From 5690645bd1874462a78be6caaafa51a8b615afab Mon Sep 17 00:00:00 2001
From: YunaiV <zhijiantianya@gmail.com>
Date: Tue, 18 Nov 2025 21:55:30 +0800
Subject: [PATCH] =?UTF-8?q?feat=EF=BC=9A=E3=80=90ele=E3=80=91=E3=80=90crm?=
 =?UTF-8?q?=E3=80=91statistics=20=E7=9A=84=E8=BF=81=E7=A7=BB=E5=88=9D?=
 =?UTF-8?q?=E5=A7=8B=E5=8C=96?=
MIME-Version: 1.0
Content-Type: text/plain; charset=UTF-8
Content-Transfer-Encoding: 8bit

---
 .../crm/statistics/customer/chartOptions.ts   | 530 ++++++++++++++++++
 .../src/views/crm/statistics/customer/data.ts | 398 +++++++++++++
 .../views/crm/statistics/customer/index.vue   | 100 ++++
 .../crm/statistics/funnel/chartOptions.ts     | 271 +++++++++
 .../src/views/crm/statistics/funnel/data.ts   | 268 +++++++++
 .../src/views/crm/statistics/funnel/index.vue | 146 +++++
 .../statistics/performance/chartOptions.ts    | 394 +++++++++++++
 .../views/crm/statistics/performance/data.ts  |  73 +++
 .../crm/statistics/performance/index.vue      | 176 ++++++
 .../crm/statistics/portrait/chartOptions.ts   | 440 +++++++++++++++
 .../src/views/crm/statistics/portrait/data.ts | 201 +++++++
 .../views/crm/statistics/portrait/index.vue   | 105 ++++
 .../views/crm/statistics/rank/chartOptions.ts | 394 +++++++++++++
 .../src/views/crm/statistics/rank/data.ts     | 276 +++++++++
 .../src/views/crm/statistics/rank/index.vue   | 109 ++++
 15 files changed, 3881 insertions(+)
 create mode 100644 apps/web-ele/src/views/crm/statistics/customer/chartOptions.ts
 create mode 100644 apps/web-ele/src/views/crm/statistics/customer/data.ts
 create mode 100644 apps/web-ele/src/views/crm/statistics/customer/index.vue
 create mode 100644 apps/web-ele/src/views/crm/statistics/funnel/chartOptions.ts
 create mode 100644 apps/web-ele/src/views/crm/statistics/funnel/data.ts
 create mode 100644 apps/web-ele/src/views/crm/statistics/funnel/index.vue
 create mode 100644 apps/web-ele/src/views/crm/statistics/performance/chartOptions.ts
 create mode 100644 apps/web-ele/src/views/crm/statistics/performance/data.ts
 create mode 100644 apps/web-ele/src/views/crm/statistics/performance/index.vue
 create mode 100644 apps/web-ele/src/views/crm/statistics/portrait/chartOptions.ts
 create mode 100644 apps/web-ele/src/views/crm/statistics/portrait/data.ts
 create mode 100644 apps/web-ele/src/views/crm/statistics/portrait/index.vue
 create mode 100644 apps/web-ele/src/views/crm/statistics/rank/chartOptions.ts
 create mode 100644 apps/web-ele/src/views/crm/statistics/rank/data.ts
 create mode 100644 apps/web-ele/src/views/crm/statistics/rank/index.vue

diff --git a/apps/web-ele/src/views/crm/statistics/customer/chartOptions.ts b/apps/web-ele/src/views/crm/statistics/customer/chartOptions.ts
new file mode 100644
index 000000000..deecbd370
--- /dev/null
+++ b/apps/web-ele/src/views/crm/statistics/customer/chartOptions.ts
@@ -0,0 +1,530 @@
+import { DICT_TYPE } from '@vben/constants';
+import { getDictLabel } from '@vben/hooks';
+
+export function getChartOptions(activeTabName: any, res: any): any {
+  switch (activeTabName) {
+    case 'conversionStat': {
+      return {
+        grid: {
+          left: 20,
+          right: 40, // 让 X 轴右侧显示完整
+          bottom: 20,
+          containLabel: true,
+        },
+        legend: {},
+        series: [
+          {
+            name: '客户转化率',
+            type: 'line',
+            data: res.map((item: any) => {
+              return {
+                name: item.time,
+                value: item.customerCreateCount
+                  ? (
+                      (item.customerDealCount / item.customerCreateCount) *
+                      100
+                    ).toFixed(2)
+                  : 0,
+              };
+            }),
+          },
+        ],
+        toolbox: {
+          feature: {
+            dataZoom: {
+              xAxisIndex: false, // 数据区域缩放：Y 轴不缩放
+            },
+            brush: {
+              type: ['lineX', 'clear'], // 区域缩放按钮、还原按钮
+            },
+            saveAsImage: { show: true, name: '客户转化率分析' }, // 保存为图片
+          },
+        },
+        tooltip: {
+          trigger: 'axis',
+          axisPointer: {
+            type: 'shadow',
+          },
+        },
+        yAxis: {
+          type: 'value',
+          name: '转化率(%)',
+        },
+        xAxis: {
+          type: 'category',
+          name: '日期',
+          data: res.map((s: any) => s.time),
+        },
+      };
+    }
+    case 'customerSummary': {
+      return {
+        grid: {
+          bottom: '5%',
+          containLabel: true,
+          left: '5%',
+          right: '5%',
+          top: '5 %',
+        },
+        legend: {},
+        series: [
+          {
+            name: '新增客户数',
+            type: 'bar',
+            yAxisIndex: 0,
+            data: res.map((item: any) => item.customerCreateCount),
+          },
+          {
+            name: '成交客户数',
+            type: 'bar',
+            yAxisIndex: 1,
+            data: res.map((item: any) => item.customerDealCount),
+          },
+        ],
+        toolbox: {
+          feature: {
+            dataZoom: {
+              xAxisIndex: false, // 数据区域缩放：Y 轴不缩放
+            },
+            brush: {
+              type: ['lineX', 'clear'], // 区域缩放按钮、还原按钮
+            },
+            saveAsImage: { show: true, name: '客户总量分析' }, // 保存为图片
+          },
+        },
+        tooltip: {
+          trigger: 'axis',
+          axisPointer: {
+            type: 'shadow',
+          },
+        },
+        yAxis: [
+          {
+            type: 'value',
+            name: '新增客户数',
+            min: 0,
+            minInterval: 1, // 显示整数刻度
+          },
+          {
+            type: 'value',
+            name: '成交客户数',
+            min: 0,
+            minInterval: 1, // 显示整数刻度
+            splitLine: {
+              lineStyle: {
+                type: 'dotted', // 右侧网格线虚化, 减少混乱
+                opacity: 0.7,
+              },
+            },
+          },
+        ],
+        xAxis: {
+          type: 'category',
+          name: '日期',
+          data: res.map((item: any) => item.time),
+        },
+      };
+    }
+    case 'dealCycleByArea': {
+      const data = res.map((s: any) => {
+        return {
+          areaName: s.areaName,
+          customerDealCycle: s.customerDealCycle,
+          customerDealCount: s.customerDealCount,
+        };
+      });
+      return {
+        grid: {
+          left: 20,
+          right: 40, // 让 X 轴右侧显示完整
+          bottom: 20,
+          containLabel: true,
+        },
+        legend: {},
+        series: [
+          {
+            name: '成交周期(天)',
+            type: 'bar',
+            data: data.map((s: any) => s.customerDealCycle),
+            yAxisIndex: 0,
+          },
+          {
+            name: '成交客户数',
+            type: 'bar',
+            data: data.map((s: any) => s.customerDealCount),
+            yAxisIndex: 1,
+          },
+        ],
+        toolbox: {
+          feature: {
+            dataZoom: {
+              xAxisIndex: false, // 数据区域缩放：Y 轴不缩放
+            },
+            brush: {
+              type: ['lineX', 'clear'], // 区域缩放按钮、还原按钮
+            },
+            saveAsImage: { show: true, name: '成交周期分析' }, // 保存为图片
+          },
+        },
+        tooltip: {
+          trigger: 'axis',
+          axisPointer: {
+            type: 'shadow',
+          },
+        },
+        yAxis: [
+          {
+            type: 'value',
+            name: '成交周期(天)',
+            min: 0,
+            minInterval: 1, // 显示整数刻度
+          },
+          {
+            type: 'value',
+            name: '成交客户数',
+            min: 0,
+            minInterval: 1, // 显示整数刻度
+            splitLine: {
+              lineStyle: {
+                type: 'dotted', // 右侧网格线虚化, 减少混乱
+                opacity: 0.7,
+              },
+            },
+          },
+        ],
+        xAxis: {
+          type: 'category',
+          name: '区域',
+          data: data.map((s: any) => s.areaName),
+        },
+      };
+    }
+    case 'dealCycleByProduct': {
+      const data = res.map((s: any) => {
+        return {
+          productName: s.productName ?? '未知',
+          customerDealCycle: s.customerDealCount,
+          customerDealCount: s.customerDealCount,
+        };
+      });
+      return {
+        grid: {
+          left: 20,
+          right: 40, // 让 X 轴右侧显示完整
+          bottom: 20,
+          containLabel: true,
+        },
+        legend: {},
+        series: [
+          {
+            name: '成交周期(天)',
+            type: 'bar',
+            data: data.map((s: any) => s.customerDealCycle),
+            yAxisIndex: 0,
+          },
+          {
+            name: '成交客户数',
+            type: 'bar',
+            data: data.map((s: any) => s.customerDealCount),
+            yAxisIndex: 1,
+          },
+        ],
+        toolbox: {
+          feature: {
+            dataZoom: {
+              xAxisIndex: false, // 数据区域缩放：Y 轴不缩放
+            },
+            brush: {
+              type: ['lineX', 'clear'], // 区域缩放按钮、还原按钮
+            },
+            saveAsImage: { show: true, name: '成交周期分析' }, // 保存为图片
+          },
+        },
+        tooltip: {
+          trigger: 'axis',
+          axisPointer: {
+            type: 'shadow',
+          },
+        },
+        yAxis: [
+          {
+            type: 'value',
+            name: '成交周期(天)',
+            min: 0,
+            minInterval: 1, // 显示整数刻度
+          },
+          {
+            type: 'value',
+            name: '成交客户数',
+            min: 0,
+            minInterval: 1, // 显示整数刻度
+            splitLine: {
+              lineStyle: {
+                type: 'dotted', // 右侧网格线虚化, 减少混乱
+                opacity: 0.7,
+              },
+            },
+          },
+        ],
+        xAxis: {
+          type: 'category',
+          name: '产品名称',
+          data: data.map((s: any) => s.productName),
+        },
+      };
+    }
+    case 'dealCycleByUser': {
+      const customerDealCycleByDate = res.customerDealCycleByDate;
+      const customerDealCycleByUser = res.customerDealCycleByUser;
+      return {
+        grid: {
+          left: 20,
+          right: 40, // 让 X 轴右侧显示完整
+          bottom: 20,
+          containLabel: true,
+        },
+        legend: {},
+        series: [
+          {
+            name: '成交周期(天)',
+            type: 'bar',
+            data: customerDealCycleByDate.map((s: any) => s.customerDealCycle),
+            yAxisIndex: 0,
+          },
+          {
+            name: '成交客户数',
+            type: 'bar',
+            data: customerDealCycleByUser.map((s: any) => s.customerDealCount),
+            yAxisIndex: 1,
+          },
+        ],
+        toolbox: {
+          feature: {
+            dataZoom: {
+              xAxisIndex: false, // 数据区域缩放：Y 轴不缩放
+            },
+            brush: {
+              type: ['lineX', 'clear'], // 区域缩放按钮、还原按钮
+            },
+            saveAsImage: { show: true, name: '成交周期分析' }, // 保存为图片
+          },
+        },
+        tooltip: {
+          trigger: 'axis',
+          axisPointer: {
+            type: 'shadow',
+          },
+        },
+        yAxis: [
+          {
+            type: 'value',
+            name: '成交周期(天)',
+            min: 0,
+            minInterval: 1, // 显示整数刻度
+          },
+          {
+            type: 'value',
+            name: '成交客户数',
+            min: 0,
+            minInterval: 1, // 显示整数刻度
+            splitLine: {
+              lineStyle: {
+                type: 'dotted', // 右侧网格线虚化, 减少混乱
+                opacity: 0.7,
+              },
+            },
+          },
+        ],
+        xAxis: {
+          type: 'category',
+          name: '日期',
+          data: customerDealCycleByDate.map((s: any) => s.time),
+        },
+      };
+    }
+    case 'followUpSummary': {
+      return {
+        grid: {
+          left: 20,
+          right: 30, // 让 X 轴右侧显示完整
+          bottom: 20,
+          containLabel: true,
+        },
