feat: crm statistics funnel

pull/155/head
xingyu4j 2025-06-24 10:09:16 +08:00
parent 5f6956b43b
commit 83ddc05cf5
4 changed files with 687 additions and 27 deletions

View File

@ -1,4 +1,4 @@
import type { PageParam, PageResult } from '@vben/request';
import type { PageResult } from '@vben/request';
import { requestClient } from '#/api/request';
@ -25,8 +25,42 @@ export namespace CrmStatisticsFunnelApi {
}
}
export function getDatas(activeTabName: any, params: any) {
switch (activeTabName) {
case 'businessInversionRateSummary': {
return getBusinessPageByDate(params);
}
case 'businessSummary': {
return getBusinessPageByDate(params);
}
case 'funnel': {
return getBusinessSummaryByEndStatus(params);
}
default: {
return [];
}
}
}
export function getChartDatas(activeTabName: any, params: any) {
switch (activeTabName) {
case 'businessInversionRateSummary': {
return getBusinessInversionRateSummaryByDate(params);
}
case 'businessSummary': {
return getBusinessSummaryByDate(params);
}
case 'funnel': {
return getFunnelSummary(params);
}
default: {
return [];
}
}
}
/** 获取销售漏斗统计数据 */
export function getFunnelSummary(params: PageParam) {
export function getFunnelSummary(params: any) {
return requestClient.get<CrmStatisticsFunnelApi.FunnelSummary>(
'/crm/statistics-funnel/get-funnel-summary',
{ params },
@ -34,7 +68,7 @@ export function getFunnelSummary(params: PageParam) {
}
/** 获取商机结束状态统计 */
export function getBusinessSummaryByEndStatus(params: PageParam) {
export function getBusinessSummaryByEndStatus(params: any) {
return requestClient.get<Record<string, number>>(
'/crm/statistics-funnel/get-business-summary-by-end-status',
{ params },
@ -42,7 +76,7 @@ export function getBusinessSummaryByEndStatus(params: PageParam) {
}
/** 获取新增商机分析(按日期) */
export function getBusinessSummaryByDate(params: PageParam) {
export function getBusinessSummaryByDate(params: any) {
return requestClient.get<CrmStatisticsFunnelApi.BusinessSummaryByDate[]>(
'/crm/statistics-funnel/get-business-summary-by-date',
{ params },
@ -50,7 +84,7 @@ export function getBusinessSummaryByDate(params: PageParam) {
}
/** 获取商机转化率分析(按日期) */
export function getBusinessInversionRateSummaryByDate(params: PageParam) {
export function getBusinessInversionRateSummaryByDate(params: any) {
return requestClient.get<
CrmStatisticsFunnelApi.BusinessInversionRateSummaryByDate[]
>('/crm/statistics-funnel/get-business-inversion-rate-summary-by-date', {
@ -59,7 +93,7 @@ export function getBusinessInversionRateSummaryByDate(params: PageParam) {
}
/** 获取商机列表(按日期) */
export function getBusinessPageByDate(params: PageParam) {
export function getBusinessPageByDate(params: any) {
return requestClient.get<PageResult<any>>(
'/crm/statistics-funnel/get-business-page-by-date',
{ params },

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@ -0,0 +1,271 @@
import { erpCalculatePercentage } from '@vben/utils';
export function getChartOptions(
activeTabName: any,
active: boolean,
res: any,
): any {
switch (activeTabName) {
case 'businessInversionRateSummary': {
return {
color: ['#6ca2ff', '#6ac9d7', '#ff7474'],
tooltip: {
trigger: 'axis',
axisPointer: {
// 坐标轴指示器,坐标轴触发有效
type: 'shadow', // 默认为直线,可选为:'line' | 'shadow'
},
},
legend: {
data: ['赢单转化率', '商机总数', '赢单商机数'],
bottom: '0px',
itemWidth: 14,
},
grid: {
top: '40px',
left: '40px',
right: '40px',
bottom: '40px',
containLabel: true,
borderColor: '#fff',
},
xAxis: [
{
