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Create a Dashboard Page | Create a Blazor CRM application with Radzen Blazor Studiolink

In this tutorial we will create a nice dashboard page for our CRM application that shows some performance metrics.

  • Display the monthly stats - total revenue, new opportunities, average deal size and win rate percentage.
  • Show some charts - contact life time value, revenue progress, revenue per employee.
  • Summarize the active opportunities and tasks.

Before we start we would need more data in the CRM application. Run it from Radzen Blazor Studio and add more opportunities, contacts and tasks. Or you can use this SQL script which comes with sample data (but will delete all existing data).

Create the dashboard pagelink

First create a new empty page called "Home". Set it to be the start page of the application.

Display monthly statslink

Calculate statslink

Server-side Blazor

We will create a method which will calculate the monthly stats.

  1. Open Pages\Index.razor.cs and inject the Entity Framework context as a property:
    ...
[Inject]
public Data.RadzenCRMContext Context { get; set; }
...
  2. Add a new class Stats in the same file. It will contain the monthly stats we are interested in
    public class Stats
{
    public DateTime Month { get; set; }
    public decimal Revenue { get; set; }

    public int Opportunities { get; set; }
    public decimal AverageDealSize { get; set; }
    public double Ratio { get; set; }
}
  3. Add a new method to the Index class to calculate the stats.
    public Stats MonthlyStats()
{
    double wonOpportunities = Context.Opportunities
                        .Include(opportunity => opportunity.OpportunityStatus)
                        .Where(opportunity => opportunity.OpportunityStatus.Name == "Won")
                        .Count();

    var totalOpportunities = Context.Opportunities.Count();

    var ratio = wonOpportunities / totalOpportunities;

    return Context.Opportunities
                  .Include(opportunity => opportunity.OpportunityStatus)
                  .Where(opportunity => opportunity.OpportunityStatus.Name == "Won")
                  .ToList()
                  .GroupBy(opportunity => new DateTime(opportunity.CloseDate.Year, opportunity.CloseDate.Month, 1))
                  .Select(group => new Stats()
                  {
                      Month = group.Key,
                      Revenue = group.Sum(opportunity => opportunity.Amount),
                      Opportunities = group.Count(),
                      AverageDealSize = group.Average(opportunity => opportunity.Amount),
                      Ratio = ratio
                  })
                  .OrderBy(deals => deals.Month)
                  .LastOrDefault();
}

Client-side WebAssembly Blazor

We will create a method which will calculate the monthly stats.

  1. Add Server\Controllers\ServerMethodsController.cs with the following code.
    using System;
using System.Net;
using System.Data;
using System.Linq;
using Microsoft.Data.SqlClient;
using System.Collections.Generic;
using Microsoft.AspNetCore.Mvc;
using Microsoft.AspNetCore.OData.Query;
using Microsoft.AspNetCore.OData.Routing.Controllers;
using Microsoft.AspNetCore.OData.Results;
using Microsoft.AspNetCore.OData.Deltas;
using Microsoft.AspNetCore.OData.Formatter;
using Microsoft.EntityFrameworkCore;
using Microsoft.EntityFrameworkCore.Metadata.Internal;
using Microsoft.AspNetCore.Identity;
using Microsoft.AspNetCore.Authorization;
using CRMBlazorWasmRBS.Server.Models;
using CRMBlazorWasmRBS.Server.Models.RadzenCRM;

namespace CRMBlazorWasmRBS.Server.Controllers
{
    [Route("api/[controller]/[action]")]
    public class ServerMethodsController : Controller
    {
        private CRMBlazorWasmRBS.Server.Data.RadzenCRMContext context;

        public ServerMethodsController(CRMBlazorWasmRBS.Server.Data.RadzenCRMContext context)
        {
            this.context = context;
        }

        public IActionResult MonthlyStats()
        {
            double wonOpportunities = context.Opportunities
                              .Include(opportunity => opportunity.OpportunityStatus)
                              .Where(opportunity => opportunity.OpportunityStatus.Name == "Won")
                              .Count();

            var totalOpportunities = context.Opportunities.Count();

            var ratio = wonOpportunities / totalOpportunities;

            var stats = context.Opportunities
                              .Include(opportunity => opportunity.OpportunityStatus)
                              .Where(opportunity => opportunity.OpportunityStatus.Name == "Won")
                              .ToList()
                              .GroupBy(opportunity => new DateTime(opportunity.CloseDate.Year, opportunity.CloseDate.Month, 1))
                              .Select(group => new
                              {
                                    Month = group.Key,
                                    Revenue = group.Sum(opportunity => opportunity.Amount),
                                    Opportunities = group.Count(),
                                    AverageDealSize = group.Average(opportunity => opportunity.Amount),
                                    Ratio = ratio
                              })
                              .OrderBy(deals => deals.Month)
                              .LastOrDefault();

