{% extends "base.html" %} {% block title %}首页 - 本地贷款CRM{% endblock %} {% block header_title %}仪表盘{% endblock %} {% block content %}
{{ total_customers }}
总客户数
{{ rec_count }}
今日推荐
{{ stage_counts.get('有意向', 0) }}
意向客户
{{ stage_counts.get('审批中', 0) }}
审批中
{{ today_fu }}
今日待回访

近期沟通动态

{% if recent_comms %}
{% for c in recent_comms[:10] %}
{% if c.comm_type == '电话' %}📞{% elif c.comm_type == '微信' %}💬{% elif c.comm_type == '面谈' %}🤝{% elif c.comm_type == '短信' %}📱{% else %}📝{% endif %}
{{ c.customer_name }}

{{ c.summary or '(无摘要)' }}

{{ c.created_at[:10] if c.created_at else '' }}
{% endfor %}
{% else %}

暂无沟通记录

{% endif %}
{% if overdue_fus %}

逾期回访 ({{ overdue_fus|length }})

{% for f in overdue_fus[:5] %}
{{ f.customer_name }} {{ f.planned_at[:10] if f.planned_at else '' }}
{% endfor %}
{% endif %}

即将回访

{% if upcoming_fus %}
{% for f in upcoming_fus[:10] %}
{{ f.customer_name }}
{{ f.planned_at[:10] if f.planned_at else '' }} {{ f.method or '电话' }}
{% endfor %}
{% else %}

暂无待回访任务

{% endif %}
{% endblock %}