{% extends "base.html" %} {% load labels %} {% block title %}{% include "erp/_report_heading.html" with h=report_heading %}{% endblock %} {% block content %} {# CRM reports (docs/crm/phase3-engagement.md 4.2). Headings name nouns through #} {# the label layer; the CSV export writes canonical names only (spec 3.4). #}
{% include "erp/_report_heading.html" with h=report_heading %}
{% if scope_label %}

Data for: {{ scope_label }}

{% endif %}
{% if attribution_choices %}
{% endif %} {% if pipeline_choices %}
{% endif %}
{% if report_notes or completeness %}
    {% for note in report_notes %}
  • {{ note }}
  • {% endfor %} {% if completeness %}
  • Amounts known for {{ completeness.pct }} of won {% label "crm.engagement" plural=True case="lower" %} ({{ completeness.known }} of {{ completeness.total }}).
  • {% endif %}
{% endif %}
{% if summary_cards %}
{% for card in summary_cards %}

{% include "erp/_report_heading.html" with h=card.heading %}

{{ card.value }}
{% if card.detail %}

{{ card.detail }}

{% endif %}
{% endfor %}
{% endif %}
Data
{% for col in table_columns %}{% if not col.csv_only %} {% endif %}{% endfor %} {% for row in table_rows %} {% for c in row %}{% if not c.csv_only %} {% endif %}{% endfor %} {% empty %} {% endfor %} {% if total_row %} {% for c in total_row %}{% if not c.csv_only %} {% endif %}{% endfor %} {% endif %}
{% include "erp/_report_heading.html" with h=col.heading %}
{{ c.display }}
No data for selected period.
{{ c.display }}
{% if no_history_excluded or reconstructed_visits %}

*{% if no_history_excluded %} {{ no_history_excluded }} {% if no_history_excluded == 1 %}{% label "crm.engagement" case="lower" %} was{% else %}{% label "crm.engagement" plural=True case="lower" %} were{% endif %} left out: no stage history except backfill or import rows (or none), so time in stage is unknown.{% endif %} {% if reconstructed_visits %}{{ reconstructed_visits }} visit{{ reconstructed_visits|pluralize }} in the period began or ended at a backfill or import row and {{ reconstructed_visits|pluralize:"was,were" }} not timed.{% endif %}

{% endif %}
{% if definitions %}
How these numbers are calculated
{% for term, meaning in definitions %}
{{ term }}
{{ meaning }}
{% endfor %}
{% endif %} {% endblock %}