         return Ok(System.Text.Json.JsonSerializer.Serialize(stats, new System.Text.Json.JsonSerializerOptions { PropertyNamingPolicy = null }));
     }
}
  2. Open Client\Pages\Index.razor.cs and inject the HttpClient as a property:
    ...
[Inject]
HttpClient Http { get; set; }
...
  3. Add a new class Stats in the same file. It will contain the monthly stats we are interested in
    public class Stats
{
    public DateTime Month { get; set; }
    public decimal Revenue { get; set; }

    public int Opportunities { get; set; }
    public decimal AverageDealSize { get; set; }
    public double Ratio { get; set; }
}
  4. Add a new method to the Index class. It will calculate the stats.
    public async Task<Stats> MonthlyStats()
{
   var response = await Http.SendAsync(new HttpRequestMessage(HttpMethod.Get, new Uri($"{NavigationManager.BaseUri}api/servermethods/monthlystats")));

   return await response.ReadAsync<Stats>();
}

Display the monthly statslink

Now that the custom method is done it is time to create the UI that will display the stats. We will use a Row component with four Columns. Each column will contain a Card that displays a metric from the monthly stats.

We will describe the process to create one card and then copy paste it.

  1. Open Index page and delete the top most Column. image
  2. Drag and drop a new Column component inside the row. image
  3. Set the XL size to 3 units and the LG size to 6 units. By default the available horizontal space is 12 units. This means that on XL size devices (wide-screen desktops) this column will occupy 1/4th of the available width (because 3/12 = 1/4). On LG screens (laptop displays) it will occupy half the available space (6 / 12 = 1/2). On smaller screen sizes this column will take all the available width.
  4. Drag and drop a Card component inside the column. Go to the Style tab of the property grid and set its bottom Margin to 16px. image

We have created the basic card layout. Now let's add some content that will display the data.

  1. Drag and drop a Row inside the card.
  2. Drag and drop a Column inside that row. Set its XS size to 4. This means that it will always occupy 4 units (1/3) of the available width (which in this case is the width of the card).
  3. Duplicate the column. Set its XS size to 8. This column will occupy the remaining space. image
  4. Drag and drop an Icon component in the first column. Set its Icon property to attach_money. Set the Width and Height to 64px. Set FontSize to 48px. image
  5. Drag and drop a Heading component in the second column. Set its Text property to Revenue, Size to H4, TextAlign to Right and Margin to 0px. image
  6. Duplicate the heading. Set Text to LAST MONTH and FontSize to 12px. image
  7. Duplicate the last heading. Set Text to Value, top Margin to 13px to offset it from the other headings a bit, and FontSize to 24px. image

We have created the card design and it is time to display the Revenue in the last heading component that we added.

  1. Add a new override for the Page OnInitialized() method. image
  2. Add new Invoke.
  3. Set Invoke method to MonthlyStats and set the result to monthlyStats public page property. image image
  4. Select the last heading component in the card. Set its Text property to @monthlyStats?.Revenue.ToString("C"). This displays the Revenue member of the monthlyStats page property formatted as currency.

image image

If you now run the application you should see the following (assuming you have used the sample SQL data linked before).

image

To display the rest of the monthly stats we should duplicate the column, change the color, heading texts and the monthlyStats member they display.

Here is how:

Opportunities

  1. Duplicate the column.
  2. Select the Icon. Set its Icon property to shopping_cart.
  3. Select the first heading and set its Text to Opportunities.
  4. Select the bottom heading. Set Text to @(monthlyStats?.Opportunities.ToString("C")).

Average deal size

  1. Duplicate the column.
  2. Select the Icon. Set its Icon property to account_balance_wallet.
  3. Select the first heading and set its Text to Average Deal Size.
  4. Select the bottom heading. Set Text to @(monthlyStats?.AverageDealSize.ToString("C")).

Win rate

  1. Duplicate the column.
  2. Select the Icon. Set its Icon property to thumb_up.
  3. Select the first heading and set its Text to Win Rate.
  4. Select the bottom heading. Set Text to @(monthlyStats?.Ratio.ToString("P")).