type: 'category',
data: res.map((s: any) => s.time),
axisTick: {
alignWithLabel: true,
lineStyle: { width: 0 },
},
axisLabel: {
color: '#BDBDBD',
},
/** 坐标轴轴线相关设置 */
axisLine: {
lineStyle: { color: '#BDBDBD' },
},
splitLine: {
show: false,
},
},
],
yAxis: [
{
type: 'value',
name: '赢单转化率',
axisTick: {
alignWithLabel: true,
lineStyle: { width: 0 },
},
axisLabel: {
color: '#BDBDBD',
formatter: '{value}%',
},
/** 坐标轴轴线相关设置 */
axisLine: {
lineStyle: { color: '#BDBDBD' },
},
splitLine: {
show: false,
},
},
{
type: 'value',
name: '商机数',
axisTick: {
alignWithLabel: true,
lineStyle: { width: 0 },
},
axisLabel: {
color: '#BDBDBD',
formatter: '{value}个',
},
/** 坐标轴轴线相关设置 */
axisLine: {
lineStyle: { color: '#BDBDBD' },
},
splitLine: {
show: false,
},
},
],
series: [
{
name: '赢单转化率',
type: 'line',
yAxisIndex: 0,
data: res.map((s: any) =>
erpCalculatePercentage(s.businessWinCount, s.businessCount),
),
},
{
name: '商机总数',
type: 'bar',
yAxisIndex: 1,
barWidth: 15,
data: res.map((s: any) => s.businessCount),
},
{
name: '赢单商机数',
type: 'bar',
yAxisIndex: 1,
barWidth: 15,
data: res.map((s: any) => s.businessWinCount),
},
],
};
}
case 'businessSummary': {
return {
grid: {
left: 30,
right: 30, // 让 X 轴右侧显示完整
bottom: 20,
containLabel: true,
},
legend: {},
series: [
{
name: '新增商机数量',
type: 'bar',
yAxisIndex: 0,
data: res.map((s: any) => s.businessCreateCount),
},
{
name: '新增商机金额',
type: 'bar',
yAxisIndex: 1,
data: res.map((s: any) => s.totalPrice),
},
],
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: '新增商机分析' }, // 保存为图片
},
},
tooltip: {
trigger: 'axis',
axisPointer: {
type: 'shadow',
},
},
yAxis: [
{
type: 'value',
name: '新增商机数量',
min: 0,
minInterval: 1, // 显示整数刻度
},
{
type: 'value',
name: '新增商机金额',
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: res.map((s: any) => s.time),
},
};
}
case 'funnel': {
// tips写死 value 值是为了保持漏斗顺序不变
const list: { name: string; value: number }[] = [];
if (active) {
list.push(
{ value: 60, name: `客户-${res.customerCount || 0}` },
{ value: 40, name: `商机-${res.businessCount || 0}` },
{ value: 20, name: `赢单-${res.businessWinCount || 0}` },
);
} else {
list.push(
{
value: res.customerCount || 0,
name: `客户-${res.customerCount || 0}`,
},
{
value: res.businessCount || 0,
name: `商机-${res.businessCount || 0}`,
},
{
value: res.businessWinCount || 0,
name: `赢单-${res.businessWinCount || 0}`,
},
);
}
return {
title: {
text: '销售漏斗',
},
tooltip: {
trigger: 'item',
formatter: '{a} <br/>{b}',
},
toolbox: {
feature: {
dataView: { readOnly: false },
restore: {},
saveAsImage: {},
},
},
legend: {
data: ['客户', '商机', '赢单'],
},
series: [
{
name: '销售漏斗',
type: 'funnel',
left: '10%',
top: 60,
bottom: 60,
width: '80%',
min: 0,
max: 100,
minSize: '0%',
maxSize: '100%',
sort: 'descending',
gap: 2,
label: {
show: true,
position: 'inside',
},
labelLine: {
length: 10,
lineStyle: {
width: 1,
type: 'solid',
},
},
itemStyle: {
borderColor: '#fff',
borderWidth: 1,
},
emphasis: {
label: {
fontSize: 20,
},
},
data: list,
},
],
};
}
default: {
return {};
}
}
}

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@ -0,0 +1,266 @@
import type { VbenFormSchema } from '#/adapter/form';
import type { VxeTableGridOptions } from '#/adapter/vxe-table';
import { useUserStore } from '@vben/stores';
import { beginOfDay, endOfDay, formatDateTime, handleTree } from '@vben/utils';
import { getSimpleDeptList } from '#/api/system/dept';
import { getSimpleUserList } from '#/api/system/user';
