Ssa Sales Dashboard
Skill by cjboy007
Install via CLI (Recommended)
clawhub install openclaw/skills/skills/cjboy007/ssa-sales-dashboardSales Dashboard 销售仪表盘
描述
渐进式销售数据概览，从 OKKI CRM 和 Campaign Tracker 采集核心指标，生成周报/月报，通过 Discord 推送。
架构
scripts/
├── data-collector.js # 数据采集（OKKI API + 可选数据源）
├── metrics-calculator.js # 指标计算（漏斗 + 环比 + 异常检测）
├── report-generator.js # Markdown 报告生成（周报/月报）
└── discord-push.js # Discord 推送（自动分片 >1800 字符）
config/
└── dashboard-config.json # KPI 定义 / 数据源映射 / 告警阈值
data/
├── latest.json # 最新一次采集的指标
├── calculated.json # 计算后的指标（含漏斗/告警）
├── snapshots/ # 历史快照（{period}-{date}.json）
└── reports/ # Markdown 报告
数据源
| 数据源 | 必选 | 类型 | 说明 |
|---|---|---|---|
| OKKI CRM | ✅ | API | 客户/订单/报价/线索/商机 |
| campaign-tracker | ❌ | 文件 | 邮件发送量/回复率 |
| follow-up-engine | ❌ | 文件 | 跟进数据 |
| order-tracker | ❌ | 文件 | 订单跟踪 |
| customer-segmentation | ❌ | 文件 | 客户分群 |
| pricing-engine | ❌ | 文件 | 定价数据 |
缺失的可选数据源显示 N/A，不报错。
用法
采集数据
node scripts/data-collector.js --period weekly [--date 2026-03-24] [--dry-run]
node scripts/data-collector.js --period monthly [--date 2026-03-01]
计算指标
node scripts/metrics-calculator.js --check-alerts
生成报告
node scripts/report-generator.js --period weekly [--dry-run]
node scripts/report-generator.js --period monthly
Discord 推送
# 推送最新周报
node scripts/discord-push.js --latest-report weekly
# 推送指定报告
node scripts/discord-push.js --report data/reports/weekly-2026-03-24.md
# 手动告警
node scripts/discord-push.js --alert "⚠️ 订单金额异常下降"
定时任务（OpenClaw cron）
| 任务 | Cron ID | 时间 | 说明 |
|---|---|---|---|
| 周报 | bbdf51a8-36e0-4ee9-824b-0c92f7a44bf1 | 每周一 09:00 CST | 采集 + 计算 + 生成 + 推送 |
| 月报 | 13e4378e-655e-4082-8bc0-c8fbd8e91c12 | 每月 1 日 09:00 CST | 采集 + 计算 + 生成 + 推送 |
告警阈值（保守初始值）
| 指标 | 条件 | 阈值 |
|---|---|---|
| 邮件回复率 | 低于 | 10% |
| 订单金额 | 环比下降超 | 50% |
| 周订单数 | 等于 | 0 |
历史快照机制
每次采集保存 data/snapshots/{period}-{date}.json，永不覆盖。
data/latest.json 每次更新为最新数据。
环比计算自动读取上一期快照。
已知问题 & 改进记录
v1.0.1 (2026-03-25)
- 修复: Campaign Tracker reply_rate 从小数 (0.667) 正确转换为百分比 (66.7%)
- 修复: Campaign Tracker JSON 报告嵌套 metrics 字段兼容
- 新增: OpenClaw cron 定时任务（周报 + 月报）已创建
- 验证: OKKI API 时间过滤正常工作（start_time/end_time/time_type 参数）
- 验证: 历史快照机制正常（data/snapshots/）
- 待优化: OKKI 沙盒环境数据为空（全 0），切换生产环境后验证
版本: 1.0.1 创建: 2026-03-25 更新: 2026-03-25
Metadata
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Find the right skillPaste this into your clawhub.json to enable this plugin.
{
"plugins": {
"official-cjboy007-ssa-sales-dashboard": {
"enabled": true,
"auto_update": true
}
}
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