The final result should look like this at runtime.

image

Show chartslink

Get data for the chartslink

Server-side Blazor

  1. Open Pages\Index.razor.cs and add the following code:
    public class RevenueByCompany
{
      public string Company { get; set; }
      public decimal Revenue { get; set; }
}

public class RevenueByEmployee
{
      public string Employee { get; set; }
      public decimal Revenue { get; set; }
}

public class RevenueByMonth
{
      public DateTime Month { get; set; }
      public decimal Revenue { get; set; }
}

public IEnumerable<RevenueByCompany> RevenueByCompany()
{
   return Context.Opportunities
                        .Include(opportunity => opportunity.Contact)
                        .ToList()
                        .GroupBy(opportunity => opportunity.Contact.Company)
                        .Select(group => new RevenueByCompany() {
                              Company = group.Key,
                              Revenue = group.Sum(opportunity => opportunity.Amount)
                        });
}

public IEnumerable<RevenueByEmployee> RevenueByEmployee()
{
   return Context.Opportunities
                        .Include(opportunity => opportunity.User)
                        .ToList()
                        .GroupBy(opportunity => $"{opportunity.User.FirstName} {opportunity.User.LastName}")
                        .Select(group => new RevenueByEmployee() {
                              Employee = group.Key,
                              Revenue = group.Sum(opportunity => opportunity.Amount)
                        });
}

public IEnumerable<RevenueByMonth> RevenueByMonth()
{
   return Context.Opportunities
                        .Include(opportunity => opportunity.OpportunityStatus)
                        .Where(opportunity => opportunity.OpportunityStatus.Name == "Won")
                        .ToList()
                        .GroupBy(opportunity => new DateTime(opportunity.CloseDate.Year, opportunity.CloseDate.Month, 1))
                        .Select(group => new RevenueByMonth() {
                           Revenue = group.Sum(opportunity => opportunity.Amount),
                           Month = group.Key
                        })
                        .OrderBy(deals => deals.Month);
}

Client-side WebAssembly Blazor

  1. Open Server\Controllers\ServerMethodsController.cs.
  2. Add the following methods.
    public IActionResult RevenueByCompany()
{
   var result = context.Opportunities
                        .Include(opportunity => opportunity.Contact)
                        .ToList()
                        .GroupBy(opportunity => opportunity.Contact.Company)
                        .Select(group => new {
                              Company = group.Key,
                              Revenue = group.Sum(opportunity => opportunity.Amount)
                        });

   return Ok(System.Text.Json.JsonSerializer.Serialize(result, new System.Text.Json.JsonSerializerOptions
   {
         PropertyNamingPolicy = null
   }));
}

public IActionResult RevenueByEmployee()
{
   var result = context.Opportunities
                        .Include(opportunity => opportunity.User)
                        .ToList()
                        .GroupBy(opportunity => $"{opportunity.User.FirstName} {opportunity.User.LastName}")
                        .Select(group => new {
                              Employee = group.Key,
                              Revenue = group.Sum(opportunity => opportunity.Amount)
                        });


   return Ok(System.Text.Json.JsonSerializer.Serialize(result, new System.Text.Json.JsonSerializerOptions
   {
         PropertyNamingPolicy = null
   }));
}

public IActionResult RevenueByMonth()
{
   var result = context.Opportunities
                        .Include(opportunity => opportunity.OpportunityStatus)
                        .Where(opportunity => opportunity.OpportunityStatus.Name == "Won")
                        .ToList()
                        .GroupBy(opportunity => new DateTime(opportunity.CloseDate.Year, opportunity.CloseDate.Month, 1))
                        .Select(group => new {
                           Revenue = group.Sum(opportunity => opportunity.Amount),
                           Month = group.Key
                        })
                        .OrderBy(deals => deals.Month);

   return Ok(System.Text.Json.JsonSerializer.Serialize(result, new System.Text.Json.JsonSerializerOptions
   {
         PropertyNamingPolicy = null
   }));
}
  3. Open Client\Pages\Index.razor.cs and add the following code:
    public async Task<IEnumerable<RevenueByCompany>> RevenueByCompany()
{
   var response = await Http.SendAsync(new HttpRequestMessage(HttpMethod.Get, new Uri($"{NavigationManager.BaseUri}api/servermethods/RevenueByCompany")));

   return await response.ReadAsync<IEnumerable<RevenueByCompany>>();
}

public async Task<IEnumerable<RevenueByEmployee>> RevenueByEmployee()
{
   var response = await Http.SendAsync(new HttpRequestMessage(HttpMethod.Get, new Uri($"{NavigationManager.BaseUri}api/servermethods/RevenueByEmployee")));

   return await response.ReadAsync<IEnumerable<RevenueByEmployee>>();
}

public async Task<IEnumerable<RevenueByMonth>> RevenueByMonth()
{
   var response = await Http.SendAsync(new HttpRequestMessage(HttpMethod.Get, new Uri($"{NavigationManager.BaseUri}api/servermethods/RevenueByMonth")));

   return await response.ReadAsync<IEnumerable<RevenueByMonth>>();
}

Add the chartslink

As in the previous step we will start with the layout - row with three columns.

