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Allinea i numeri della dashboard tra griglia, funnel e liste di attenzione.

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Il funnel mostra stage attuale e cumulato, i KPI escludono Da contattare e le liste usano il totale reale invece del tetto a 20.

Co-authored-by: Cursor <cursoragent@cursor.com>
This commit is contained in:
eminux
2026-09-02 23:23:20 +02:00
co-authored by Cursor
parent 936930e691
commit 8f73105dfe
7 changed files with 271 additions and 85 deletions
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app/views/dashboard/_attention_list.html.erb
+5 -4
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@@ -1,10 +1,11 @@
<% items = items.to_a %>
<% total = local_assigns.fetch(:total) { items.size } %>
<% empty_class = "mt-2 text-sm text-amber-900/75 dark:text-amber-100/75" %>
<% if items.blank? %>
<% if total.to_i.zero? %>
<p class="<%= empty_class %>"><%= empty %></p>
<% else %>
<ul class="mt-2 space-y-1 text-sm">
<% items.first(8).each do |item| %>
<% items.each do |item| %>
<li>
<% if block_given? %>
<%= yield item %>
@@ -13,8 +14,8 @@
<% end %>
</li>
<% end %>
<% if items.size > 8 %>
<li class="text-xs text-amber-900/70 dark:text-amber-100/70">+ altre <%= items.size - 8 %></li>
<% if total > items.size %>
<li class="text-xs text-amber-900/70 dark:text-amber-100/70">+ altre <%= total - items.size %></li>
<% end %>
</ul>
<% end %>
app/views/dashboard/show.html.erb
+48 -40
View File
@@ -36,39 +36,47 @@
</div>
</section>
<section class="grid grid-cols-2 gap-3 md:grid-cols-3 xl:grid-cols-4">
<% [
["Prospect totali", @metrics.prospect_count],
["Contattati", @stage_counts["contacted"]],
["Risposte", @stage_counts["replied"]],
["Interessati", @stage_counts["interested"]],
["Demo/Trial", @stage_counts["demo_trial"]],
["Primo utilizzo", @stage_counts["first_use"]],
["Proposte", @stage_counts["proposal"]],
["Clienti acquisiti", @stage_counts["won"]],
["Persi", @stage_counts["lost"]],
["Valore WON", format_money(@metrics.won_value)],
["Pipeline aperta", format_money(@metrics.open_pipeline_value)],
["Task scaduti", @metrics.overdue_tasks_count]
].each do |label, value| %>
<div class="rounded-xl border border-zinc-200 bg-white text-zinc-900 dark:border-zinc-800 dark:bg-zinc-900 dark:text-zinc-100 p-4">
<div class="text-xs font-medium uppercase tracking-wide text-slate-500"><%= label %></div>
<div class="mt-1 text-2xl font-semibold tabular-nums"><%= value %></div>
</div>
<% end %>
<section>
<p class="mb-3 text-sm text-slate-500">Conteggio per stage attuale: quante opportunità sono in quello stato ora.</p>
<div class="grid grid-cols-2 gap-3 md:grid-cols-3 xl:grid-cols-4">
<% [
["Prospect totali", @metrics.prospect_count],
["Da contattare", @stage_counts["to_contact"]],
["Contattati", @stage_counts["contacted"]],
["Risposte", @stage_counts["replied"]],
["Interessati", @stage_counts["interested"]],
["Demo/Trial", @stage_counts["demo_trial"]],
["Primo utilizzo", @stage_counts["first_use"]],
["Proposte", @stage_counts["proposal"]],
["Clienti acquisiti", @stage_counts["won"]],
["Persi", @stage_counts["lost"]],
["Valore WON", format_money(@metrics.won_value)],
["Pipeline aperta", format_money(@metrics.open_pipeline_value)],
["Task scaduti", @metrics.overdue_tasks_count]
].each do |label, value| %>
<div class="rounded-xl border border-zinc-200 bg-white text-zinc-900 dark:border-zinc-800 dark:bg-zinc-900 dark:text-zinc-100 p-4">
<div class="text-xs font-medium uppercase tracking-wide text-slate-500"><%= label %></div>
<div class="mt-1 text-2xl font-semibold tabular-nums"><%= value %></div>
</div>
<% end %>
</div>
</section>
<section class="grid gap-4 lg:grid-cols-2">
<div class="rounded-xl border border-zinc-200 bg-white text-zinc-900 dark:border-zinc-800 dark:bg-zinc-900 dark:text-zinc-100 p-5">
<h2 class="text-lg font-semibold">Funnel commerciale</h2>
<p class="mt-1 text-sm text-slate-500">Numero grande: in questo stage ora. In piccolo: arrivati almeno a questo punto (stage attuale + successivi, esclusi i persi).</p>
