Show global and per-channel CAC in CRM and Métricas.
Reuse won deals + ad spend for every tenant: CAC column in the metrics channel table, and a CRM hero + channel breakdown with the same formula. Co-authored-by: Cursor <cursoragent@cursor.com>
This commit is contained in:
4Ventures
@@ -5,6 +5,7 @@ import CrmDashboard from '@/components/CrmDashboard';
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import CrmPortfolioBoard from '@/components/CrmPortfolioBoard';
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import { resolveActiveTenant } from '@/lib/tenant-context';
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import { AdDailyRow, CrmLeadRow } from '@/lib/metrics';
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import { fetchWonDeals } from '@/lib/fetch-won-deals';
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import { isAgencyRole, serviceHeaders, supabaseUrl, userRole } from '@/lib/agency';
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export const dynamic = 'force-dynamic';
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@@ -145,9 +146,10 @@ export default async function CrmPage() {
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}
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const tenantId = ctx.tenantId;
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const [crmLeads, dailyRows] = await Promise.all([
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const [crmLeads, dailyRows, wonDeals] = await Promise.all([
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fetchCrmLeads(tenantId, useService, false),
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fetchAdDaily(tenantId, useService),
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fetchWonDeals(tenantId, useService),
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]);
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return (
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@@ -156,6 +158,7 @@ export default async function CrmPage() {
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portfolioWide={false}
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crmLeads={crmLeads}
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dailyRows={dailyRows}
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wonDeals={wonDeals}
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/>
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);
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}
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@@ -22,6 +22,7 @@ import {
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adDailyLookbackSince,
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fetchAdDailyPaged,
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} from '@/lib/fetch-ad-daily';
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import { fetchWonDeals } from '@/lib/fetch-won-deals';
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export const dynamic = 'force-dynamic';
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@@ -89,128 +90,6 @@ async function fetchCrmLeads(
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return out;
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}
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/** Won deals for cohort CAC / revenue / ROAS. */
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async function fetchWonDeals(
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tenantId: string | null,
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useServiceRole: boolean
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): Promise<DealWonRow[]> {
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const select =
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'amount,won_at,stage,tenant_id,pipeline_id,pipeline_name,source,name,lead_id';
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const selectFallback =
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'amount,won_at,stage,tenant_id,pipeline_id,pipeline_name,lead_id';
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const pageSize = 1000;
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const out: DealWonRow[] = [];
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if (useServiceRole) {
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const headers = serviceHeaders();
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const base = supabaseUrl();
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if (!headers || !base) return [];
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const tidFilter = tenantId
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? `&tenant_id=eq.${encodeURIComponent(tenantId)}`
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: '';
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let useSelect = select;
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for (let offset = 0; offset < 50000; offset += pageSize) {
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const r = await fetch(
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`${base}/rest/v1/deals?select=${useSelect}${tidFilter}&stage=eq.won&order=won_at.desc.nullslast&limit=${pageSize}&offset=${offset}`,
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{ headers, cache: 'no-store' }
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);
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if (!r.ok) {
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if (useSelect !== selectFallback && offset === 0) {
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useSelect = selectFallback;
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offset = -pageSize;
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continue;
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}
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break;
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}
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const chunk = (await r.json()) as DealWonRow[];
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out.push(...chunk);
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if (chunk.length < pageSize) break;
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}
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} else {
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const supabase = await createClient();
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let useSelect = select;
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for (let offset = 0; offset < 50000; offset += pageSize) {
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const { data, error } = await supabase
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.from('deals')
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.select(useSelect)
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.eq('stage', 'won')
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.order('won_at', { ascending: false, nullsFirst: false })
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.range(offset, offset + pageSize - 1);
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if (error && useSelect !== selectFallback && offset === 0) {
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useSelect = selectFallback;
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offset = -pageSize;
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continue;
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}
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if (error) break;
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const chunk = (data as DealWonRow[]) || [];
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out.push(...chunk);
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if (chunk.length < pageSize) break;
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}
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}
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return enrichDealSources(out, tenantId, useServiceRole);
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}
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/** Fill deal.source from linked lead when missing. */
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async function enrichDealSources(
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deals: DealWonRow[],
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tenantId: string | null,
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useServiceRole: boolean
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): Promise<DealWonRow[]> {
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const need = deals.filter((d) => !d.source && d.lead_id);
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if (!need.length) {
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return deals.map((d) => ({
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...d,
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source:
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d.source ||
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(/^order\s+\d+/i.test(d.name || '') ? 'ecommerce' : d.source) ||
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null,
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}));
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}
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const leadIds = [...new Set(need.map((d) => d.lead_id!).filter(Boolean))];
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const leadSource = new Map<string, string>();
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if (useServiceRole) {
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const headers = serviceHeaders();
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const base = supabaseUrl();
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if (headers && base) {
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for (let i = 0; i < leadIds.length; i += 200) {
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const chunk = leadIds.slice(i, i + 200);
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const tidFilter = tenantId
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? `&tenant_id=eq.${encodeURIComponent(tenantId)}`
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: '';
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const r = await fetch(
