{% extends "base.html" %}
{% block title %}{{ t('CRM Analysis') }}{% endblock %}
{% block content %}
<div class="page-head"><h1>{{ t('CRM Analysis') }}</h1></div>
{% include "crm/_nav.html" %}
<form class="filters" method="get"><label>{{ t('Opportunities created since') }} <input type="date" name="since" value="{{ since }}"></label><button class="btn">{{ t('Apply') }}</button></form>
<div class="kpis">
  <div class="kpi"><div class="label">{{ t('Open pipeline') }}</div><div class="value num">{{ open_total|money }}</div></div>
  <div class="kpi"><div class="label">{{ t('Weighted pipeline') }}</div><div class="value num">{{ weighted|money }}</div><div class="sub">{{ t('expected revenue × probability') }}</div></div>
  <div class="kpi"><div class="label">{{ t('Won') }}</div><div class="value num">{{ by_stage.won.amount|money }}</div><div class="sub">{{ by_stage.won.n }} {{ t('opportunities') }}</div></div>
  <div class="kpi"><div class="label">{{ t('Win rate') }}</div><div class="value num">{{ ('%.0f%%' % win_rate) if win_rate is not none else '—' }}</div><div class="sub">{{ t('won / (won + lost)') }}</div></div>
</div>
<div class="card flush">
  <div style="padding:14px 16px 6px"><h2 style="margin:0">{{ t('Pipeline by stage') }}</h2></div>
  <table class="report"><thead><tr><th>{{ t('Stage') }}</th><th class="num">{{ t('Opportunities') }}</th><th class="num">{{ t('Expected revenue') }}</th><th class="num">{{ t('Weighted') }}</th></tr></thead>
    <tbody>{% for k, l, p in stages %}<tr><td><span class="badge stage-{{ k }}">{{ t(l) }}</span></td><td class="num">{{ by_stage[k].n }}</td><td class="num">{{ by_stage[k].amount|money }}</td><td class="num">{{ by_stage[k].weighted|money }}</td></tr>{% endfor %}</tbody></table>
</div>
<div class="two-col">
  <div class="card flush">
    <div style="padding:14px 16px 6px"><h2 style="margin:0">{{ t('By source') }}</h2></div>
    <table class="report"><thead><tr><th>{{ t('Source') }}</th><th class="num">{{ t('Opportunities') }}</th><th class="num">{{ t('Won') }}</th><th class="num">{{ t('Lost') }}</th><th class="num">{{ t('Win rate') }}</th><th class="num">{{ t('Won revenue') }}</th></tr></thead>
      <tbody>{% for s, v in by_source.items() %}<tr><td>{{ t(s) }}</td><td class="num">{{ v.n }}</td><td class="num">{{ v.won }}</td><td class="num">{{ v.lost }}</td>
        <td class="num">{{ ('%.0f%%' % (100 * v.won / (v.won + v.lost))) if v.won + v.lost else '—' }}</td><td class="num">{{ v.amount_won|money }}</td></tr>
      {% else %}<tr><td class="empty" colspan="6">{{ t('Nothing yet.') }}</td></tr>{% endfor %}</tbody></table>
  </div>
  <div class="card flush">
    <div style="padding:14px 16px 6px"><h2 style="margin:0">{{ t('Lost reasons') }}</h2></div>
    <table><tbody>{% for r in lost %}<tr><td>{{ r.lost_reason }}</td><td class="num">{{ r.n }}</td></tr>{% else %}<tr><td class="empty">{{ t('Nothing yet.') }}</td></tr>{% endfor %}</tbody></table>
  </div>
</div>
<div class="card flush">
  <div style="padding:14px 16px 6px"><h2 style="margin:0">{{ t('By salesperson') }}</h2></div>
  <table class="report"><thead><tr><th>{{ t('Salesperson') }}</th><th class="num">{{ t('Opportunities') }}</th><th class="num">{{ t('Open') }}</th><th class="num">{{ t('Won') }}</th><th class="num">{{ t('Lost') }}</th><th class="num">{{ t('Win rate') }}</th><th class="num">{{ t('Won revenue') }}</th></tr></thead>
    <tbody>{% for s, v in by_owner.items() %}<tr><td>{{ s }}</td><td class="num">{{ v.n }}</td><td class="num">{{ v.open }}</td><td class="num">{{ v.won }}</td><td class="num">{{ v.lost }}</td>
      <td class="num">{{ ('%.0f%%' % (100 * v.won / (v.won + v.lost))) if v.won + v.lost else '—' }}</td><td class="num">{{ v.amount_won|money }}</td></tr>
    {% else %}<tr><td class="empty" colspan="7">{{ t('Nothing yet.') }}</td></tr>{% endfor %}</tbody></table>
  <div class="notes">{{ t('Amounts are shown as entered on each opportunity.') }}</div>
</div>
{% endblock %}