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feat: CRM/数据统计/员工客户分析 初稿

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main
dhb52 2 years ago
parent 3ddba81e24
commit d0501ee0a6
7 changed files with 510 additions and 10 deletions
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29
src/api/crm/statistics/customer.ts
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@ -2,6 +2,7 @@ import request from '@/config/axios'
export interface StatisticsCustomerRespVO {
count: number
cycle: number
category: string
}
@ -21,4 +22,32 @@ export const StatisticsCustomerApi = {
params
})
},
// 获取客户跟进次数
getRecordCount: (params: any) => {
return request.get({
url: '/crm/statistics-customer/get-record-count',
params
})
},
// 获取客户跟进次数
getDistinctRecordCount: (params: any) => {
return request.get({
url: '/crm/statistics-customer/get-distinct-record-count',
params
})
},
// 获取客户跟进方式统计数
getRecordTypeCount: (params: any) => {
return request.get({
url: '/crm/statistics-customer/get-record-type-count',
params
})
},
// 获取客户成交周期
getCustomerCycle: (params: any) => {
return request.get({
url: '/crm/statistics-customer/get-customer-cycle',
params
})
},
}

112
src/views/crm/statistics/customer/components/ConversionRate.vue
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@ -0,0 +1,112 @@
<!-- 客户转化率分析 -->
<template>
<!-- Echarts图 -->
<el-card shadow="never">
<el-skeleton :loading="loading" animated>
<Echart :height="500" :options="echartsOption" />
</el-skeleton>
</el-card>
<!-- 统计列表 -->
<el-card shadow="never" class="mt-16px">
<el-table v-loading="loading" :data="list">
<el-table-column label="序号" align="center" type="index" width="80" />
<el-table-column label="日期" align="center" prop="category" min-width="200" />
<el-table-column label="新增客户数" align="center" prop="customerCount" min-width="200" />
<el-table-column label="成交客户数" align="center" prop="dealCustomerCount" min-width="200" />
<el-table-column label="转化率(%)" align="center" prop="conversionRate" min-width="200" />
</el-table>
</el-card>
</template>
<script setup lang="ts">
import { StatisticsCustomerApi, StatisticsCustomerRespVO } from '@/api/crm/statistics/customer'
import { EChartsOption } from 'echarts'
import { round } from 'lodash-es';
defineOptions({ name: 'ConversionRate' })
const props = defineProps<{ queryParams: any }>() // 搜索参数
const loading = ref(false) // 加载中
const list = ref<StatisticsCustomerRespVO[]>([]) // 列表的数据
/** 柱状图配置：纵向 */
const echartsOption = reactive<EChartsOption>({
grid: {
left: 20,
right: 20,
bottom: 20,
containLabel: true
},
legend: { },
series: [
{
name: '客户转化率',
type: 'line',
data: []
},
],
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: '客户转化率分析' } // 保存为图片
}
},
tooltip: {
trigger: 'axis',
axisPointer: {
type: 'shadow'
}
},
yAxis: {
type: 'value',
name: '转化率(%)'
},
xAxis: {
type: 'category',
name: '日期',
data: []
}
}) as EChartsOption
/** 获取统计数据 */
const loadData = async () => {
// 1. 加载统计数据
loading.value = true
const customerCount = await StatisticsCustomerApi.getTotalCustomerCount(props.queryParams)
const dealCustomerCount = await StatisticsCustomerApi.getDealTotalCustomerCount(props.queryParams)
// 2.1 更新 Echarts 数据
if (echartsOption.xAxis && echartsOption.xAxis['data']) {
echartsOption.xAxis['data'] = customerCount.map((s: StatisticsCustomerRespVO) => s.category)
}
