Viewing Analytics - Core Projects

Overview

The Gerencia analytics dashboard provides comprehensive reporting tools to track sales performance, monitor project health, and make data-driven decisions. This guide covers how to effectively use each analytics component.

Accessing Analytics

Authenticate with a Gerente role account.

Navigate to Dashboard

Go to Gerencia → Dashboard or directly to /gerencia/dashboard.

Apply Filters (Optional)

Configure dashboard filters:

Date range (desde / hasta)
Project
Advisor
Property state

Dashboard Sections

1. Global Summary Cards

The top of the dashboard displays high-level KPIs:

Ventas Totales (Total Sales)

// Sum of all sales in selected period
$ventasTotales = Venta::where('tipo_operacion', 'venta')
    ->whereBetween('fecha_venta', [$desde, $hasta])
    ->sum('valor_total');

Interpretation:

Tracks total revenue generated
Includes property + parking prices
Filters by date range and optional project/advisor

Use Cases:

Compare year-over-year performance
Track quarterly targets
Measure campaign effectiveness

Unidades Vendidas (Units Sold)

$unidadesVendidas = Venta::where('tipo_operacion', 'venta')
    ->whereBetween('fecha_venta', [$desde, $hasta])
    ->count();

Interpretation:

Number of completed sales (not separations)
Indicates sales velocity
Basis for escalation pricing triggers

Benchmark: Compare against project capacity and goals.

Inventario Disponible (Available Inventory)

$estadoDisponible = EstadoInmueble::where('nombre', 'Disponible')->first();
$inventario = Apartamento::where('id_estado_inmueble', $estadoDisponible->id)->count()
            + Local::where('id_estado_inmueble', $estadoDisponible->id)->count();

Interpretation:

Remaining sellable units
Excludes “Vendido”, “Separado”, “Bloqueado”
Critical for inventory planning

Action Items:

Low inventory → Prepare pricing increases
High inventory → Intensify marketing

2. Sales by Project Chart

Chart Type: Horizontal Bar Chart Data Structure:

{
  labels: ['Proyecto Aurora', 'Proyecto Esmeralda', 'Proyecto Mirador'],
  datasets: [
    {
      label: 'Valor Total',
      data: [450000000, 380000000, 290000000],
      backgroundColor: '#1e3a5f'
    },
    {
      label: 'Unidades',
      data: [18, 15, 12],
      backgroundColor: '#3b82f6'
    }
  ]
}

How to Read:

Each bar represents a project
Left axis: Revenue (COP)
Right axis: Units sold
Compare relative performance across portfolio

Insights:

Identify top-performing projects
Spot underperforming developments
Allocate sales resources effectively

3. Goals vs. Actual (Proyección vs Real)

Chart Type: Grouped Bar Chart Data Source:

// Metas (Goals) defined at /gerencia/metas
$metas = Meta::where('ano', $ano)
    ->where('mes', $mes)
    ->get();

// Real (Actual) from sales
$ventas = Venta::whereYear('fecha_venta', $ano)
    ->whereMonth('fecha_venta', $mes)
    ->groupBy('id_proyecto')
    ->get();

Comparison View:

Proyecto Aurora
  ┌───────────────────────────┐
  │ Meta Unidades:  15      │
  │ Real Unidades:  18  (120%) │
  ├───────────────────────────┤
  │ Meta Valor:     $450M    │
  │ Real Valor:     $475M (106%) │
  └───────────────────────────┘
  Status: ✓ Exceeded goal

Interpretation:

Green bars (actual > meta): Goal exceeded
Red bars (actual < meta): Under target
Percentage: Achievement rate

Action Items:

Under 80%: Immediate intervention needed
- Review advisor performance
- Adjust pricing/incentives
- Intensify marketing
Over 120%: Consider raising goals
- Accelerate pricing escalation
- Reward high performers

4. Sales Velocity Chart

Chart Type: Bar Chart Metric: Average days from project start to unit sale Calculation:

$inicio = Carbon::parse($proyecto->fecha_inicio);
$ventasProyecto = Venta::where('id_proyecto', $id)->get();

$dias = $ventasProyecto->map(function ($venta) use ($inicio) {
    return $inicio->diffInDays(Carbon::parse($venta->fecha_venta));
});

$promedio = round($dias->avg(), 1);

Example:

