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feat(app-crm): add compareTo to Opportunities by Stage bar chart
The bar widget previously had no filter or compareTo, so it served as a baseline 'all opportunities' breakdown. Adding a quarter-window filter + 'compareTo: previousPeriod' lets the dashboard demonstrate how a categorical (non-time-series) chart renders the comparison overlay: side-by-side muted bars per stage instead of a dashed line. This complements the three existing compareTo usages: - 'Won This Quarter' metric (previousPeriod, quarter macros) - 'Avg Deal Size YoY' metric (previousYear) - 'Pipeline Trend 90d' line chart ({ offset: '90d' }) Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
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‎examples/app-crm/dist/objectstack.json‎

Lines changed: 235 additions & 5 deletions
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@@ -515,7 +515,7 @@
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{
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"name": "pipeline_dashboard",
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"label": "Pipeline Dashboard",
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"description": "Aggregate view of the sales pipeline.",
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"description": "Aggregate view of the sales pipeline with period-over-period comparisons.",
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"widgets": [
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{
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"id": "total_pipeline",
@@ -538,20 +538,133 @@
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"y": 0,
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"w": 4,
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"h": 2
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},
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"options": {
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"format": "currency",
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"currency": "USD"
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}
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},
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{
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"id": "won_this_quarter",
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"title": "Won This Quarter",
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"description": "Revenue closed-won in the current quarter, compared to the previous quarter.",
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"type": "metric",
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"object": "crm_opportunity",
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"filter": {
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"stage": "closed_won",
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"close_date": {
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"$gte": "{current_quarter_start}",
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"$lte": "{current_quarter_end}"
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}
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},
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"compareTo": "previousPeriod",
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"valueField": "amount",
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"aggregate": "sum",
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"layout": {
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"x": 4,
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"y": 0,
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"w": 4,
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"h": 2
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},
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"options": {
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"format": "currency",
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"currency": "USD"
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}
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},
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{
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"id": "avg_deal_size_yoy",
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"title": "Avg Deal Size (YoY)",
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"description": "Average won-deal value this year vs the same window last year.",
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"type": "metric",
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"object": "crm_opportunity",
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"filter": {
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"stage": "closed_won",
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"close_date": {
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"$gte": "{current_year_start}",
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"$lte": "{current_year_end}"
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}
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},
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"compareTo": "previousYear",
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"valueField": "amount",
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"aggregate": "avg",
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"layout": {
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"x": 8,
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"y": 0,
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"w": 4,
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"h": 2
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},
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"options": {
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"format": "currency",
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"currency": "USD"
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}
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},
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{
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"id": "pipeline_trend_90d",
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"title": "Pipeline Trend (90d)",
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"description": "Daily count of opportunities created in the last 90 days, with a sliding overlay of the prior 90-day window.",
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"type": "line",
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"object": "crm_opportunity",
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"filter": {
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"close_date": {
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"$gte": "{90_days_ago}",
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"$lte": "{today}"
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}
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},
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"compareTo": {
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"offset": "90d"
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},
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"categoryField": "close_date",
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"aggregate": "count",
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"layout": {
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"x": 0,
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"y": 2,
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"w": 8,
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"h": 4
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}
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},
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{
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"id": "opportunities_by_stage",
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"title": "Opportunities by Stage",
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"description": "Count of opportunities grouped by their pipeline stage.",
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"description": "Count grouped by stage with previous-quarter overlay (compareTo).",
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"type": "bar",
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"object": "crm_opportunity",
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"filter": {
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"close_date": {
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"$gte": "{current_quarter_start}",
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"$lte": "{current_quarter_end}"
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}
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},
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"compareTo": "previousPeriod",
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"categoryField": "stage",
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"aggregate": "count",
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"layout": {
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"x": 4,
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"y": 0,
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"w": 8,
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"x": 8,
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"y": 2,
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"w": 4,
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"h": 4
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}
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},
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{
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"id": "pipeline_by_industry",
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"title": "Open Pipeline by Stage ($)",
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"description": "Open-pipeline revenue split by pipeline stage. Pie/donut/funnel ignore `compareTo`.",
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"type": "pie",
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"object": "crm_opportunity",
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"filter": {
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"stage": {
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"$nin": [
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"closed_won",
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"closed_lost"
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]
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}
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},
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"categoryField": "stage",
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"valueField": "amount",