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`${base}/rest/v1/leads?select=id,source&id=in.(${chunk.map(encodeURIComponent).join(',')})${tidFilter}`,
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{ headers, cache: 'no-store' }
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);
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if (!r.ok) continue;
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const rows = (await r.json()) as { id: string; source?: string }[];
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for (const row of rows) {
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if (row.source) leadSource.set(row.id, row.source);
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}
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}
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}
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} else {
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const supabase = await createClient();
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for (let i = 0; i < leadIds.length; i += 200) {
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const chunk = leadIds.slice(i, i + 200);
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const { data } = await supabase
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.from('leads')
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.select('id,source')
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.in('id', chunk);
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for (const row of (data as { id: string; source?: string }[]) || []) {
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if (row.source) leadSource.set(row.id, row.source);
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}
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}
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}
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return deals.map((d) => {
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let source = d.source || (d.lead_id ? leadSource.get(d.lead_id) : null) || null;
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if (!source && /^order\s+\d+/i.test(d.name || '')) source = 'ecommerce';
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return { ...d, source };
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});
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}
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/** Paginate organic & web daily metrics (GSC + GA4) for active tenant / portfolio. */
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async function fetchOrganicDaily(
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tenantId: string | null,
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@@ -7,19 +7,23 @@ import {
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Briefcase,
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GitCompare,
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ListTree,
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Target,
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} from 'lucide-react';
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import {
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AdDailyRow,
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CrmChannelStats,
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CrmDateLens,
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CrmLeadRow,
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DealWonRow,
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attributionCross,
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buildCrmChannelStats,
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buildCrmFunnel,
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buildCrmStatusBreakdown,
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filterDailyByDayRange,
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filterDealsForRange,
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filterLeadsByDayRange,
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formatEur,
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formatEurCents,
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formatNum,
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} from '@/lib/metrics';
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import { PageHeader, SegmentedControl, Surface } from '@/components/ui';
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@@ -56,11 +60,13 @@ export default function CrmDashboard({
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portfolioWide,
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crmLeads = [],
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dailyRows = [],
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wonDeals = [],
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}: {
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label: string;
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portfolioWide: boolean;
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crmLeads?: CrmLeadRow[];
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dailyRows?: AdDailyRow[];
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wonDeals?: DealWonRow[];
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}) {
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const { since, until, label: rangeHint } = useDateRange();
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const [lens, setLens] = useState<CrmDateLens>('created');
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@@ -82,6 +88,11 @@ export default function CrmDashboard({
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return filterDailyByDayRange(dailyRows, since, until);
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}, [dailyRows, since, until]);
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const rangedDeals = useMemo(
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() => filterDealsForRange(wonDeals, since, until),
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[wonDeals, since, until]
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);
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const funnel = useMemo(() => buildCrmFunnel(rangedLeads), [rangedLeads]);
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const statusRows = useMemo(
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() => buildCrmStatusBreakdown(rangedLeads),
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@@ -92,13 +103,23 @@ export default function CrmDashboard({
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[rangedLeads]
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);
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const attribution = useMemo(
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() => attributionCross(rangedDaily, rangedLeads),
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[rangedDaily, rangedLeads]
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() => attributionCross(rangedDaily, rangedLeads, rangedDeals),
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[rangedDaily, rangedLeads, rangedDeals]
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);
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const spendByChannel = useMemo(() => {
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const m = new Map<string, number>();
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for (const r of attribution) m.set(r.channel, r.spend);
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const spendTotal = useMemo(
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() => attribution.reduce((a, r) => a + r.spend, 0),
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[attribution]
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);
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const ventasTotal = rangedDeals.length;
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const cacGlobal =
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ventasTotal > 0 && spendTotal > 0 ? spendTotal / ventasTotal : 0;
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const cacByChannel = useMemo(() => {
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const m = new Map<string, { cac: number; spend: number; ventas: number }>();
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for (const r of attribution) {
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m.set(r.channel, { cac: r.cac, spend: r.spend, ventas: r.ventas });
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}
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return m;
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}, [attribution]);
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@@ -108,6 +129,12 @@ export default function CrmDashboard({
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const otherChannels = channelRows.filter(
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(r) => !['meta', 'google'].includes(r.channel)
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);
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// Channels with ads spend / ventas but maybe no CRM lead row in this lens
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const extraCacChannels = attribution.filter(
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(r) =>
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(r.spend > 0 || r.ventas > 0) &&
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!channelRows.some((c) => c.channel === r.channel)
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);
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const leadMax = Math.max(1, ...channelRows.map((r) => r.leads));
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const statusMax = Math.max(1, ...statusRows.map((r) => r.count));
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@@ -139,8 +166,9 @@ export default function CrmDashboard({
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<HelpDetails title="Cómo leer este CRM">
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<p>{LENS_HELP[lens]}</p>
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<p>
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El % a cliente es del CRM, no de ads. La inversión por canal es solo
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referencia del periodo.