if (echartsOption.series && echartsOption.series[0] && echartsOption.series[0]['data']) {
echartsOption.series[0]['data'] = customerCount.map((item: StatisticsCustomerRespVO, index: number) => {
return {
name: item.category,
value: item.count ? round(dealCustomerCount[index].count / item.count * 100, 2) : 0,
}
})
}
// 2.2 更新列表数据
const tableData = customerCount.map((item: StatisticsCustomerRespVO, index: number) => {
return {
category: item.category,
dealCustomerCount: dealCustomerCount[index].count,
customerCount: item.count,
conversionRate: item.count ? round(dealCustomerCount[index].count / item.count * 100, 2) : 0,
}
})
list.value = tableData
loading.value = false
}
defineExpose({ loadData })
/** 初始化 */
onMounted(() => {
loadData()
})
</script>

112
src/views/crm/statistics/customer/components/CustomerCycle.vue
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@ -0,0 +1,112 @@
<!-- 成交周期分析 -->
<template>
<!-- Echarts图 -->
<el-card shadow="never">
<el-skeleton :loading="loading" animated>
<Echart :height="500" :options="echartsOption" />
</el-skeleton>
</el-card>
<!-- 统计列表 -->
<el-card shadow="never" class="mt-16px">
<el-table v-loading="loading" :data="list">
<el-table-column label="序号" align="center" type="index" width="80" />
<el-table-column label="日期" align="center" prop="category" min-width="200" />
<el-table-column label="成交周期(天)" align="center" prop="customerCycle" min-width="200" />
<el-table-column label="成交客户数" align="center" prop="dealCustomerCount" min-width="200" />
</el-table>
</el-card>
</template>
<script setup lang="ts">
import { StatisticsCustomerApi, StatisticsCustomerRespVO } from '@/api/crm/statistics/customer'
import { EChartsOption } from 'echarts'
defineOptions({ name: 'TotalCustomerCount' })
const props = defineProps<{ queryParams: any }>() // 搜索参数
const loading = ref(false) // 加载中
const list = ref<StatisticsCustomerRespVO[]>([]) // 列表的数据
/** 柱状图配置：纵向 */
const echartsOption = reactive<EChartsOption>({
grid: {
left: 20,
right: 20,
bottom: 20,
containLabel: true
},
legend: { },
series: [
{
name: '成交周期(天)',
type: 'bar',
data: []
},
{
name: '成交客户数',
type: 'bar',
data: []
},
],
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: '成交周期分析' } // 保存为图片
}
},
tooltip: {
trigger: 'axis',
axisPointer: {
type: 'shadow'
}
},
yAxis: {
type: 'value',
name: '数量（个）'
},
xAxis: {
type: 'category',
name: '日期',
data: []
}
}) as EChartsOption
/** 获取统计数据 */
const loadData = async () => {
// 1. 加载统计数据
loading.value = true
const customerCycle = await StatisticsCustomerApi.getCustomerCycle(props.queryParams)
const dealCustomerCount = await StatisticsCustomerApi.getDealTotalCustomerCount(props.queryParams)
// 2.1 更新 Echarts 数据
if (echartsOption.xAxis && echartsOption.xAxis['data']) {
echartsOption.xAxis['data'] = customerCycle.map((s: StatisticsCustomerRespVO) => s.category)
}
if (echartsOption.series && echartsOption.series[0] && echartsOption.series[0]['data']) {
echartsOption.series[0]['data'] = customerCycle.map((s: StatisticsCustomerRespVO) => s['cycle'])
}
if (echartsOption.series && echartsOption.series[1] && echartsOption.series[1]['data']) {
echartsOption.series[1]['data'] = dealCustomerCount.map((s: StatisticsCustomerRespVO) => s.count)
}
// 2.2 更新列表数据
const tableData = customerCycle.map((item: StatisticsCustomerRespVO, index: number) => {
return {
category: item.category,