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"aggregate": "sum",
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"layout": {
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"x": 0,
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"y": 6,
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"w": 6,
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"h": 4
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}
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}
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"source": "daysFromNow(60)"
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}
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},
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{
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"name": "Initech — Expansion",
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"account": {
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"externalId": "Initech"
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},
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"stage": "prospecting",
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"amount": 80000,
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"probability": 20,
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"close_date": {
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"dialect": "cel",
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"source": "daysFromNow(45)"
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}
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},
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{
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"name": "Acme — Add-on Module",
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"account": {
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"externalId": "Acme Corp"
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},
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"stage": "qualification",
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"amount": 60000,
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"probability": 35,
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"close_date": {
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"dialect": "cel",
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"source": "daysFromNow(20)"
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}
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},
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{
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"name": "Initech — Pilot",
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"account": {
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"dialect": "cel",
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"source": "daysAgo(7)"
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}
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},
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{
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"name": "Acme — Support Tier Upgrade",
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"account": {
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"externalId": "Acme Corp"
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},
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"stage": "closed_won",
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"amount": 90000,
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"probability": 100,
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"close_date": {
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"dialect": "cel",
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"source": "daysAgo(14)"
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}
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},
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{
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"name": "Globex — Analytics Pack",
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"account": {
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"externalId": "Globex Ltd"
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},
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"stage": "closed_won",
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"amount": 110000,
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"probability": 100,
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"close_date": {
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"dialect": "cel",
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"source": "daysAgo(21)"
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}
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},
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{
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"name": "Initech — POC",
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"account": {
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"externalId": "Initech"
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},
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"stage": "closed_won",
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"amount": 25000,
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"probability": 100,
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"close_date": {
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"dialect": "cel",
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"source": "daysAgo(95)"
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}
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},
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{
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"name": "Globex — Initial Seats",
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"account": {
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"externalId": "Globex Ltd"
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},
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"stage": "closed_won",
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"amount": 145000,
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"probability": 100,
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"close_date": {
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"dialect": "cel",
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"source": "daysAgo(110)"
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}
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},
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{
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"name": "Acme — Year-Ago Renewal",
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"account": {
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"externalId": "Acme Corp"
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},
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"stage": "closed_won",
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"amount": 75000,
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"probability": 100,
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"close_date": {
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"dialect": "cel",
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"source": "daysAgo(380)"
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}
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},
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{
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"name": "Globex — Year-Ago Implementation",
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"account": {
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"externalId": "Globex Ltd"
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},
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"stage": "closed_won",
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"amount": 210000,
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"probability": 100,
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"close_date": {
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"dialect": "cel",
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"source": "daysAgo(400)"
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}
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},
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{
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"name": "Initech — Cancelled Eval",
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"account": {
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"externalId": "Initech"
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},
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"stage": "closed_lost",
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"amount": 15000,
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"probability": 0,
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"close_date": {
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"dialect": "cel",
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"source": "daysAgo(30)"
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}
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}
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]
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}

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

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@@ -97,10 +97,17 @@ export const PipelineDashboard: Dashboard = {
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id: 'opportunities_by_stage',
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type: 'bar',
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title: 'Opportunities by Stage',
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description: 'Count of opportunities grouped by their pipeline stage.',
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description: 'Count grouped by stage with previous-quarter overlay (compareTo).',
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object: 'crm_opportunity',
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aggregate: 'count',
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categoryField: 'stage',
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filter: {
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close_date: {
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$gte: '{current_quarter_start}',
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$lte: '{current_quarter_end}',
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},
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},
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compareTo: 'previousPeriod',
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layout: { x: 8, y: 2, w: 4, h: 4 },
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},
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