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feat(crm): enable drill-down on Sales dashboard pipeline pivot
Adds drillDown:{enabled:true} to the 'Pipeline by Stage × Lead Source' widget. Clicking any cell, row header, column header, or Total opens a side drawer with the underlying opportunities filtered by the click context. Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
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Lines changed: 13 additions & 5 deletions

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examples/app-crm/dist/objectstack.json

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@@ -16099,7 +16099,10 @@
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"aggregation": "sum",
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"showRowTotals": true,
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"showColumnTotals": true,
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"format": "$,.0f"
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"format": "$,.0f",
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"drillDown": {
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"enabled": true
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}
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}
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}
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],
@@ -19984,7 +19987,8 @@
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"source": "daysFromNow(30)"
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},
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"type": "existing_business",
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"forecast_category": "pipeline"
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"forecast_category": "pipeline",
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"lead_source": "web"
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},
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{
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"name": "Globex Manufacturing Suite",
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"source": "daysFromNow(60)"
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},
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"type": "new_business",
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"forecast_category": "pipeline"
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"forecast_category": "pipeline",
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"lead_source": "referral"
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},
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{
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"name": "Wayne Enterprise License",
@@ -20010,7 +20015,8 @@
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"source": "daysFromNow(14)"
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},
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"type": "new_business",
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"forecast_category": "commit"
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"forecast_category": "commit",
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"lead_source": "partner"
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},
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{
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"name": "Initech Cloud Migration",
@@ -20023,7 +20029,8 @@
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"source": "daysFromNow(45)"
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},
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"type": "existing_business",
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"forecast_category": "best_case"
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"forecast_category": "best_case",
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"lead_source": "event"
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}
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]
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},

examples/app-crm/src/dashboards/sales.dashboard.ts

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@@ -276,6 +276,7 @@ export const SalesDashboard: Dashboard = {
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showRowTotals: true,
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showColumnTotals: true,
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format: '$,.0f',
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drillDown: { enabled: true },
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},
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},
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],

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