<div class="mt-4 space-y-2">
<% @funnel.each_with_index do |step, idx| %>
<% if step[:rate] %>
<div class="text-center text-xs font-medium text-slate-500">↓ <%= step[:rate] %>%</div>
<% @funnel.each do |step| %>
<% if step[:conversion_label] %>
<div class="text-center text-xs font-medium text-slate-500"><%= step[:conversion_label] %> (<%= step[:rate] %>%)</div>
<% end %>
<div class="flex items-center justify-between rounded-lg bg-zinc-50 px-4 py-3 dark:bg-zinc-800">
<span class="font-medium text-zinc-800 dark:text-zinc-100"><%= step[:label].upcase %></span>
<span class="text-xl font-semibold tabular-nums"><%= step[:count] %></span>
<span class="text-right">
<span class="text-xl font-semibold tabular-nums"><%= step[:current] %></span>
<span class="ml-2 text-xs font-medium text-slate-500"><%= step[:reached] %> da qui in poi</span>
</span>
</div>
<% end %>
</div>
@@ -79,10 +87,10 @@
<dl class="mt-4 space-y-3 text-sm break-anywhere">
<div class="flex justify-between"><dt class="text-slate-500">Giorni medi contatto → WON</dt><dd class="font-semibold"><%= @metrics.avg_days_to_won || "—" %></dd></div>
<div class="flex justify-between"><dt class="text-slate-500">Giorni medi dall'ultima attività</dt><dd class="font-semibold"><%= @metrics.avg_days_since_last_activity || "—" %></dd></div>
<div class="flex justify-between"><dt class="text-slate-500">Prospect senza attività > 7gg</dt><dd class="font-semibold"><%= @metrics.prospects_without_activity_over_7_days %></dd></div>
<div class="flex justify-between"><dt class="text-slate-500">Opp. senza next action</dt><dd class="font-semibold"><%= @metrics.opportunities_without_next_action %></dd></div>
<div class="flex justify-between"><dt class="text-slate-500">Demo/Trial → WON</dt><dd class="font-semibold"><%= @metrics.demo_to_won_conversion %>%</dd></div>
<div class="flex justify-between"><dt class="text-slate-500">First Use → WON</dt><dd class="font-semibold"><%= @metrics.first_use_to_won_conversion %>%</dd></div>
<div class="flex justify-between"><dt class="text-slate-500">Senza attività in timeline da &gt; 7 giorni</dt><dd class="font-semibold"><%= @metrics.prospects_without_activity_over_7_days %></dd></div>
<div class="flex justify-between"><dt class="text-slate-500">In trattativa senza next action</dt><dd class="font-semibold"><%= @metrics.opportunities_without_next_action %></dd></div>
<div class="flex justify-between"><dt class="text-slate-500">Demo/Trial → WON</dt><dd class="font-semibold"><%= format_conversion_rate(@metrics.demo_to_won_conversion) %></dd></div>
<div class="flex justify-between"><dt class="text-slate-500">First Use → WON</dt><dd class="font-semibold"><%= format_conversion_rate(@metrics.first_use_to_won_conversion) %></dd></div>
<div class="flex justify-between"><dt class="text-slate-500">ARPA (WON)</dt><dd class="font-semibold"><%= format_money(@metrics.arpa) %></dd></div>
<div class="flex justify-between"><dt class="text-slate-500">Pipeline value</dt><dd class="font-semibold"><%= format_money(@metrics.open_pipeline_value) %></dd></div>
</dl>
@@ -111,40 +119,40 @@
<div class="mt-4 grid gap-4 md:grid-cols-2 xl:grid-cols-3">
<div>
<h3 class="text-sm font-semibold text-amber-800 dark:text-amber-200">Interessati senza follow-up</h3>
<h3 class="text-sm font-semibold text-amber-800 dark:text-amber-200">Interessati senza follow-up (<%= @attention[:interested_without_followup][:total] %>)</h3>
<p class="mt-0.5 text-xs text-amber-900/70 dark:text-amber-100/70">Hanno detto sì in linea: manca la prossima chiamata/email in agenda.</p>
<%= render "dashboard/attention_list", items: @attention[:interested_without_followup], empty: "Nessuno: nessun interessato scoperto." %>
<%= render "dashboard/attention_list", items: @attention[:interested_without_followup][:items], total: @attention[:interested_without_followup][:total], empty: "Nessuno: nessun interessato scoperto." %>
</div>
<div>
