mirror of
https://github.com/itflow-org/itflow
synced 2026-11-13 07:57:25 +00:00
202 lines
12 KiB
PHP
202 lines
12 KiB
PHP
<?php
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/*
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* Quotes Pipeline - what has been quoted in the period and how it went: won
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* (accepted or invoiced), lost (declined) or still open (sent or viewed),
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* with the win rate by number and by value. Below that, every quote still
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* waiting for an answer today - soonest to expire first - and how each
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* client's quotes went. Drafts have not gone out, so they count nowhere but
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* their own figure; archived quotes are left out. A quote's value is what it
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* bills up front and a year of its recurring lines (12 x quote_monthly_amount).
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*/
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require_once "includes/inc_report.php";
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reportEnforce('quote_pipeline');
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$period = reportPeriod('last_12');
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$client_id = reportClientId();
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$client_sql = reportClientSql('quote_client_id', $client_id);
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$value_sql = '(quote_amount + 12 * quote_monthly_amount)';
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$outcome_sql = "CASE WHEN quote_status IN ('Accepted', 'Invoiced') THEN 'won' WHEN quote_status = 'Declined' THEN 'lost'
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WHEN quote_status IN ('Sent', 'Viewed') THEN 'open' ELSE 'draft' END";
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// In the period, by outcome
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$by = ['won' => ['n' => 0, 'v' => 0.0], 'lost' => ['n' => 0, 'v' => 0.0], 'open' => ['n' => 0, 'v' => 0.0], 'draft' => ['n' => 0, 'v' => 0.0]];
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$sql = mysqli_query($mysqli, "SELECT $outcome_sql AS outcome, COUNT(quote_id) AS n, SUM($value_sql) AS v FROM quotes
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WHERE quote_archived_at IS NULL AND " . reportRangeSql('quote_date', $period) . " $client_sql GROUP BY outcome");
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while ($row = mysqli_fetch_assoc($sql)) {
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$by[$row['outcome']] = ['n' => intval($row['n']), 'v' => floatval($row['v'])];
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}
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$quoted_n = $by['won']['n'] + $by['lost']['n'] + $by['open']['n'];
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$quoted_v = $by['won']['v'] + $by['lost']['v'] + $by['open']['v'];
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$win_rate = reportShare($by['won']['n'], $by['won']['n'] + $by['lost']['n']);
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$win_rate_value = reportShare($by['won']['v'], $by['won']['v'] + $by['lost']['v']);
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$prev_won = dashboardSum("SELECT SUM($value_sql) FROM quotes WHERE quote_archived_at IS NULL AND quote_status IN ('Accepted', 'Invoiced') AND " . reportRangeSql('quote_date', $period, true) . " $client_sql");
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// Open right now, whenever quoted
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$open = [];
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$sql = mysqli_query($mysqli, "SELECT quote_id, quote_prefix, quote_number, quote_scope, quote_status, quote_date, quote_expire, quote_amount, quote_monthly_amount, $value_sql AS value,
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quote_client_id, client_name, client_abbreviation, DATEDIFF(quote_expire, CURDATE()) AS days_left, DATEDIFF(CURDATE(), quote_date) AS age
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FROM quotes JOIN clients ON quote_client_id = client_id
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WHERE quote_archived_at IS NULL AND quote_status IN ('Sent', 'Viewed') $client_sql
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ORDER BY quote_expire IS NULL, quote_expire ASC");
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while ($row = mysqli_fetch_assoc($sql)) {
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$open[] = $row;
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}
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$open_live = array_filter($open, function ($q) { return $q['quote_expire'] === null || intval($q['days_left']) >= 0; });
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$open_expired = array_filter($open, function ($q) { return $q['quote_expire'] !== null && intval($q['days_left']) < 0; });
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$expiring = array_filter($open_live, function ($q) { return $q['quote_expire'] !== null && intval($q['days_left']) <= 14; });
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$open_monthly = (bool) array_filter($open, function ($q) { return floatval($q['quote_monthly_amount']) != 0; });
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// By client, in the period
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$clients = [];
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$sql = mysqli_query($mysqli, "SELECT quote_client_id AS client_id, client_name, client_abbreviation, $outcome_sql AS outcome, COUNT(quote_id) AS n, SUM($value_sql) AS v
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FROM quotes JOIN clients ON quote_client_id = client_id
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WHERE quote_archived_at IS NULL AND quote_status <> 'Draft' AND " . reportRangeSql('quote_date', $period) . " $client_sql
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GROUP BY quote_client_id, client_name, client_abbreviation, outcome");
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while ($row = mysqli_fetch_assoc($sql)) {
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$id = intval($row['client_id']);
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$clients[$id] = $clients[$id] ?? ['client_id' => $id, 'client' => $row['client_name'], 'abbr' => $row['client_abbreviation'], 'quotes' => 0, 'quoted' => 0.0,
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'won_n' => 0, 'won' => 0.0, 'lost_n' => 0, 'lost' => 0.0, 'open' => 0.0];
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$clients[$id]['quotes'] += intval($row['n']);
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$clients[$id]['quoted'] += floatval($row['v']);
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if ($row['outcome'] === 'won') {
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$clients[$id]['won_n'] += intval($row['n']);