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El % a cliente es del CRM, no de ads. El{' '}
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<strong>CAC</strong> = inversión ads del periodo ÷ ventas ganadas
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(deals won) del periodo; por canal usa la atribución del deal.
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</p>
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</HelpDetails>
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@@ -160,7 +188,7 @@ export default function CrmDashboard({
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) : null}
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<HeroBand>
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<div className="grid grid-cols-2 lg:grid-cols-4 gap-4 md:gap-6">
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<div className="grid grid-cols-2 lg:grid-cols-5 gap-4 md:gap-6">
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<HeroStat label="Leads" value={formatNum(funnel.total)} />
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<HeroStat
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label="Clientes"
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@@ -175,6 +203,17 @@ export default function CrmDashboard({
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label="% a cliente"
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value={`${funnel.clienteRate.toFixed(1)}%`}
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/>
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<HeroStat
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label="CAC global"
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value={cacGlobal > 0 ? formatEurCents(cacGlobal) : '—'}
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chip={
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<span className="text-[11px] text-gray-500">
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{ventasTotal > 0
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? `${formatNum(ventasTotal)} ventas · ${formatEur(spendTotal)} ads`
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: 'Sin ventas won en el periodo'}
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</span>
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}
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/>
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<HeroStat
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label="Perdidos"
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value={formatNum(funnel.leadPerdido)}
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@@ -210,12 +249,88 @@ export default function CrmDashboard({
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<section>
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<SectionHead
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icon={<GitCompare className="w-4 h-4" />}
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title="% a cliente por canal"
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hint="Estado ganado en el CRM. Ads spend del periodo es referencia."
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icon={<Target className="w-4 h-4" />}
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title="CAC por canal"
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hint="Inversión ads ÷ ventas won atribuidas al canal (mismo criterio que Métricas)."
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/>
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<Surface padded={false}>
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{!channelRows.length ? (
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{!attribution.some((r) => r.spend > 0 || r.ventas > 0) ? (
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<p className="text-sm text-gray-500 py-10 text-center">
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Sin inversión ads ni ventas won en el periodo.
