84 lines
2.8 KiB
QBasic
84 lines
2.8 KiB
QBasic
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PARAM period AS STRING DEFAULT "month"
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PARAM team_id AS STRING OPTIONAL
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# Determine date range
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IF period = "week" THEN
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start_date = NOW() - DAYS(7)
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ELSEIF period = "month" THEN
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start_date = NOW() - DAYS(30)
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ELSEIF period = "quarter" THEN
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start_date = NOW() - DAYS(90)
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ELSEIF period = "year" THEN
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start_date = NOW() - DAYS(365)
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ELSE
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RETURN "Invalid period specified. Use 'week', 'month', 'quarter', or 'year'."
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END IF
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# Construct team filter
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team_filter = ""
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IF team_id IS NOT NULL THEN
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team_filter = " AND team_id = '" + team_id + "'"
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END IF
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# Get sales data
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opportunities = QUERY "SELECT * FROM Opportunities WHERE close_date >= '${start_date}'" + team_filter
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closed_won = QUERY "SELECT * FROM Opportunities WHERE status = 'Won' AND close_date >= '${start_date}'" + team_filter
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closed_lost = QUERY "SELECT * FROM Opportunities WHERE status = 'Lost' AND close_date >= '${start_date}'" + team_filter
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# Calculate metrics
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total_value = 0
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FOR EACH opp IN closed_won
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total_value = total_value + opp.value
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NEXT
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win_rate = LEN(closed_won) / (LEN(closed_won) + LEN(closed_lost)) * 100
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# Get performance by rep
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sales_reps = QUERY "SELECT owner_id, COUNT(*) as deals, SUM(value) as total_value FROM Opportunities WHERE status = 'Won' AND close_date >= '${start_date}'" + team_filter + " GROUP BY owner_id"
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# Generate report
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report = CALL "/analytics/reports/generate", {
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"title": "Sales Performance Report - " + UPPER(period),
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"date_range": "From " + FORMAT_DATE(start_date) + " to " + FORMAT_DATE(NOW()),
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"metrics": {
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"total_opportunities": LEN(opportunities),
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"won_opportunities": LEN(closed_won),
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"lost_opportunities": LEN(closed_lost),
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"win_rate": win_rate,
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"total_value": total_value
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},
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"rep_performance": sales_reps,
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"charts": [
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{
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"type": "bar",
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"title": "Won vs Lost Opportunities",
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"data": {"Won": LEN(closed_won), "Lost": LEN(closed_lost)}
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},
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{
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"type": "line",
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"title": "Sales Trend",
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"data": QUERY "SELECT DATE_FORMAT(close_date, '%Y-%m-%d') as date, COUNT(*) as count, SUM(value) as value FROM Opportunities WHERE status = 'Won' AND close_date >= '${start_date}'" + team_filter + " GROUP BY DATE_FORMAT(close_date, '%Y-%m-%d')"
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}
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]
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}
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# Save report
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report_file = ".gbdrive/Reports/Sales/sales_performance_" + period + "_" + FORMAT_DATE(NOW(), "Ymd") + ".pdf"
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CALL "/files/save", report_file, report
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# Share report
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IF team_id IS NOT NULL THEN
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CALL "/files/shareFolder", report_file, team_id
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# Notify team manager
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manager = QUERY "SELECT manager_id FROM Teams WHERE id = '${team_id}'"
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IF LEN(manager) > 0 THEN
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CALL "/comm/email/send", manager[0],
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"Sales Performance Report - " + UPPER(period),
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"The latest sales performance report for your team is now available.",
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[report_file]
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END IF
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END IF
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RETURN "Sales performance report generated: " + report_file
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