Win/Loss Analysis Dashboard

Win/Loss Analysis Dashboard

Win Rate

0%

Avg. Won Deal Size

$0

Avg. Lost Deal Size

$0

Avg. Sales Cycle (Days)

0

Win/Loss Reasons

Performance vs. Competitors

Deal Log

No deal data to display.

`; } renderReasonsChart(metrics.reasons); renderCompetitorChart(metrics.competitors); }; const renderReasonsChart = (reasons) => { const ctx = elements.reasonsChartCanvas?.getContext('2d'); if (!ctx) return; const labels = Object.keys(reasons); if (reasonsChart) reasonsChart.destroy(); reasonsChart = new Chart(ctx, { type: 'bar', data: { labels, datasets: [ { label: 'Won', data: labels.map(l => reasons[l].won), backgroundColor: '#22c55e' }, { label: 'Lost', data: labels.map(l => reasons[l].lost), backgroundColor: '#ef4444' } ] }, options: { responsive: true, maintainAspectRatio: true, scales: { x: { stacked: true }, y: { stacked: true } } } }); }; const renderCompetitorChart = (competitors) => { const ctx = elements.competitorChartCanvas?.getContext('2d'); if (!ctx) return; const labels = Object.keys(competitors); if (competitorChart) competitorChart.destroy(); competitorChart = new Chart(ctx, { type: 'bar', data: { labels, datasets: [ { label: 'Won', data: labels.map(l => competitors[l].won), backgroundColor: '#3b82f6' }, { label: 'Lost', data: labels.map(l => competitors[l].lost), backgroundColor: '#f97316' } ] }, options: { responsive: true, maintainAspectRatio: true, indexAxis: 'y', plugins: { legend: { position: 'top' } } } }); }; const renderConfigPanel = () => { const container = elements.editableList; if (!container) return; container.innerHTML = ''; dealData.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: dealData.length > 0 ? Math.max(...dealData.map(d => d.id)) + 1 : 1, name: document.getElementById('dealName').value, competitor: document.getElementById('competitor').value, value: parseFloat(document.getElementById('dealValue').value) || 0, cycle: parseInt(document.getElementById('salesCycle').value) || 0, status: document.getElementById('status').value, reason: document.getElementById('reason').value, }; dealData.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 = dealData.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; dealData[index][field] = value; }); } else if (action === 'delete') { dealData = dealData.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("Win/Loss Analysis Report", 105, 20, null, null, 'center'); doc.setFontSize(10); doc.text(`Generated on: ${new Date().toLocaleDateString()}`, 105, 26, null, null, 'center'); doc.autoTable({ startY: 35, head: [['Metric', 'Value']], body: [ ['Win Rate', `${metrics.winRate.toFixed(1)}%`], ['Avg. Won Deal Size', formatCurrency(metrics.avgWin)], ['Avg. Lost Deal Size', formatCurrency(metrics.avgLoss)], ['Avg. Sales Cycle (Days)', metrics.avgCycle.toFixed(0)] ], theme: 'grid' }); let finalY = doc.lastAutoTable.finalY || 60; doc.setFontSize(14); doc.text("Win/Loss Reasons", 14, finalY + 15); doc.addImage(elements.reasonsChartCanvas.toDataURL('image/png', 1.0), 'PNG', 14, finalY + 20, 180, 80); finalY += 95; doc.setFontSize(14); doc.text("Deal Log", 14, finalY); const sortedData = [...dealData].sort((a, b) => b.id - a.id); const tableBody = sortedData.slice(0, 20).map(d => [d.name, d.status, d.reason, formatCurrency(d.value)]); doc.autoTable({ head: [['Deal', 'Status', 'Reason', 'Value']], body: tableBody, startY: finalY + 5, theme: 'striped', headStyles: { fillColor: [220, 38, 38] } }); doc.save('Win-Loss-Analysis-Report.pdf'); } catch (error) { console.error("Failed to generate PDF:", error); showToast("Error: Could not generate PDF."); } }; 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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