[已用]创建事业部业绩统计流水表视图.sql 3.26 KB
-- 创建事业部业绩统计流水表视图
-- 统计各个事业部的目标业绩、完成业绩、完成率(基于开卡记录)

DROP VIEW IF EXISTS `v_department_performance_flow`;

CREATE VIEW `v_department_performance_flow` AS
SELECT 
    kd.F_Id AS order_id,                        -- 开单ID
    o.F_Id AS department_id,                    -- 部门ID
    o.F_FullName AS department_name,            -- 部门名称
    o.F_ParentId AS parent_id,                  -- 上级部门ID
    parent.F_FullName AS parent_name,           -- 上级部门名称
    o.F_Category AS department_category,        -- 部门分类
    kd.djmd AS store_id,                        -- 门店ID
    m.mdbm AS store_code,                       -- 门店编号
    m.dm AS store_name,                         -- 门店名称
    kd.kdrq AS order_date,                      -- 开单时间
    m.xsyj AS target_amount,                    -- 目标业绩(门店生命线)
    kd.zdyj AS completed_amount,                -- 完成业绩(整单业绩)
    kd.sfyj AS actual_amount,                   -- 实付业绩
    kd.qk AS debt_amount,                       -- 欠款
    kd.jsj AS golden_triangle,                  -- 金三角
    kd.kdhy AS member_id,                       -- 开单会员ID
    kd.kdhyc AS member_name,                    -- 开单会员名称
    kd.kdhysjh AS member_phone,                 -- 开单会员手机号
    kd.gjlx AS customer_type,                   -- 顾客类型
    kd.hgjg AS partner_institution,             -- 合作机构
    kd.fkfs AS payment_method,                  -- 付款方式
    kd.khly AS customer_source,                 -- 客户来源
    kd.tjr AS referrer,                         -- 推荐人
    kd.sfskdd AS is_first_order,                -- 是否首开订单
    kd.jj AS description,                       -- 简介
    kd.bz AS remarks,                           -- 备注
    kd.F_CreateUser AS create_user,             -- 开单用户
    kd.F_FIleUrl AS file_url,                   -- 方案其他
    -- 计算完成率
    CASE 
        WHEN m.xsyj > 0 THEN ROUND((kd.zdyj / m.xsyj) * 100, 2)
        ELSE 0 
    END AS completion_rate,                     -- 完成率(%)
    -- 时间维度字段
    YEAR(kd.kdrq) AS order_year,                -- 开单年份
    MONTH(kd.kdrq) AS order_month,              -- 开单月份
    QUARTER(kd.kdrq) AS order_quarter,          -- 开单季度
    DATE(kd.kdrq) AS order_date_only,           -- 开单日期(不含时间)
    -- 使用开单日期作为创建时间
    kd.kdrq AS create_time,                     -- 创建时间(使用开单日期)
    kd.kdrq AS modify_time                      -- 修改时间(使用开单日期)
FROM base_organize o
LEFT JOIN base_organize parent ON o.F_ParentId = parent.F_Id
LEFT JOIN lq_mdxx m ON m.syb = o.F_Id
LEFT JOIN lq_kd_kdjlb kd ON kd.djmd = m.F_Id
WHERE (o.F_DeleteMark IS NULL OR o.F_DeleteMark != 1)
  AND o.F_Category = 'department'               -- 只统计部门类型
  AND kd.kdrq IS NOT NULL;                     -- 只包含有开单日期的记录

-- 添加视图注释
--ALTER VIEW `v_department_performance_flow` COMMENT = '事业部业绩统计流水表视图 - 统计各事业部目标业绩、完成业绩、完成率等详细信息';