CRM: 新增客户行业、来源、级别统计、区域数据统计

This commit is contained in:
puhui999 2024-03-24 22:22:09 +08:00
parent 6b45ed7e78
commit cce1fadc33
7 changed files with 785 additions and 20 deletions

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@ -49,6 +49,36 @@ export interface CrmStatisticsCustomerDealCycleByDateRespVO {
customerDealCycle: number
}
export interface CrmStatisticCustomerBaseRespVO {
customerCount: number
dealCount: number
dealPortion: number
}
export interface CrmStatisticCustomerIndustryRespVO extends CrmStatisticCustomerBaseRespVO {
industryId: number
industryName: string
industryPortion: number
}
export interface CrmStatisticCustomerSourceRespVO extends CrmStatisticCustomerBaseRespVO {
source: number
sourceName: string
sourcePortion: number
}
export interface CrmStatisticCustomerLevelRespVO extends CrmStatisticCustomerBaseRespVO {
level: number
levelName: string
levelPortion: number
}
export interface CrmStatisticCustomerAreaRespVO extends CrmStatisticCustomerBaseRespVO {
areaId: number
areaName: string
areaPortion: number
}
export interface CrmStatisticsCustomerDealCycleByUserRespVO {
ownerUserName: string
customerDealCycle: number
@ -112,5 +142,33 @@ export const StatisticsCustomerApi = {
url: '/crm/statistics-customer/get-customer-deal-cycle-by-user',
params
})
},
// 6.1 获取客户行业统计数据
getCustomerIndustry: (params: any) => {
return request.get({
url: '/crm/statistics-customer/get-customer-industry-summary',
params
})
},
// 6.1 获取客户来源统计数据
getCustomerSource: (params: any) => {
return request.get({
url: '/crm/statistics-customer/get-customer-source-summary',
params
})
},
// 6.1 获取客户行业统计数据
getCustomerLevel: (params: any) => {
return request.get({
url: '/crm/statistics-customer/get-customer-level-summary',
params
})
},
// 6.1 获取客户行业统计数据
getCustomerArea: (params: any) => {
return request.get({
url: '/crm/statistics-customer/get-customer-area-summary',
params
})
}
}

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@ -5,7 +5,7 @@ import { formatDate } from '@/utils/formatTime'
/** 会员分析 Request VO */
export interface MemberAnalyseReqVO {
times: [dayjs.ConfigType, dayjs.ConfigType]
times: dayjs.ConfigType[]
}
/** 会员分析 Response VO */

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@ -0,0 +1,150 @@
<!-- 客户城市分布 -->
<template>
<!-- Echarts图 -->
<el-card shadow="never">
<el-row :gutter="20">
<el-col :span="12">
<el-skeleton :loading="loading" animated>
<Echart :height="500" :options="echartsOption" />
</el-skeleton>
</el-col>
<el-col :span="12">
<el-skeleton :loading="loading" animated>
<Echart :height="500" :options="echartsOption2" />
</el-skeleton>
</el-col>
</el-row>
</el-card>
</template>
<script lang="ts" setup>
import { EChartsOption } from 'echarts'
import china from '@/assets/map/json/china.json'
import echarts from '@/plugins/echarts'
import {
CrmStatisticCustomerAreaRespVO,
StatisticsCustomerApi
} from '@/api/crm/statistics/customer'
defineOptions({ name: 'CustomerAddress' })
const props = defineProps<{ queryParams: any }>() //
//
echarts?.registerMap('china', china as any)
const loading = ref(false) //
const areaStatisticsList = ref<CrmStatisticCustomerAreaRespVO[]>([]) //
/** 地图配置 */
const echartsOption = reactive<EChartsOption>({
title: {
text: '全部客户',
left: 'center'
},
tooltip: {
trigger: 'item',
showDelay: 0,
transitionDuration: 0.2
},
visualMap: {
text: ['高', '低'],
realtime: false,
calculable: true,
top: 'middle',
inRange: {
color: ['#fff', '#3b82f6']
}
},
series: [
{
name: '客户地域分布',
type: 'map',
map: 'china',
roam: false,
selectedMode: false,
data: []
}
]
}) as EChartsOption
/** 地图配置 */
const echartsOption2 = reactive<EChartsOption>({
title: {
text: '成交客户',
left: 'center'
},
tooltip: {
trigger: 'item',
showDelay: 0,
transitionDuration: 0.2
},
visualMap: {
text: ['高', '低'],
realtime: false,
calculable: true,
top: 'middle',
inRange: {
color: ['#fff', '#3b82f6']
}
},
series: [
{
name: '客户地域分布',
type: 'map',
map: 'china',
roam: false,
selectedMode: false,
data: []
}
]
}) as EChartsOption
/** 获取统计数据 */
const loadData = async () => {
// 1.
loading.value = true
const areaList = await StatisticsCustomerApi.getCustomerArea(props.queryParams)
areaStatisticsList.value = areaList.map((item: CrmStatisticCustomerAreaRespVO) => {
return {
...item,
areaName: item.areaName
.replace('维吾尔自治区', '')
.replace('壮族自治区', '')
.replace('回族自治区', '')
.replace('自治区', '')
.replace('省', '')
}
})
builderLeftMap()
builderRightMap()
loading.value = false
}
defineExpose({ loadData })
const builderLeftMap = () => {
let min = 0
let max = 0
echartsOption.series![0].data = areaStatisticsList.value.map((item) => {
min = Math.min(min, item.customerCount || 0)
max = Math.max(max, item.customerCount || 0)
return { ...item, name: item.areaName, value: item.customerCount || 0 }
})
echartsOption.visualMap!['min'] = min
echartsOption.visualMap!['max'] = max
}
const builderRightMap = () => {
let min = 0
let max = 0
echartsOption2.series![0].data = areaStatisticsList.value.map((item) => {
min = Math.min(min, item.dealCount || 0)
max = Math.max(max, item.dealCount || 0)
return { ...item, name: item.areaName, value: item.dealCount || 0 }
})
echartsOption2.visualMap!['min'] = min
echartsOption2.visualMap!['max'] = max
}
/** 初始化 */
onMounted(() => {
loadData()
})
</script>

