🚀 Day 5: Sales Tracking Module in CRM

Hi everyone! 👋 Welcome to Day 5 of my CRM development journey in PHP and MySQL. Today, I worked on the Sales Tracking Module, a critical feature for monitoring and analyzing sales activities effectively. Here's what I achieved:

---

🗂️ Folder Structure

I expanded the project by organizing files for the Sales Tracking Module:

Admin Folder Structure

• add_sales.php: A form to record new sales with details like date, amount, payment method, and order status.
• view_sales.php: Displays a list of all sales with options to sort and search.
• Charts Folder:
  • sales_by_date.php: Visualizes sales trends over time.
  • sales_by_payment_method.php: Analyzes total sales based on payment methods.
  • sales_status_distro.php: Displays sales distribution by order status.

---

✍️ Features Implemented

1️⃣ Add Sales

I created the Add Sales Page (add_sales.php), where admins can record sales data.

• Includes fields for date, amount, payment method, and order status.
• Validation ensures no empty or invalid entries.

2️⃣ View Sales Records

The View Sales Page (view_sales.php) provides an overview of all recorded sales.

• A sortable and searchable sales table.
• Pagination to handle large datasets efficiently.

3️⃣ Analytics with Charts

The analytics section features three distinct charts powered by Chart.js:

• Sales By Date: A line chart to visualize sales trends over time.
• Sales By Payment Method: A bar chart analyzing total sales by payment methods (e.g., cash, card, online payment).
• Sales Status Distribution: A pie chart showing sales distribution by order status (e.g., completed, pending, refunded).
  • Dynamic Chart Type Selection: Users can switch between chart types via a dropdown menu.

---

🔑 What I Learned Today

1. Data Visualization: Implementing multiple chart types to provide insights into sales data.
2. User-Friendly Interfaces: Designing sortable, searchable tables for better navigation.
3. Dynamic Charts with Chart.js: Switching between chart types seamlessly using dropdown menus.

---

📸 Image Areas

Dashboard

1. Add Sales Page

1. View Sales Records

Charts

1. Sales By Date Chart

1. Sales By Payment Method Chart

1. Sales Status Distribution Chart

---

💡 Key Takeaway

The Sales Tracking Module adds immense value to the CRM by offering sales monitoring and detailed analytics. Integrating multiple charts provides users with actionable insights to make data-driven decisions.

---

That’s it for Day 5! Stay tuned for Day 6, where I’ll dive into User Permissions and other exciting features. Let me know if you have feedback or ideas! 😊