CRM dashboard panels (overview, channels, demographic)

Analytics · CRM dashboard panels (overview, channels, demographic)

Three ready-made CRM panels: an overview of registered and active users by channel; a channels panel with registration trends and consent percentages compared to the previous month and year; and a demographic panel with age ranges, gender, marital status, influence zone and data-completeness measures.

Area	Analytics
Routes	index · analytics.dashboards.show
Centre modules	analytics · crm
Staff levels	as per the dashboard’s role scope
Models	stats
UI label	overview / channels / demographic
Coverage	5 use cases · 2 happy · 2 failure

How it works

The demographic panel doubles as a data-quality view — qualityData reports what proportion of records have a valid email, phone, VAT number and postal code. The channels panel is explicitly comparative: it computes prevMonthHasEmailPercentage, prevYearHasEmailPercentage and the equivalents for mail-notification consent, so trends are visible without a separate report. Channel breakdown covers app, web, play centre, social wifi and other; age buckets are <18, 18-24, 25-34, 35-44 and >45. All figures come from the stats service.

Use cases

Why someone opens this (5)

• Tracking how registration volume and quality move month over month.
• Seeing which acquisition channel produces the most registrations.
• Checking marketing-consent rates before planning an email campaign.
• Understanding the age and gender profile of the customer base.
• Spotting that a channel is producing records without phone numbers.

Path map

flowchart LR
    F(["CRM dashboard panels overview, channels, demogr…"]):::feat
    F --> H1["Consent trend reviewed"]:::ok
    F --> H2["Data quality assessed"]:::ok
    F -.-> X1["Stats unavailable"]:::bad
    F -.-> X2["Period with no registrations"]:::bad
    classDef feat fill:#8a6b10,stroke:#8a6b10,color:#ffffff,font-weight:bold
    classDef ok fill:#e3f1ea,stroke:#0d6b42,color:#0d4a2e
    classDef bad fill:#f7e6e2,stroke:#9a2d1c,color:#6e1f13

Happy paths

Consent trend reviewed

1. User opens the channels panel for the current month.
2. Mail-notification and third-party consent percentages render alongside the previous month and previous year.
3. The registrations chart shows the trend by channel.

Data quality assessed

1. User opens the demographic panel.
2. qualityData shows the share of records with a valid email, phone, VAT number and postal code.
3. The user exports the gaps from the customer list for follow-up.

Failure paths

Stats unavailable

Cause — The stats service request fails.

What happens — No dedicated error state in these components — tiles and charts render empty or at zero, which can be mistaken for genuinely zero data.

Period with no registrations

Cause — Empty dataset for the selected range.

What happens — Percentages derived from a zero denominator; the components do not distinguish ‘no data’ from ‘0%‘.

QA checklist

Tick these off while regression-testing this feature. The boxes are plain Markdown, so progress is visible in git diffs.

• ✅ Consent trend reviewed
• ✅ Data quality assessed
• ⛔ Stats unavailable
• ⛔ Period with no registrations

Implementation

• app/components/dashboard/dashboard-crm/overview.js
• app/components/dashboard/dashboard-crm/channels.js
• app/components/dashboard/dashboard-crm/demographic.js
• app/components/nf-kpi.js
• app/components/nf-chart-area.js
• app/components/nf-chart-bar.js
• app/components/nf-chart-pie.js
• app/components/nf-chart-stacked.js
• app/components/nf-chart-timeseries.js
• app/services/stats.js

Translation keys (30)

Key	English
overview	Overview
channels	Channels
demographic	Demographic
channels.app	App
channels.web	Web
channels.play-center	Play center
channels.social-wifi	Social wifi
channels.other	Other
dashboards.registered-users	Total registered users
dashboards.active-users	Active users
dashboards.age-range	Age range
dashboards.gender	Gender
dashboards.men	Man
dashboards.women	Woman
dashboards.other	Other
dashboards.email	Valid email
dashboards.phone	Phone
dashboards.vat-number	Vat number
dashboards.zip-code	Postal code
dashboards.visit-types	Visit types
dashboards.mail-notif-consent	Mail notifications
dashboards.mail-partner-consent	Third party notifications
dashboards.0-17	< 18
dashboards.18-24	18-24
dashboards.25-34	25-34
dashboards.35-44	35-44
dashboards.45-99	> 45
dashboards.alone	Alone
dashboards.couple	Couple
dashboards.family	Family

Related

• Same area — Dashboard viewer · Data-quality dashboard
• Behind the same module — Dashboard viewer · Data-quality dashboard · Dashboard configuration

---

Generated from doc/feature-inventory.json · id analytics-crm-panels · commit 276788ca6