import { DICT_TYPE, getDictOptions, getRangePickerDefaultProps } from '#/utils';
const userStore = useUserStore();
export const customerSummaryTabs = [
{
tab: '销售漏斗分析',
key: 'funnel',
},
{
tab: '新增商机分析',
key: 'businessSummary',
},
{
tab: '商机转化率分析',
key: 'businessInversionRateSummary',
},
];
/** 列表的搜索表单 */
export function useGridFormSchema(): VbenFormSchema[] {
return [
{
fieldName: 'times',
label: '时间范围',
component: 'RangePicker',
componentProps: {
...getRangePickerDefaultProps(),
},
defaultValue: [
formatDateTime(beginOfDay(new Date(Date.now() - 3600 * 1000 * 24 * 7))),
formatDateTime(endOfDay(new Date(Date.now() - 3600 * 1000 * 24))),
] as [Date, Date],
},
{
fieldName: 'interval',
label: '时间间隔',
component: 'Select',
componentProps: {
allowClear: true,
options: getDictOptions(DICT_TYPE.DATE_INTERVAL, 'number'),
},
defaultValue: 2,
},
{
fieldName: 'deptId',
label: '归属部门',
component: 'ApiTreeSelect',
componentProps: {
api: async () => {
const data = await getSimpleDeptList();
return handleTree(data);
},
labelField: 'name',
valueField: 'id',
childrenField: 'children',
treeDefaultExpandAll: true,
},
defaultValue: userStore.userInfo?.deptId,
},
{
fieldName: 'userId',
label: '员工',
component: 'ApiSelect',
componentProps: {
api: getSimpleUserList,
allowClear: true,
labelField: 'nickname',
valueField: 'id',
},
},
];
}
/** 列表的字段 */
export function useGridColumns(
activeTabName: any,
): VxeTableGridOptions['columns'] {
switch (activeTabName) {
case 'businessInversionRateSummary': {
return [
{
type: 'seq',
title: '序号',
},
{
field: 'name',
title: '商机名称',
minWidth: 100,
},
{
field: 'customerName',
title: '客户名称',
minWidth: 200,
},
{
field: 'totalPrice',
title: '商机金额(元)',
minWidth: 200,
formatter: 'formatAmount2',
},
{
field: 'dealTime',
title: '预计成交日期',
minWidth: 200,
formatter: 'formatDateTime',
},
{
field: 'ownerUserName',
title: '负责人',
minWidth: 200,
},
{
field: 'ownerUserDeptName',
title: '所属部门',
minWidth: 200,
},
{
field: 'contactLastTime',
title: '最后跟进时间',
minWidth: 200,
formatter: 'formatDateTime',
},
{
field: 'updateTime',
title: '更新时间',
minWidth: 200,
formatter: 'formatDateTime',
},
{
field: 'createTime',
title: '创建时间',
minWidth: 200,
formatter: 'formatDateTime',
},
{
field: 'creatorName',
title: '创建人',
minWidth: 100,
},
{
field: 'statusTypeName',
title: '商机状态组',
minWidth: 100,
},
{
field: 'statusName',
title: '商机阶段',
minWidth: 100,
},
];
}
case 'businessSummary': {
return [
{
type: 'seq',
title: '序号',
},
{
field: 'name',
title: '商机名称',
minWidth: 100,
},
{
field: 'customerName',
title: '客户名称',
minWidth: 200,
},
{
field: 'totalPrice',
title: '商机金额(元)',
minWidth: 200,
formatter: 'formatAmount2',
},
{
field: 'dealTime',
title: '预计成交日期',
minWidth: 200,
formatter: 'formatDateTime',
},
{
field: 'ownerUserName',
title: '负责人',
minWidth: 200,
},
{
field: 'ownerUserDeptName',
title: '所属部门',
minWidth: 200,
},
{
field: 'contactLastTime',
title: '最后跟进时间',
minWidth: 200,
formatter: 'formatDateTime',
},
{
field: 'updateTime',
title: '更新时间',
minWidth: 200,
formatter: 'formatDateTime',
},
{
field: 'createTime',
title: '创建时间',
minWidth: 200,
formatter: 'formatDateTime',
},
{
field: 'creatorName',
title: '创建人',
minWidth: 100,
},
{
field: 'statusTypeName',
title: '商机状态组',
minWidth: 100,
},
{
field: 'statusName',
title: '商机阶段',
minWidth: 100,
},
];
}
case 'funnel': {
return [
{
type: 'seq',
title: '序号',
},
{
field: 'endStatus',
title: '阶段',