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$clients[$id]['won'] += floatval($row['v']);
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} elseif ($row['outcome'] === 'lost') {
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$clients[$id]['lost_n'] += intval($row['n']);
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$clients[$id]['lost'] += floatval($row['v']);
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} else {
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$clients[$id]['open'] += floatval($row['v']);
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}
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}
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foreach ($clients as &$row) {
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$row['rate'] = reportShare($row['won_n'], $row['won_n'] + $row['lost_n']);
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}
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unset($row);
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uasort($clients, function ($a, $b) { return $b['quoted'] <=> $a['quoted']; });
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$clients = array_values($clients);
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$quote_link = function ($row) {
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return '<a class="font-monospace" href="/agent/quote.php?client_id=' . intval($row['quote_client_id']) . '"e_id=' . intval($row['quote_id']) . '">' . escapeHtml($row['quote_prefix'] . $row['quote_number']) . '</a>';
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};
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$open_columns = [
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'quote' => ['label' => 'Quote', 'csv' => function ($row) { return $row['quote_prefix'] . $row['quote_number']; }, 'html' => $quote_link],
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'client_name' => ['label' => 'Client', 'html' => function ($row) {
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return reportClientCell($row['quote_client_id'], $row['client_name'], $row['client_abbreviation'], 'quotes.php');
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}],
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'quote_scope' => ['label' => 'Scope', 'class' => 'small itflow-report-text'],
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'quote_status' => ['label' => 'Status', 'html' => function ($row) {
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return '<span class="badge rounded-pill ' . ($row['quote_status'] === 'Viewed' ? 'text-bg-info' : 'text-bg-secondary') . '">' . escapeHtml($row['quote_status']) . '</span>';
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}],
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'quote_date' => ['label' => 'Quoted', 'type' => 'date', 'class' => 'text-nowrap'],
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'quote_expire' => ['label' => 'Expires', 'type' => 'date', 'class' => 'text-nowrap', 'html' => function ($row) {
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if ($row['quote_expire'] === null) {
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return '<span class="text-body-secondary">No date</span>';
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}
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$left = intval($row['days_left']);
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$date = escapeHtml(date('M j, Y', strtotime($row['quote_expire'])));
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if ($left < 0) {
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return '<span class="badge rounded-pill bg-danger-subtle text-danger-emphasis border border-danger-subtle fw-normal" title="' . $date . '">Expired ' . (-$left) . ' day' . ($left === -1 ? '' : 's') . ' ago</span>';
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}
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if ($left <= 14) {
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return '<span class="badge rounded-pill bg-warning-subtle text-warning-emphasis border border-warning-subtle fw-normal" title="' . $date . '">' . ($left === 0 ? 'Today' : "In $left day" . ($left === 1 ? '' : 's')) . '</span>';
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}
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return $date;
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}],
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'age' => ['label' => 'Waiting', 'type' => 'count', 'csv_label' => 'Days waiting', 'html' => function ($row) {
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return intval($row['age']) . ' day' . (intval($row['age']) === 1 ? '' : 's');
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}],
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// Up front and monthly are in the CSV; on screen, one column - what it comes to in its first year, broken down under it
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'quote_amount' => ['label' => 'Up front', 'type' => 'money', 'screen' => false],
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'quote_monthly_amount' => ['label' => 'Monthly', 'type' => 'money', 'screen' => false],
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'value' => ['label' => $open_monthly ? 'First year' : 'Amount', 'csv_label' => 'First year', 'type' => 'money', 'class' => 'fw-semibold',
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'title' => $open_monthly ? 'Up front, and a year of its recurring lines' : '', 'html' => function ($row) {
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$html = escapeHtml(reportMoney($row['value']));
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if (floatval($row['quote_monthly_amount']) != 0) {
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$html .= '<div class="small fw-normal text-body-secondary">' . escapeHtml(reportMoney($row['quote_amount'])) . ' + ' . escapeHtml(reportMoney($row['quote_monthly_amount'])) . '/mo</div>';
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}
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return $html;
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}],
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];
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$client_columns = [
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'client' => ['label' => 'Client', 'html' => function ($row) {
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return reportClientCell($row['client_id'], $row['client'], $row['abbr'], 'quotes.php');
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}],
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'quotes' => ['label' => 'Quotes', 'type' => 'count'],
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'quoted' => ['label' => 'Quoted', 'type' => 'money'],
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'won' => ['label' => 'Won', 'type' => 'money', 'class' => 'text-success-emphasis'],
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'lost' => ['label' => 'Lost', 'type' => 'money', 'class' => 'text-danger-emphasis'],
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'open' => ['label' => 'Still open', 'type' => 'money', 'class' => 'text-body-secondary'],
