Hi everyone! 👋 Welcome to Day 4 of my CRM development journey in PHP and MySQL. Today, I'm diving into one of the core modules—Leads & Opportunities—and exploring the Analytics Section to provide data insights. Here’s what I accomplished:
🗂️ Folder Structure
Here’s how I’ve organized the new files and features:
Client Folder Structure
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add_leads.php: A user-friendly form for adding new leads with proper validation.
Admin Folder Structure
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display_lead.php: Displays all registered leads in a sortable table with pagination. -
analytics.php: A centralized analytics page to visualize lead-related data. -
Charts Folder:
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monthly_lead_count.php: Displays a chart showing the number of leads created per month. -
lead_status_distro.php: Visualizes the distribution of lead statuses (e.g., new, contacted, converted). -
lead_chart.php: Powers the dropdown feature for switching between different chart types.
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✍️ Today’s Goals and Features
1️⃣ Lead Registration
I started by creating the Lead Registration Page (add_leads.php) where users can fill in details like name, email, phone number, company, position, and lead source. This form includes:
- Proper validation for required fields.
- Integration with the database to store leads dynamically.
2️⃣ Display Leads
In the admin panel, I developed display_lead.php to showcase all the registered leads. Key features include:
- Sortable Table: Sort by name, company, or lead status.
- Search Functionality: Quickly find leads using a search bar.
- Pagination: Handles large data sets efficiently.
3️⃣ Analytics Dashboard
The analytics page (analytics.php) provides a visual representation of lead-related data. I used Chart.js to create the following:
- Monthly Lead Count: A line or bar chart showing the number of leads added each month.
- Lead Status Distribution: A pie or donut chart showing the breakdown of lead statuses.
- Dynamic Chart Types: Users can switch between different chart types (e.g., line, bar, pie, radar) using a dropdown menu.
This feature offers flexibility for users to view data in the format they prefer.
🔑 What I Learned Today
- Dropdown Integration with Chart.js: I learned how to dynamically update chart types based on user input from a dropdown menu.
- Lead Management: Building CRUD operations for leads and organizing them efficiently.
- Data Visualization Best Practices: Creating charts that are both visually appealing and informative.
📸 Images
- Lead Registration Page:
- Lead Display Table:
- Analytics Dashboard:
- Types of charts
Line Chart
Radar
monthly lead count (Bar Chart)
💡 Key Takeaway
Day 4 was all about connecting data input (Lead Registration) with data visualization (Analytics). The dropdown-powered dynamic charts were the highlight, providing flexibility for users to analyze data effectively.
Stay tuned for Day 5, where I’ll work on Sales Tracking and fine-tune the UI/UX for the CRM! Let me know your thoughts or suggestions below! 😊
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