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@ -0,0 +1,171 @@
<!-- 客户行业分析 -->
<template>
<!-- Echarts图 -->
<el-card shadow="never">
<el-row :gutter="20">
<el-col :span="12">
<el-skeleton :loading="loading" animated>
<Echart :height="500" :options="echartsOption" />
</el-skeleton>
</el-col>
<el-col :span="12">
<el-skeleton :loading="loading" animated>
<Echart :height="500" :options="echartsOption2" />
</el-skeleton>
</el-col>
</el-row>
</el-card>
<!-- 统计列表 -->
<el-card class="mt-16px" shadow="never">
<el-table v-loading="loading" :data="list">
<el-table-column align="center" label="序号" type="index" width="80" />
<el-table-column align="center" label="客户行业" min-width="200" prop="industryName" />
<el-table-column align="center" label="客户个数" min-width="200" prop="customerCount" />
<el-table-column align="center" label="成交个数" min-width="200" prop="dealCount" />
<el-table-column align="center" label="行业占比(%)" min-width="200" prop="industryPortion" />
<el-table-column align="center" label="成交占比(%)" min-width="200" prop="dealPortion" />
</el-table>
</el-card>
</template>
<script lang="ts" setup>
import {
CrmStatisticCustomerIndustryRespVO,
StatisticsCustomerApi
} from '@/api/crm/statistics/customer'
import { EChartsOption } from 'echarts'
defineOptions({ name: 'CustomerIndustry' })
const props = defineProps<{ queryParams: any }>() //
const loading = ref(false) //
const list = ref<CrmStatisticCustomerIndustryRespVO[]>([]) //
/** 饼图配置 */
const echartsOption = reactive<EChartsOption>({
title: {
text: '全部客户',
left: 'center'
},
tooltip: {
trigger: 'item'
},
legend: {
orient: 'vertical',
left: 'left'
},
toolbox: {
feature: {
saveAsImage: { show: true, name: '全部客户' } //
}
},
series: [
{
name: '全部客户',
type: 'pie',
radius: ['40%', '70%'],
avoidLabelOverlap: false,
itemStyle: {
borderRadius: 10,
borderColor: '#fff',
borderWidth: 2
},
label: {
show: false,
position: 'center'
},
emphasis: {
label: {
show: true,
fontSize: 40,
fontWeight: 'bold'
}
},
labelLine: {
show: false
},
data: []
}
]
}) as EChartsOption
/** 饼图配置 */
const echartsOption2 = reactive<EChartsOption>({
title: {
text: '成交客户',
left: 'center'
},
tooltip: {
trigger: 'item'
},
legend: {
orient: 'vertical',
left: 'left'
},
toolbox: {
feature: {
saveAsImage: { show: true, name: '成交客户' } //
}
},
series: [
{
name: '成交客户',
type: 'pie',
radius: ['40%', '70%'],
avoidLabelOverlap: false,
itemStyle: {
borderRadius: 10,
borderColor: '#fff',
borderWidth: 2
},
label: {
show: false,
position: 'center'
},
emphasis: {
label: {
show: true,
fontSize: 40,
fontWeight: 'bold'
}
},
labelLine: {
show: false
},
data: []
}
]
}) as EChartsOption
/** 获取统计数据 */
const loadData = async () => {
// 1.
loading.value = true
const industryList = await StatisticsCustomerApi.getCustomerIndustry(props.queryParams)
// 2.1 Echarts
if (echartsOption.series && echartsOption.series[0] && echartsOption.series[0]['data']) {
echartsOption.series[0]['data'] = industryList.map((r: CrmStatisticCustomerIndustryRespVO) => {
return {
name: r.industryName,
value: r.customerCount
}
})
}
// 2.2 Echarts2
if (echartsOption2.series && echartsOption2.series[0] && echartsOption2.series[0]['data']) {
echartsOption2.series[0]['data'] = industryList.map((r: CrmStatisticCustomerIndustryRespVO) => {
return {
name: r.industryName,
value: r.dealCount
}
})
}
list.value = industryList
loading.value = false
}
defineExpose({ loadData })
/** 初始化 */
onMounted(() => {
loadData()
})
</script>