+        legend: {},
+        series: [
+          {
+            name: '跟进客户数',
+            type: 'bar',
+            yAxisIndex: 0,
+            data: res.map((s: any) => s.followUpCustomerCount),
+          },
+          {
+            name: '跟进次数',
+            type: 'bar',
+            yAxisIndex: 1,
+            data: res.map((s: any) => s.followUpRecordCount),
+          },
+        ],
+        toolbox: {
+          feature: {
+            dataZoom: {
+              xAxisIndex: false, // 数据区域缩放：Y 轴不缩放
+            },
+            brush: {
+              type: ['lineX', 'clear'], // 区域缩放按钮、还原按钮
+            },
+            saveAsImage: { show: true, name: '客户跟进次数分析' }, // 保存为图片
+          },
+        },
+        tooltip: {
+          trigger: 'axis',
+          axisPointer: {
+            type: 'shadow',
+          },
+        },
+        yAxis: [
+          {
+            type: 'value',
+            name: '跟进客户数',
+            min: 0,
+            minInterval: 1, // 显示整数刻度
+          },
+          {
+            type: 'value',
+            name: '跟进次数',
+            min: 0,
+            minInterval: 1, // 显示整数刻度
+            splitLine: {
+              lineStyle: {
+                type: 'dotted', // 右侧网格线虚化, 减少混乱
+                opacity: 0.7,
+              },
+            },
+          },
+        ],
+        xAxis: {
+          type: 'category',
+          name: '日期',
+          axisTick: {
+            alignWithLabel: true,
+          },
+          data: res.map((s: any) => s.time),
+        },
+      };
+    }
+    case 'followUpType': {
+      return {
+        title: {
+          text: '客户跟进方式分析',
+          left: 'center',
+        },
+        legend: {
+          orient: 'vertical',
+          left: 'left',
+        },
+        tooltip: {
+          trigger: 'item',
+          formatter: '{b} : {c}% ',
+        },
+        toolbox: {
+          feature: {
+            saveAsImage: { show: true, name: '客户跟进方式分析' }, // 保存为图片
+          },
+        },
+        series: [
+          {
+            name: '跟进方式',
+            type: 'pie',
+            radius: '50%',
+            data: res.map((s: any) => {
+              return {
+                name: getDictLabel(
+                  DICT_TYPE.CRM_FOLLOW_UP_TYPE,
+                  s.followUpType,
+                ),
+                value: s.followUpRecordCount,
+              };
+            }),
+            emphasis: {
+              itemStyle: {
+                shadowBlur: 10,
+                shadowOffsetX: 0,
+                shadowColor: 'rgba(0, 0, 0, 0.5)',
+              },
+            },
+          },
+        ],
+      };
+    }
+    case 'poolSummary': {
+      return {
+        grid: {
+          left: 20,
+          right: 40, // 让 X 轴右侧显示完整
+          bottom: 20,
+          containLabel: true,
+        },
+        legend: {},
+        series: [
+          {
+            name: '进入公海客户数',
+            type: 'bar',
+            yAxisIndex: 0,
+            data: res.map((s: any) => s.customerPutCount),
+          },
+          {
+            name: '公海领取客户数',
+            type: 'bar',
+            yAxisIndex: 1,
+            data: res.map((s: any) => s.customerTakeCount),
+          },
+        ],
+        toolbox: {
+          feature: {
+            dataZoom: {
+              xAxisIndex: false, // 数据区域缩放：Y 轴不缩放
+            },
+            brush: {
+              type: ['lineX', 'clear'], // 区域缩放按钮、还原按钮
+            },
+            saveAsImage: { show: true, name: '公海客户分析' }, // 保存为图片
+          },
+        },
+        tooltip: {
+          trigger: 'axis',
+          axisPointer: {
+            type: 'shadow',
+          },
+        },
+        yAxis: [
+          {
+            type: 'value',
+            name: '进入公海客户数',
+            min: 0,
+            minInterval: 1, // 显示整数刻度
+          },
+          {
+            type: 'value',
+            name: '公海领取客户数',
+            min: 0,
+            minInterval: 1, // 显示整数刻度
+            splitLine: {
+              lineStyle: {
+                type: 'dotted', // 右侧网格线虚化, 减少混乱
+                opacity: 0.7,
+              },
+            },
+          },
+        ],
+        xAxis: {
+          type: 'category',
+          name: '日期',
+          data: res.map((s: any) => s.time),
+        },
+      };
+    }
+    default: {
+      return {};
+    }
+  }
+}
diff --git a/apps/web-ele/src/views/crm/statistics/customer/data.ts b/apps/web-ele/src/views/crm/statistics/customer/data.ts
new file mode 100644
index 000000000..cc091e5ec
--- /dev/null
+++ b/apps/web-ele/src/views/crm/statistics/customer/data.ts
@@ -0,0 +1,398 @@
+import type { VbenFormSchema } from '#/adapter/form';
+import type { VxeTableGridOptions } from '#/adapter/vxe-table';
+
+import { DICT_TYPE } from '@vben/constants';
+import { getDictOptions } from '@vben/hooks';
+import { useUserStore } from '@vben/stores';
+import {
+  beginOfDay,
+  endOfDay,
+  erpCalculatePercentage,
+  handleTree,
+} from '@vben/utils';
+
+import { getSimpleDeptList } from '#/api/system/dept';
+import { getSimpleUserList } from '#/api/system/user';
+import { getRangePickerDefaultProps } from '#/utils';
+
+const userStore = useUserStore();
+
+export const customerSummaryTabs = [
+  {
+    tab: '客户总量分析',
+    key: 'customerSummary',
+  },
+  {
+    tab: '客户跟进次数分析',
+    key: 'followUpSummary',
+  },
+  {
+    tab: '客户跟进方式分析',
+    key: 'followUpType',
+  },
+  {
+    tab: '客户转化率分析',
+    key: 'conversionStat',
+  },
+  {
+    tab: '公海客户分析',
+    key: 'poolSummary',
+  },
+  {
+    tab: '员工客户成交周期分析',
+    key: 'dealCycleByUser',
+  },
+  {
+    tab: '地区客户成交周期分析',
+    key: 'dealCycleByArea',
+  },
+  {
+    tab: '产品客户成交周期分析',
+    key: 'dealCycleByProduct',
+  },
+];
+
+/** 列表的搜索表单 */
+export function useGridFormSchema(): VbenFormSchema[] {
+  return [
+    {
+      fieldName: 'times',
+      label: '时间范围',
+      component: 'RangePicker',
+      componentProps: {
+        ...getRangePickerDefaultProps(),
+      },
+      defaultValue: [
+        beginOfDay(new Date(Date.now() - 3600 * 1000 * 24 * 7)),
+        endOfDay(new Date(Date.now() - 3600 * 1000 * 24)),
+      ],
+    },
+    {
+      fieldName: 'interval',
+      label: '时间间隔',
+      component: 'Select',
+      componentProps: {
+        allowClear: true,
+        options: getDictOptions(DICT_TYPE.DATE_INTERVAL, 'number'),
+      },
+      defaultValue: 2,
+    },
+    {
+      fieldName: 'deptId',
+      label: '归属部门',
+      component: 'ApiTreeSelect',
+      componentProps: {
+        api: async () => {
+          const data = await getSimpleDeptList();
+          return handleTree(data);
+        },
+        labelField: 'name',
+        valueField: 'id',
+        childrenField: 'children',
+        treeDefaultExpandAll: true,
+      },
+      defaultValue: userStore.userInfo?.deptId,
+    },
+    {
+      fieldName: 'userId',
+      label: '员工',
+      component: 'ApiSelect',
+      componentProps: {
+        api: getSimpleUserList,
+        labelField: 'nickname',
+        valueField: 'id',
+        placeholder: '请选择员工',
+        allowClear: true,
+      },
+    },
+  ];
+}
+
+/** 列表的字段 */
+export function useGridColumns(
+  activeTabName: any,
+): VxeTableGridOptions['columns'] {
+  switch (activeTabName) {
+    case 'conversionStat': {
+      return [
+        {
+          type: 'seq',
+          title: '序号',
+        },
+        {
+          field: 'customerName',
+          title: '客户名称',
+          minWidth: 100,
+        },
+        {
+          field: 'contractName',
+          title: '合同名称',
+          minWidth: 200,
+        },
+        {
+          field: 'totalPrice',
+          title: '合同总金额',
+          minWidth: 200,
+          formatter: 'formatAmount2',
+        },
+        {
+          field: 'receivablePrice',
+          title: '回款金额',
+          minWidth: 200,
+          formatter: 'formatAmount2',
+        },
+        {
+          field: 'source',
+          title: '客户来源',
+          minWidth: 100,
+          cellRender: {
+            name: 'CellDict',
+            props: { type: DICT_TYPE.CRM_CUSTOMER_SOURCE },
+          },
+        },
+        {
+          field: 'industryId',
+          title: '客户行业',
+          minWidth: 100,
+          cellRender: {
+            name: 'CellDict',
+            props: { type: DICT_TYPE.CRM_CUSTOMER_INDUSTRY },
+          },
+        },
+        {
+          field: 'ownerUserName',
+          title: '负责人',
+          minWidth: 200,
+        },
+        {
+          field: 'creatorUserName',
+          title: '创建人',
+          minWidth: 200,
+        },
+        {
+          field: 'createTime',
+          title: '创建时间',
+          minWidth: 200,
+          formatter: 'formatDateTime',
+        },
+        {
+          field: 'orderDate',
+          title: '下单日期',
+          minWidth: 200,
+          formatter: 'formatDateTime',
+        },
+      ];
+    }
+    case 'customerSummary': {
+      return [
+        {
+          type: 'seq',
+          title: '序号',
+        },
+        {
+          field: 'ownerUserName',
+          title: '员工姓名',
+          minWidth: 100,
+        },
+        {
+          field: 'customerCreateCount',
+          title: '新增客户数',
+          minWidth: 200,
+        },
+        {
+          field: 'customerDealCount',
+          title: '成交客户数',
+          minWidth: 200,
+        },
+        {
+          field: 'customerDealRate',
+          title: '客户成交率(%)',
+          minWidth: 200,
+          formatter: ({ row }) => {
+            return erpCalculatePercentage(
+              row.customerDealCount,
+              row.customerCreateCount,
+            );
+          },
+        },
+        {
+          field: 'contractPrice',
+          title: '合同总金额',
+          minWidth: 200,
+          formatter: 'formatAmount2',
+        },
+        {
+          field: 'receivablePrice',
+          title: '回款金额',
+          minWidth: 200,
+          formatter: 'formatAmount2',
+        },
+        {
+          field: 'creceivablePrice',
+          title: '未回款金额',
+          minWidth: 200,
+          formatter: ({ row }) => {
+            return erpCalculatePercentage(
+              row.receivablePrice,
+              row.contractPrice,
+            );
+          },
+        },
+        {
+          field: 'ccreceivablePrice',
+          title: '回款完成率(%)',
+          formatter: ({ row }) => {
+            return erpCalculatePercentage(
+              row.receivablePrice,
+              row.contractPrice,
+            );
+          },
+        },
+      ];
+    }
+    case 'dealCycleByArea': {
+      return [
+        {
+          type: 'seq',
+          title: '序号',
+        },
+        {
+          field: 'areaName',
+          title: '区域',
+          minWidth: 200,
+        },
+        {
+          field: 'customerDealCycle',
+          title: '成交周期(天)',
+          minWidth: 200,
+        },
+        {
+          field: 'customerDealCount',
+          title: '成交客户数',
+          minWidth: 200,
+        },
+      ];
+    }
+    case 'dealCycleByProduct': {
+      return [
+        {
+          type: 'seq',
+          title: '序号',
+        },
+        {
+          field: 'productName',
+          title: '产品名称',
+          minWidth: 200,
+        },
+        {
+          field: 'customerDealCycle',
+          title: '成交周期(天)',
+          minWidth: 200,
+        },
+        {
+          field: 'customerDealCount',
+          title: '成交客户数',
+          minWidth: 200,
+        },
+      ];
+    }
+    case 'dealCycleByUser': {
+      return [
+        {
+          type: 'seq',
+          title: '序号',
+        },
+        {
+          field: 'ownerUserName',
+          title: '日期',
+          minWidth: 200,
+        },
+        {
+          field: 'customerDealCycle',
+          title: '成交周期(天)',
+          minWidth: 200,
+        },
+        {
+          field: 'customerDealCount',
+          title: '成交客户数',
+          minWidth: 200,
