product Type
Marketing User

---

Scope K2.6 Enquiry → Quotation Conversion Report

Purpose:

Sales effectiveness.

Formula:

Enquiries With Quotation
/
Total Enquiries

Dimensions:

Salesman
Branch
Product Type

---

Scope K2.7 Pipeline Funnel Report

Add dedicated report.

Stages:

Lead
Enquiry
Quotation
Closed Won
Closed Lost

Show:

Count
Value
Conversion %

Support:

Date Range
Branch
Product Type
Salesman

---

Scope K2.8 Pipeline Detail Dataset

Create reusable dataset:

pipeline-report.dataset.ts

Shared by:

Lead Report
Enquiry Report
Funnel Report

No duplicate SQL.

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Scope K2.9 Report Pages

Add:

/dashboard/crm/reports/pipeline
/dashboard/crm/reports/lead-aging
/dashboard/crm/reports/enquiry-aging

Use:

Report Foundation
Shared Filters
Export Foundation

from K.1

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Scope K2.10 Export Support

All Pipeline Reports support:

CSV
Excel

Exports must respect:

ResolvedReportContext
CRM Authorization
Branch Scope
Product Scope
Ownership Scope

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Scope K2.11 Security

Marketing:

Can see:

Lead Reports
Pipeline Reports
Outcome Summary

Cannot see:

Quotation Pricing
Revenue Values

---

Sales:

Can see:

Own / Scoped Pipeline

---

Managers:

Can see:

Team Pipeline

---

CRM Admin:

Can see:

Organization-wide Pipeline

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Scope K2.12 Audit Logging

Entity:

crm_report

Actions:

view_pipeline_report
export_pipeline_report_csv
export_pipeline_report_excel

Payload:

reportCode
filters
recordCount

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Scope K2.13 Report Definitions

Register:

lead_pipeline
lead_aging
enquiry_pipeline
enquiry_aging
pipeline_funnel
lead_conversion
enquiry_conversion

in:

crm_report_definitions

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Verification

Scenario 1

Lead
→ Assign
→ Enquiry

Expected:

Lead Conversion Report updates

---

Scenario 2

Enquiry
→ Create Quotation

Expected:

Quotation Conversion updates

---

Scenario 3

Won
Lost

Expected:

Pipeline Funnel updates

---

Scenario 4

Marketing User

Expected:

No Revenue Values

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Scenario 5

Sales User

Expected:

Scoped Pipeline Only

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Deliverables

1. Lead Pipeline Report
2. Lead Aging Report
3. Enquiry Pipeline Report
4. Enquiry Aging Report
5. Conversion Reports
6. Pipeline Funnel Report
7. Shared Dataset Layer
8. Export Support
9. Security Enforcement
10. Report Registration

---

Definition of Done

Task K.2 is complete when:

• Lead reports work
• Enquiry reports work
• Funnel report works
• Conversion reports work
• Aging reports work
• Export works
• Security works
• Audit logging works

Result:

Marketing Pipeline Analytics = READY
Sales Pipeline Analytics = READY

Ready for:

K.3 Outcome Analytics