Proyecto Aurora:     45.3 días
Proyecto Esmeralda:  67.8 días
Proyecto Mirador:    89.2 días

Interpretation:

Lower = Better: Faster sales velocity
Indicates market demand and pricing appropriateness
Benchmark across similar projects

Insights:

< 60 days: Strong demand, consider price increases
60-90 days: Normal market pace
> 90 days: Review pricing/marketing strategy

5. Separation Effectiveness Table

View: Tabular data with advisor performance Columns:

Advisor name
Total separations created
Separations converted (to ventas)
Separations expired
Conversion rate

Sample Data:

┌─────────────────┬────────┬──────────┬──────────┬──────────┐
│ Asesor          │ Total  │ Ejecutadas │ Caducadas │ Tasa Conv │
├─────────────────┼────────┼──────────┼──────────┼──────────┤
│ María Rodríguez │   28   │     24     │     4     │   85.7%   │
│ Carlos Mendoza  │   22   │     18     │     4     │   81.8%   │
│ Ana Gutiérrez   │   19   │     13     │     6     │   68.4%   │
└─────────────────┴────────┴──────────┴──────────┴──────────┘

Benchmarks:

> 80%: Excellent conversion
60-80%: Good performance
< 60%: Needs improvement

Coaching Opportunities:

High “Caducadas” → Follow-up training
Low “Total” → Pipeline generation focus
High conversion → Share best practices

6. Detailed Inventory Table

View: Expandable project-level inventory with filters Structure:

Proyecto Aurora [▼]
  ┌─────────┬───────────┬────────────┬────────────┬──────────────┐
  │ Unidad  │ Precio Base │ Precio Actual │ Estado     │ Asesor        │
  ├─────────┼───────────┼────────────┼────────────┼──────────────┤
  │ Apto101 │ $150M       │ $158M         │ Vendido    │ M. Rodríguez  │
  │ Apto102 │ $150M       │ $158M         │ Disponible │ —             │
  │ Apto201 │ $165M       │ $172M         │ Separado   │ C. Mendoza    │
  └─────────┴───────────┴────────────┴────────────┴──────────────┘

Filters:

'estado_inmueble' => integer | null

Use to view:

All available units (for sales team)
All sold units (for accounting)
Specific project inventory

Export: Available as Excel download

7. Advisor Performance Matrix

View: Table showing sales by advisor and project Columns:

Project
Advisor
Ventas (completed sales)
Separaciones (active reservations)
Conversion rate

Use Cases:

Commission calculations
Performance reviews
Territory assignment
Training needs identification

8. Inventory Status Doughnut Charts

Chart Type: Doughnut (one per project) Segments:

{
  labels: ['Disponible', 'Vendido', 'Separado', 'Bloqueado', 'Congelado'],
  datasets: [{
    data: [35, 45, 8, 2, 0],
    backgroundColor: ['#10b981', '#3b82f6', '#f59e0b', '#ef4444', '#6b7280']
  }]
}

Interpretation:

Center Number: Total units in project
Segment Size: Proportion in each state
Colors: Visual state identification

Health Indicators:

Large green (Disponible): Early project or slow sales
Large blue (Vendido): Successful project nearing sellout
Large orange (Separado): Active pipeline, monitor conversions
Red segments (Bloqueado): Investigate issues

9. Advisor Ranking Bar Chart

Chart Type: Horizontal Bar Chart Metric: Total revenue generated per advisor Query:

DB::table('ventas')
    ->join('empleados', 'empleados.id_empleado', '=', 'ventas.id_empleado')
    ->where('ventas.tipo_operacion', 'venta')
    ->select(
        DB::raw("CONCAT(empleados.nombre, ' ', empleados.apellido) as asesor"),
        DB::raw("SUM(ventas.valor_total) as total_ventas")
    )
    ->groupBy('empleados.id_empleado', 'empleados.nombre', 'empleados.apellido')
    ->orderByDesc('total_ventas')
    ->get();

Use Cases:

Identify top performers for rewards
Set benchmarks for team
Allocate leads to high performers

10. Monthly Absorption Line Chart

Chart Type: Multi-line time series Data:

{
  labels: ['2024-01', '2024-02', '2024-03', '2024-04', '2024-05'],
  datasets: [
    {
      label: 'Proyecto Aurora',
      data: [3, 5, 4, 6, 8]
    },
    {
      label: 'Proyecto Esmeralda',
      data: [2, 3, 5, 4, 6]
    }
  ]
}