+        },
+      ];
+    }
+    case 'followUpSummary': {
+      return [
+        {
+          type: 'seq',
+          title: '序号',
+        },
+        {
+          field: 'ownerUserName',
+          title: '员工姓名',
+          minWidth: 200,
+        },
+        {
+          field: 'followUpRecordCount',
+          title: '跟进次数',
+          minWidth: 200,
+        },
+        {
+          field: 'followUpCustomerCount',
+          title: '跟进客户数',
+          minWidth: 200,
+        },
+      ];
+    }
+    case 'followUpType': {
+      return [
+        {
+          type: 'seq',
+          title: '序号',
+        },
+        {
+          field: 'followUpType',
+          title: '跟进方式',
+          cellRender: {
+            name: 'CellDict',
+            props: { type: DICT_TYPE.CRM_FOLLOW_UP_TYPE },
+          },
+        },
+        {
+          field: 'followUpRecordCount',
+          title: '个数',
+          minWidth: 200,
+        },
+        {
+          field: 'portion',
+          title: '占比(%)',
+          minWidth: 200,
+        },
+      ];
+    }
+    case 'poolSummary': {
+      return [
+        {
+          type: 'seq',
+          title: '序号',
+        },
+        {
+          field: 'ownerUserName',
+          title: '员工姓名',
+          minWidth: 200,
+        },
+        {
+          field: 'customerPutCount',
+          title: '进入公海客户数',
+          minWidth: 200,
+        },
+        {
+          field: 'customerTakeCount',
+          title: '公海领取客户数',
+          minWidth: 200,
+        },
+      ];
+    }
+    default: {
+      return [];
+    }
+  }
+}
diff --git a/apps/web-ele/src/views/crm/statistics/customer/index.vue b/apps/web-ele/src/views/crm/statistics/customer/index.vue
new file mode 100644
index 000000000..34c5f5ec2
--- /dev/null
+++ b/apps/web-ele/src/views/crm/statistics/customer/index.vue
@@ -0,0 +1,100 @@
+<script lang="ts" setup>
+import type { EchartsUIType } from '@vben/plugins/echarts';
+
+import type { VxeTableGridOptions } from '#/adapter/vxe-table';
+import type { CrmStatisticsCustomerApi } from '#/api/crm/statistics/customer';
+
+import { onMounted, ref } from 'vue';
+
+import { ContentWrap, Page } from '@vben/common-ui';
+import { EchartsUI, useEcharts } from '@vben/plugins/echarts';
+
+import { ElTabs, ElTabPane } from 'element-plus';
+
+import { useVbenForm } from '#/adapter/form';
+import { useVbenVxeGrid } from '#/adapter/vxe-table';
+import { getChartDatas } from '#/api/crm/statistics/customer';
+import { $t } from '#/locales';
+
+import { getChartOptions } from './chartOptions';
+import { customerSummaryTabs, useGridColumns, useGridFormSchema } from './data';
+
+const activeTabName = ref('customerSummary');
+const chartRef = ref<EchartsUIType>();
+const { renderEcharts } = useEcharts(chartRef);
+
+const [QueryForm, formApi] = useVbenForm({
+  commonConfig: {
+    // 所有表单项
+    componentProps: {
+      class: 'w-full',
+    },
+  },
+  schema: useGridFormSchema(),
+  // 是否可展开
+  showCollapseButton: true,
+  submitButtonOptions: {
+    content: $t('common.query'),
+  },
+  wrapperClass: 'grid-cols-1 md:grid-cols-2',
+  handleSubmit: async () => {
+    await handleTabChange(activeTabName.value);
+  },
+});
+
+const [Grid, gridApi] = useVbenVxeGrid({
+  gridOptions: {
+    columns: useGridColumns(activeTabName.value),
+    height: 'auto',
+    keepSource: true,
+    pagerConfig: {
+      enabled: false,
+    },
+    rowConfig: {
+      keyField: 'id',
+      isHover: true,
+    },
+    toolbarConfig: {
+      enabled: false,
+    },
+  } as VxeTableGridOptions<CrmStatisticsCustomerApi.CustomerSummaryByUserRespVO>,
+});
+
+/** tab 切换 */
+async function handleTabChange(key: any) {
+  activeTabName.value = key;
+  gridApi.setGridOptions({
+    columns: useGridColumns(key),
+  });
+  const queryParams = await formApi.getValues();
+  const res = await getChartDatas(activeTabName.value, queryParams);
+  await renderEcharts(getChartOptions(activeTabName.value, res));
+  await gridApi.grid.reloadData(res);
+}
+
+onMounted(() => {
+  handleTabChange(activeTabName.value);
+});
+</script>
+
+<template>
+  <Page auto-content-height>
+    <ContentWrap>
+      <QueryForm />
+      <ElTabs
+        v-model="activeTabName"
+        class="w-full"
+        @tab-change="handleTabChange"
+      >
+        <ElTabPane
+          v-for="item in customerSummaryTabs"
+          :key="item.key"
+          :label="item.tab"
+          :name="item.key"
+        />
+      </ElTabs>
+      <EchartsUI class="mb-20 h-full w-full" ref="chartRef" />
+      <Grid />
+    </ContentWrap>
+  </Page>
+</template>
diff --git a/apps/web-ele/src/views/crm/statistics/funnel/chartOptions.ts b/apps/web-ele/src/views/crm/statistics/funnel/chartOptions.ts
new file mode 100644
index 000000000..e86953f4c
--- /dev/null
+++ b/apps/web-ele/src/views/crm/statistics/funnel/chartOptions.ts
@@ -0,0 +1,271 @@
+import { erpCalculatePercentage } from '@vben/utils';
+
+export function getChartOptions(
+  activeTabName: any,
+  active: boolean,
+  res: any,
+): any {
+  switch (activeTabName) {
+    case 'businessInversionRateSummary': {
+      return {
+        color: ['#6ca2ff', '#6ac9d7', '#ff7474'],
+        tooltip: {
+          trigger: 'axis',
+          axisPointer: {
+            // 坐标轴指示器，坐标轴触发有效
+            type: 'shadow', // 默认为直线，可选为：'line' | 'shadow'
+          },
+        },
+        legend: {
+          data: ['赢单转化率', '商机总数', '赢单商机数'],
+          bottom: '0px',
+          itemWidth: 14,
+        },
+        grid: {
+          top: '40px',
+          left: '40px',
+          right: '40px',
+          bottom: '40px',
+          containLabel: true,
+          borderColor: '#fff',
+        },
+        xAxis: [
+          {
+            type: 'category',
+            data: res.map((s: any) => s.time),
+            axisTick: {
+              alignWithLabel: true,
+              lineStyle: { width: 0 },
+            },
+            axisLabel: {
+              color: '#BDBDBD',
+            },
+            /** 坐标轴轴线相关设置 */
+            axisLine: {
+              lineStyle: { color: '#BDBDBD' },
+            },
+            splitLine: {
+              show: false,
+            },
+          },
+        ],
+        yAxis: [
+          {
+            type: 'value',
+            name: '赢单转化率',
+            axisTick: {
+              alignWithLabel: true,
+              lineStyle: { width: 0 },
+            },
+            axisLabel: {
+              color: '#BDBDBD',
+              formatter: '{value}%',
+            },
+            /** 坐标轴轴线相关设置 */
+            axisLine: {
+              lineStyle: { color: '#BDBDBD' },
+            },
+            splitLine: {
+              show: false,
+            },
+          },
+          {
+            type: 'value',
+            name: '商机数',
+            axisTick: {
+              alignWithLabel: true,
+              lineStyle: { width: 0 },
+            },
+            axisLabel: {
+              color: '#BDBDBD',
+              formatter: '{value}个',
+            },
+            /** 坐标轴轴线相关设置 */
+            axisLine: {
+              lineStyle: { color: '#BDBDBD' },
+            },
+            splitLine: {
+              show: false,
+            },
+          },
+        ],
+        series: [
+          {
+            name: '赢单转化率',
+            type: 'line',
+            yAxisIndex: 0,
+            data: res.map((s: any) =>
+              erpCalculatePercentage(s.businessWinCount, s.businessCount),
+            ),
+          },
+          {
+            name: '商机总数',
+            type: 'bar',
+            yAxisIndex: 1,
+            barWidth: 15,
+            data: res.map((s: any) => s.businessCount),
+          },
+          {
+            name: '赢单商机数',
+            type: 'bar',
+            yAxisIndex: 1,
+            barWidth: 15,
+            data: res.map((s: any) => s.businessWinCount),
+          },
+        ],
+      };
+    }
+    case 'businessSummary': {
+      return {
+        grid: {
+          left: 30,
+          right: 30, // 让 X 轴右侧显示完整
+          bottom: 20,
+          containLabel: true,
+        },
+        legend: {},
+        series: [
+          {
+            name: '新增商机数量',
+            type: 'bar',
+            yAxisIndex: 0,
+            data: res.map((s: any) => s.businessCreateCount),
+          },
+          {
+            name: '新增商机金额',
+            type: 'bar',
+            yAxisIndex: 1,
+            data: res.map((s: any) => s.totalPrice),
+          },
+        ],
+        toolbox: {
+          feature: {
+            dataZoom: {
+              xAxisIndex: false, // 数据区域缩放：Y 轴不缩放
+            },
+            brush: {
+              type: ['lineX', 'clear'], // 区域缩放按钮、还原按钮
+            },
+            saveAsImage: { show: true, name: '新增商机分析' }, // 保存为图片
+          },
+        },
+        tooltip: {
+          trigger: 'axis',
+          axisPointer: {
+            type: 'shadow',
+          },
+        },
+        yAxis: [
+          {
+            type: 'value',
+            name: '新增商机数量',
+            min: 0,
+            minInterval: 1, // 显示整数刻度
+          },
+          {
+            type: 'value',
+            name: '新增商机金额',
+            min: 0,
+            minInterval: 1, // 显示整数刻度
+            splitLine: {
+              lineStyle: {
+                type: 'dotted', // 右侧网格线虚化, 减少混乱
+                opacity: 0.7,
+              },
+            },
+          },
+        ],
+        xAxis: {
+          type: 'category',
+          name: '日期',
+          data: res.map((s: any) => s.time),
+        },
+      };
+    }
+    case 'funnel': {
+      // tips：写死 value 值是为了保持漏斗顺序不变
+      const list: { name: string; value: number }[] = [];
+      if (active) {
+        list.push(
+          { value: 60, name: `客户-${res.customerCount || 0}个` },
+          { value: 40, name: `商机-${res.businessCount || 0}个` },
+          { value: 20, name: `赢单-${res.businessWinCount || 0}个` },
+        );
+      } else {
+        list.push(
+          {
+            value: res.customerCount || 0,
+            name: `客户-${res.customerCount || 0}个`,
+          },
+          {
+            value: res.businessCount || 0,
+            name: `商机-${res.businessCount || 0}个`,
+          },
+          {
+            value: res.businessWinCount || 0,
+            name: `赢单-${res.businessWinCount || 0}个`,
+          },
+        );
+      }
+      return {
+        title: {
+          text: '销售漏斗',
+        },
+        tooltip: {
+          trigger: 'item',
+          formatter: '{a} <br/>{b}',
+        },
+        toolbox: {
+          feature: {
+            dataView: { readOnly: false },
+            restore: {},
+            saveAsImage: {},
+          },
+        },
+        legend: {
+          data: ['客户', '商机', '赢单'],
+        },
+        series: [
+          {
+            name: '销售漏斗',
+            type: 'funnel',
+            left: '10%',
+            top: 60,
+            bottom: 60,
+            width: '80%',
+            min: 0,
+            max: 100,
+            minSize: '0%',
+            maxSize: '100%',
+            sort: 'descending',
+            gap: 2,
+            label: {
+              show: true,
+              position: 'inside',
+            },
+            labelLine: {
+              length: 10,
+              lineStyle: {
+                width: 1,
+                type: 'solid',
+              },
+            },
+            itemStyle: {
+              borderColor: '#fff',
+              borderWidth: 1,
+            },
+            emphasis: {
+              label: {
+                fontSize: 20,
+              },
+            },
+            data: list,
+          },
+        ],
+      };
+    }
+    default: {
+      return {};
+    }
+  }
+}
diff --git a/apps/web-ele/src/views/crm/statistics/funnel/data.ts b/apps/web-ele/src/views/crm/statistics/funnel/data.ts
new file mode 100644
index 000000000..f1d4aa388
--- /dev/null
+++ b/apps/web-ele/src/views/crm/statistics/funnel/data.ts