  1. Drag and drop a Row.
  2. Drag and drop a Column inside the row. Set the XL size to 4 units (1/3th of the available space) and the LG size to 6 (1/2th of the available space).
  3. Drag and drop a Card inside the column. Go to the Style tab of the property grid and set its bottom Margin to 16px. image

Customer life time value chart

  1. Drag and drop a Heading component inside the card. Set its Text to Customer life time value.
  2. Invoke the RevenueByCompany custom method in the Page OnInitialized() method. Create a page property called revenueByCompany from the result. image
  3. Drag and drop a Chart and add RadzenColumnSeries to series. Set Data to @revenueByCompany, ValueProperty to Revenue and CategoryProperty to Company. Set the Width to 100%. image

Revenue by month chart

  1. Duplicate the column from the previous step.
  2. Set the Text of the header to Revenue.
  3. Invoke the RevenueByMonth custom method in the Page OnInitialized() method. Create a page property called revenueByMonth from the result.
  4. Change RadzenColumnSeries to RadzenAreaSeries, set Data to @revenueByMonth, and CategoryProperty to Month.

Revenue by employee chart

  1. Duplicate the column from the previous step.
  2. Set the Text of the header to Revenue by employee.
  3. Invoke the RevenueByEmployee custom method in the Page OnInitialized() method. Create a page property called revenueByEmployee from the result.
  4. Change RadzenColumnSeries to RadzenBarSeries, set Data to @revenueByEmployee, and CategoryProperty to Employee.

Here is how the end result should look like. image

Summary of recent opportunities and taskslink

As usual we start with the layout.

  1. Drag and drop a Row.
  2. Drop a Column inside. Set its XL size to 6.
  3. Drop a Card inside the column.
  4. Add a Heading inside the card.

Recent opportunitieslink

  1. Add new injected Page property for RadzenCRMService and change OnInitialized() to be asynchronous. image
  2. Drag and drop a DataGrid component below the heading.
  3. Use DataGrid configuration wizard to bind the component to result of GetOpportunities data source method. Do not select any columns.
  4. Select Home.razor.cs, choose methods & design, select method OnInitializedAsync, choose Query Builder from the properties panel and add Contact,OpportunityStatus as expand parameter.
  5. Add a column and add to its Template tow Label components with Text set to @context.Contact.FirstName and @context.Contact.LastName. Set the Title to Contact and SortProperty to Contact.FirstName.
  6. Add another column and set its Property to Amount. Set Template to @context.Amount.ToString("C").
  7. Add a third column and set Property to OpportunityStatus.Name and Title to Status.
  8. Add the last column. Set Property to CloseDate.

image

Taskslink

  1. Duplicate the column.
  2. Set the heading Text to Active Tasks.
  3. Drag and drop new DataGrid component in the new column below the opportunities DataGrid.
  4. Use DataGrid configuration wizard to bind the component to result of GetTasks data source method. Do not select any columns.

Server-side Blazor

We also need to include the User property in the result of the GetTasks operation.

  1. Open the Services\RadzenCRMService.Custom.cs file.
  2. Add the following method to the RadzenCRMService class:
    partial void OnTasksRead(ref IQueryable<CRMBlazorServerRBS.Models.RadzenCRM.Task> items)
{
   items = items.Include(item => item.Opportunity.User).Include(item => item.Opportunity.Contact);
}

image

Client-side WebAssembly Blazor

Set also expand parameter to Opportunity($expand=User,Contact).

  1. Add a new DataGrid column with Title Employee and SortProperty to Opportunity.User.FirstName. Edit its Template.
  2. Drag and drop an Image component. Set its Path to @context.Opportunity.User.Picture. Set Width and Height to 30px and BorderRadius to 15px.
  3. Drag and drop a Label component. Set its Text to @context.Opportunity.User.FirstName.
  4. Drag and drop another Label component. Set its Text to @context.Opportunity.User.LastName.
  5. End template editing and add another column with Property set to Title.
  6. Add another column. Set SortProperty to Opportunity.Name. Edit its Template.
  7. Drag and drop a Label component. Set its Text to @context.Opportunity.Name. Go to Style and set Display to block. This will make the next label appear on a new line.
  8. Drag and drop another Label component. Set its Text to @context.Opportunity.Contact.FirstName.
  9. Duplicate that label. Set the Text of the new one to @context.Opportunity.Contact.LastName and end template editing.
  10. Add one last column with Property set to DueDate.

The Dashboard is now complete! Here is how it will look at runtime.

image

It is time for the finishing touches.

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