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'rate' => ['label' => 'Win rate', 'type' => 'percent', 'html' => function ($row) {
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return reportRateHtml($row['rate'], 60, 35);
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}],
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];
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if (reportExporting('clients')) {
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reportCsv('Quotes by Client ' . $period['start'] . ' to ' . $period['end'], $client_columns, $clients);
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}
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if (reportExporting()) {
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reportCsv('Open Quotes', $open_columns, $open, ['quote' => 'Total', 'quote_amount' => array_sum(array_column($open, 'quote_amount')),
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'quote_monthly_amount' => array_sum(array_column($open, 'quote_monthly_amount')), 'value' => array_sum(array_column($open, 'value'))]);
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}
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$buckets = reportBuckets($period);
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$series = [];
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foreach (['won' => ['Won', 'success'], 'lost' => ['Lost', 'danger'], 'open' => ['Still open', 'info']] as $key => [$label, $tone]) {
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$series[] = ['label' => $label, 'tone' => $tone, 'stack' => 'q', 'data' => reportSeries("SELECT " . reportBucketSql('quote_date', $buckets['unit']) . " AS b, SUM($value_sql) AS v
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FROM quotes WHERE quote_archived_at IS NULL AND $outcome_sql = '$key' AND " . reportRangeSql('quote_date', $period) . " $client_sql GROUP BY b", $buckets['keys'])];
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}
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require_once "includes/inc_report_layout.php";
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?>
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<div class="itflow-report">
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<?php reportHeader('quote_pipeline', [
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'period' => $period,
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'years' => reportPastYears("SELECT DISTINCT YEAR(quote_date) AS y FROM quotes"),
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'client' => $client_id,
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'export' => ['open' => 'Open quotes', 'clients' => 'By client'],
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]); ?>
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<?= reportStats([
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['label' => 'Quoted', 'value' => reportMoney($quoted_v), 'sub' => reportCount($quoted_n) . ' <span class="text-body-tertiary">quote' . ($quoted_n === 1 ? '' : 's') . ' sent' . ($by['draft']['n'] ? ', ' . $by['draft']['n'] . ' still drafts' : '') . '</span>'],
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['label' => 'Won', 'value' => reportMoney($by['won']['v']), 'tone' => $by['won']['v'] > 0 ? 'success' : '', 'sub' => reportChangeHtml($by['won']['v'], $prev_won, 'up', $period['compare'])],
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['label' => 'Win rate', 'value' => reportPercent($win_rate), 'sub' => $win_rate_value !== null ? escapeHtml(reportPercent($win_rate_value)) . ' <span class="text-body-tertiary">by value, of quotes decided</span>' : '<span class="text-body-tertiary">No quote decided yet</span>'],
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['label' => 'Open now', 'value' => reportMoney(array_sum(array_column($open_live, 'value'))), 'url' => '/agent/quotes.php',
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'sub' => count($expiring) ? '<span class="text-warning-emphasis fw-semibold">' . count($expiring) . ' expire within 14 days</span>' : reportCount(count($open_live)) . ' <span class="text-body-tertiary">waiting for an answer</span>'],
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]) ?>
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<?= reportSectionOpen('Quoted, by how it went', escapeHtml($period['range'])) ?>
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<div class="card-body">
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<?= reportChart(['type' => 'bar', 'labels' => $buckets['labels'], 'series' => $series, 'stacked' => true, 'format' => 'money'], '', 'Value quoted over the period, won, lost and still open') ?>
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</div>
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</div>
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<?= reportSectionOpen('Waiting for an answer', count($open_expired) ? '<span class="text-danger-emphasis">' . count($open_expired) . ' past their expiry date - follow up or close them</span>' : 'Soonest to expire first') ?>
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<?= reportTable($open_columns, $open, [
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'empty' => reportEmpty('No quote is waiting for an answer.'),
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'limit' => 300, 'export_table' => 'open',
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'totals' => ['quote' => 'Total', 'value' => array_sum(array_column($open, 'value'))],
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]) ?>
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</div>
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<?= reportSectionOpen('By client', escapeHtml($period['range'])) ?>
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<?= reportTable($client_columns, $clients, [
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'empty' => 'No quotes went out in this period.',
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'totals' => ['client' => 'Total', 'quotes' => $quoted_n, 'quoted' => $quoted_v, 'won' => $by['won']['v'], 'lost' => $by['lost']['v'], 'open' => $by['open']['v'], 'rate' => $win_rate],
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'totals_html' => ['rate' => reportRateHtml($win_rate, 60, 35)],
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]) ?>
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<div class="card-footer small text-body-secondary">
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By quote date. Won is accepted or invoiced, lost is declined, open is sent or viewed and not yet answered. The win rate counts only quotes that have been decided.
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</div>
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</div>
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</div>
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<?php require_once "../../includes/footer.php"; ?>
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<script src="/js/reports.js"></script>
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