Interpretation:

Upward trend: Accelerating sales
Flat line: Steady absorption
Downward trend: Slowing sales (investigate)
Spikes: Marketing campaigns or price adjustments

Action Items:

Compare to marketing spend
Correlate with pricing changes
Identify seasonal patterns

Payment Plan Consolidation (Plan Pagos CI)

Overview

Comprehensive view of all down payment schedules across sales. Access: Scroll to “Plan de Pagos Cuota Inicial” section

Table Structure

┌──────────┬────────┬────────┬─────────┬─────────┬─────────┬─────────┐
│ Proyecto │ Inmueble │ Cliente │ 2024-05 │ 2024-06 │ 2024-07 │ 2024-08 │
├──────────┼────────┼────────┼─────────┼─────────┼─────────┼─────────┤
│ Aurora   │ Apto101  │ Martínez │ 5M (S)  │ 4.2M    │ 4.2M    │ 70M (R) │
│ Aurora   │ Apto205  │ Gómez   │ 5M (S)  │ —       │ 8.3M    │ —       │
├──────────┼────────┼────────┼─────────┼─────────┼─────────┼─────────┤
│ TOTALES  │          │         │ 10M     │ 4.2M    │ 12.5M   │ 70M     │
└──────────┴────────┴────────┴─────────┴─────────┴─────────┴─────────┘

Legend:
  (S) = Separación (initial deposit)
  (R) = Restante (final balance)

Payment Structure Logic

// GerenciaEstadisticasService::planPagosCI

// Mes 0: Separation deposit
$mes0 = $fechaBase->format('Y-m');
$mesesRow[$mes0] = $separacion;

// Months 1..N: Installments based on frequency
$fechaPago = $fechaBase->copy()->addMonths($frecuencia);
for ($k = 1; $k <= $numPagos; $k++) {
    $mes = $fechaPago->format('Y-m');
    $mesesRow[$mes] = $cuotaPorPago;
    $fechaPago->addMonths($frecuencia);
}

// Month N+1: Remaining balance
$mesRestante = $fechaBase->copy()->addMonths($plazo + 1)->format('Y-m');
$mesesRow[$mesRestante] = $valorRestante;

Use Cases

Cash Flow Forecasting:

Totals row shows expected monthly income
Plan for construction financing
Treasury management

Client Follow-up:

Identify upcoming payment dates
Proactive collection management
Payment reminder automation

Financial Reporting:

Export to Excel for accounting
Share with investors/stakeholders
Audit trail

Exporting Data

Excel Export (Plan Pagos CI)

Configure Filters

Set desired date range, project, and advisor filters on dashboard.

Click Export Button

In the “Plan Pagos CI” section, click Exportar Excel.

Download File

System generates:

// Route
GET /gerencia/plan-pagos-ci/export?desde=2024-01-01&hasta=2024-12-31

// Controller
return Excel::download(
    new PlanPagosCIExport($encabezados, $filas, $totales),
    'plan_pagos_cuota_inicial.xlsx'
);

File includes:

All filtered sales
Monthly payment schedule
Totals row
Formatted as currency

File Format: .xlsx (Excel 2007+)

Print/PDF Export

Use browser print functionality:

Optimize View

Apply desired filters and scroll to section.

Ctrl+P (Windows) or Cmd+P (Mac)

Select PDF

Choose “Save as PDF” as printer destination.

Setting Sales Goals

Creating Metas

Navigate to Goals Management

Go to /gerencia/metas from the Gerencia menu.

Click Create Goal

Select Nueva Meta button.

Configure Goal Parameters

Enter:

id_proyecto: integer       // Project
ano: integer               // Year (e.g., 2024)
mes: integer               // Month (1-12)
meta_unidades: integer     // Target units
meta_valor: numeric        // Target revenue

Example:

{
  "id_proyecto": 5,
  "ano": 2024,
  "mes": 6,
  "meta_unidades": 15,
  "meta_valor": 450000000
}

Save Goal

Submit to create the goal. It will appear in “Proyección vs Real” chart.

Editing Goals

View Goals List

At /gerencia/metas, see all defined goals.

Click Edit

Select goal to modify.

Update Values

Adjust meta_unidades or meta_valor as needed.

