Details
Written by: Charles Hancock
Category: Static content
Read Time: 4 mins
Hits: 47

CLIENT DASHBOARD

-

HAL Data Centres

 

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'] == "1e53781c-ab41-58f3-c826-66fd2a4c4aca")
{
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)

  • Alphabetical order
  • Ordered by activity date (descending)
  • Ordered by type and name

3. Useful links (e.g. data room): anglo-suisse.com etc.

  • Internal Nextcloud VDR: https://anglo-suisse.com/vdr/index.php/f/16164
  • External VDR: 
  • Product ID: b03f8249-584b-5f30-3e98-67179b3e8f07
  • This dashboard: https://anglo-suisse.com/index.php/ggp-mgmnt-dashboard
  • G-Drive shared folder:
  • Slack workspace: 
  • Teams workspace: 

 

 

Details
Written by: Charles Hancock
Category: Static content
Read Time: 4 mins
Hits: 36

CLIENT DASHBOARD

-

BLOCKCHAIN

 

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'] == "2e7454b2-170b-03dd-1be3-606452e088be")
{
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)

  • Alphabetical order
  • Ordered by activity date (descending)
  • Ordered by type and name

3. Useful links (e.g. data room): anglo-suisse.com etc.

  • Internal Nextcloud VDR: https://anglo-suisse.com/vdr/index.php/f/16164
  • External VDR: 
  • Product ID:2e7454b2-170b-03dd-1be3-606452e088be
  • This dashboard: https://anglo-suisse.com/index.php/xxx-dashboard
  • G-Drive shared folder:
  • Slack workspace: 
  • Teams workspace: 

 

 

Details
Written by: Charles Hancock
Category: Static content
Read Time: 9 mins
Hits: 61

CLIENT DASHBOARD

-

Lionsoul Global

 

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'] == "df990a09-ac91-88d7-5b0c-6786b77b5661")
{
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>";
}

}


?>{/source}

{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();

//print_r($results);

foreach ($results as $row) {

if ($row['ap_id'] == "ea113913-6c45-5b60-7e13-67f008964d7e")
{
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)

  • SAFE: Alphabetical order
  • SAFE: Ordered by activity date (descending)
  • SAFE: Ordered by type and name

  • Series A: Alphabetical order
  • Series A: Ordered by activity date (descending)
  • Series A: Ordered by type and name

3. Useful links (e.g. data room)

  • Internal Nextcloud VDR: https://anglo-suisse.com/vdr/index.php/f/16567
  • External VDR: https://docsend.com/view/s/txinvpanyzkfia4t
  • SAFE product ID: df990a09-ac91-88d7-5b0c-6786b77b5661
  • Series A product ID: ea113913-6c45-5b60-7e13-67f008964d7e
  • This dashboard: https://anglo-suisse.com/index.php/lsg-dash
  • G-Drive shared folder:
  • Slack workspace: 
  • Teams workspace: 

 

 

Details
Written by: Charles Hancock
Category: Static content
Read Time: 5 mins
Hits: 56

CLIENT DASHBOARD

-

PiHub Private Investments GmbH

 

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>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'] == "68936958-122d-469b-94d3-67acad0ff2e6")
{
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['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)

  • Alphabetical order
  • Ordered by activity date (descending)
  • Ordered by type and name

3. Useful links (e.g. data room)

  • Internal Nextcloud VDR: https://anglo-suisse.com/vdr/index.php/f/16567
  • piHub VDR: https://pihubprivateinvestments-my.sharepoint.com
  • Product ID: 68936958-122d-469b-94d3-67acad0ff2e6
  • This dashboard: https://anglo-suisse.com/index.php/dash-pi
  • G-Drive shared folder:
  • Slack workspace: 
  • Teams workspace: piHub _AngloSuisse | General | Microsoft Teams 

 

 

Details
Written by: Charles Hancock
Category: Static content
Read Time: 4 mins
Hits: 37

CLIENT DASHBOARD

-

DineRock Capital

 

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'] == "282d15e0-6d43-39c7-b5a2-68627e25006d")
{
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)

  • Alphabetical order
  • Ordered by activity date (descending)
  • Ordered by type and name

3. Useful links (e.g. data room)

  • Internal Nextcloud VDR: https://anglo-suisse.com/vdr/index.php/f/17368
  • External DineRock VDR: https://agilitycapitalinc.sharepoint.com/sites/DineRockCapital
  • Product ID: 282d15e0-6d43-39c7-b5a2-68627e25006d
  • This dashboard: https://anglo-suisse.com/index.php/dash-dnrkcap
  • G-Drive shared folder:
  • Internal Mattermost workspace: mm/asc/channels/dinerock_agility

 

 

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