{% extends "admin/base_site.html" %} {% load i18n %} {% block title %}{% trans "Acquisitions Dashboard" %} | {{ site_title|default:_('Django site admin') }}{% endblock %} {% block breadcrumbs %} {% endblock %} {% block content %}

{% trans "Acquisitions Dashboard" %}

Team overview for {{ generated_at|date:"N j, Y, P" }}

{% trans "Pipeline Summary" %}

{{ pipeline.new|default:0 }} New
{{ pipeline.contacted|default:0 }} Contacted
{{ pipeline.qualified|default:0 }} Qualified
{{ pipeline.proposal|default:0 }} Proposal
{{ pipeline.negotiation|default:0 }} Negotiation
{{ pipeline.won|default:0 }} Won
{{ pipeline.lost|default:0 }} Lost
{{ pipeline.dormant|default:0 }} Dormant
{{ pipeline.active|default:0 }} Active

{% trans "Stale Prospects" %} (no contact in {{ stale_days }} days)

{% if stale_prospects %} {% for pc in stale_prospects %} {% endfor %}
Company Status Days
{{ pc.company_name }} {{ pc.get_status_display }} {% if pc.days_since_contact %} {{ pc.days_since_contact }}d {% else %} Never {% endif %}
{% else %}

{% trans "No stale prospects. Great job!" %}

{% endif %}

{% trans "Unassigned Prospects" %}

{% if unassigned_prospects %} {% for pc in unassigned_prospects %} {% endfor %}
Company Status Priority
{{ pc.company_name }} {{ pc.get_status_display }} {{ pc.priority }}
{% else %}

{% trans "All prospects are assigned." %}

{% endif %}

{% trans "Seller Performance" %} (last {{ activity_days }} days)

{% if seller_performance %} {% for seller in seller_performance %} {% endfor %}
Seller Won Active Touchpoints
{{ seller.display_name }} {{ seller.conversions }} {{ seller.active_prospects }} {{ seller.touchpoints }}
{% else %}

{% trans "No seller profiles configured." %}

{% endif %}

{% trans "Upcoming Outreach" %} (next 48 hours)

{% if upcoming_outreach %} {% for enrollment in upcoming_outreach %} {% endfor %}
Company Campaign Scheduled
{{ enrollment.prospective_client.company_name }} {{ enrollment.campaign.name }} {{ enrollment.next_step_scheduled_at|date:"M j, g:i A" }}
{% else %}

{% trans "No outreach scheduled." %}

{% endif %}

{% trans "Conversion Funnel" %} (last {{ activity_days }} days)

{{ funnel.new_created|default:0 }} Created
{{ funnel.contacted|default:0 }} Contacted
{{ funnel.qualified|default:0 }} Qualified
{{ funnel.proposal|default:0 }} Proposal
{{ funnel.won|default:0 }} Won
{{ funnel.lost|default:0 }} Lost

{% trans "Active Campaigns" %}

{% if campaign_performance %} {% for campaign in campaign_performance %} {% endfor %}
Campaign Enrolled Active Response %
{{ campaign.name }} {{ campaign.total_enrollments }} {{ campaign.active_enrollments }} {{ campaign.response_rate|floatformat:1 }}%
{% else %}

{% trans "No active campaigns." %}

{% endif %}
{% endblock %}