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</p>
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) : (
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<div className="overflow-x-auto">
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<table className="w-full text-left text-sm">
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<thead className={tableHeadClass()}>
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<tr>
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<th className="py-3 px-4 font-semibold">Canal</th>
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<th className="py-3 pr-4 font-semibold">Inversión</th>
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<th className="py-3 pr-4 font-semibold">Ventas</th>
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<th className="py-3 pr-4 font-semibold">CAC</th>
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<th className="py-3 pr-4 font-semibold">Importe</th>
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</tr>
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</thead>
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<tbody>
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{attribution
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.filter((r) => r.spend > 0 || r.ventas > 0)
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.map((row) => (
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<tr
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key={row.channel}
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className="border-b border-gray-100 hover:bg-brand-50/40"
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>
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<td className="py-3 px-4 font-semibold capitalize text-gray-800">
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{row.channel}
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</td>
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<td className="py-3 pr-4 tabular-nums text-gray-800">
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{row.spend > 0 ? formatEur(row.spend) : '—'}
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</td>
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<td className="py-3 pr-4 tabular-nums text-gray-800">
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{row.ventas > 0 ? formatNum(row.ventas) : '—'}
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</td>
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<td className="py-3 pr-4 tabular-nums font-semibold text-gray-900">
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{row.cac > 0 ? formatEurCents(row.cac) : '—'}
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</td>
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<td className="py-3 pr-4 tabular-nums text-gray-700">
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{row.importe > 0 ? formatEur(row.importe) : '—'}
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</td>
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</tr>
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))}
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</tbody>
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<tfoot>
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<tr className="bg-gray-50 font-semibold border-t border-gray-200">
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<td className="py-3 px-4 text-gray-900">Total</td>
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<td className="py-3 pr-4 tabular-nums">
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{spendTotal > 0 ? formatEur(spendTotal) : '—'}
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</td>
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<td className="py-3 pr-4 tabular-nums">
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{ventasTotal > 0 ? formatNum(ventasTotal) : '—'}
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</td>
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<td className="py-3 pr-4 tabular-nums text-gray-900">
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{cacGlobal > 0 ? formatEurCents(cacGlobal) : '—'}
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</td>
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<td className="py-3 pr-4 tabular-nums">
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{attribution.reduce((a, r) => a + r.importe, 0) > 0
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? formatEur(
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attribution.reduce((a, r) => a + r.importe, 0)
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)
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: '—'}
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</td>
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</tr>
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</tfoot>
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</table>
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</div>
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)}
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</Surface>
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</section>
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<section>
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<SectionHead
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icon={<GitCompare className="w-4 h-4" />}
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title="% a cliente por canal"
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hint="Estado ganado en el CRM. Ads spend y CAC del periodo son referencia."
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/>
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<Surface padded={false}>
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{!channelRows.length && !extraCacChannels.length ? (
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<p className="text-sm text-gray-500 py-10 text-center">
|
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Sin leads en esta lente/periodo.
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</p>
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@@ -231,41 +346,50 @@ export default function CrmDashboard({
|
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<th className="py-3 pr-4 font-semibold">Clientes</th>
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<th className="py-3 pr-4 font-semibold">% a cliente</th>
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<th className="py-3 pr-4 font-semibold">Inversión ads</th>
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<th className="py-3 pr-4 font-semibold">CAC</th>
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</tr>
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</thead>
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<tbody>
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{[...paidChannels, ...otherChannels].map((row) => (
|
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<tr
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key={row.channel}
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className="border-b border-gray-100 hover:bg-brand-50/40"
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>
|
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<td className="py-3 px-4 font-semibold capitalize text-gray-800">
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{row.channel}
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</td>
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<td className="py-3 pr-4">
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<ShareBar
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value={row.leads}
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max={leadMax}
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label={formatNum(row.leads)}
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/>
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</td>
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<td className="py-3 pr-4 tabular-nums text-gray-800">
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{formatNum(row.cliente)}
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</td>
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<td
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className={`py-3 pr-4 font-semibold tabular-nums ${rateClass(
|
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row.clienteRate
|
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)}`}
|
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{[...paidChannels, ...otherChannels].map((row) => {
|
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const cacRow = cacByChannel.get(row.channel);
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return (
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<tr
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key={row.channel}
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className="border-b border-gray-100 hover:bg-brand-50/40"
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>
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{row.clienteRate.toFixed(1)}%
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</td>
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<td className="py-3 pr-4 tabular-nums text-gray-700">
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{spendByChannel.get(row.channel)
|
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? formatEur(spendByChannel.get(row.channel)!)