customerCycle: item.cycle,
dealCustomerCount: dealCustomerCount[index].count,
}
})
list.value = tableData
loading.value = false
}
defineExpose({ loadData })
/** 初始化 */
onMounted(() => {
loadData()
})
</script>

112
src/views/crm/statistics/customer/components/FollowupCount.vue
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@ -0,0 +1,112 @@
<!-- 客户跟进次数分析 -->
<template>
<!-- Echarts图 -->
<el-card shadow="never">
<el-skeleton :loading="loading" animated>
<Echart :height="500" :options="echartsOption" />
</el-skeleton>
</el-card>
<!-- 统计列表 -->
<el-card shadow="never" class="mt-16px">
<el-table v-loading="loading" :data="list">
<el-table-column label="序号" align="center" type="index" width="80" />
<el-table-column label="日期" align="center" prop="category" min-width="200" />
<el-table-column label="跟进客户数" align="center" prop="distinctRecordCount" min-width="200" />
<el-table-column label="跟进次数" align="center" prop="recordCount" min-width="200" />
</el-table>
</el-card>
</template>
<script setup lang="ts">
import { StatisticsCustomerApi, StatisticsCustomerRespVO } from '@/api/crm/statistics/customer'
import { EChartsOption } from 'echarts'
defineOptions({ name: 'FollowupCount' })
const props = defineProps<{ queryParams: any }>() // 搜索参数
const loading = ref(false) // 加载中
const list = ref<StatisticsCustomerRespVO[]>([]) // 列表的数据
/** 柱状图配置：纵向 */
const echartsOption = reactive<EChartsOption>({
grid: {
left: 20,
right: 20,
bottom: 20,
containLabel: true
},
legend: { },
series: [
{
name: '跟进客户数',
type: 'bar',
data: []
},
{
name: '跟进次数',
type: 'bar',
data: []
},
],
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: '客户跟进次数分析' } // 保存为图片
}
},
tooltip: {
trigger: 'axis',
axisPointer: {
type: 'shadow'
}
},
yAxis: {
type: 'value',
name: '数量（个）'
},
xAxis: {
type: 'category',
name: '日期',
data: []
}
}) as EChartsOption
/** 获取统计数据 */
const loadData = async () => {
// 1. 加载统计数据
loading.value = true
const recordCount = await StatisticsCustomerApi.getRecordCount(props.queryParams)
const distinctRecordCount = await StatisticsCustomerApi.getDistinctRecordCount(props.queryParams)
// 2.1 更新 Echarts 数据
if (echartsOption.xAxis && echartsOption.xAxis['data']) {
echartsOption.xAxis['data'] = recordCount.map((s: StatisticsCustomerRespVO) => s.category)
}
if (echartsOption.series && echartsOption.series[0] && echartsOption.series[0]['data']) {
echartsOption.series[0]['data'] = distinctRecordCount.map((s: StatisticsCustomerRespVO) => s.count)
}
if (echartsOption.series && echartsOption.series[1] && echartsOption.series[1]['data']) {
echartsOption.series[1]['data'] = recordCount.map((s: StatisticsCustomerRespVO) => s.count)
}
// 2.2 更新列表数据
const tableData = recordCount.map((item: StatisticsCustomerRespVO, index: number) => {
return {
category: item.category,
recordCount: item.count,
distinctRecordCount: distinctRecordCount[index].count,
}
})
list.value = tableData
loading.value = false
}
defineExpose({ loadData })
/** 初始化 */
onMounted(() => {
loadData()
})
</script>

98
src/views/crm/statistics/customer/components/FollowupType.vue
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@ -0,0 +1,98 @@
<!-- 客户跟进方式分析 -->
<template>
<!-- Echarts图 -->
<el-card shadow="never">
<el-skeleton :loading="loading" animated>
<Echart :height="500" :options="echartsOption" />
</el-skeleton>
</el-card>
<!-- 统计列表 -->