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@ -0,0 +1,171 @@
<!-- 客户来源分析 -->
<template>
<!-- Echarts图 -->
<el-card shadow="never">
<el-row :gutter="20">
<el-col :span="12">
<el-skeleton :loading="loading" animated>
<Echart :height="500" :options="echartsOption" />
</el-skeleton>
</el-col>
<el-col :span="12">
<el-skeleton :loading="loading" animated>
<Echart :height="500" :options="echartsOption2" />
</el-skeleton>
</el-col>
</el-row>
</el-card>
<!-- 统计列表 -->
<el-card class="mt-16px" shadow="never">
<el-table v-loading="loading" :data="list">
<el-table-column align="center" label="序号" type="index" width="80" />
<el-table-column align="center" label="客户来源" min-width="200" prop="levelName" />
<el-table-column align="center" label="客户个数" min-width="200" prop="customerCount" />
<el-table-column align="center" label="成交个数" min-width="200" prop="dealCount" />
<el-table-column align="center" label="级别占比(%)" min-width="200" prop="levelPortion" />
<el-table-column align="center" label="成交占比(%)" min-width="200" prop="dealPortion" />
</el-table>
</el-card>
</template>
<script lang="ts" setup>
import {
CrmStatisticCustomerLevelRespVO,
StatisticsCustomerApi
} from '@/api/crm/statistics/customer'
import { EChartsOption } from 'echarts'
defineOptions({ name: 'CustomerSource' })
const props = defineProps<{ queryParams: any }>() //
const loading = ref(false) //
const list = ref<CrmStatisticCustomerLevelRespVO[]>([]) //
/** 饼图配置 */
const echartsOption = reactive<EChartsOption>({
title: {
text: '全部客户',
left: 'center'
},
tooltip: {
trigger: 'item'
},
legend: {
orient: 'vertical',
left: 'left'
},
toolbox: {
feature: {
saveAsImage: { show: true, name: '全部客户' } //
}
},
series: [
{
name: '全部客户',
type: 'pie',
radius: ['40%', '70%'],
avoidLabelOverlap: false,
itemStyle: {
borderRadius: 10,
borderColor: '#fff',
borderWidth: 2
},
label: {
show: false,
position: 'center'
},
emphasis: {
label: {
show: true,
fontSize: 40,
fontWeight: 'bold'
}
},
labelLine: {
show: false
},
data: []
}
]
}) as EChartsOption
/** 饼图配置 */
const echartsOption2 = reactive<EChartsOption>({
title: {
text: '成交客户',
left: 'center'
},
tooltip: {
trigger: 'item'
},
legend: {
orient: 'vertical',
left: 'left'
},
toolbox: {
feature: {
saveAsImage: { show: true, name: '成交客户' } //
}
},
series: [
{
name: '成交客户',
type: 'pie',
radius: ['40%', '70%'],
avoidLabelOverlap: false,
itemStyle: {
borderRadius: 10,
borderColor: '#fff',
borderWidth: 2
},
label: {
show: false,
position: 'center'
},
emphasis: {
label: {
show: true,
fontSize: 40,
fontWeight: 'bold'
}
},
labelLine: {
show: false
},
data: []
}
]
}) as EChartsOption
/** 获取统计数据 */
const loadData = async () => {
// 1.
loading.value = true
const levelList = await StatisticsCustomerApi.getCustomerLevel(props.queryParams)
// 2.1 Echarts
if (echartsOption.series && echartsOption.series[0] && echartsOption.series[0]['data']) {
echartsOption.series[0]['data'] = levelList.map((r: CrmStatisticCustomerLevelRespVO) => {
return {
name: r.levelName,
value: r.customerCount
}
})
}
// 2.2 Echarts2
if (echartsOption2.series && echartsOption2.series[0] && echartsOption2.series[0]['data']) {
echartsOption2.series[0]['data'] = levelList.map((r: CrmStatisticCustomerLevelRespVO) => {
return {
name: r.levelName,
value: r.dealCount
}
})
}
list.value = levelList
loading.value = false
}
defineExpose({ loadData })
/** 初始化 */
onMounted(() => {
loadData()
})
</script>

