Total Opportunities Created (YTD)

Count: 0
Value: N/A

Active Opportunities (Last 24hrs)

Count: 0
Value: N/A

Closure Rate (Last 24hrs)

0%
N/A (Rate)

Lost Opportunities (Last 24hrs)

Count: 0
Value: N/A

Won Opportunities (Last 24hrs)

Count: 0
Value: N/A
Date Range:

Opportunity Trends Over Time

Product Performance by Category

Service Performance by Category

Services vs Products Comparison

Opportunities by Status Stage

Top Performing Products

Top Performing Services

Performance by Sales Person

Recent Opportunities

Opportunity ID Date Customer Assigned To Status Age (Days) Products Services Value

Total Order Value

$284.5K
↑ 12% vs last period

Orders This Month

47
↑ 8%

Average Order Value

$6,053
↑ 5%

Revenue Growth

18%
↑ 3%

Customer Retention

87%
↑ 2%
Date Range:

Sales Order Trends

Orders by Status

Top Selling Products

Service Performance

Sales Performance by Rep

Recent Sales Orders

Order # Date Customer Assigned To Status Items Total Value
SO-2025-0482 21/10/2025 Global Tech Inc David Chen Shipped 3 $18,450
SO-2025-0481 20/10/2025 Nexus Solutions Sarah Jones Delivered 2 $12,800
SO-2025-0480 19/10/2025 Inghb Corporation Maria Garcia Pending 5 $24,300
SO-2025-0479 18/10/2025 Beta Systems David Chen Processing 1 $8,950
SO-2025-0478 17/10/2025 Alpha Enterprises Tom Wilson Shipped 4 $15,200

Developer Notes & Implementation Details

📊 Chart Implementation

  • Using Chart.js v4.4.0 via CDN
  • All charts are responsive and maintain aspect ratio
  • Custom tooltips formatted for currency display where applicable
  • Doughnut/pie charts show percentage distribution
  • Opportunity Trends chart shows count over time.
  • Bar charts used for comparisons and counts.

🎨 Design System

  • CSS variables for consistent theming
  • Color scheme: Primary (#4361ee), Secondary (#4cc9f0)
  • Responsive grid layout with CSS Grid & Flexbox
  • Mobile-first approach with media queries

🧮 Opportunities Data Computation Methods

  • Total Opportunities Created (YTD): COUNT(Opportunities created between Jan 1st and today's date) = PLACEHOLDER, SUM(Value of these opportunities) = PLACEHOLDER
  • Active Opportunities (Last 24hrs): COUNT(Opportunities created between now and 24 hours ago) = PLACEHOLDER, SUM(Value of these opportunities) = PLACEHOLDER
  • Closure Rate (Last 24hrs): (COUNT(Opportunities with status 'Closed Won' in last 24hrs) / COUNT(Total Opportunities in last 24hrs)) * 100 = PLACEHOLDER%, Value: N/A (Rate)
  • Lost Opportunities (Last 24hrs): COUNT(Opportunities with status 'Lost' in last 24hrs) = PLACEHOLDER, SUM(Value of these opportunities) = PLACEHOLDER
  • Won Opportunities (Last 24hrs): COUNT(Opportunities with status 'Closed Won' in last 24hrs) = PLACEHOLDER, SUM(Value of these opportunities) = PLACEHOLDER
  • Product Performance by Category: COUNT(Opportunities containing products in each category).
  • Service Performance by Category: COUNT(Opportunities containing services in each category).
  • Services vs Products Comparison: COUNT(Total Opportunities with at least one product) vs COUNT(Total Opportunities with at least one service).
  • Top Performing Products: COUNT(Occurrences of each unique product name across all opportunities).
  • Top Performing Services: COUNT(Occurrences of each unique service name across all opportunities).

👥 Sales Person Analysis

  • Performance tracking by assigned sales representative
  • Opportunity count attribution to individual team members
  • Deal stage progression analysis per sales person
  • Win rate calculation at individual level
  • Average deal size comparison across team