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: '—'}
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</td>
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</tr>
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))}
|
||||
<td className="py-3 px-4 font-semibold capitalize text-gray-800">
|
||||
{row.channel}
|
||||
</td>
|
||||
<td className="py-3 pr-4">
|
||||
<ShareBar
|
||||
value={row.leads}
|
||||
max={leadMax}
|
||||
label={formatNum(row.leads)}
|
||||
/>
|
||||
</td>
|
||||
<td className="py-3 pr-4 tabular-nums text-gray-800">
|
||||
{formatNum(row.cliente)}
|
||||
</td>
|
||||
<td
|
||||
className={`py-3 pr-4 font-semibold tabular-nums ${rateClass(
|
||||
row.clienteRate
|
||||
)}`}
|
||||
>
|
||||
{row.clienteRate.toFixed(1)}%
|
||||
</td>
|
||||
<td className="py-3 pr-4 tabular-nums text-gray-700">
|
||||
{cacRow && cacRow.spend > 0
|
||||
? formatEur(cacRow.spend)
|
||||
: '—'}
|
||||
</td>
|
||||
<td className="py-3 pr-4 tabular-nums font-semibold text-gray-900">
|
||||
{cacRow && cacRow.cac > 0
|
||||
? formatEurCents(cacRow.cac)
|
||||
: '—'}
|
||||
</td>
|
||||
</tr>
|
||||
);
|
||||
})}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
|
||||
@@ -889,6 +889,7 @@ export default function MetricsDashboard({
|
||||
<th className="py-3 pr-4 font-semibold">CRM</th>
|
||||
<th className="py-3 pr-4 font-semibold">Gap</th>
|
||||
<th className="py-3 pr-4 font-semibold">Ventas</th>
|
||||
<th className="py-3 pr-4 font-semibold">CAC</th>
|
||||
<th className="py-3 pr-4 font-semibold">Importe</th>
|
||||
<th className="py-3 pr-4 font-semibold">ROAS</th>
|
||||
<th className="py-3 pr-4 font-semibold">CPL plat</th>
|
||||
@@ -962,6 +963,9 @@ export default function MetricsDashboard({
|
||||
<td className="py-3 pr-4 tabular-nums font-semibold text-gray-900">
|
||||
{row.ventas > 0 ? formatNum(row.ventas) : '—'}
|
||||
</td>
|
||||
<td className="py-3 pr-4 tabular-nums text-gray-800">
|
||||
{row.cac > 0 ? formatEurCents(row.cac) : '—'}
|
||||
</td>
|
||||
<td className="py-3 pr-4 tabular-nums text-gray-800">
|
||||
{row.importe > 0 ? formatEur(row.importe) : '—'}
|
||||
</td>
|
||||
@@ -1013,6 +1017,17 @@ export default function MetricsDashboard({
|
||||
<td className="py-3 pr-4 tabular-nums text-gray-900">
|
||||
{formatNum(attributionTotals.ventas || ventasCount)}
|
||||
</td>
|
||||
<td className="py-3 pr-4 tabular-nums text-gray-900">
|
||||
{(attributionTotals.ventas || ventasCount) > 0 &&
|
||||
attributionTotals.spend > 0
|
||||
? formatEurCents(
|
||||
attributionTotals.spend /
|
||||
(attributionTotals.ventas || ventasCount)
|
||||
)
|
||||
: periodTotals.cac > 0
|
||||
? formatEurCents(periodTotals.cac)
|
||||
: '—'}
|
||||
</td>
|
||||
<td className="py-3 pr-4 tabular-nums text-gray-900">
|
||||
{attributionTotals.importe > 0 ||
|
||||
periodTotals.revenue > 0
|
||||
|
||||
132
src/lib/fetch-won-deals.ts
Normal file
132
src/lib/fetch-won-deals.ts
Normal file
@@ -0,0 +1,132 @@
|
||||
/** Shared won-deal fetch for Métricas / CRM (tenant-scoped CAC). */
|
||||
|
||||
import { createClient } from '@/lib/supabase/server';
|
||||
import { serviceHeaders, supabaseUrl } from '@/lib/agency';
|
||||
import type { DealWonRow } from '@/lib/metrics';
|
||||
|
||||
/** Fill deal.source from linked lead when missing. */
|
||||
async function enrichDealSources(
|
||||
deals: DealWonRow[],
|
||||
tenantId: string | null,
|
||||
useServiceRole: boolean
|
||||
): Promise<DealWonRow[]> {
|
||||
const need = deals.filter((d) => !d.source && d.lead_id);
|
||||
if (!need.length) {
|
||||
return deals.map((d) => ({
|
||||
...d,
|
||||
source:
|
||||
d.source ||
|
||||
(/^order\s+\d+/i.test(d.name || '') ? 'ecommerce' : d.source) ||
|
||||
null,
|
||||
}));
|
||||
}
|
||||
const leadIds = [...new Set(need.map((d) => d.lead_id!).filter(Boolean))];
|
||||
