Sales Dashboard WHMCS Module

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Overview

The Sales Dashboard module provides a comprehensive and detailed dashboard for managing and analyzing sales within WHMCS. It offers visual insights through widgets and charts, displaying crucial sales-related data, including total clients, invoices, sales, and services. Additionally, the module includes a filtered data view with pagination and links to detailed client and invoice information.

Features

• Data Overview: Displays key metrics such as total clients, total invoices, total sales, and total services.
• Charts: Visual representation of monthly data trends for clients, invoices, sales, and services.
• Filtering: Filter data by time period (week, month, year, custom) and invoice status.
• Pagination: Easily navigate through large datasets with pagination support.
• Direct Links: Quick access to client profiles and invoice details directly from the dashboard.

Installation

1. Upload Module:

   • Upload the sales_dashboard directory to your WHMCS installation's modules/addons/ directory.

2. Activate Module:

   • Navigate to WHMCS Admin Area > Setup > Addon Modules.
   • Locate Sales Dashboard in the list and click Activate.

3. Configure Module:

   • After activation, click on Configure next to the Sales Dashboard module.
   • Enable the module by selecting Yes under "Enable Module".

4. Access Module:

   • You can access the Sales Dashboard from the WHMCS admin sidebar under "Sales Dashboard".

Usage

Data View

• Widgets: Displays a summary of total clients, total invoices, total sales, and total services.
• Table: Provides a detailed list of invoices, with links to client profiles and invoices. You can filter the data by time period and invoice status.

Charts View

• Visual Insights: Displays line charts representing monthly trends for total clients, invoices, sales, and services.

Filtering Data

• Use the provided filters to select a time period (week, month, year, or custom range) and status to refine the displayed data.

Pagination

• The results in the data view are paginated, allowing you to navigate through large datasets efficiently.

Troubleshooting

• Charts Not Displaying Correct Data: Ensure that the data is correctly aggregated by month. The SQL queries should group the data by the month of the invoice date, client creation date, or service registration date.
• Links Not Working: Verify that the URLs for client profiles and invoices are correctly constructed and that the userid and invoice_id are properly passed from the database queries.

Contributing

Contributions are welcome! Feel free to fork this repository, make your changes, and submit a pull request.

License

This project is licensed under the MIT License - see the LICENSE file for details.

Support

If you need help or have any questions, please feel free to reach out to the developer at Issues.