Web-Based Reporting Tool

Web-Based Reporting Tool

Total Sales

$0

Deals Won

0

Win Rate

0%

Avg. Deal Size

$0

Sales Trend

Sales by Representative

Deal Log

No deal data to display.

`; } renderTrendChart(metrics.salesByDate); renderRepChart(metrics.salesByRep); }; const renderTrendChart = (salesByDate) => { const ctx = elements.trendChartCanvas?.getContext('2d'); if (!ctx) return; const sortedDates = Object.keys(salesByDate).sort((a, b) => new Date(a) - new Date(b)); const chartData = sortedDates.map(date => salesByDate[date]); if (trendChart) trendChart.destroy(); trendChart = new Chart(ctx, { type: 'line', data: { labels: sortedDates, datasets: [{ label: 'Sales', data: chartData, borderColor: '#ca8a04', backgroundColor: 'rgba(202, 138, 4, 0.1)', fill: true, tension: 0.3 }] }, options: { responsive: true, maintainAspectRatio: true, scales: { y: { ticks: { callback: value => formatCurrency(value) } } } } }); }; const renderRepChart = (salesByRep) => { const ctx = elements.repChartCanvas?.getContext('2d'); if (!ctx) return; const labels = Object.keys(salesByRep); const data = Object.values(salesByRep); if (repChart) repChart.destroy(); repChart = new Chart(ctx, { type: 'doughnut', data: { labels, datasets: [{ label: 'Sales by Rep', data, backgroundColor: ['#3b82f6', '#10b981', '#ef4444', '#f59e0b'], hoverOffset: 4 }] }, options: { responsive: true, maintainAspectRatio: true, plugins: { legend: { position: 'top' } } } }); }; const renderConfigPanel = () => { const container = elements.editableList; if (!container) return; container.innerHTML = ''; salesData.forEach(d => { const card = document.createElement('div'); card.className = 'grid grid-cols-1 md:grid-cols-4 gap-4 items-center bg-white p-3 rounded-lg border'; card.innerHTML = `
`; container.appendChild(card); }); }; const handleAddLog = (e) => { e.preventDefault(); try { const newLog = { id: salesData.length > 0 ? Math.max(...salesData.map(d => d.id)) + 1 : 1, name: document.getElementById('dealName').value, rep: document.getElementById('salesRep').value, date: document.getElementById('closeDate').value, value: parseFloat(document.getElementById('dealValue').value) || 0, status: document.getElementById('dealStatus').value, }; salesData.push(newLog); elements.addForm.reset(); renderAll(); showToast('Deal record added!'); } catch (error) { console.error("Error adding record:", error); showToast("Error: Could not add record."); } }; const handleConfigListClick = (e) => { const target = e.target.closest('button'); if (!target) return; const action = target.dataset.action; const id = parseInt(target.dataset.id, 10); if (action === 'update') { const index = salesData.findIndex(d => d.id === id); if (index === -1) return; const inputs = target.closest('.grid').querySelectorAll('input'); inputs.forEach(input => { const field = input.dataset.field; let value = input.value; if (input.type === 'number') value = parseFloat(value) || 0; salesData[index][field] = value; }); } else if (action === 'delete') { salesData = salesData.filter(d => d.id !== id); } renderAll(); showToast(`Record ${action}d successfully!`); }; const handleGeneratePDF = () => { try { const { jsPDF } = window.jspdf; const doc = new jsPDF(); const metrics = calculateMetrics(); doc.setFontSize(20); doc.text("Sales Performance Report", 105, 20, null, null, 'center'); doc.setFontSize(10); doc.text(`Generated on: ${new Date().toLocaleDateString()}`, 105, 26, null, null, 'center'); doc.autoTable({ startY: 35, head: [['Metric', 'Value']], body: [ ['Total Sales', formatCurrency(metrics.totalSales)], ['Deals Won', metrics.dealsWon], ['Win Rate', `${metrics.winRate.toFixed(0)}%`], ['Avg. Deal Size', formatCurrency(metrics.avgDealSize)] ], theme: 'grid' }); let finalY = doc.lastAutoTable.finalY || 60; doc.setFontSize(14); doc.text("Sales Trend", 14, finalY + 15); doc.addImage(elements.trendChartCanvas.toDataURL('image/png', 1.0), 'PNG', 14, finalY + 20, 180, 80); finalY += 95; doc.setFontSize(14); doc.text("Deal Log", 14, finalY); const sortedData = [...salesData].sort((a, b) => new Date(b.date) - new Date(a.date)); const tableBody = sortedData.slice(0, 20).map(d => [d.name, d.rep, new Date(d.date).toLocaleDateString(), d.status, formatCurrency(d.value)]); doc.autoTable({ head: [['Deal', 'Rep', 'Date', 'Status', 'Value']], body: tableBody, startY: finalY + 5, theme: 'striped', headStyles: { fillColor: [202, 138, 4] } }); doc.save('Sales-Performance-Report.pdf'); } catch (error) { console.error("Failed to generate PDF:", error); showToast("Error: Could not generate PDF."); } }; const getStatusColor = (status) => { if (status === 'Won') return 'bg-green-100 text-green-800'; if (status === 'Lost') return 'bg-red-100 text-red-800'; return 'bg-gray-100 text-gray-800'; }; const switchTab = (tabName) => { currentTab = tabName; Object.values(elements.tabs).forEach(tab => tab.classList.add('hidden')); Object.values(elements.tabButtons).forEach(btn => btn.classList.remove('active')); elements.tabs[tabName].classList.remove('hidden'); elements.tabButtons[tabName].classList.add('active'); updateNavButtons(); }; const navigateTabs = (direction) => { const currentIndex = tabOrder.indexOf(currentTab); const newIndex = direction === 'next' ? Math.min(currentIndex + 1, tabOrder.length - 1) : Math.max(currentIndex - 1, 0); if (newIndex !== currentIndex) switchTab(tabOrder[newIndex]); }; const updateNavButtons = () => { const currentIndex = tabOrder.indexOf(currentTab); elements.navButtons.prev.disabled = currentIndex === 0; elements.navButtons.next.disabled = currentIndex === tabOrder.length - 1; }; const showToast = (message) => { if (!elements.toast) return; elements.toast.textContent = message; elements.toast.classList.add('show'); setTimeout(() => { elements.toast.classList.remove('show'); }, 3000); } elements.addForm.addEventListener('submit', handleAddLog); elements.editableList.addEventListener('click', handleConfigListClick); elements.pdfButton.addEventListener('click', handleGeneratePDF); elements.tabButtons.dashboard.addEventListener('click', () => switchTab('dashboard')); elements.tabButtons.config.addEventListener('click', () => switchTab('config')); elements.navButtons.prev.addEventListener('click', () => navigateTabs('prev')); elements.navButtons.next.addEventListener('click', () => navigateTabs('next')); renderAll(); updateNavButtons(); });
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