Save Changes

Dashboard updates automatically to compare new targets.

Route: /gerencia/login-logs Displays:

[
    'empleado_nombre' => string,
    'login_time' => timestamp,
    'ip_address' => string,
    'user_agent' => string,
]

Use Cases:

Security audits
Track advisor activity
Identify unusual access patterns
Compliance reporting

Best Practices

Regular Monitoring Schedule

Daily:

Check global summary cards
Review separation effectiveness
Monitor new sales

Weekly:

Analyze sales velocity
Review advisor performance
Check inventory levels

Monthly:

Compare goals vs. actual
Export payment plan for accounting
Review and adjust sales goals
Generate executive reports

Using Filters Effectively

Project Focus:

?proyecto_id=5

Use to deep-dive into single project performance. Advisor Review:

?asesor_id=12

Prepare for 1-on-1 performance meetings. Quarter Analysis:

?desde=2024-04-01&hasta=2024-06-30

Quarterly board presentations. Year Comparison:

// Current year
?desde=2024-01-01&hasta=2024-12-31

// Previous year
?desde=2023-01-01&hasta=2023-12-31

Compare with new browser tab/window.

Troubleshooting

Dashboard Loading Slowly

Cause: Large date range or no filters. Fix:

Apply project filter to reduce data
Use shorter date ranges (quarterly vs. multi-year)
Contact administrator to implement caching

Goals Not Appearing

Cause: No metas defined for selected period. Fix:

Verify goals exist at /gerencia/metas
Check that goal month/year matches dashboard filter
Create new goals if missing

Export Button Not Working

Cause: No data in selected period/filters. Fix:

Adjust filters to include data
Check that sales exist in selected range
Verify browser allows downloads

Technical Reference

Service: app/Services/GerenciaEstadisticasService.php
Controller: app/Http/Controllers/Gerencia/GerenciaDashboardWebController.php
View: resources/js/Pages/Gerencia/Dashboard/Index.vue
Export: app/Exports/PlanPagosCIExport.php
Routes: routes/web.php:414-448

Get Started

Core Concepts

Features

User Guides

Documentation Index

​Overview

​Accessing Analytics

​Dashboard Sections

​1. Global Summary Cards

​Ventas Totales (Total Sales)

​Unidades Vendidas (Units Sold)

​Inventario Disponible (Available Inventory)

​2. Sales by Project Chart

​3. Goals vs. Actual (Proyección vs Real)

​4. Sales Velocity Chart

​5. Separation Effectiveness Table

​6. Detailed Inventory Table

​7. Advisor Performance Matrix

​8. Inventory Status Doughnut Charts

​9. Advisor Ranking Bar Chart

​10. Monthly Absorption Line Chart

​Payment Plan Consolidation (Plan Pagos CI)

​Overview

​Table Structure

​Payment Structure Logic

​Use Cases

​Exporting Data

​Excel Export (Plan Pagos CI)

​Print/PDF Export

​Setting Sales Goals

​Creating Metas

​Editing Goals

​Login Activity Monitoring

​Viewing Login Logs

​Best Practices

​Regular Monitoring Schedule

​Using Filters Effectively

​Troubleshooting

​Dashboard Loading Slowly

​Goals Not Appearing

​Export Button Not Working

​Technical Reference

Build docs developers (and LLMs) love

Overview

Accessing Analytics

Dashboard Sections

1. Global Summary Cards

Ventas Totales (Total Sales)

Unidades Vendidas (Units Sold)

Inventario Disponible (Available Inventory)

2. Sales by Project Chart

3. Goals vs. Actual (Proyección vs Real)

4. Sales Velocity Chart

5. Separation Effectiveness Table

6. Detailed Inventory Table

7. Advisor Performance Matrix

8. Inventory Status Doughnut Charts

9. Advisor Ranking Bar Chart

10. Monthly Absorption Line Chart

Payment Plan Consolidation (Plan Pagos CI)

Overview

Table Structure

Payment Structure Logic

Use Cases

Exporting Data

Excel Export (Plan Pagos CI)

Print/PDF Export

Setting Sales Goals

Creating Metas

Editing Goals

Login Activity Monitoring

Viewing Login Logs

Best Practices

Regular Monitoring Schedule

Using Filters Effectively

Troubleshooting

Dashboard Loading Slowly

Goals Not Appearing

Export Button Not Working

Technical Reference