minWidth: 100,
cellRender: {
name: 'CellDict',
props: { type: DICT_TYPE.CRM_BUSINESS_END_STATUS_TYPE },
},
},
{
field: 'businessCount',
title: '商机数',
minWidth: 200,
},
{
field: 'totalPrice',
title: '商机总金额(元)',
minWidth: 200,
formatter: 'formatAmount2',
},
];
}
default: {
return [];
}
}
}

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@ -1,28 +1,117 @@
<script lang="ts" setup>
import { Page } from '@vben/common-ui';
import type { EchartsUIType } from '@vben/plugins/echarts';
import { Button } from 'ant-design-vue';
import type { VxeTableGridOptions } from '#/adapter/vxe-table';
import type { CrmStatisticsFunnelApi } from '#/api/crm/statistics/funnel';
import { ref } from 'vue';
import { Page } from '@vben/common-ui';
import { EchartsUI, useEcharts } from '@vben/plugins/echarts';
import { Button, ButtonGroup, Tabs } from 'ant-design-vue';
import { useVbenVxeGrid } from '#/adapter/vxe-table';
import { getChartDatas, getDatas } from '#/api/crm/statistics/funnel';
import { getChartOptions } from './chartOptions';
import { customerSummaryTabs, useGridColumns, useGridFormSchema } from './data';
const activeTabName = ref('funnel');
const chartRef = ref<EchartsUIType>();
const { renderEcharts } = useEcharts(chartRef);
const active = ref(true);
const [Grid, gridApi] = useVbenVxeGrid({
formOptions: {
schema: useGridFormSchema(),
},
gridOptions: {
columns: useGridColumns(activeTabName.value),
height: 'auto',
keepSource: true,
pagerConfig: {
enabled: false,
},
proxyConfig: {
ajax: {
query: async ({ page }, formValues) => {
const res = await getChartDatas(activeTabName.value, formValues);
renderEcharts(
getChartOptions(activeTabName.value, active.value, res),
);
return await getDatas(activeTabName.value, {
page: page.currentPage,
pageSize: page.pageSize,
...formValues,
});
},
},
},
rowConfig: {
keyField: 'id',
isHover: true,
},
toolbarConfig: {
enabled: false,
},
} as VxeTableGridOptions<CrmStatisticsFunnelApi.BusinessSummaryByDate>,
});
async function handleTabChange(key: any) {
activeTabName.value = key;
gridApi.setGridOptions({
columns: useGridColumns(key),
pagerConfig: {
enabled: activeTabName.value !== 'funnelRef',
},
});
gridApi.reload();
}
function handleActive(value: boolean) {
active.value = value;
renderEcharts(
getChartOptions(
activeTabName.value,
active.value,
gridApi.formApi.getValues(),
),
);
}
</script>
<template>
<Page>
<Button
danger
type="link"
target="_blank"
href="https://github.com/yudaocode/yudao-ui-admin-vue3"
>
该功能支持 Vue3 + element-plus 版本
</Button>
<br />
<Button
type="link"
target="_blank"
href="https://github.com/yudaocode/yudao-ui-admin-vue3/blob/master/src/views/crm/statistics/funnel/index"
>
可参考
https://github.com/yudaocode/yudao-ui-admin-vue3/blob/master/src/views/crm/statistics/funnel/index
代码pull request 贡献给我们
</Button>
<Page auto-content-height>
<Grid>
<template #top>
<Tabs v-model:active-key="activeTabName" @change="handleTabChange">
<Tabs.TabPane
v-for="item in customerSummaryTabs"
:key="item.key"
:tab="item.tab"
:force-render="true"
/>
</Tabs>
<ButtonGroup>
<Button
:type="active ? 'primary' : 'default'"
v-if="activeTabName === 'funnel'"
@click="handleActive(true)"
>
客户视角
</Button>
<Button
:type="active ? 'default' : 'primary'"
v-if="activeTabName === 'funnel'"
@click="handleActive(false)"
>
动态视角
</Button>
</ButtonGroup>
<EchartsUI class="mb-20 h-2/5 w-full" ref="chartRef" />
</template>
</Grid>
</Page>
</template>