alla-allaos-fullstack/docs/implementation/task-j-crm-dashboard-kpi.md

Task J: CRM Dashboard KPI and Sales Analytics

Files added

• src/features/crm/dashboard/api/types.ts
• src/features/crm/dashboard/api/service.ts
• src/features/crm/dashboard/api/queries.ts
• src/features/crm/dashboard/server/service.ts
• src/features/crm/dashboard/components/crm-dashboard.tsx
• src/features/crm/dashboard/components/dashboard-filters.tsx
• src/features/crm/dashboard/components/dashboard-summary-cards.tsx
• src/features/crm/dashboard/components/dashboard-funnel.tsx
• src/features/crm/dashboard/components/dashboard-revenue-cards.tsx
• src/features/crm/dashboard/components/dashboard-sales-ranking.tsx
• src/features/crm/dashboard/components/dashboard-followups.tsx
• src/features/crm/dashboard/components/dashboard-approval-metrics.tsx
• src/features/crm/dashboard/components/dashboard-hot-projects.tsx
• src/app/api/crm/dashboard/route.ts
• src/app/api/crm/dashboard/export/route.ts

Files modified

• src/app/dashboard/crm/page.tsx
• src/config/nav-config.ts
• src/lib/auth/rbac.ts
• src/lib/searchparams.ts
• docs/implementation/technical-debt.md

KPI widgets added

• Replaced the CRM placeholder route with a production dashboard at /dashboard/crm.
• Added summary cards for lead, opportunity, quotation, and revenue metrics.
• Added a funnel widget for lead -> opportunity -> quotation -> pending approval -> approved -> closed won.
• Added a hot-project widget based on real enquiry data.

Revenue analytics added

• Added top end-customer, billing-customer, contractor, and consultant revenue tables.
• Reused the Task D.2.1 reporting helpers so revenue attribution follows the frozen governance rules.
• Added export support for revenue analytics through the dashboard export route.

Sales ranking added

• Added a production sales ranking table using enquiry assignment and quotation salesman ownership rules.
• Added CSV export for sales ranking.

Approval and follow-up analytics added

• Added approval KPI cards and a My Pending Approvals table.
• Added follow-up KPI cards and an Upcoming Follow Ups table from enquiry and quotation follow-up sources.

Export and permissions added

• Added crm.dashboard.read.
• Added crm.dashboard.export.
• Added audit logging for crm_dashboard_export with export_csv and export_excel.
• Added sidebar navigation for the CRM dashboard.

Remaining risks

• 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.
• follow-up completion is inferred from outcome presence because the follow-up model still has no explicit completion flag.
• 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.
• sales users currently read organization-wide dashboard data; own-scope filtering is still future work.

Task K readiness

• the CRM dashboard now uses real production data
• KPI widgets are live
• revenue analytics is reusable
• sales ranking is exportable
• approval and follow-up analytics exist
• export and audit hooks are in place
• the app is ready for Task K report-center expansion