Skip to content

sales/pipeline-management 的「预测汇总」另两条:仪表盘真名是 Sales Performance,Pipeline Coverage 报表是「预测类别 × 结束季度」而非「季度 × 阶段」 #985

Description

@yinlianghui

来源:#977 实施(PR 见下)过程中的卫星命中。#977 只点了本页第 93 行那条「Opportunity analytic cube」,已随 PR 改写为真身 dataset Opportunity Metricsopportunity_metrics,度量 Total Amount、维度 Stage)。它下面紧邻的两条同属一个三条列表,名字同样对不上源码,按 Prime Directive #10 另立。

逐处

content/docs/sales/pipeline-management.mdx §「Forecasting roll-up」,三语同址(en 94/95,zh 同段):

现文 事实
The Sales Dashboard widgets (pipeline by stage, win rate, top deals) 没有叫 Sales Dashboard 的仪表盘。真身 sales_dashboard 的 label 是 Sales Performancesrc/dashboards/sales.dashboard.ts),侧边栏上 Sales 组里也是这个名字。括号里三块磁贴的名字未逐个核,是否一并写实由 triage 定
The Pipeline Coverage report (quarter × stage matrix) 名字对(侧边栏 Insights 组的条目就叫 Pipeline Coverage),矩阵的两个轴写反且写错PipelineCoverageByQuarterReport 的 label 是 Pipeline Coverage by Forecast × Quarterrows: ['forecast_category']columns: ['close_quarter']values: ['total_amount','opp_count'],即预测类别 × 结束季度stage 只作为 runtimeFilter 排除已结单,根本不是一个轴

第二条与 PR #975analytics/reports 已写实的那一行直接矛盾:那里写的是「a matrix of open pipeline: forecast category down the rows, close quarter across the columns」。两页现在各说各的。

分级

都是名字错位,读者按 Sales Dashboard 在产品里找不到东西、按「季度 × 阶段」去读报表会读错轴;不涉及任何语义或能力主张,改名即可。

边界

Refs #977 #975

Metadata

Metadata

Assignees

Labels

documentationImprovements or additions to documentationpm:dispatchedDispatched to a dev agent by /pm-dispatch

Type

No type

Projects

No projects

Milestone

No milestone

Relationships

None yet

Development

No branches or pull requests

Issue actions