Skip to content

sales/pipeline-management 的「预测汇总」另两条:仪表盘真名是 Sales Performance,Pipeline Coverage 报表是「预测类别 × 结束季度」而非「季度 × 阶段」 #985

Closed

Description

@yinlianghui

来源:#977 实施(PR 见下)过程中的卫星命中。#977 只点了本页第 93 行那条「Opportunity analytic cube」,已随 PR 改写为真身 dataset Opportunity Metrics(opportunity_metrics,度量 Total Amount、维度 Stage)。它下面紧邻的两条同属一个三条列表,名字同样对不上源码,按 Prime Directive #10 另立。

逐处

content/docs/sales/pipeline-management.mdx §「Forecasting roll-up」,三语同址(en 94/95,zh 同段):

现文 事实
The Sales Dashboard widgets (pipeline by stage, win rate, top deals) 没有叫 Sales Dashboard 的仪表盘。真身 sales_dashboard 的 label 是 Sales Performance(src/dashboards/sales.dashboard.ts),侧边栏上 Sales 组里也是这个名字。括号里三块磁贴的名字未逐个核,是否一并写实由 triage 定
The Pipeline Coverage report (quarter × stage matrix) 名字对(侧边栏 Insights 组的条目就叫 Pipeline Coverage),矩阵的两个轴写反且写错:PipelineCoverageByQuarterReport 的 label 是 Pipeline Coverage by Forecast × Quarter,rows: ['forecast_category']、columns: ['close_quarter']、values: ['total_amount','opp_count'],即预测类别 × 结束季度,stage 只作为 runtimeFilter 排除已结单,根本不是一个轴

第二条与 PR #975 在 analytics/reports 已写实的那一行直接矛盾:那里写的是「a matrix of open pipeline: forecast category down the rows, close quarter across the columns」。两页现在各说各的。

分级

都是名字错位,读者按 Sales Dashboard 在产品里找不到东西、按「季度 × 阶段」去读报表会读错轴;不涉及任何语义或能力主张,改名即可。

边界

Refs #977 #975

Activity

  1. added
    documentationImprovements or additions to documentation
    pm:dispatchedDispatched to a dev agent by /pm-dispatch
    on Aug 6, 2026
  2. self-assigned this
    on Aug 6, 2026
  3. yinlianghui commented on Aug 6, 2026

    @yinlianghui
    ContributorAuthor

    🔒 认领(/pm-dispatch R34)— session session_01VHrPAGEgFDoHjphqYG4BMa,分支 claude/issue-985-pipeline-forecast-lines。

    文件面:content/docs/sales/pipeline-management{,.zh-Hans,.zh-Hant}.mdx「预测汇总」两条(Sales Dashboard 真名 Sales Performance;Pipeline Coverage 维度实为「预测类别 × 结束季度」)——PR #987 刚改本页 :93,fresh main 重定位、零回退。

    裁定:①stale-premise 复核 src/dashboards/ 与 opportunity.report.ts(Pipeline Coverage 的 rows/columns 实名);②沿 #947(Sales Performance 指称)与 #975(报表维度写实)已落地口径抄平,消除与 reports 页矛盾;③#595 不预判;src/ 零改动;三语同步;zh 内链不带锚。


    Generated by Claude Code

  4. yinlianghui commented on Aug 6, 2026

    @yinlianghui
    ContributorAuthor

    ✅ 验收通过 —— PR #990 已转 ready 并挂 auto-merge(CI 8/8 全绿实核)。

    验收要点:两锚点重验未漂移;指称推理细致——Sales Performance 两处 label 同串故一名到底(与 #947 服务侧双名情形区分)、Pipeline Coverage 短名主称+长名括注(导航 label vs 报表 label 各归其位);第二条措辞逐字抄平 #975 的 reports 页对应行(zh 各抄本地行),两页矛盾消除;繁体不造名的判断正确(无 zh-Hant 语言包,写译名等于造名);:93 零回退以 diff 证;未新增守卫的理由如实写(能力已记 #802/#809/#867 名下)。

    越界发现处置:#989(同页三族残留:幻名第二处+「sums Expected Revenue」假能力主张、Reports 组指称+四行报表名、top deals 磁贴结构性不可能)已复核成立——直接补进 R34 第三槽即刻派发(与在飞 #984 文件面互斥,避免与 R35 的 #612 同页撞车),标 pm:dispatched。


    Generated by Claude Code

Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Metadata

Metadata

Assignees

Labels

documentationImprovements or additions to documentationpm:dispatchedDispatched to a dev agent by /pm-dispatch

Type

No type

Projects

No projects

    Milestone

    No milestone

    Relationships

    None yet

    Development

    No branches or pull requests

    Issue actions