const leadSource = new Map<string, string>();
|
||||
|
||||
if (useServiceRole) {
|
||||
const headers = serviceHeaders();
|
||||
const base = supabaseUrl();
|
||||
if (headers && base) {
|
||||
for (let i = 0; i < leadIds.length; i += 200) {
|
||||
const chunk = leadIds.slice(i, i + 200);
|
||||
const tidFilter = tenantId
|
||||
? `&tenant_id=eq.${encodeURIComponent(tenantId)}`
|
||||
: '';
|
||||
const r = await fetch(
|
||||
`${base}/rest/v1/leads?select=id,source&id=in.(${chunk
|
||||
.map(encodeURIComponent)
|
||||
.join(',')})${tidFilter}`,
|
||||
{ headers, cache: 'no-store' }
|
||||
);
|
||||
if (!r.ok) continue;
|
||||
const rows = (await r.json()) as { id: string; source?: string }[];
|
||||
for (const row of rows) {
|
||||
if (row.source) leadSource.set(row.id, row.source);
|
||||
}
|
||||
}
|
||||
}
|
||||
} else {
|
||||
const supabase = await createClient();
|
||||
for (let i = 0; i < leadIds.length; i += 200) {
|
||||
const chunk = leadIds.slice(i, i + 200);
|
||||
const { data } = await supabase
|
||||
.from('leads')
|
||||
.select('id,source')
|
||||
.in('id', chunk);
|
||||
for (const row of (data as { id: string; source?: string }[]) || []) {
|
||||
if (row.source) leadSource.set(row.id, row.source);
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
return deals.map((d) => {
|
||||
let source =
|
||||
d.source || (d.lead_id ? leadSource.get(d.lead_id) : null) || null;
|
||||
if (!source && /^order\s+\d+/i.test(d.name || '')) source = 'ecommerce';
|
||||
return { ...d, source };
|
||||
});
|
||||
}
|
||||
|
||||
/** Won deals for cohort CAC / revenue / ROAS. Always filter by tenant when provided. */
|
||||
export async function fetchWonDeals(
|
||||
tenantId: string | null,
|
||||
useServiceRole: boolean
|
||||
): Promise<DealWonRow[]> {
|
||||
const select =
|
||||
'amount,won_at,stage,tenant_id,pipeline_id,pipeline_name,source,name,lead_id';
|
||||
const selectFallback =
|
||||
'amount,won_at,stage,tenant_id,pipeline_id,pipeline_name,lead_id';
|
||||
const pageSize = 1000;
|
||||
const out: DealWonRow[] = [];
|
||||
|
||||
if (useServiceRole) {
|
||||
const headers = serviceHeaders();
|
||||
const base = supabaseUrl();
|
||||
if (!headers || !base) return [];
|
||||
const tidFilter = tenantId
|
||||
? `&tenant_id=eq.${encodeURIComponent(tenantId)}`
|
||||
: '';
|
||||
let useSelect = select;
|
||||
for (let offset = 0; offset < 50000; offset += pageSize) {
|
||||
const r = await fetch(
|
||||
`${base}/rest/v1/deals?select=${useSelect}${tidFilter}&stage=eq.won&order=won_at.desc.nullslast&limit=${pageSize}&offset=${offset}`,
|
||||
{ headers, cache: 'no-store' }
|
||||
);
|
||||
if (!r.ok) {
|
||||
if (useSelect !== selectFallback && offset === 0) {
|
||||
useSelect = selectFallback;
|
||||
offset = -pageSize;
|
||||
continue;
|
||||
}
|
||||
break;
|
||||
}
|
||||
const chunk = (await r.json()) as DealWonRow[];
|
||||
out.push(...chunk);
|
||||
if (chunk.length < pageSize) break;
|
||||
}
|
||||
} else {
|
||||
const supabase = await createClient();
|
||||
let useSelect = select;
|
||||
for (let offset = 0; offset < 50000; offset += pageSize) {
|
||||
let q = supabase
|
||||
.from('deals')
|
||||
.select(useSelect)
|
||||
.eq('stage', 'won')
|
||||
.order('won_at', { ascending: false, nullsFirst: false })
|
||||
.range(offset, offset + pageSize - 1);
|
||||
if (tenantId) q = q.eq('tenant_id', tenantId);
|
||||
const { data, error } = await q;
|
||||
if (error && useSelect !== selectFallback && offset === 0) {
|
||||
useSelect = selectFallback;
|
||||
offset = -pageSize;
|
||||
continue;
|
||||
}
|
||||
if (error) break;
|
||||
const chunk = (data as DealWonRow[]) || [];
|
||||
out.push(...chunk);
|
||||
if (chunk.length < pageSize) break;
|
||||
}
|
||||
}
|
||||
|
||||
return enrichDealSources(out, tenantId, useServiceRole);
|
||||
}
|
||||
Reference in New Issue
Block a user