CLIENT DASHBOARD
-
TRIRF - Triterras
1. Current sales tracking
{source}<?php
defined('_JEXEC') or die('Restricted Access');
$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 = $db->getQuery(true)
->select (array ("ap.name", "ap.id 'ap_id'",
"DATE_FORMAT(ap.date_entered, '%d %b %Y') 's_date'",
"COUNT(*) 'interested'"
,"SUM(CASE WHEN cc.ascl_info_sent_c = 1 THEN 1 ELSE 0 END) 'info' "
,"SUM(CASE WHEN cc.ascl_q_call_c = 1 THEN 1 ELSE 0 END) 'q_call' "
,"SUM(CASE WHEN cc.ascl_qualified_c = 1 THEN 1 ELSE 0 END) 'q' "
,"SUM(CASE WHEN cc.ascl_m_call_c = 1 THEN 1 ELSE 0 END) 'm_call' "
,"SUM(CASE WHEN cc.nda_drop_c = 'NDA_signed' THEN 1 ELSE 0 END) 'ndasigned' "
,"SUM(CASE WHEN cc.data_room_drop_c = 'DR_accessed' THEN 1 ELSE 0 END) 'dataroomaccess' "
,"SUM(CASE WHEN cc.subscription_drop_c = 'Subscription_signed' THEN 1 ELSE 0 END) 'Subscribed' "
,"SUM(cc.ascl_exp_ticket_float_c) 'Value' "
,"SUM(CASE WHEN cases.state = 'Closed' THEN 1 ELSE 0 END) 'Regret' "
,"SUM(CASE WHEN cases.state = 'Open' THEN 1 ELSE 0 END) 'Remaining interested' "
)
)
->from($db->quoteName('cases_cstm', 'cc'))
->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();
echo '<table style="border-color: #000000; background-color: #eeeeee;" border="1" cellpadding="10"><tbody>
<tr>
<td style="text-align: left;"><b>Product</b></td>
<td width="125px" style="text-align: left;"><b>Start date</b></td>
<td style="text-align: center;"><b>Interested</b></td>
<td style="text-align: center;"><b>Info sent</b></td>
<td style="text-align: center;"><b>Qual. calls held</b></td>
<td style="text-align: center;"><b>Qualified</b></td>
<td style="text-align: center;"><b>Mgmt calls held</b></td>
<td style="text-align: center;"><b>NDA signed</b></td>
<td style="text-align: center;"><b>Dataroom accessed</b></td>
<td style="text-align: center;"><b>Subscribed</b></td>
<td style="text-align: center;"><b>Value $m</b></td>
<td style="text-align: center;"><b>Regret</b></td>
<td style="text-align: center;"><b>Remaining interested</b></td></tr>';
//print_r($results);
foreach ($results as $row) {
if ($row['ap_id'] == "6fabf9c4-c82b-0d8b-426f-65ebfc778a33")
{
echo "<tr>
<td style=\"text-align: left;\">" . $row['name'] ."</td>
<td style=\"text-align: left;\">" . $row['s_date'] ."</td>
<td style=\"text-align: center;\">" . $row['interested'] ."</td>
<td style=\"text-align: center;\">" . $row['info'] ."</td>
<td style=\"text-align: center;\">" . $row['q_call'] ."</td>
<td style=\"text-align: center;\">" . $row['q'] ."</td>
<td style=\"text-align: center;\">" . $row['m_call'] ."</td>
<td style=\"text-align: center;\">" . $row['ndasigned'] ."</td>
<td style=\"text-align: center;\">" . $row['dataroomaccess'] ."</td>
<td style=\"text-align: center;\">" . $row['Subscribed'] ."</td>
<td style=\"text-align: center;\">" . $row['Value'] ."</td>
<td style=\"text-align: center;\">" . $row['Regret'] ."</td>
<td style=\"text-align: center;\">" . $row['Remaining interested'] ."</td>
</td></tr>";
}
}
echo "</tbody></table>";
?>{/source}
2. Dynamic sales reports (links to PDF)
3. Useful links (e.g. data room): anglo-suisse.com etc.
- Internal Nextcloud VDR: https://anglo-suisse.com/vdr/index.php/f/1604
- External VDR:
- Product ID: 6fabf9c4-c82b-0d8b-426f-65ebfc778a33
- Dashboard: https://anglo-suisse.com/index.php/trirf
- G-Drive shared folder:
- Slack workspace:
- Teams workspace: