Staff Report

1. What This Page Is For

The Staff Report page provides comprehensive performance and financial analytics for the Customer Relationship Management (CRM) team across three dedicated dimensions: Staff Performance (KPI), Staff Summary (Financial deposits, withdrawals, and net profit), and Customer Report (Individual player analytics). It includes historical turnover synchronization and CSV data export functionality.

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2. Before You Start

• Permissions:
  • You must have the 'CRM Report' or 'CRM Lead' permission granted by an administrator to access and view statistical data and reports on this page.
• Prerequisites:
  • Determine the time period you wish to evaluate (e.g., today, last 7 days, this month, or a custom date range).
  • If an orange notification banner appears indicating turnover data is out of date, sync turnover data before analyzing figures to ensure complete accuracy.

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3. Screen Layout

When opening this page, you will see the following main sections:

1. Page Header: Displays the title CRM Staff Performance Report and description.
2. 3 Report Switcher Tabs:
   • Staff Performance KPI: View assigned tasks, won customers, KPI percentage, and recovered deposit amounts.
   • Staff Summary: View per-staff financial figures: deposits, withdrawals, net profit, turnover, and GGR.
   • Customer Report: View individual player analytics: gaming activity, deposits, turnover, and bonuses.
3. Turnover Sync Alert Banner: Orange alert banner above the table (appears when turnover data is not up to date) with the Sync Turnover Data button.
4. 4 KPI Summary Cards: Display high-level metric cards tailored to the active tab.
5. Search and Filter Bar: Search input for staff or player names, quick date range buttons, Advanced button to filter by campaign, and Export CSV button.
6. Report Data Table: Displays statistical tables according to the selected tab, including a Grand Total summary row at the bottom.
7. Pagination Bar: Located at the bottom of the table to switch pages and select the number of items per page.

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4. Search and Filters

Field / Filter	Type	How to Use	Result
Search...	Text input	Type staff name, username, or phone number, then click Search or press Enter	Filters table to display records matching the keyword
Quick Time Range	Button selector	Choose between: Today, Yesterday, Last 7 Days, This Month, Last Month, All Time, or Custom	Immediately sets the date range for the report (defaults to This Month)
Date Range (Custom)	Date range picker	Select From Date and To Date when Custom is selected	Shows statistics for the specified custom date range
Advanced	Toggle button	Click Advanced to expand or collapse additional filter controls	Displays campaign, staff, and customer filter dropdowns
Select Campaign	Dropdown	Select a specific CRM campaign or choose All Campaigns	Filters report data to the selected campaign
CRM Staff	Dropdown	Filter by an individual CRM staff member or select All Staff	Shows statistics for that specific agent
Player (Customer Report tab)	Dropdown	Search and select a specific player	Shows statistics for that individual player
Clear All	Button	Click Clear All	Resets all active filters back to default (This Month, All Staff)
Export CSV	Button	Click Export CSV ... in the top-right corner of the table card	Downloads data from the currently active tab as a .csv file

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5. Data Table

1. Staff Performance KPI Tab

4 KPI Summary Cards

• Total Assigned Tasks: Total follow-up tasks distributed to staff in this period (User icon / Blue).
• Won Customers: Total players successfully persuaded to return and deposit (Dollar icon / Green).
• Total KPI Index: Average team success rate as a percentage (Checkmark icon / Purple).
• Total Recovered Amount: Total actual deposit amount recovered from customers (Trend-up icon / Orange).

Columns in Staff Performance KPI Table

Column	What You See	Meaning	Color / Badges
CRM Staff	Staff name and username, e.g., Somchai (@somchai)	Assigned CRM staff member	Plain text
Assigned Tasks	Task count, e.g., 100	Total follow-up tasks assigned to this agent	Plain text
Won Customers	Player count, e.g., 65	Number of players who returned and deposited	Green text
Recovered Amount	Amount, e.g., ฿250,000	Actual deposit amount recovered by this staff member	Bold green text
Average Recovered Amount	Amount, e.g., ฿3,846	Average recovered deposit amount per won customer	Blue text
KPI %	Percentage progress bar, e.g., 65.0%	Ratio of won customers to assigned tasks	Purple progress bar

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2. Staff Summary Tab (Financials & Turnover)

4 KPI Summary Cards

• Total Staff: Number of CRM staff members included in the report (User icon / Blue).
• Total Deposit: Total deposits made by customers assigned to this team (Dollar icon / Green).
• Total Turnover: Total wagering turnover generated by all tracked players (Trend-up icon / Purple).
• Net Profit: Total deposits minus withdrawals (platform net profit) (Finance icon / Orange).

Columns in Staff Summary Table

Column	What You See	Meaning	Color / Badges
CRM Staff	Staff name and username	CRM agent managing this portfolio of players	Plain text
Customers	Player count, e.g., 120	Total customers assigned to this agent	Plain text
Depositors	Player count, e.g., 45	Number of customers who made at least one deposit	Blue text
Active Rate	Percentage, e.g., 37.5%	Proportion of depositors relative to total customers	Purple percentage
Total Deposit	Amount, e.g., ฿850,000	Total deposits made by these customers	Bold green text
Total Withdraw	Amount, e.g., ฿520,000	Total withdrawals processed for these customers	Red text
Net Profit	Amount, e.g., ฿330,000	Net profit margin (Total Deposit minus Total Withdraw)	Green text (if positive) or Red text (if negative)
Turnover	Amount, e.g., ฿2,500,000	Total game wagering turnover generated	Blue text
GGR	Amount, e.g., ฿120,000	Gross Gaming Revenue (Total bets minus player winnings)	Green text (if positive) or Red text (if negative)

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3. Customer Report Tab (Player-Level Analytics)

4 KPI Summary Cards

• Total Customers: Number of player accounts in the report (User icon / Blue).
• Total Deposit: Total actual deposits made by these players (Dollar icon / Green).
• Total Turnover: Total game turnover across all tracked players (Trend-up icon / Purple).
• Total GGR: Total Gross Gaming Revenue generated (Finance icon / Orange).

Columns in Customer Report Table

Column	What You See	Meaning	Color / Badges
Player / Rank	Username, full name, phone number, and VIP rank badge	Tracked player account	Blue VIP rank badge
CRM Staff	Staff username, e.g., @somchai	Assigned CRM staff member	Plain text
Target Goal	Amount, e.g., ฿10,000	Configured monthly target amount for this player	Plain text
Total Deposit	Amount, e.g., ฿15,000	Actual deposit amount made by the player in this period	Bold green text
Turnover	Amount, e.g., ฿75,000	Actual game wagering turnover	Blue text
GGR	Amount, e.g., ฿3,500	Gross revenue generated from this player	Green text (positive) or Red text (negative)
Total Bonus	Amount, e.g., ฿500	Total bonuses received (promotions, cashback, commissions)	Plain text
Mission TO	Amount, e.g., ฿20,000	Turnover counted toward missions	Plain text
Status	Data fetch status badge	Integrity of external game turnover data	Green (Normal), Red (Error)

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6. Step-by-Step Instructions

1. Reviewing Staff Performance KPI

1. Navigate to Follow-up > Staff report from the left navigation sidebar.
2. Select the Staff Performance KPI tab.
3. Choose your desired time range using the preset buttons, e.g., This Month or Last 7 Days.
4. Review high-level metrics across the 4 summary cards, then inspect each agent's row in the table.
5. Click column headers to sort, e.g., click KPI % to sort staff by highest closing efficiency.

2. Reviewing Financial and Wagering Summary (Staff Summary)

1. Switch to the Staff Summary tab.
2. Review top summary cards for Total Deposit, Total Withdraw, and Net Profit.
3. In the table, inspect per-agent figures for Deposits, Withdrawals, Net Profit, Turnover, and GGR.
4. Scroll to the bottom row of the table to review the Grand Total.

3. Reviewing In-Depth Customer Analytics

1. Switch to the Customer Report tab.
2. Use the search input to find a specific player by username or phone number.
3. Inspect the player's deposits, turnover, GGR, and bonus breakdown.
4. To view players assigned to a specific agent, click Advanced and choose that agent under CRM Staff.

4. Syncing Historical Turnover Data

1. If an orange banner appears with the notice Turnover data is not synced for this period.
2. Click the Sync Turnover Data button inside the banner.
3. The system pulls latest game wagering records and recalculates metrics, then displays a green success confirmation toast.

5. Exporting Reports to CSV

1. Select your target report tab and apply the desired filters.
2. Click the Export CSV ... button in the top-right corner of the table card.
3. The system immediately downloads a .csv file directly to your computer.

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7. Edit / Add Forms

This page is an analytical reporting view and does not contain creation or editing forms. The key metrics and calculation formulas used on this page are summarized below:

Metric	Description	Formula / Origin
KPI % (Success Rate)	Percentage of assigned tasks closed won	(Won Customers ÷ Assigned Tasks) × 100
Average Recovered Amount	Average deposit recovered per won customer	Total Recovered Amount ÷ Won Customers
Active Rate	Proportion of customers who deposited	(Depositors ÷ Total Customers) × 100
Net Profit	Profit margin between deposits and withdrawals	Total Deposit - Total Withdraw
GGR (Gross Gaming Revenue)	Gross gaming revenue generated for the platform	Total bets minus player prize winnings
Total Bonus	Aggregate total of all bonuses given	Promotions + Cashback + Commission + Referral Rewards

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8. Popups and Dialogs

1. Turnover Sync Alert Banner (CrmTurnoverSyncBanner)

• When it opens: Appears above the report table when turnover data for the active time range has not yet been synced.
• What you see: Notification text, latest sync timestamp, and the Sync Turnover Data button.
• What to do: Click Sync Turnover Data and wait for the confirmation toast.
• Result: Turnover and GGR columns update immediately with the latest game provider figures.

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9. Statuses and Badges

Badge / Color	Basic Color	Meaning	Next Step
Normal (Normal)	Green	Turnover and financial data fetched successfully	Data is accurate; use report as normal
Error (Error)	Red	Temporary issue retrieving data from game providers	Click the sync turnover button to retry
Positive Profit / GGR	Green	Platform generated positive profit from this segment	Review metrics as normal
Negative Profit / GGR	Red	Players won more than they deposited (platform loss)	Analyze player betting patterns and game preferences

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10. FAQ & Troubleshooting

• Turnover or GGR displays 0:
  • Check the orange notification banner above the table and click Sync Turnover Data to pull latest wagering figures from game providers.
• Table displays no data:
  • Click Clear All to reset date range and campaign filters back to defaults, then verify that activity exists for the selected timeframe.
• Exported CSV file is missing data:
  • The CSV export only includes records that match the active filters. Ensure that Campaign and CRM Staff filters are set to All before clicking the export button if you need the full team report.