Hi everyone! 👋 Welcome to Day 4 of my CRM development journey in PHP and MySQL. Today, I'm diving into one of the core modules—Leads & Opportunities—and exploring the Analytics Section to provide data insights. Here’s what I accomplished:

🗂️ Folder Structure

Here’s how I’ve organized the new files and features:

Client Folder Structure

• add_leads.php: A user-friendly form for adding new leads with proper validation.

Admin Folder Structure

• display_lead.php: Displays all registered leads in a sortable table with pagination.
• analytics.php: A centralized analytics page to visualize lead-related data.
• Charts Folder:
  • monthly_lead_count.php: Displays a chart showing the number of leads created per month.
  • lead_status_distro.php: Visualizes the distribution of lead statuses (e.g., new, contacted, converted).
  • lead_chart.php: Powers the dropdown feature for switching between different chart types.

✍️ Today’s Goals and Features

1️⃣ Lead Registration

I started by creating the Lead Registration Page (add_leads.php) where users can fill in details like name, email, phone number, company, position, and lead source. This form includes:

• Proper validation for required fields.
• Integration with the database to store leads dynamically.

2️⃣ Display Leads

In the admin panel, I developed display_lead.php to showcase all the registered leads. Key features include:

• Sortable Table: Sort by name, company, or lead status.
• Search Functionality: Quickly find leads using a search bar.
• Pagination: Handles large data sets efficiently.

3️⃣ Analytics Dashboard

The analytics page (analytics.php) provides a visual representation of lead-related data. I used Chart.js to create the following:

• Monthly Lead Count: A line or bar chart showing the number of leads added each month.
• Lead Status Distribution: A pie or donut chart showing the breakdown of lead statuses.
• Dynamic Chart Types: Users can switch between different chart types (e.g., line, bar, pie, radar) using a dropdown menu.

This feature offers flexibility for users to view data in the format they prefer.

🔑 What I Learned Today

1. Dropdown Integration with Chart.js: I learned how to dynamically update chart types based on user input from a dropdown menu.
2. Lead Management: Building CRUD operations for leads and organizing them efficiently.
3. Data Visualization Best Practices: Creating charts that are both visually appealing and informative.

📸 Images

• Lead Registration Page:

• Lead Display Table:

• Analytics Dashboard:

• Types of charts

Line Chart

Radar

monthly lead count (Bar Chart)

💡 Key Takeaway

Day 4 was all about connecting data input (Lead Registration) with data visualization (Analytics). The dropdown-powered dynamic charts were the highlight, providing flexibility for users to analyze data effectively.

Stay tuned for Day 5, where I’ll work on Sales Tracking and fine-tune the UI/UX for the CRM! Let me know your thoughts or suggestions below! 😊