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@ -0,0 +1,171 @@
<!-- 客户来源分析 -->
<template>
<!-- Echarts图 -->
<el-card shadow="never">
<el-row :gutter="20">
<el-col :span="12">
<el-skeleton :loading="loading" animated>
<Echart :height="500" :options="echartsOption" />
</el-skeleton>
</el-col>
<el-col :span="12">
<el-skeleton :loading="loading" animated>
<Echart :height="500" :options="echartsOption2" />
</el-skeleton>
</el-col>
</el-row>
</el-card>
<!-- 统计列表 -->
<el-card class="mt-16px" shadow="never">
<el-table v-loading="loading" :data="list">
<el-table-column align="center" label="序号" type="index" width="80" />
<el-table-column align="center" label="客户来源" min-width="200" prop="sourceName" />
<el-table-column align="center" label="客户个数" min-width="200" prop="customerCount" />
<el-table-column align="center" label="成交个数" min-width="200" prop="dealCount" />
<el-table-column align="center" label="来源占比(%)" min-width="200" prop="sourcePortion" />
<el-table-column align="center" label="成交占比(%)" min-width="200" prop="dealPortion" />
</el-table>
</el-card>
</template>
<script lang="ts" setup>
import {
CrmStatisticCustomerSourceRespVO,
StatisticsCustomerApi
} from '@/api/crm/statistics/customer'
import { EChartsOption } from 'echarts'
defineOptions({ name: 'CustomerSource' })
const props = defineProps<{ queryParams: any }>() //
const loading = ref(false) //
const list = ref<CrmStatisticCustomerSourceRespVO[]>([]) //
/** 饼图配置 */
const echartsOption = reactive<EChartsOption>({
title: {
text: '全部客户',
left: 'center'
},
tooltip: {
trigger: 'item'
},
legend: {
orient: 'vertical',
left: 'left'
},
toolbox: {
feature: {
saveAsImage: { show: true, name: '全部客户' } //
}
},
series: [
{
name: '全部客户',
type: 'pie',
radius: ['40%', '70%'],
avoidLabelOverlap: false,
itemStyle: {
borderRadius: 10,
borderColor: '#fff',
borderWidth: 2
},
label: {
show: false,
position: 'center'
},
emphasis: {
label: {
show: true,
fontSize: 40,
fontWeight: 'bold'
}
},
labelLine: {
show: false
},
data: []
}
]
}) as EChartsOption
/** 饼图配置 */
const echartsOption2 = reactive<EChartsOption>({
title: {
text: '成交客户',
left: 'center'
},
tooltip: {
trigger: 'item'
},
legend: {
orient: 'vertical',
left: 'left'
},
toolbox: {
feature: {
saveAsImage: { show: true, name: '成交客户' } //
}
},
series: [
{
name: '成交客户',
type: 'pie',
radius: ['40%', '70%'],
avoidLabelOverlap: false,
itemStyle: {
borderRadius: 10,
borderColor: '#fff',
borderWidth: 2
},
label: {
show: false,
position: 'center'
},
emphasis: {
label: {
show: true,
fontSize: 40,
fontWeight: 'bold'
}
},
labelLine: {
show: false
},
data: []
}
]
}) as EChartsOption
/** 获取统计数据 */
const loadData = async () => {
// 1.
loading.value = true
const sourceList = await StatisticsCustomerApi.getCustomerSource(props.queryParams)
// 2.1 Echarts
if (echartsOption.series && echartsOption.series[0] && echartsOption.series[0]['data']) {
echartsOption.series[0]['data'] = sourceList.map((r: CrmStatisticCustomerSourceRespVO) => {
return {
name: r.sourceName,
value: r.customerCount
}
})
}
// 2.2 Echarts2
if (echartsOption2.series && echartsOption2.series[0] && echartsOption2.series[0]['data']) {
echartsOption2.series[0]['data'] = sourceList.map((r: CrmStatisticCustomerSourceRespVO) => {
return {
name: r.sourceName,
value: r.dealCount
}
})
}
list.value = sourceList
loading.value = false
}
defineExpose({ loadData })
/** 初始化 */
onMounted(() => {
loadData()
})
</script>