<el-card shadow="never" class="mt-16px">
<el-table v-loading="loading" :data="list">
<el-table-column label="序号" align="center" type="index" width="80" />
<el-table-column label="跟进方式" align="center" prop="category" min-width="200" />
<el-table-column label="个数" align="center" prop="count" min-width="200" />
<el-table-column label="占比(%)" align="center" prop="portion" min-width="200" />
</el-table>
</el-card>
</template>
<script setup lang="ts">
import { StatisticsCustomerApi, StatisticsCustomerRespVO } from '@/api/crm/statistics/customer'
import { EChartsOption } from 'echarts'
import { round, sumBy } from 'lodash-es'
defineOptions({ name: 'FollowupType' })
const props = defineProps<{ queryParams: any }>() // 搜索参数
const loading = ref(false) // 加载中
const list = ref<StatisticsCustomerRespVO[]>([]) // 列表的数据
/** 饼图配置 */
const echartsOption = reactive<EChartsOption>({
title: {
text: '客户跟进方式分析',
left: 'center'
},
legend: {
orient: 'vertical',
left: 'left'
},
tooltip: {
trigger: 'item',
formatter: '{b} : {c}% '
},
toolbox: {
feature: {
saveAsImage: { show: true, name: '客户跟进方式分析' } // 保存为图片
}
},
series: [
{
name: '跟进方式',
type: 'pie',
radius: '50%',
data: [],
emphasis: {
itemStyle: {
shadowBlur: 10,
shadowOffsetX: 0,
shadowColor: 'rgba(0, 0, 0, 0.5)'
}
}
}
]
}) as EChartsOption
/** 获取统计数据 */
const loadData = async () => {
// 1. 加载统计数据
loading.value = true
const recordTypeCount = await StatisticsCustomerApi.getRecordTypeCount(props.queryParams)
// 2.1 更新 Echarts 数据
if (echartsOption.series && echartsOption.series[0] && echartsOption.series[0]['data']) {
echartsOption.series[0]['data'] = recordTypeCount.map((r: StatisticsCustomerRespVO) => {
return {
name: r.category,
value: r.count
}
})
}
// 2.2 更新列表数据
const totalCount = sumBy(recordTypeCount, 'count')
list.value = recordTypeCount.map((r: StatisticsCustomerRespVO) => {
return {
category: r.category,
count: r.count,
portion: round((r.count / totalCount) * 100, 2)
}
})
loading.value = false
}
defineExpose({ loadData })
/** 初始化 */
onMounted(() => {
loadData()
})
</script>

17
src/views/crm/statistics/customer/components/TotalCustomerCount.vue
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@ -1,6 +1,6 @@
<!-- 客户总量分析 -->
<template>
<!-- 柱状图 -->
<!-- Echarts图 -->
<el-card shadow="never">
<el-skeleton :loading="loading" animated>
<Echart :height="500" :options="echartsOption" />
@ -20,7 +20,6 @@
<script setup lang="ts">
import { StatisticsCustomerApi, StatisticsCustomerRespVO } from '@/api/crm/statistics/customer'
import { EChartsOption } from 'echarts'
import { clone } from 'lodash-es'
defineOptions({ name: 'TotalCustomerCount' })
const props = defineProps<{ queryParams: any }>() // 搜索参数
@ -85,20 +84,20 @@ const loadData = async () => {
const dealCustomerCount = await StatisticsCustomerApi.getDealTotalCustomerCount(props.queryParams)
// 2.1 更新 Echarts 数据
if (echartsOption.xAxis && echartsOption.xAxis['data']) {
echartsOption.xAxis['data'] = clone(customerCount.map(s => s['category']))
echartsOption.xAxis['data'] = customerCount.map((s: StatisticsCustomerRespVO) => s.category)
}
if (echartsOption.series && echartsOption.series[0] && echartsOption.series[0]['data']) {
echartsOption.series[0]['data'] = clone(customerCount.map(s => s['count']))
echartsOption.series[0]['data'] = customerCount.map((s: StatisticsCustomerRespVO) => s.count)
}
