CLIENT DASHBOARD - SWALLIS DSA
1. Current sales tracking
{source}
<?php
defined('_JEXEC') or die('Restricted Access');
//use Joomla\CMS\Factory;
//use Joomla\CMS\HTML\HTMLHelper;
//use Joomla\CMS\Language\Text;
// These two are functionally equivalent
//echo HtmlHelper::date('now', Text::_('DATE_FORMAT_FILTER_DATETIME'));
//$timezone = Factory::getUser()->getTimezone();
//echo Factory::getDate()->setTimezone($timezone)->format(Text::_('DATE_FORMAT_FILTER_DATETIME'));
$option = array(); //prevent problems
$option['driver'] = 'mysql'; // Database driver name
$option['host'] = 'localhost'; // Database host name
$option['user'] = 'readOnly'; // User for database authentication
$option['password'] = 'kDvgI4cC4oING4go'; // Password for database authentication
$option['database'] = 'suitecrm'; // Database name
$option['prefix'] = ''; // Database prefix (may be empty)
$db = JDatabaseDriver::getInstance( $option );
$query = $db->getQuery(true)
->select (array ("ap.name 'ap_name'", "ap.id 'ap_id'","apc.temp_symbol_c 'currency'",
"DATE_FORMAT(ap.date_entered, '%d-%b-%Y') 's_date'",
"COUNT(*) 'interested'"
,"SUM(CASE WHEN cc.ascl_responded_c = 1 THEN 1 ELSE 0 END) 'replied' "
,"SUM(CASE WHEN cc.ascl_info_sent_c = 1 THEN 1 ELSE 0 END) 'info' "
,"SUM(CASE WHEN cc.ascl_q_call_c = 1 THEN 1 ELSE 0 END) 'q_call' "
,"SUM(CASE WHEN cc.ascl_qualified_c = 1 THEN 1 ELSE 0 END) 'q' "
,"SUM(CASE WHEN cc.ascl_m_call_c = 1 THEN 1 ELSE 0 END) 'm_call' "
,"SUM(CASE WHEN cases.state = 'Closed' THEN 1 ELSE 0 END) 'closed' "
,"SUM(cc.ascl_exp_ticket_float_c) 'exp_ticket_f' "
)
)
->from($db->quoteName('cases_cstm', 'cc'))
->join('LEFT', $db->quoteName( 'aos_products_cstm', 'apc') . ' ON (' .$db->quoteName('apc.id_c') . ' = ' .$db->quoteName('cc.aos_products_id_c') . ')')
->join('LEFT', $db->quoteName( 'aos_products', 'ap') . ' ON (' .$db->quoteName('ap.id') . ' = ' .$db->quoteName('cc.aos_products_id_c') . ')')
->join('LEFT', $db->quoteName( 'cases', 'c') . ' ON (' .$db->quoteName('cc.aos_products_id_c') . ' = ' .$db->quoteName('c.id') . ')')
->join('LEFT', $db->quoteName( 'cases') . ' ON (' .$db->quoteName('cases.id') . ' = ' .$db->quoteName('cc.id_c') . ')')
->group('aos_products_id_c')
->order('ap.date_entered DESC');
$db->setQuery($query);
//echo $db->replacePrefix((string) $query);
$results = $db->loadAssocList();
$today = mktime(date("G"), date("i"), 0, date("m"), date("d"), date("Y"));
echo "<p>Timestamp (GMT): ".date("G:i a - l d M, Y", $today). "</p>";
echo '<table style="border-color: #000000; background-color: #eeeeee;" border="1" cellpadding="10"><tbody>
<tr>
<td style="text-align: left; font-weight: bold;">Client/product</td>
<td width="125px" style="text-align: right; font-weight: bold;">Start date</td>
<td style="text-align: center; font-weight: bold;">Indications</td>
<td style="text-align: center; font-weight: bold;">Interested</td>
<td style="text-align: center; font-weight: bold;">Replied</td>
<td style="text-align: center; font-weight: bold;">Info sent</td>
<td style="text-align: center; font-weight: bold;">Qual. calls</td>
<td style="text-align: center; font-weight: bold;">Qualified</td>
<td style="text-align: center; font-weight: bold;">Mgmt calls</td>
<td style="text-align: center; font-weight: bold;">Closed</td></tr>';
foreach ($results as $row) {
if ($row['ap_id'] == "c53096d1-4ac9-697a-4579-63775a2e2012")
{
echo "
<tr>
<td style=\"text-align: left;\">" . $row['ap_name'] . "</td>
<td style=\"text-align: right;\">" . $row['s_date'] ."</td>";
if ($row['exp_ticket_f'] > 0){
echo "<td style=\"text-align: center;\">" . $row['currency'] . $row['exp_ticket_f'] ."m</td>";
}
else {
echo "<td style=\"text-align: center;\"> - </td>";
}
echo "<td style=\"text-align: center;\">" . $row['interested'] ."<br /></td>
<td style=\"text-align: center;\">" . $row['replied'] . "<br />(" . round ($row['replied']/$row['interested'],3)*100 . "%)</td>
<td style=\"text-align: center;\">" . $row['info'] ."<br />(" . round ($row['info']/$row['interested'],3)*100 . "%)</td>
<td style=\"text-align: center;\">" . $row['q_call'] ."<br />(" . round ($row['q_call']/$row['interested'],3)*100 . "%)</td>
<td style=\"text-align: center;\">" . $row['q'] ."<br />(" . round ($row['q']/$row['interested'],3)*100 . "%)</td>
<td style=\"text-align: center;\">" . $row['m_call'] ."<br />(" . round ($row['m_call']/$row['interested'],3)*100 . "%)</td>
<td style=\"text-align: center;\">" . $row['closed'] ."<br />(" . round ($row['closed']/$row['interested'],3)*100 . "%)</td>
</td></tr>
";
}
}
echo "</tbody></table>";
?>
{/source}
2. Dynamic sales reports
3. Useful links (e.g. data room): anglo-suisse.com etc.
- Teams workspace: https://teams.microsoft.com/
- Slack workspace:
- Nextcloud VDR: https://anglo-suisse.com/vdr/
- MMost workspace: http://a.anglo-suisse.com:8065/asc/channels/e
- G-Drive shared folder:
- Dashboard: https://anglo-suisse.com/index.php/swallis-dsa-dash