View File

@ -3,49 +3,55 @@
<ContentWrap>
<!-- 搜索工作栏 -->
<el-form
class="-mb-15px"
:model="queryParams"
ref="queryFormRef"
:inline="true"
:model="queryParams"
class="-mb-15px"
label-width="68px"
>
<el-form-item label="时间范围" prop="orderDate">
<el-date-picker
v-model="queryParams.times"
:default-time="[new Date('1 00:00:00'), new Date('1 23:59:59')]"
: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"
class="!w-240px"
:data="deptList"
:props="defaultProps"
check-strictly
class="!w-240px"
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-select v-model="queryParams.userId" class="!w-240px" clearable placeholder="员工">
<el-option
v-for="(user, index) in userListByDeptId"
:key="index"
: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-button @click="handleQuery">
<Icon class="mr-5px" icon="ep:search" />
搜索
</el-button>
<el-button @click="resetQuery">
<Icon class="mr-5px" icon="ep:refresh" />
重置
</el-button>
</el-form-item>
</el-form>
</ContentWrap>
@ -54,24 +60,40 @@
<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 label="客户总量分析" lazy name="customerSummary">
<CustomerSummary ref="customerSummaryRef" :query-params="queryParams" />
</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 label="客户跟进次数分析" lazy name="followupSummary">
<CustomerFollowupSummary ref="followupSummaryRef" :query-params="queryParams" />
</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 label="客户跟进方式分析" lazy name="followupType">
<CustomerFollowupType ref="followupTypeRef" :query-params="queryParams" />
</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 label="客户转化率分析" lazy name="conversionStat">
<CustomerConversionStat ref="conversionStatRef" :query-params="queryParams" />
</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 label="成交周期分析" lazy name="dealCycle">
<CustomerDealCycle ref="dealCycleRef" :query-params="queryParams" />
</el-tab-pane>
<!-- 城市分布分析 -->
<el-tab-pane label="城市分布分析" lazy name="addressRef">
<CustomerAddress ref="addressRef" :query-params="queryParams" />
</el-tab-pane>
<!-- 客户级别分析 -->
<el-tab-pane label="客户级别分析" lazy name="levelRef">
<CustomerLevel ref="levelRef" :query-params="queryParams" />
</el-tab-pane>
<!-- 客户来源分析 -->
<el-tab-pane label="客户来源分析" lazy name="sourceRef">
<CustomerSource ref="sourceRef" :query-params="queryParams" />
</el-tab-pane>
<!-- 客户行业分析 -->
<el-tab-pane label="客户行业分析" lazy name="industryRef">
<CustomerIndustry ref="industryRef" :query-params="queryParams" />
</el-tab-pane>
</el-tabs>
</el-col>
@ -88,6 +110,10 @@ import CustomerFollowupSummary from './components/CustomerFollowupSummary.vue'
import CustomerFollowupType from './components/CustomerFollowupType.vue'
import CustomerConversionStat from './components/CustomerConversionStat.vue'
import CustomerDealCycle from './components/CustomerDealCycle.vue'
import CustomerAddress from './components/CustomerAddress.vue'
import CustomerIndustry from './components/CustomerIndustry.vue'
import CustomerSource from './components/CustomerSource.vue'
import CustomerLevel from './components/CustomerLevel.vue'
defineOptions({ name: 'CrmStatisticsCustomer' })
@ -125,7 +151,13 @@ const conversionStatRef = ref()
// crm_owner_record
// 6.
const dealCycleRef = ref()
const addressRef = ref()
//
const levelRef = ref()
//
const sourceRef = ref()
//
const industryRef = ref()
/** 搜索按钮操作 */
const handleQuery = () => {
switch (activeTab.value) {
@ -144,6 +176,18 @@ const handleQuery = () => {
case 'dealCycle':
dealCycleRef.value?.loadData?.()
break
case 'addressRef':
addressRef.value?.loadData?.()
break
case 'levelRef':
levelRef.value?.loadData?.()
break
case 'sourceRef':
sourceRef.value?.loadData?.()
break
case 'industryRef':
industryRef.value?.loadData?.()
break
}
}