@@ -0,0 +1,268 @@
+import type { VbenFormSchema } from '#/adapter/form';
+import type { VxeTableGridOptions } from '#/adapter/vxe-table';
+
+import { DICT_TYPE } from '@vben/constants';
+import { getDictOptions } from '@vben/hooks';
+import { useUserStore } from '@vben/stores';
+import { beginOfDay, endOfDay, handleTree } from '@vben/utils';
+
+import { getSimpleDeptList } from '#/api/system/dept';
+import { getSimpleUserList } from '#/api/system/user';
+import { getRangePickerDefaultProps } from '#/utils';
+
+const userStore = useUserStore();
+
+export const customerSummaryTabs = [
+  {
+    tab: '销售漏斗分析',
+    key: 'funnel',
+  },
+  {
+    tab: '新增商机分析',
+    key: 'businessSummary',
+  },
+  {
+    tab: '商机转化率分析',
+    key: 'businessInversionRateSummary',
+  },
+];
+
+/** 列表的搜索表单 */
+export function useGridFormSchema(): VbenFormSchema[] {
+  return [
+    {
+      fieldName: 'times',
+      label: '时间范围',
+      component: 'RangePicker',
+      componentProps: {
+        ...getRangePickerDefaultProps(),
+      },
+      defaultValue: [
+        beginOfDay(new Date(Date.now() - 3600 * 1000 * 24 * 7)),
+        endOfDay(new Date(Date.now() - 3600 * 1000 * 24)),
+      ],
+    },
+    {
+      fieldName: 'interval',
+      label: '时间间隔',
+      component: 'Select',
+      componentProps: {
+        allowClear: true,
+        options: getDictOptions(DICT_TYPE.DATE_INTERVAL, 'number'),
+      },
+      defaultValue: 2,
+    },
+    {
+      fieldName: 'deptId',
+      label: '归属部门',
+      component: 'ApiTreeSelect',
+      componentProps: {
+        api: async () => {
+          const data = await getSimpleDeptList();
+          return handleTree(data);
+        },
+        labelField: 'name',
+        valueField: 'id',
+        childrenField: 'children',
+        treeDefaultExpandAll: true,
+      },
+      defaultValue: userStore.userInfo?.deptId,
+    },
+    {
+      fieldName: 'userId',
+      label: '员工',
+      component: 'ApiSelect',
+      componentProps: {
+        api: getSimpleUserList,
+        allowClear: true,
+        labelField: 'nickname',
+        valueField: 'id',
+      },
+    },
+  ];
+}
+
+/** 列表的字段 */
+export function useGridColumns(
+  activeTabName: any,
+): VxeTableGridOptions['columns'] {
+  switch (activeTabName) {
+    case 'businessInversionRateSummary': {
+      return [
+        {
+          type: 'seq',
+          title: '序号',
+        },
+        {
+          field: 'name',
+          title: '商机名称',
+          minWidth: 100,
+        },
+        {
+          field: 'customerName',
+          title: '客户名称',
+          minWidth: 200,
+        },
+        {
+          field: 'totalPrice',
+          title: '商机金额（元）',
+          minWidth: 200,
+          formatter: 'formatAmount2',
+        },
+        {
+          field: 'dealTime',
+          title: '预计成交日期',
+          minWidth: 200,
+          formatter: 'formatDateTime',
+        },
+        {
+          field: 'ownerUserName',
+          title: '负责人',
+          minWidth: 200,
+        },
+        {
+          field: 'ownerUserDeptName',
+          title: '所属部门',
+          minWidth: 200,
+        },
+        {
+          field: 'contactLastTime',
+          title: '最后跟进时间',
+          minWidth: 200,
+          formatter: 'formatDateTime',
+        },
+        {
+          field: 'updateTime',
+          title: '更新时间',
+          minWidth: 200,
+          formatter: 'formatDateTime',
+        },
+        {
+          field: 'createTime',
+          title: '创建时间',
+          minWidth: 200,
+          formatter: 'formatDateTime',
+        },
+        {
+          field: 'creatorName',
+          title: '创建人',
+          minWidth: 100,
+        },
+        {
+          field: 'statusTypeName',
+          title: '商机状态组',
+          minWidth: 100,
+        },
+        {
+          field: 'statusName',
+          title: '商机阶段',
+          minWidth: 100,
+        },
+      ];
+    }
+    case 'businessSummary': {
+      return [
+        {
+          type: 'seq',
+          title: '序号',
+        },
+        {
+          field: 'name',
+          title: '商机名称',
+          minWidth: 100,
+        },
+        {
+          field: 'customerName',
+          title: '客户名称',
+          minWidth: 200,
+        },
+        {
+          field: 'totalPrice',
+          title: '商机金额（元）',
+          minWidth: 200,
+          formatter: 'formatAmount2',
+        },
+        {
+          field: 'dealTime',
+          title: '预计成交日期',
+          minWidth: 200,
+          formatter: 'formatDateTime',
+        },
+        {
+          field: 'ownerUserName',
+          title: '负责人',
+          minWidth: 200,
+        },
+        {
+          field: 'ownerUserDeptName',
+          title: '所属部门',
+          minWidth: 200,
+        },
+        {
+          field: 'contactLastTime',
+          title: '最后跟进时间',
+          minWidth: 200,
+          formatter: 'formatDateTime',
+        },
+        {
+          field: 'updateTime',
+          title: '更新时间',
+          minWidth: 200,
+          formatter: 'formatDateTime',
+        },
+        {
+          field: 'createTime',
+          title: '创建时间',
+          minWidth: 200,
+          formatter: 'formatDateTime',
+        },
+        {
+          field: 'creatorName',
+          title: '创建人',
+          minWidth: 100,
+        },
+        {
+          field: 'statusTypeName',
+          title: '商机状态组',
+          minWidth: 100,
+        },
+        {
+          field: 'statusName',
+          title: '商机阶段',
+          minWidth: 100,
+        },
+      ];
+    }
+    case 'funnel': {
+      return [
+        {
+          type: 'seq',
+          title: '序号',
+        },
+        {
+          field: 'endStatus',
+          title: '阶段',
+          minWidth: 100,
+          cellRender: {
+            name: 'CellDict',
+            props: { type: DICT_TYPE.CRM_BUSINESS_END_STATUS_TYPE },
+          },
+        },
+        {
+          field: 'businessCount',
+          title: '商机数',
+          minWidth: 200,
+        },
+        {
+          field: 'totalPrice',
+          title: '商机总金额(元)',
+          minWidth: 200,
+          formatter: 'formatAmount2',
+        },
+      ];
+    }
+    default: {
+      return [];
+    }
+  }
+}
diff --git a/apps/web-ele/src/views/crm/statistics/funnel/index.vue b/apps/web-ele/src/views/crm/statistics/funnel/index.vue
new file mode 100644
index 000000000..f4812a2fa
--- /dev/null
+++ b/apps/web-ele/src/views/crm/statistics/funnel/index.vue
@@ -0,0 +1,146 @@
+<script lang="ts" setup>
+import type { EchartsUIType } from '@vben/plugins/echarts';
+
+import type {
+  VxeGridListeners,
+  VxeTableGridOptions,
+} from '#/adapter/vxe-table';
+import type { CrmStatisticsFunnelApi } from '#/api/crm/statistics/funnel';
+
+import { reactive, ref } from 'vue';
+
+import { ContentWrap, Page } from '@vben/common-ui';
+import { EchartsUI, useEcharts } from '@vben/plugins/echarts';
+
+import { ElButton, ElButtonGroup, ElTabs, ElTabPane } from 'element-plus';
+
+import { useVbenForm } from '#/adapter/form';
+import { useVbenVxeGrid } from '#/adapter/vxe-table';
+import { getChartDatas, getDatas } from '#/api/crm/statistics/funnel';
+import { $t } from '#/locales';
+
+import { getChartOptions } from './chartOptions';
+import { customerSummaryTabs, useGridColumns, useGridFormSchema } from './data';
+
+const activeTabName = ref('funnel');
+const chartRef = ref<EchartsUIType>();
+const { renderEcharts } = useEcharts(chartRef);
+
+const active = ref(true);
+const pagerVO = reactive({
+  total: 0,
+  pageNo: 1,
+  pageSize: 10,
+});
+
+const gridEvents: VxeGridListeners = {
+  async pageChange({ pageSize, currentPage }) {
+    pagerVO.pageNo = currentPage;
+    pagerVO.pageSize = pageSize;
+    await handleTabChange(activeTabName.value);
+  },
+};
+const [QueryForm, formApi] = useVbenForm({
+  commonConfig: {
+    // 所有表单项
+    componentProps: {
+      class: 'w-full',
+    },
+  },
+  schema: useGridFormSchema(),
+  // 是否可展开
+  showCollapseButton: true,
+  submitButtonOptions: {
+    content: $t('common.query'),
+  },
+  wrapperClass: 'grid-cols-1 md:grid-cols-2',
+  handleSubmit: async () => {
+    await handleTabChange(activeTabName.value);
+  },
+});
+
+const [Grid, gridApi] = useVbenVxeGrid({
+  gridOptions: {
+    columns: useGridColumns(activeTabName.value),
+    height: 'auto',
+    keepSource: true,
+    pagerConfig: {
+      enabled: false,
+    },
+    rowConfig: {
+      keyField: 'id',
+      isHover: true,
+    },
+    toolbarConfig: {
+      enabled: false,
+    },
+  } as VxeTableGridOptions<CrmStatisticsFunnelApi.BusinessSummaryByDateRespVO>,
+});
+
+/** tab 切换 */
+async function handleTabChange(key: any) {
+  activeTabName.value = key;
+  gridApi.setGridOptions({
+    columns: useGridColumns(key),
+    height: '400px',
+    keepSource: true,
+    pagerConfig: {
+      enabled: activeTabName.value !== 'funnel',
+    },
+  });
+  const queryParams = await formApi.getValues();
+  const res = await getChartDatas(activeTabName.value, queryParams);
+  await renderEcharts(getChartOptions(activeTabName.value, active.value, res));
+  const data: any = await getDatas(activeTabName.value, queryParams);
+  await gridApi.grid.reloadData(
+    activeTabName.value === 'funnel' ? data : data.list,
+  );
+}
+
+/** 视角切换 */
+async function handleActive(value: boolean) {
+  active.value = value;
+  const queryParams = await formApi.getValues();
+  renderEcharts(
+    getChartOptions(activeTabName.value, active.value, queryParams),
+  );
+}
+</script>
+
+<template>
+  <Page auto-content-height>
+    <ContentWrap>
+      <QueryForm />
+      <ElTabs
+        v-model="activeTabName"
+        class="w-full"
+        @tab-change="handleTabChange"
+      >
+        <ElTabPane
+          v-for="item in customerSummaryTabs"
+          :key="item.key"
+          :label="item.tab"
+          :name="item.key"
+        />
+      </ElTabs>
+      <ElButtonGroup>
+        <ElButton
+          :type="active ? 'primary' : 'default'"
+          v-if="activeTabName === 'funnel'"
+          @click="handleActive(true)"
+        >
+          客户视角
+        </ElButton>
+        <ElButton
+          :type="active ? 'default' : 'primary'"
+          v-if="activeTabName === 'funnel'"
+          @click="handleActive(false)"
+        >
+          动态视角
+        </ElButton>
+      </ElButtonGroup>
+      <EchartsUI class="mb-20 h-2/5 w-full" ref="chartRef" />
+      <Grid v-on="gridEvents" />
+    </ContentWrap>
+  </Page>
+</template>
diff --git a/apps/web-ele/src/views/crm/statistics/performance/chartOptions.ts b/apps/web-ele/src/views/crm/statistics/performance/chartOptions.ts
new file mode 100644
index 000000000..329b4d7ff
--- /dev/null
+++ b/apps/web-ele/src/views/crm/statistics/performance/chartOptions.ts
@@ -0,0 +1,394 @@
+export function getChartOptions(activeTabName: any, res: any): any {
+  switch (activeTabName) {
+    case 'ContractCountPerformance': {
+      return {
+        grid: {
+          left: 20,
+          right: 20,
+          bottom: 20,
+          containLabel: true,
+        },
+        legend: {},
+        series: [
+          {
+            name: '当月合同数量（个）',
+            type: 'line',
+            data: res.map((s: any) => s.currentMonthCount),
+          },
+          {
+            name: '上月合同数量（个）',
+            type: 'line',
+            data: res.map((s: any) => s.lastMonthCount),
+          },
+          {
+            name: '去年同月合同数量（个）',
+            type: 'line',
+            data: res.map((s: any) => s.lastYearCount),
+          },
+          {
+            name: '环比增长率（%）',
+            type: 'line',
+            yAxisIndex: 1,
+            data: res.map((s: any) =>
+              s.lastMonthCount === 0
+                ? 'NULL'
+                : (
+                    ((s.currentMonthCount - s.lastMonthCount) /
+                      s.lastMonthCount) *
+                    100