<h3 class="text-sm font-semibold text-amber-800 dark:text-amber-200">Opportunità ferme da oltre 7 giorni</h3>
<h3 class="text-sm font-semibold text-amber-800 dark:text-amber-200">Opportunità ferme da oltre 7 giorni (<%= @attention[:stalled_opportunities][:total] %>)</h3>
<p class="mt-0.5 text-xs text-amber-900/70 dark:text-amber-100/70">Lo stage non si è mosso: va rilanciato o chiuso come perso.</p>
<%= render "dashboard/attention_list", items: @attention[:stalled_opportunities], empty: "Nessuna: nessuna trattativa ferma." do |opp| %>
<%= render "dashboard/attention_list", items: @attention[:stalled_opportunities][:items], total: @attention[:stalled_opportunities][:total], empty: "Nessuna: nessuna trattativa ferma." do |opp| %>
<%= link_to "#{opp.organization.name} (#{opp.days_in_current_stage}gg)", opp.organization, class: "hover:underline" %>
<% end %>
</div>
<div>
<h3 class="text-sm font-semibold text-amber-800 dark:text-amber-200">Task scaduti</h3>
<h3 class="text-sm font-semibold text-amber-800 dark:text-amber-200">Task scaduti (<%= @attention[:overdue_tasks][:total] %>)</h3>
<p class="mt-0.5 text-xs text-amber-900/70 dark:text-amber-100/70">Promemoria già passati: completarli o ripianificarli.</p>
<%= render "dashboard/attention_list", items: @attention[:overdue_tasks], empty: "Nessuno: nessun task in ritardo." do |task| %>
<%= render "dashboard/attention_list", items: @attention[:overdue_tasks][:items], total: @attention[:overdue_tasks][:total], empty: "Nessuno: nessun task in ritardo." do |task| %>
<%= link_to "#{task.organization.name}: #{task.title}", task.organization, class: "hover:underline" %>
<% end %>
</div>
<div>
<h3 class="text-sm font-semibold text-amber-800 dark:text-amber-200">Senza contatto</h3>
<h3 class="text-sm font-semibold text-amber-800 dark:text-amber-200">Senza contatto (<%= @attention[:organizations_without_contacts][:total] %>)</h3>
<p class="mt-0.5 text-xs text-amber-900/70 dark:text-amber-100/70">Manca una persona a cui scrivere o telefonare.</p>
<%= render "dashboard/attention_list", items: @attention[:organizations_without_contacts], empty: "Nessuna: tutte hanno un contatto." do |org| %>
<%= render "dashboard/attention_list", items: @attention[:organizations_without_contacts][:items], total: @attention[:organizations_without_contacts][:total], empty: "Nessuna: tutte hanno un contatto." do |org| %>
<%= link_to org.name, org, class: "hover:underline" %>
<% end %>
</div>
<div>
<h3 class="text-sm font-semibold text-amber-800 dark:text-amber-200">Senza valore (già in trattativa)</h3>
<h3 class="text-sm font-semibold text-amber-800 dark:text-amber-200">Senza valore (già in trattativa) (<%= @attention[:opportunities_without_value][:total] %>)</h3>
<p class="mt-0.5 text-xs text-amber-900/70 dark:text-amber-100/70">Dopo il primo contatto serve un importo stimato (Light/Full…) per la pipeline.</p>
<%= render "dashboard/attention_list", items: @attention[:opportunities_without_value], empty: "Nessuna in trattativa senza valore." %>
<%= render "dashboard/attention_list", items: @attention[:opportunities_without_value][:items], total: @attention[:opportunities_without_value][:total], empty: "Nessuna in trattativa senza valore." %>
</div>
<div>
<h3 class="text-sm font-semibold text-amber-800 dark:text-amber-200">Senza prossima azione (già in trattativa)</h3>
<h3 class="text-sm font-semibold text-amber-800 dark:text-amber-200">Senza prossima azione (già in trattativa) (<%= @attention[:opportunities_without_next_action][:total] %>)</h3>
<p class="mt-0.5 text-xs text-amber-900/70 dark:text-amber-100/70">Dopo l’invio o la risposta manca un task in agenda: la trattativa si ferma.</p>
<%= render "dashboard/attention_list", items: @attention[:opportunities_without_next_action], empty: "Nessuna in trattativa senza next action." %>
<%= render "dashboard/attention_list", items: @attention[:opportunities_without_next_action][:items], total: @attention[:opportunities_without_next_action][:total], empty: "Nessuna in trattativa senza next action." %>
</div>
</div>
</section>