if (echartsOption.series && echartsOption.series[1] && echartsOption.series[1]['data']) {
echartsOption.series[1]['data'] = clone(dealCustomerCount.map(s => s['count']))
echartsOption.series[1]['data'] = dealCustomerCount.map((s: StatisticsCustomerRespVO) => s.count)
}
// 2.2 更新列表数据
const tableData = customerCount.map((item, index) => {
const tableData = customerCount.map((item: StatisticsCustomerRespVO, index: number) => {
return {
category: item['category'],
customerCount: item['count'],
dealCustomerCount: dealCustomerCount[index]['count'],
category: item.category,
customerCount: item.count,
dealCustomerCount: dealCustomerCount[index].count,
}
})
list.value = tableData

40
src/views/crm/statistics/customer/index.vue
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@ -56,6 +56,22 @@
<el-tab-pane label="客户总量分析" name="totalCustomerCount" lazy>
<TotalCustomerCount :query-params="queryParams" ref="totalCustomerCountRef" />
</el-tab-pane>
<!-- 客户跟进次数分析 -->
<el-tab-pane label="客户跟进次数分析" name="followupCount" lazy>
<FollowupCount :query-params="queryParams" ref="followupCountRef" />
</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>
<FollowupType :query-params="queryParams" ref="followupTypeRef" />
</el-tab-pane>
<!-- 客户转化率分析 -->
<el-tab-pane label="客户转化率分析" name="conversionRate" lazy>
<ConversionRate :query-params="queryParams" ref="conversionRateRef" />
</el-tab-pane>
<!-- 成交周期分析 -->
<el-tab-pane label="成交周期分析" name="customerCycle" lazy>
<CustomerCycle :query-params="queryParams" ref="customerCycleRef" />
</el-tab-pane>
</el-tabs>
</el-col>
</template>
@ -66,6 +82,11 @@ import { useUserStore } from '@/store/modules/user'
import { beginOfDay, defaultShortcuts, endOfDay, formatDate } from '@/utils/formatTime'
import { defaultProps, handleTree } from '@/utils/tree'
import TotalCustomerCount from './components/TotalCustomerCount.vue'
import FollowupCount from './components/FollowupCount.vue'
import FollowupType from './components/FollowupType.vue'
import ConversionRate from './components/ConversionRate.vue'
import CustomerCycle from './components/CustomerCycle.vue'
defineOptions({ name: 'CrmStatisticsCustomer' })
@ -84,7 +105,7 @@ const deptList = ref<Tree[]>([]) // 部门树形结构
const userList = ref<UserApi.UserVO[]>([]) // 全量用户清单
// 根据选择的部门筛选员工清单
const userListByDeptId = computed(() =>
queryParams.deptId ? userList.value.filter((u) => u.deptId === queryParams.deptId) : []
queryParams.deptId ? userList.value.filter((u: UserApi.UserVO) => u.deptId === queryParams.deptId) : []
)
// 活跃标签
@ -92,10 +113,15 @@ const activeTab = ref('totalCustomerCount')
// 1.客户总量分析
const totalCustomerCountRef = ref()
// 2.客户跟进次数分析
const followupCountRef = ref()
// 3.客户跟进方式分析
const followupTypeRef = ref()
// 4.客户转化率分析
const conversionRateRef = ref()
// 5.公海客户分析
// 缺 crm_owner_record 表
// 6.成交周期分析
const customerCycleRef = ref()
/** 搜索按钮操作 */
const handleQuery = () => {
@ -103,6 +129,18 @@ const handleQuery = () => {
case 'totalCustomerCount':
totalCustomerCountRef.value?.loadData?.()
break
case 'followupCount':
followupCountRef.value?.loadData?.()
break
case 'followupType':
followupTypeRef.value?.loadData?.()
break
case 'conversionRate':
conversionRateRef.value?.loadData?.()
break
case 'customerCycle':
customerCycleRef.value?.loadData?.()
break
}
}

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