+                  ).toFixed(2),
+            ),
+          },
+          {
+            name: '同比增长率（%）',
+            type: 'line',
+            yAxisIndex: 1,
+            data: res.map((s: any) =>
+              s.lastYearCount === 0
+                ? 'NULL'
+                : (
+                    ((s.currentMonthCount - s.lastYearCount) /
+                      s.lastYearCount) *
+                    100
+                  ).toFixed(2),
+            ),
+          },
+        ],
+        toolbox: {
+          feature: {
+            dataZoom: {
+              xAxisIndex: false, // 数据区域缩放：Y 轴不缩放
+            },
+            brush: {
+              type: ['lineX', 'clear'], // 区域缩放按钮、还原按钮
+            },
+            saveAsImage: { show: true, name: '客户总量分析' }, // 保存为图片
+          },
+        },
+        tooltip: {
+          trigger: 'axis',
+          axisPointer: {
+            type: 'shadow',
+          },
+        },
+        yAxis: [
+          {
+            type: 'value',
+            name: '数量（个）',
+            axisTick: {
+              show: false,
+            },
+            axisLabel: {
+              color: '#BDBDBD',
+              formatter: '{value}',
+            },
+            /** 坐标轴轴线相关设置 */
+            axisLine: {
+              lineStyle: {
+                color: '#BDBDBD',
+              },
+            },
+            splitLine: {
+              show: true,
+              lineStyle: {
+                color: '#e6e6e6',
+              },
+            },
+          },
+          {
+            type: 'value',
+            name: '',
+            axisTick: {
+              alignWithLabel: true,
+              lineStyle: {
+                width: 0,
+              },
+            },
+            axisLabel: {
+              color: '#BDBDBD',
+              formatter: '{value}%',
+            },
+            /** 坐标轴轴线相关设置 */
+            axisLine: {
+              lineStyle: {
+                color: '#BDBDBD',
+              },
+            },
+            splitLine: {
+              show: true,
+              lineStyle: {
+                color: '#e6e6e6',
+              },
+            },
+          },
+        ],
+        xAxis: {
+          type: 'category',
+          name: '日期',
+          data: res.map((s: any) => s.time),
+        },
+      };
+    }
+    case 'ContractPricePerformance': {
+      return {
+        grid: {
+          left: 20,
+          right: 20,
+          bottom: 20,
+          containLabel: true,
+        },
+        legend: {},
+        series: [
+          {
+            name: '当月合同金额（元）',
+            type: 'line',
+            data: res.map((s: any) => s.currentMonthCount),
+          },
+          {
+            name: '上月合同金额（元）',
+            type: 'line',
+            data: res.map((s: any) => s.lastMonthCount),
+          },
+          {
+            name: '去年同月合同金额（元）',
+            type: 'line',
+            data: res.map((s: any) => s.lastYearCount),
+          },
+          {
+            name: '环比增长率（%）',
+            type: 'line',
+            yAxisIndex: 1,
+            data: res.map((s: any) =>
+              s.lastMonthCount === 0
+                ? 'NULL'
+                : (
+                    ((s.currentMonthCount - s.lastMonthCount) /
+                      s.lastMonthCount) *
+                    100
+                  ).toFixed(2),
+            ),
+          },
+          {
+            name: '同比增长率（%）',
+            type: 'line',
+            yAxisIndex: 1,
+            data: res.map((s: any) =>
+              s.lastYearCount === 0
+                ? 'NULL'
+                : (
+                    ((s.currentMonthCount - s.lastYearCount) /
+                      s.lastYearCount) *
+                    100
+                  ).toFixed(2),
+            ),
+          },
+        ],
+        toolbox: {
+          feature: {
+            dataZoom: {
+              xAxisIndex: false, // 数据区域缩放：Y 轴不缩放
+            },
+            brush: {
+              type: ['lineX', 'clear'], // 区域缩放按钮、还原按钮
+            },
+            saveAsImage: { show: true, name: '客户总量分析' }, // 保存为图片
+          },
+        },
+        tooltip: {
+          trigger: 'axis',
+          axisPointer: {
+            type: 'shadow',
+          },
+        },
+        yAxis: [
+          {
+            type: 'value',
+            name: '金额（元）',
+            axisTick: {
+              show: false,
+            },
+            axisLabel: {
+              color: '#BDBDBD',
+              formatter: '{value}',
+            },
+            /** 坐标轴轴线相关设置 */
+            axisLine: {
+              lineStyle: {
+                color: '#BDBDBD',
+              },
+            },
+            splitLine: {
+              show: true,
+              lineStyle: {
+                color: '#e6e6e6',
+              },
+            },
+          },
+          {
+            type: 'value',
+            name: '',
+            axisTick: {
+              alignWithLabel: true,
+              lineStyle: {
+                width: 0,
+              },
+            },
+            axisLabel: {
+              color: '#BDBDBD',
+              formatter: '{value}%',
+            },
+            /** 坐标轴轴线相关设置 */
+            axisLine: {
+              lineStyle: {
+                color: '#BDBDBD',
+              },
+            },
+            splitLine: {
+              show: true,
+              lineStyle: {
+                color: '#e6e6e6',
+              },
+            },
+          },
+        ],
+        xAxis: {
+          type: 'category',
+          name: '日期',
+          data: res.map((s: any) => s.time),
+        },
+      };
+    }
+    case 'ReceivablePricePerformance': {
+      return {
+        grid: {
+          left: 20,
+          right: 20,
+          bottom: 20,
+          containLabel: true,
+        },
+        legend: {},
+        series: [
+          {
+            name: '当月回款金额（元）',
+            type: 'line',
+            data: res.map((s: any) => s.currentMonthCount),
+          },
+          {
+            name: '上月回款金额（元）',
+            type: 'line',
+            data: res.map((s: any) => s.lastMonthCount),
+          },
+          {
+            name: '去年同月回款金额（元）',
+            type: 'line',
+            data: res.map((s: any) => s.lastYearCount),
+          },
+          {
+            name: '环比增长率（%）',
+            type: 'line',
+            yAxisIndex: 1,
+            data: res.map((s: any) =>
+              s.lastMonthCount === 0
+                ? 'NULL'
+                : (
+                    ((s.currentMonthCount - s.lastMonthCount) /
+                      s.lastMonthCount) *
+                    100
+                  ).toFixed(2),
+            ),
+          },
+          {
+            name: '同比增长率（%）',
+            type: 'line',
+            yAxisIndex: 1,
+            data: res.map((s: any) =>
+              s.lastYearCount === 0
+                ? 'NULL'
+                : (
+                    ((s.currentMonthCount - s.lastYearCount) /
+                      s.lastYearCount) *
+                    100
+                  ).toFixed(2),
+            ),
+          },
+        ],
+        toolbox: {
+          feature: {
+            dataZoom: {
+              xAxisIndex: false, // 数据区域缩放：Y 轴不缩放
+            },
+            brush: {
+              type: ['lineX', 'clear'], // 区域缩放按钮、还原按钮
+            },
+            saveAsImage: { show: true, name: '客户总量分析' }, // 保存为图片
+          },
+        },
+        tooltip: {
+          trigger: 'axis',
+          axisPointer: {
+            type: 'shadow',
+          },
+        },
+        yAxis: [
+          {
+            type: 'value',
+            name: '金额（元）',
+            axisTick: {
+              show: false,
+            },
+            axisLabel: {
+              color: '#BDBDBD',
+              formatter: '{value}',
+            },
+            /** 坐标轴轴线相关设置 */
+            axisLine: {
+              lineStyle: {
+                color: '#BDBDBD',
+              },
+            },
+            splitLine: {
+              show: true,
+              lineStyle: {
+                color: '#e6e6e6',
+              },
+            },
+          },
+          {
+            type: 'value',
+            name: '',
+            axisTick: {
+              alignWithLabel: true,
+              lineStyle: {
+                width: 0,
+              },
+            },
+            axisLabel: {
+              color: '#BDBDBD',
+              formatter: '{value}%',
+            },
+            /** 坐标轴轴线相关设置 */
+            axisLine: {
+              lineStyle: {
+                color: '#BDBDBD',
+              },
+            },
+            splitLine: {
+              show: true,
+              lineStyle: {
+                color: '#e6e6e6',
+              },
+            },
+          },
+        ],
+        xAxis: {
+          type: 'category',
+          name: '日期',
+          data: res.map((s: any) => s.time),
+        },
+      };
+    }
+    default: {
+      return {};
+    }
+  }
+}
diff --git a/apps/web-ele/src/views/crm/statistics/performance/data.ts b/apps/web-ele/src/views/crm/statistics/performance/data.ts
new file mode 100644
index 000000000..10e951665
--- /dev/null
+++ b/apps/web-ele/src/views/crm/statistics/performance/data.ts
@@ -0,0 +1,73 @@
+import type { VbenFormSchema } from '#/adapter/form';
+
+import { useUserStore } from '@vben/stores';
+import { beginOfDay, endOfDay, handleTree } from '@vben/utils';
+
+import { getSimpleDeptList } from '#/api/system/dept';
+import { getSimpleUserList } from '#/api/system/user';
+import { getRangePickerDefaultProps } from '#/utils';
+
+const userStore = useUserStore();
+
+export const customerSummaryTabs = [
+  {
+    tab: '员工合同数量统计',
+    key: 'ContractCountPerformance',
+  },
+  {
+    tab: '员工合同金额统计',
+    key: 'ContractPricePerformance',
+  },
+  {
+    tab: '员工回款金额统计',
+    key: 'ReceivablePricePerformance',
+  },
+];
+
+/** 列表的搜索表单 */
+export function useGridFormSchema(): VbenFormSchema[] {
+  return [
+    {
+      fieldName: 'times',
+      label: '时间范围',
+      component: 'RangePicker',
+      componentProps: {
+        ...getRangePickerDefaultProps(),
+        type: 'year',
+        format: 'YYYY',
+      },
+      defaultValue: [
+        beginOfDay(new Date(new Date().getFullYear(), 0, 1)),
+        endOfDay(new Date(new Date().getFullYear(), 11, 31)),
+      ],
+    },
+    {
+      fieldName: 'deptId',
+      label: '归属部门',
+      component: 'ApiTreeSelect',
+      componentProps: {
+        api: async () => {
+          const data = await getSimpleDeptList();
+          return handleTree(data);
+        },
+        labelField: 'name',
+        valueField: 'id',
+        childrenField: 'children',
+        treeDefaultExpandAll: true,
+      },
+      defaultValue: userStore.userInfo?.deptId,
+    },
+    {
+      fieldName: 'userId',
+      label: '员工',
+      component: 'ApiSelect',
+      componentProps: {
+        api: getSimpleUserList,
+        labelField: 'nickname',
+        valueField: 'id',
+        placeholder: '请选择员工',
+        allowClear: true,
+      },
+    },
+  ];
+}
diff --git a/apps/web-ele/src/views/crm/statistics/performance/index.vue b/apps/web-ele/src/views/crm/statistics/performance/index.vue
new file mode 100644
index 000000000..137dcebad
--- /dev/null
+++ b/apps/web-ele/src/views/crm/statistics/performance/index.vue
@@ -0,0 +1,176 @@
+<script lang="ts" setup>
+import type { EchartsUIType } from '@vben/plugins/echarts';
+
+import type { VxeTableGridOptions } from '#/adapter/vxe-table';
+import type { CrmStatisticsCustomerApi } from '#/api/crm/statistics/customer';
+
+import { onMounted, ref } from 'vue';
+
+import { ContentWrap, Page } from '@vben/common-ui';
+import { EchartsUI, useEcharts } from '@vben/plugins/echarts';
+
+import { ElTabs, ElTabPane } from 'element-plus';
+
+import { useVbenForm } from '#/adapter/form';
+import { useVbenVxeGrid } from '#/adapter/vxe-table';
