How to use PHP to extend SuiteCRM’s sales report function

How to use PHP to extend the sales report function of SuiteCRM

SuiteCRM is a powerful open source customer relationship management system that provides rich and flexible functions to meet the management needs of various enterprises. Among them, the sales report function is a very important function in SuiteCRM, which can help companies better understand sales situations, evaluate performance, and formulate more scientific sales strategies. This article will introduce how to use PHP to extend the sales report function of SuiteCRM and provide code examples.

1. Understand the data structure of SuiteCRM

Before starting to write PHP code, we first need to understand the data structure of SuiteCRM. In SuiteCRM, common data objects include Accounts, Contacts, Opportunities, etc. There is a relationship between these data objects, and we need to obtain the corresponding data based on the relationship.

2. Use Query statement to obtain sales report data

In order to obtain sales report data, we can use SuiteCRM's Query statement to perform database queries. The following is a sample code. We use the Query statement to obtain the sales opportunity data for January 2019 and sort it in descending order according to the sales amount:

$query = "SELECT name, amount FROM opportunities WHERE date_closed >= '2019-01-01' AND date_closed <= '2019-01-31' ORDER BY amount DESC"; $result = $GLOBALS['db']->query($query); while ($row = $GLOBALS['db']->fetchByAssoc($result)) { echo "机会名称：".$row['name']." - 销售金额：".$row['amount']."
"; }

Through the above code, we can obtain the sales opportunity data that meets the conditions and put The results are output to the page.

3. Generate charts to display sales report data

In addition to displaying sales report data in text form, we can also use charts to display the data more intuitively. In PHP, we can use third-party charting libraries to generate charts. The following is a sample code that uses the FusionCharts library to generate a histogram:

$query = "SELECT name, amount FROM opportunities WHERE date_closed >= '2019-01-01' AND date_closed <= '2019-01-31' ORDER BY amount DESC"; $result = $GLOBALS['db']->query($query); $data = array(); while ($row = $GLOBALS['db']->fetchByAssoc($result)) { $data[] = array( 'label' => $row['name'], 'value' => $row['amount'] ); } $encodedData = json_encode($data); echo "
"; echo ""; echo ""; echo "";

With the above code, we can display the sales report data on the page in the form of a histogram.

4. Conclusion

Through the introduction of this article, we have learned how to use PHP to extend the sales report function of SuiteCRM. First, we need to understand the data structure of SuiteCRM; then, use Query statements to obtain sales report data; finally, we can choose to display the data in text form or chart form. I hope this article will provide you with some help when using SuiteCRM's sales report function.

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