Dashboard Overview
CRM 数据总览
Total Customers
12,450
↑ 12% vs last month
Active Deals
340
↑ 8% vs last month
Conversion Rate
24.5%
↓ 2% vs last month
Revenue (MTD)
¥850K
↑ 15% vs last month
Revenue Trend Chart (Placeholder - Ready for Chart.js Integration)
Key Metrics
核心指标详情
Metric Current Target Progress Trend
New Leads 1,250 1,500 83% ↑
Qualified Leads 450 500 90% →
Deals Closed 85 100 85% ↑
Avg Deal Size ¥28K ¥25K 112% ↑
Customer Retention 92% 90% 102% →
Customer Profile
客户画像分析
Enterprise Segment
企业维度
Enterprise
45%
5,600 customers
SMB
35%
4,350 customers
Startup
20%
2,500 customers
Individual Persona
个人维度
Age Group
28-42
Primary decision makers
Job Role
Manager+
Product / Operations
Purchase Behavior
Research
Compare 3+ vendors
Engagement Channel
LinkedIn
47% of touchpoints
Customer Distribution by Region
North America
35%
Europe
28%
APAC
22%
Others
15%
Static placeholder - replace with Chart.js later
Pipeline Overview
销售管道概览
Prospecting
120
Deals
Qualification
85
Deals
Proposal
65
Deals
Negotiation
45
Deals
Closed Won
25
This Month
Campaign Performance
营销活动效果
Campaign Channel Impressions Clicks Conversions ROI
Spring Sale 2026 Email 50,000 2,500 250 320%
Product Launch Social Media 120,000 6,000 480 280%
Webinar Series LinkedIn 30,000 1,500 180 450%
Workflow Status
自动化工作流状态
Active Workflows
12
Running
Triggered Today
345
Events
Success Rate
98.5%
↑ 0.5%
Avg Response Time
2.3s
Milliseconds
Workflow Execution Timeline (Placeholder - Ready for Automation Integration)
Conversion Funnel
线索转化漏斗
Website Visitors
100% of total traffic
50,000
Leads Captured
25% conversion from visitors
12,500
Marketing Qualified Leads (MQL)
40% conversion from leads
5,000
Sales Qualified Leads (SQL)
60% conversion from MQL
3,000
Customers (Closed Won)
15% conversion from SQL
450
Conversion Funnel Visualization (Placeholder - Ready for Chart.js Integration)
Conversion Rate
各阶段转化率分析
Visitor to Lead
25%
↑ 3% vs last month
Lead to MQL
40%
↑ 5% vs last month
MQL to SQL
60%
→ 0% change
SQL to Customer
15%
↓ 2% vs last month
Channel Leads MQL SQL Customers Overall Conversion
Organic Search 5,000 2,500 1,500 300 6%
Paid Ads 4,200 1,680 1,008 151 3.6%
Social Media 2,800 840 420 63 2.3%
Email Marketing 1,500 750 525 105 7%
Referral 1,000 500 350 70 7%
Time to Convert
转化周期分析
Avg. Time: Visitor to Lead
2.5 days
↓ 0.5 days
Avg. Time: Lead to MQL
5 days
→ 0 days
Avg. Time: MQL to SQL
12 days
↑ 2 days
Avg. Time: SQL to Customer
30 days
↓ 5 days
Total Avg. Cycle
49.5 days
↓ 3.5 days
Time to Convert Trend Chart (Placeholder - Ready for Chart.js Integration)
Journey Map
客户旅程地图
1
Awareness
客户首次接触品牌，了解产品/服务存在
Traffic Source Organic/Social
Engagement Rate 35%
2
Consideration
客户评估解决方案，对比竞品
Content Consumed White papers/Webinars
Time Spent 8 min avg
3
Purchase
客户做出购买决策，完成交易
Conversion Rate 15%
Avg Deal Size ¥28K
4
Retention
客户持续使用产品，建立忠诚度
Retention Rate 92%
NPS Score 68
5
Advocacy
客户成为品牌推广者，推荐他人
Referral Rate 23%
Reviews 4.6/5
Touchpoints
客户触点管理
Website / Landing Page
• First touchpoint for 60% of customers
• Avg. time on page: 3:24
• Bounce rate: 42%
Effectiveness
72%
Email Campaigns
• Open rate: 28%
• Click rate: 4.5%
• Conversion rate: 2.1%
Effectiveness
65%
Social Media
• LinkedIn: 45% of social traffic
• Engagement rate: 3.2%
• Share rate: 1.8%
Effectiveness
58%
Sales Calls / Demos
• Demo show rate: 68%
• Post-demo conversion: 35%
• Avg. call duration: 24 min
Effectiveness
85%
Customer Support
• Response time: 2.3 hours
• Resolution rate: 94%
• CSAT score: 4.7/5
Effectiveness
90%
Webinars / Events
• Attendance rate: 52%
• Post-event conversion: 18%
• Follow-up response: 42%
Effectiveness
78%
Journey Analytics
旅程 analytics 分析
Avg. Journey Length
49.5 days
↓ 3.5 days
Touchpoints per Customer
7.2
↑ 0.8
Journey Drop-off Rate
38%
↑ 2%
Multi-channel Customers
72%
↑ 5%
Journey Stage Avg. Duration Drop-off Rate Top Touchpoint Optimization Priority
Awareness 2.5 days 12% Organic Search Low
Consideration 17 days 35% Website/Content High
Purchase 30 days 28% Sales Demo Medium
Retention Ongoing 8% Support Low
Advocacy 90+ days 15% Referral Program Medium
Customer Journey Flow Visualization (Placeholder - Ready for Chart.js Integration)