+import {
+  getContractCountPerformance,
+  getContractPricePerformance,
+  getReceivablePricePerformance,
+} from '#/api/crm/statistics/performance';
+import { $t } from '#/locales';
+
+import { getChartOptions } from './chartOptions';
+import { customerSummaryTabs, useGridFormSchema } from './data';
+
+const activeTabName = ref('ContractCountPerformance');
+const chartRef = ref<EchartsUIType>();
+const { renderEcharts } = useEcharts(chartRef);
+
+const [QueryForm, formApi] = useVbenForm({
+  commonConfig: {
+    // 所有表单项
+    componentProps: {
+      class: 'w-full',
+    },
+  },
+  schema: useGridFormSchema(),
+  // 是否可展开
+  showCollapseButton: true,
+  submitButtonOptions: {
+    content: $t('common.query'),
+  },
+  wrapperClass: 'grid-cols-1 md:grid-cols-2',
+  handleSubmit: async () => {
+    await handleTabChange(activeTabName.value);
+  },
+});
+const [Grid, gridApi] = useVbenVxeGrid({
+  gridOptions: {
+    columns: [],
+    height: 'auto',
+    keepSource: true,
+    pagerConfig: {
+      enabled: false,
+    },
+    proxyConfig: {
+      enabled: false,
+    },
+    rowConfig: {
+      keyField: 'id',
+      isHover: true,
+    },
+    toolbarConfig: {
+      enabled: false,
+    },
+  } as VxeTableGridOptions<CrmStatisticsCustomerApi.CustomerSummaryByUserRespVO>,
+});
+
+/** tab 切换 */
+async function handleTabChange(key: any) {
+  activeTabName.value = key;
+  const queryParams = (await formApi.getValues()) as any;
+  let data: any[] = [];
+  const columnsData: any[] = [];
+  let tableData: any[] = [];
+  switch (key) {
+    case 'ContractCountPerformance': {
+      tableData = [
+        { title: '当月合同数量统计（个）' },
+        { title: '上月合同数量统计（个）' },
+        { title: '去年当月合同数量统计（个）' },
+        { title: '环比增长率（%）' },
+        { title: '同比增长率（%）' },
+      ];
+      data = await getContractCountPerformance(queryParams);
+      break;
+    }
+    case 'ContractPricePerformance': {
+      tableData = [
+        { title: '当月合同金额统计（元）' },
+        { title: '上月合同金额统计（元）' },
+        { title: '去年当月合同金额统计（元）' },
+        { title: '环比增长率（%）' },
+        { title: '同比增长率（%）' },
+      ];
+      data = await getContractPricePerformance(queryParams);
+      break;
+    }
+    case 'ReceivablePricePerformance': {
+      tableData = [
+        { title: '当月回款金额统计（元）' },
+        { title: '上月回款金额统计（元）' },
+        { title: '去年当月回款金额统计（元）' },
+        { title: '环比增长率（%）' },
+        { title: '同比增长率（%）' },
+      ];
+      data = await getReceivablePricePerformance(queryParams);
+      break;
+    }
+    default: {
+      break;
+    }
+  }
+  const columnObj = {
+    title: '日期',
+    field: 'title',
+    minWidth: 200,
+    align: 'left',
+  };
+  columnsData.splice(0); // 清空数组
+  columnsData.push(columnObj);
+  data.forEach((item: any, index: number) => {
+    const columnObj = { title: item.time, field: `field${index}` };
+    columnsData.push(columnObj);
+    tableData[0][`field${index}`] = item.currentMonthCount;
+    tableData[1][`field${index}`] = item.lastMonthCount;
+    tableData[2][`field${index}`] = item.lastYearCount;
+    tableData[3][`field${index}`] =
+      item.lastMonthCount === 0
+        ? 'NULL'
+        : (
+            ((item.currentMonthCount - item.lastMonthCount) /
+              item.lastMonthCount) *
+            100
+          ).toFixed(2);
+    tableData[4][`field${index}`] =
+      item.lastYearCount === 0
+        ? 'NULL'
+        : (
+            ((item.currentMonthCount - item.lastYearCount) /
+              item.lastYearCount) *
+            100
+          ).toFixed(2);
+  });
+  await renderEcharts(getChartOptions(key, data), true);
+  await gridApi.grid.reloadColumn(columnsData);
+  await gridApi.grid.reloadData(tableData);
+}
+
+/** 初始化加载 */
+onMounted(() => {
+  handleTabChange(activeTabName.value);
+});
+</script>
+
+<template>
+  <Page auto-content-height>
+    <ContentWrap>
+      <QueryForm />
+      <ElTabs
+        v-model="activeTabName"
+        class="w-full"
+        @tab-change="handleTabChange"
+      >
+        <ElTabPane
+          v-for="item in customerSummaryTabs"
+          :key="item.key"
+          :label="item.tab"
+          :name="item.key"
+        />
+      </ElTabs>
+      <EchartsUI class="mb-20 h-full w-full" ref="chartRef" />
+      <Grid class="min-h-[400px]" />
+    </ContentWrap>
+  </Page>
+</template>
diff --git a/apps/web-ele/src/views/crm/statistics/portrait/chartOptions.ts b/apps/web-ele/src/views/crm/statistics/portrait/chartOptions.ts
new file mode 100644
index 000000000..b63ea2513
--- /dev/null
+++ b/apps/web-ele/src/views/crm/statistics/portrait/chartOptions.ts
@@ -0,0 +1,440 @@
+import { DICT_TYPE } from '@vben/constants';
+import { getDictLabel } from '@vben/hooks';
+
+function areaReplace(areaName: string) {
+  if (!areaName) {
+    return areaName;
+  }
+  return areaName
+    .replace('维吾尔自治区', '')
+    .replace('壮族自治区', '')
+    .replace('回族自治区', '')
+    .replace('自治区', '')
+    .replace('省', '');
+}
+
+export function getChartOptions(activeTabName: any, res: any): any {
+  switch (activeTabName) {
+    case 'area': {
+      const data = res.map((item: any) => {
+        return {
+          ...item,
+          areaName: areaReplace(item.areaName),
+        };
+      });
+      let leftMin = 0;
+      let leftMax = 0;
+      let rightMin = 0;
+      let rightMax = 0;
+      data.forEach((item: any) => {
+        leftMin = Math.min(leftMin, item.customerCount || 0);
+        leftMax = Math.max(leftMax, item.customerCount || 0);
+        rightMin = Math.min(rightMin, item.dealCount || 0);
+        rightMax = Math.max(rightMax, item.dealCount || 0);
+      });
+      return {
+        left: {
+          title: {
+            text: '全部客户',
+            left: 'center',
+          },
+          tooltip: {
+            trigger: 'item',
+            showDelay: 0,
+            transitionDuration: 0.2,
+          },
+          visualMap: {
+            text: ['高', '低'],
+            realtime: false,
+            calculable: true,
+            top: 'middle',
+            inRange: {
+              color: ['yellow', 'lightskyblue', 'orangered'],
+            },
+            min: leftMin,
+            max: leftMax,
+          },
+          series: [
+            {
+              name: '客户地域分布',
+              type: 'map',
+              map: 'china',
+              roam: false,
+              selectedMode: false,
+              data: data.map((item: any) => {
+                return {
+                  name: item.areaName,
+                  value: item.customerCount || 0,
+                };
+              }),
+            },
+          ],
+        },
+        right: {
+          title: {
+            text: '成交客户',
+            left: 'center',
+          },
+          tooltip: {
+            trigger: 'item',
+            showDelay: 0,
+            transitionDuration: 0.2,
+          },
+          visualMap: {
+            text: ['高', '低'],
+            realtime: false,
+            calculable: true,
+            top: 'middle',
+            inRange: {
+              color: ['yellow', 'lightskyblue', 'orangered'],
+            },
+            min: rightMin,
+            max: rightMax,
+          },
+          series: [
+            {
+              name: '客户地域分布',
+              type: 'map',
+              map: 'china',
+              roam: false,
+              selectedMode: false,
+              data: data.map((item: any) => {
+                return {
+                  name: item.areaName,
+                  value: item.dealCount || 0,
+                };
+              }),
+            },
+          ],
+        },
+      };
+    }
+    case 'industry': {
+      return {
+        left: {
+          title: {
+            text: '全部客户',
+            left: 'center',
+          },
+          tooltip: {
+            trigger: 'item',
+          },
+          legend: {
+            orient: 'vertical',
+            left: 'left',
+          },
+          toolbox: {
+            feature: {
+              saveAsImage: { show: true, name: '全部客户' }, // 保存为图片
+            },
+          },
+          series: [
+            {
+              name: '全部客户',
+              type: 'pie',
+              radius: ['40%', '70%'],
+              avoidLabelOverlap: false,
+              itemStyle: {
+                borderRadius: 10,
+                borderColor: '#fff',
+                borderWidth: 2,
+              },
+              label: {
+                show: false,
+                position: 'center',
+              },
+              emphasis: {
+                label: {
+                  show: true,
+                  fontSize: 40,
+                  fontWeight: 'bold',
+                },
+              },
+              labelLine: {
+                show: false,
+              },
+              data: res.map((r: any) => {
+                return {
+                  name: getDictLabel(
+                    DICT_TYPE.CRM_CUSTOMER_INDUSTRY,
+                    r.industryId,
+                  ),
+                  value: r.customerCount,
+                };
+              }),
+            },
+          ],
+        },
+        right: {
+          title: {
+            text: '成交客户',
+            left: 'center',
+          },
+          tooltip: {
+            trigger: 'item',
+          },
+          legend: {
+            orient: 'vertical',
+            left: 'left',
+          },
+          toolbox: {
+            feature: {
+              saveAsImage: { show: true, name: '成交客户' }, // 保存为图片
+            },
+          },
+          series: [
+            {
+              name: '成交客户',
+              type: 'pie',
+              radius: ['40%', '70%'],
+              avoidLabelOverlap: false,
+              itemStyle: {
+                borderRadius: 10,
+                borderColor: '#fff',
+                borderWidth: 2,
+              },
+              label: {
+                show: false,
+                position: 'center',
+              },
+              emphasis: {
+                label: {
+                  show: true,
+                  fontSize: 40,
+                  fontWeight: 'bold',
+                },
+              },
+              labelLine: {
+                show: false,
+              },
+              data: res.map((r: any) => {
+                return {
+                  name: getDictLabel(
+                    DICT_TYPE.CRM_CUSTOMER_INDUSTRY,
+                    r.industryId,
+                  ),
+                  value: r.dealCount,
+                };
+              }),
+            },
+          ],
+        },
+      };
+    }
+    case 'level': {
+      return {
+        left: {
+          title: {
+            text: '全部客户',
+            left: 'center',
+          },
+          tooltip: {
+            trigger: 'item',
+          },
+          legend: {
+            orient: 'vertical',
+            left: 'left',
+          },
+          toolbox: {
+            feature: {
+              saveAsImage: { show: true, name: '全部客户' }, // 保存为图片
+            },
+          },
+          series: [
+            {
+              name: '全部客户',
+              type: 'pie',
+              radius: ['40%', '70%'],
+              avoidLabelOverlap: false,
+              itemStyle: {
+                borderRadius: 10,
+                borderColor: '#fff',
+                borderWidth: 2,
+              },
+              label: {
+                show: false,
+                position: 'center',
+              },
+              emphasis: {
+                label: {
+                  show: true,
+                  fontSize: 40,
+                  fontWeight: 'bold',
+                },
+              },
+              labelLine: {
+                show: false,
+              },
+              data: res.map((r: any) => {
+                return {
+                  name: getDictLabel(DICT_TYPE.CRM_CUSTOMER_LEVEL, r.level),
+                  value: r.customerCount,
+                };
+              }),
+            },
+          ],
+        },
+        right: {
+          title: {
+            text: '成交客户',
+            left: 'center',
+          },
+          tooltip: {
+            trigger: 'item',
+          },
+          legend: {
+            orient: 'vertical',
+            left: 'left',
+          },
+          toolbox: {
+            feature: {
+              saveAsImage: { show: true, name: '成交客户' }, // 保存为图片
+            },
+          },
+          series: [
+            {
+              name: '成交客户',
+              type: 'pie',
+              radius: ['40%', '70%'],
+              avoidLabelOverlap: false,
+              itemStyle: {
+                borderRadius: 10,
+                borderColor: '#fff',
+                borderWidth: 2,
+              },
+              label: {
+                show: false,
+                position: 'center',
+              },
+              emphasis: {
+                label: {
+                  show: true,
+                  fontSize: 40,
+                  fontWeight: 'bold',
+                },
+              },
+              labelLine: {
+                show: false,
+              },
+              data: res.map((r: any) => {
+                return {
+                  name: getDictLabel(DICT_TYPE.CRM_CUSTOMER_LEVEL, r.level),
+                  value: r.dealCount,
+                };
+              }),
+            },
+          ],
+        },
+      };
+    }
+    case 'source': {
+      return {
+        left: {
+          title: {
+            text: '全部客户',
+            left: 'center',
+          },
+          tooltip: {
+            trigger: 'item',
+          },
+          legend: {
+            orient: 'vertical',
+            left: 'left',
+          },
+          toolbox: {
+            feature: {
+              saveAsImage: { show: true, name: '全部客户' }, // 保存为图片
+            },
+          },
+          series: [
+            {
+              name: '全部客户',
+              type: 'pie',
+              radius: ['40%', '70%'],
+              avoidLabelOverlap: false,
+              itemStyle: {
+                borderRadius: 10,
+                borderColor: '#fff',
+                borderWidth: 2,
+              },
+              label: {
+                show: false,
+                position: 'center',
+              },
+              emphasis: {
+                label: {
+                  show: true,
+                  fontSize: 40,
+                  fontWeight: 'bold',
+                },
+              },
+              labelLine: {
+                show: false,
+              },
+              data: res.map((r: any) => {
+                return {
+                  name: getDictLabel(DICT_TYPE.CRM_CUSTOMER_SOURCE, r.source),
+                  value: r.customerCount,
+                };
+              }),
+            },
+          ],
+        },
+        right: {
+          title: {
+            text: '成交客户',
+            left: 'center',
+          },
+          tooltip: {
+            trigger: 'item',
+          },
+          legend: {
+            orient: 'vertical',
+            left: 'left',
+          },
+          toolbox: {
+            feature: {
+              saveAsImage: { show: true, name: '成交客户' }, // 保存为图片
+            },
+          },
+          series: [
+            {
+              name: '成交客户',
+              type: 'pie',
+              radius: ['40%', '70%'],
+              avoidLabelOverlap: false,
+              itemStyle: {
+                borderRadius: 10,
+                borderColor: '#fff',
+                borderWidth: 2,
+              },
+              label: {
+                show: false,
+                position: 'center',
+              },
+              emphasis: {
+                label: {
+                  show: true,
+                  fontSize: 40,
+                  fontWeight: 'bold',
+                },
+              },
+              labelLine: {
+                show: false,
+              },
+              data: res.map((r: any) => {
+                return {
+                  name: getDictLabel(DICT_TYPE.CRM_CUSTOMER_SOURCE, r.source),
+                  value: r.dealCount,
+                };
+              }),
+            },
+          ],
+        },
+      };
+    }
+    default: {
+      return {};
+    }
+  }
+}
diff --git a/apps/web-ele/src/views/crm/statistics/portrait/data.ts b/apps/web-ele/src/views/crm/statistics/portrait/data.ts
new file mode 100644
index 000000000..519edecd6
--- /dev/null
+++ b/apps/web-ele/src/views/crm/statistics/portrait/data.ts
@@ -0,0 +1,201 @@
+import type { VbenFormSchema } from '#/adapter/form';
+import type { VxeTableGridOptions } from '#/adapter/vxe-table';
+
+import { DICT_TYPE } from '@vben/constants';
+import { useUserStore } from '@vben/stores';
+import { beginOfDay, endOfDay, handleTree } from '@vben/utils';
+
+import { getSimpleDeptList } from '#/api/system/dept';
+import { getSimpleUserList } from '#/api/system/user';
+import { getRangePickerDefaultProps } from '#/utils';
+
+const userStore = useUserStore();
+
+export const customerSummaryTabs = [
+  {
+    tab: '城市分布分析',
+    key: 'area',
+  },
+  {
+    tab: '客户级别分析',
+    key: 'level',
+  },
+  {
+    tab: '客户来源分析',
+    key: 'source',
+  },
+  {
+    tab: '客户行业分析',
+    key: 'industry',
+  },
+];
+
+/** 列表的搜索表单 */
+export function useGridFormSchema(): VbenFormSchema[] {
+  return [
+    {
+      fieldName: 'times',
+      label: '时间范围',
+      component: 'RangePicker',
+      componentProps: {
+        ...getRangePickerDefaultProps(),
+        format: 'YYYY-MM-DD',
+        type: 'year',
+      },
+      defaultValue: [
+        beginOfDay(new Date(Date.now() - 3600 * 1000 * 24 * 7)),
+        endOfDay(new Date(Date.now() - 3600 * 1000 * 24)),
+      ],
+    },
+    {
+      fieldName: 'deptId',
+      label: '归属部门',
+      component: 'ApiTreeSelect',
+      componentProps: {
+        api: async () => {
+          const data = await getSimpleDeptList();
+          return handleTree(data);
+        },
+        labelField: 'name',
+        valueField: 'id',
+        childrenField: 'children',
+        treeDefaultExpandAll: true,
+      },
+      defaultValue: userStore.userInfo?.deptId,
+    },
+    {
+      fieldName: 'userId',
+      label: '员工',
+      component: 'ApiSelect',
+      componentProps: {
+        api: getSimpleUserList,
+        labelField: 'nickname',
+        valueField: 'id',
+        placeholder: '请选择员工',
+        allowClear: true,
+      },
+    },
+  ];
+}
+
+/** 列表的字段 */
+export function useGridColumns(
+  activeTabName: any,
+): VxeTableGridOptions['columns'] {
+  switch (activeTabName) {
+    case 'industry': {
+      return [
+        {
+          type: 'seq',
+          title: '序号',
+        },
+        {
+          field: 'industryId',
+          title: '客户行业',
+          minWidth: 100,
+          cellRender: {
+            name: 'CellDict',
+            props: { type: DICT_TYPE.CRM_CUSTOMER_INDUSTRY },
+          },
+        },
+        {
+          field: 'customerCount',
+          title: '客户个数',
+          minWidth: 200,
+        },
+        {
+          field: 'dealCount',
+          title: '成交个数',
+          minWidth: 200,
+        },
+        {
+          field: 'industryPortion',
+          title: '行业占比(%)',
+          minWidth: 200,
+        },
+        {
+          field: 'dealPortion',
+          title: '成交占比(%)',
+          minWidth: 200,
+        },
+      ];
+    }
+    case 'level': {
+      return [
+        {
+          type: 'seq',
+          title: '序号',
+        },
+        {
+          field: 'level',
+          title: '客户级别',
+          minWidth: 100,
+          cellRender: {
+            name: 'CellDict',
+            props: { type: DICT_TYPE.CRM_CUSTOMER_LEVEL },
+          },
+        },
+        {
+          field: 'customerCount',
+          title: '客户个数',
+          minWidth: 200,
+        },
+        {
+          field: 'dealCount',
+          title: '成交个数',
+          minWidth: 200,
+        },
+        {
+          field: 'industryPortion',
+          title: '行业占比(%)',
+          minWidth: 200,
+        },
+        {
+          field: 'dealPortion',
+          title: '成交占比(%)',
+          minWidth: 200,
+        },
+      ];
+    }
+    case 'source': {
+      return [
+        {
+          type: 'seq',
+          title: '序号',
+        },
+        {
+          field: 'source',
+          title: '客户来源',
+          minWidth: 100,
+          cellRender: {
+            name: 'CellDict',
+            props: { type: DICT_TYPE.CRM_CUSTOMER_SOURCE },
+          },
+        },
+        {
+          field: 'customerCount',
+          title: '客户个数',
+          minWidth: 200,
+        },
+        {
+          field: 'dealCount',
+          title: '成交个数',
+          minWidth: 200,
+        },
+        {
+          field: 'industryPortion',
+          title: '行业占比(%)',
+          minWidth: 200,
+        },
+        {
+          field: 'dealPortion',
+          title: '成交占比(%)',
+          minWidth: 200,
+        },
+      ];
+    }
+    default: {
+      return [];
+    }
+  }
+}
diff --git a/apps/web-ele/src/views/crm/statistics/portrait/index.vue b/apps/web-ele/src/views/crm/statistics/portrait/index.vue
new file mode 100644
index 000000000..5e09b1f66
--- /dev/null
+++ b/apps/web-ele/src/views/crm/statistics/portrait/index.vue
@@ -0,0 +1,105 @@
+<script lang="ts" setup>
+import type { EchartsUIType } from '@vben/plugins/echarts';
+
+import type { VxeTableGridOptions } from '#/adapter/vxe-table';
+import type { CrmStatisticsCustomerApi } from '#/api/crm/statistics/customer';
+
+import { onMounted, ref } from 'vue';
+
+import { ContentWrap, Page } from '@vben/common-ui';
+import { EchartsUI, useEcharts } from '@vben/plugins/echarts';
+
+import { ElTabs, ElTabPane } from 'element-plus';
+
+import { useVbenForm } from '#/adapter/form';
+import { useVbenVxeGrid } from '#/adapter/vxe-table';
+import { getDatas } from '#/api/crm/statistics/portrait';
+import { $t } from '#/locales';
+
+import { getChartOptions } from './chartOptions';
+import { customerSummaryTabs, useGridColumns, useGridFormSchema } from './data';
+
+const activeTabName = ref('area');
+const leftChartRef = ref<EchartsUIType>();
+const rightChartRef = ref<EchartsUIType>();
+const { renderEcharts: renderLeftEcharts } = useEcharts(leftChartRef);
+const { renderEcharts: renderRightEcharts } = useEcharts(rightChartRef);
+
+const [QueryForm, formApi] = useVbenForm({
+  commonConfig: {
+    // 所有表单项
+    componentProps: {
+      class: 'w-full',
+    },
+  },
+  schema: useGridFormSchema(),
+  // 是否可展开
+  showCollapseButton: true,
+  submitButtonOptions: {
+    content: $t('common.query'),
+  },
+  wrapperClass: 'grid-cols-1 md:grid-cols-2',
+  handleSubmit: async () => {
+    await handleTabChange(activeTabName.value);
+  },
+});
+const [Grid, gridApi] = useVbenVxeGrid({
+  gridOptions: {
+    columns: useGridColumns(activeTabName.value),
+    height: 'auto',
+    keepSource: true,
+    pagerConfig: {
+      enabled: false,
+    },
+    rowConfig: {
+      keyField: 'id',
+      isHover: true,
+    },
+    toolbarConfig: {
+      enabled: false,
+    },
+  } as VxeTableGridOptions<CrmStatisticsCustomerApi.CustomerSummaryByUserRespVO>,
+});
+
+/** tab 切换 */
+async function handleTabChange(key: any) {
+  activeTabName.value = key;
+  gridApi.setGridOptions({
+    columns: useGridColumns(key),
+  });
+  const queryParams = await formApi.getValues();
+  const res = await getDatas(activeTabName.value, queryParams);
+  await renderLeftEcharts(getChartOptions(activeTabName.value, res).left);
+  await renderRightEcharts(getChartOptions(activeTabName.value, res).right);
+  await gridApi.grid.reloadData(res);
+}
+
+onMounted(() => {
+  handleTabChange(activeTabName.value);
+});
+</script>
+
+<template>
+  <Page auto-content-height>
+    <ContentWrap>
+      <QueryForm />
+      <ElTabs
+        v-model="activeTabName"
+        class="w-full"
+        @tab-change="handleTabChange"
+      >
+        <ElTabPane
+          v-for="item in customerSummaryTabs"
+          :key="item.key"
+          :label="item.tab"
+          :name="item.key"
+        />
+      </ElTabs>
+      <div class="mt-5 flex">
+        <EchartsUI class="m-4 w-1/2" ref="leftChartRef" />
+        <EchartsUI class="m-4 w-1/2" ref="rightChartRef" />
+      </div>
+      <Grid v-show="activeTabName !== 'area'" />
+    </ContentWrap>
+  </Page>
+</template>
diff --git a/apps/web-ele/src/views/crm/statistics/rank/chartOptions.ts b/apps/web-ele/src/views/crm/statistics/rank/chartOptions.ts
new file mode 100644
index 000000000..7234687c5
--- /dev/null
+++ b/apps/web-ele/src/views/crm/statistics/rank/chartOptions.ts
@@ -0,0 +1,394 @@
+import { cloneDeep } from '@vben/utils';
+
+export function getChartOptions(activeTabName: any, res: any): any {
+  switch (activeTabName) {
+    case 'contactCountRank': {
+      return {
+        dataset: {
+          dimensions: ['nickname', 'count'],
+          source: cloneDeep(res).reverse(),
+        },
+        grid: {
+          left: 20,
+          right: 20,
+          bottom: 20,
+          containLabel: true,
+        },
+        legend: {
+          top: 50,
+        },
+        series: [
+          {
+            name: '新增联系人数排行',
+            type: 'bar',
+          },
+        ],
+        toolbox: {
+          feature: {
+            dataZoom: {
+              yAxisIndex: false, // 数据区域缩放：Y 轴不缩放
+            },
+            brush: {
+              type: ['lineX', 'clear'], // 区域缩放按钮、还原按钮
+            },
+            saveAsImage: { show: true, name: '新增联系人数排行' }, // 保存为图片
+          },
+        },
+        tooltip: {
+          trigger: 'axis',
+          axisPointer: {
+            type: 'shadow',
+          },
+        },
+        xAxis: {
+          type: 'value',
+          name: '新增联系人数（个）',
+        },
+        yAxis: {
+          type: 'category',
+          name: '创建人',
+        },
+      };
+    }
+    case 'contractCountRank': {
+      return {
+        dataset: {
+          dimensions: ['nickname', 'count'],
+          source: cloneDeep(res).reverse(),
+        },
+        grid: {
+          left: 20,
+          right: 20,
+          bottom: 20,
+          containLabel: true,
+        },
+        legend: {
+          top: 50,
+        },
+        series: [
+          {
+            name: '签约合同排行',
+            type: 'bar',
+          },
+        ],
+        toolbox: {
+          feature: {
+            dataZoom: {
+              yAxisIndex: false, // 数据区域缩放：Y 轴不缩放
+            },
+            brush: {
+              type: ['lineX', 'clear'], // 区域缩放按钮、还原按钮
+            },
+            saveAsImage: { show: true, name: '签约合同排行' }, // 保存为图片
+          },
+        },
+        tooltip: {
+          trigger: 'axis',
+          axisPointer: {
+            type: 'shadow',
+          },
+        },
+        xAxis: {
+          type: 'value',
+          name: '签约合同数（个）',
+        },
+        yAxis: {
+          type: 'category',
+          name: '签订人',
+        },
+      };
+    }
+    case 'contractPriceRank': {
+      return {
+        dataset: {
+          dimensions: ['nickname', 'count'],
+          source: cloneDeep(res).reverse(),
+        },
+        grid: {
+          left: 20,
+          right: 20,
+          bottom: 20,
+          containLabel: true,
+        },
+        legend: {
+          top: 50,
+        },
+        series: [
+          {
+            name: '合同金额排行',
+            type: 'bar',
+          },
+        ],
+        toolbox: {
+          feature: {
+            dataZoom: {
+              yAxisIndex: false, // 数据区域缩放：Y 轴不缩放
+            },
+            brush: {
+              type: ['lineX', 'clear'], // 区域缩放按钮、还原按钮
+            },
+            saveAsImage: { show: true, name: '合同金额排行' }, // 保存为图片
+          },
+        },
+        tooltip: {
+          trigger: 'axis',
+          axisPointer: {
+            type: 'shadow',
+          },
+        },
+        xAxis: {
+          type: 'value',
+          name: '合同金额（元）',
+        },
+        yAxis: {
+          type: 'category',
+          name: '签订人',
+        },
+      };
+    }
+    case 'customerCountRank': {
+      return {
+        dataset: {
+          dimensions: ['nickname', 'count'],
+          source: cloneDeep(res).reverse(),
+        },
+        grid: {
+          left: 20,
+          right: 20,
+          bottom: 20,
+          containLabel: true,
+        },
+        legend: {
+          top: 50,
+        },
+        series: [
+          {
+            name: '新增客户数排行',
+            type: 'bar',
+          },
+        ],
+        toolbox: {
+          feature: {
+            dataZoom: {
+              yAxisIndex: false, // 数据区域缩放：Y 轴不缩放
+            },
+            brush: {
+              type: ['lineX', 'clear'], // 区域缩放按钮、还原按钮
+            },
+            saveAsImage: { show: true, name: '新增客户数排行' }, // 保存为图片
+          },
+        },
+        tooltip: {
+          trigger: 'axis',
+          axisPointer: {
+            type: 'shadow',
+          },
+        },
+        xAxis: {
+          type: 'value',
+          name: '新增客户数（个）',
+        },
+        yAxis: {
+          type: 'category',
+          name: '创建人',
+        },
+      };
+    }
+    case 'followCountRank': {
+      return {
+        dataset: {
+          dimensions: ['nickname', 'count'],
+          source: cloneDeep(res).reverse(),
+        },
+        grid: {
+          left: 20,
+          right: 20,
+          bottom: 20,
+          containLabel: true,
+        },
+        legend: {
+          top: 50,
+        },
+        series: [
+          {
+            name: '跟进次数排行',
+            type: 'bar',
+          },
+        ],
+        toolbox: {
+          feature: {
+            dataZoom: {
+              yAxisIndex: false, // 数据区域缩放：Y 轴不缩放
+            },
+            brush: {
+              type: ['lineX', 'clear'], // 区域缩放按钮、还原按钮
+            },
+            saveAsImage: { show: true, name: '跟进次数排行' }, // 保存为图片
+          },
+        },
+        tooltip: {
+          trigger: 'axis',
+          axisPointer: {
+            type: 'shadow',
+          },
+        },
+        xAxis: {
+          type: 'value',
+          name: '跟进次数（次）',
+        },
+        yAxis: {
+          type: 'category',
+          name: '员工',
+        },
+      };
+    }
+    case 'followCustomerCountRank': {
+      return {
+        dataset: {
+          dimensions: ['nickname', 'count'],
+          source: cloneDeep(res).reverse(),
+        },
+        grid: {
+          left: 20,
+          right: 20,
+          bottom: 20,
+          containLabel: true,
+        },
+        legend: {
+          top: 50,
+        },
+        series: [
+          {
+            name: '跟进客户数排行',
+            type: 'bar',
+          },
+        ],
+        toolbox: {
+          feature: {
+            dataZoom: {
+              yAxisIndex: false, // 数据区域缩放：Y 轴不缩放
+            },
+            brush: {
+              type: ['lineX', 'clear'], // 区域缩放按钮、还原按钮
+            },
+            saveAsImage: { show: true, name: '跟进客户数排行' }, // 保存为图片
+          },
+        },
+        tooltip: {
+          trigger: 'axis',
+          axisPointer: {
+            type: 'shadow',
+          },
+        },
+        xAxis: {
+          type: 'value',
+          name: '跟进客户数（个）',
+        },
+        yAxis: {
+          type: 'category',
+          name: '员工',
+        },
+      };
+    }
+    case 'productSalesRank': {
+      return {
+        dataset: {
+          dimensions: ['nickname', 'count'],
+          source: cloneDeep(res).reverse(),
+        },
+        grid: {
+          left: 20,
+          right: 20,
+          bottom: 20,
+          containLabel: true,
+        },
+        legend: {
+          top: 50,
+        },
+        series: [
+          {
+            name: '产品销量排行',
+            type: 'bar',
+          },
+        ],
+        toolbox: {
+          feature: {
+            dataZoom: {
+              yAxisIndex: false, // 数据区域缩放：Y 轴不缩放
+            },
+            brush: {
+              type: ['lineX', 'clear'], // 区域缩放按钮、还原按钮
+            },
+            saveAsImage: { show: true, name: '产品销量排行' }, // 保存为图片
+          },
+        },
+        tooltip: {
+          trigger: 'axis',
+          axisPointer: {
+            type: 'shadow',
+          },
+        },
+        xAxis: {
+          type: 'value',
+          name: '产品销量',
+        },
+        yAxis: {
+          type: 'category',
+          name: '员工',
+        },
+      };
+    }
+    case 'receivablePriceRank': {
+      return {
+        dataset: {
+          dimensions: ['nickname', 'count'],
+          source: cloneDeep(res).reverse(),
+        },
+        grid: {
+          left: 20,
+          right: 20,
+          bottom: 20,
+          containLabel: true,
+        },
+        legend: {
+          top: 50,
+        },
+        series: [
+          {
+            name: '回款金额排行',
+            type: 'bar',
+          },
+        ],
+        toolbox: {
+          feature: {
+            dataZoom: {
+              yAxisIndex: false, // 数据区域缩放：Y 轴不缩放
+            },
+            brush: {
+              type: ['lineX', 'clear'], // 区域缩放按钮、还原按钮
+            },
+            saveAsImage: { show: true, name: '回款金额排行' }, // 保存为图片
+          },
+        },
+        tooltip: {
+          trigger: 'axis',
+          axisPointer: {
+            type: 'shadow',
+          },
+        },
+        xAxis: {
+          type: 'value',
+          name: '回款金额（元）',
+        },
+        yAxis: {
+          type: 'category',
+          name: '签订人',
+          nameGap: 30,
+        },
+      };
+    }
+    default: {
+      return {};
+    }
+  }
+}
diff --git a/apps/web-ele/src/views/crm/statistics/rank/data.ts b/apps/web-ele/src/views/crm/statistics/rank/data.ts
new file mode 100644
index 000000000..e07f6042f
--- /dev/null
+++ b/apps/web-ele/src/views/crm/statistics/rank/data.ts
@@ -0,0 +1,276 @@
+import type { VbenFormSchema } from '#/adapter/form';
+import type { VxeTableGridOptions } from '#/adapter/vxe-table';
+
+import { useUserStore } from '@vben/stores';
+import { beginOfDay, endOfDay, handleTree } from '@vben/utils';
+
+import { getSimpleDeptList } from '#/api/system/dept';
+import { getRangePickerDefaultProps } from '#/utils';
+
+const userStore = useUserStore();
+
+export const customerSummaryTabs = [
+  {
+    tab: '合同金额排行',
+    key: 'contractPriceRank',
+  },
+  {
+    tab: '回款金额排行',
+    key: 'receivablePriceRank',
+  },
+  {
+    tab: '签约合同排行',
+    key: 'contractCountRank',
+  },
+  {
+    tab: '产品销量排行',
+    key: 'productSalesRank',
+  },
+  {
+    tab: '新增客户数排行',
+    key: 'customerCountRank',
+  },
+  {
+    tab: '新增联系人数排行',
+    key: 'contactCountRank',
+  },
+  {
+    tab: '跟进次数排行',
+    key: 'followCountRank',
+  },
+  {
+    tab: '跟进客户数排行',
+    key: 'followCustomerCountRank',
+  },
+];
+
+/** 列表的搜索表单 */
+export function useGridFormSchema(): VbenFormSchema[] {
+  return [
+    {
+      fieldName: 'times',
+      label: '时间范围',
+      component: 'RangePicker',
+      componentProps: {
+        ...getRangePickerDefaultProps(),
+      },
+      defaultValue: [
+        beginOfDay(new Date(Date.now() - 3600 * 1000 * 24 * 7)),
+        endOfDay(new Date(Date.now() - 3600 * 1000 * 24)),
+      ],
+    },
+    {
+      fieldName: 'deptId',
+      label: '归属部门',
+      component: 'ApiTreeSelect',
+      componentProps: {
+        api: async () => {
+          const data = await getSimpleDeptList();
+          return handleTree(data);
+        },
+        labelField: 'name',
+        valueField: 'id',
+        childrenField: 'children',
+        treeDefaultExpandAll: true,
+      },
+      defaultValue: userStore.userInfo?.deptId,
+    },
+  ];
+}
+
+/** 列表的字段 */
+export function useGridColumns(
+  activeTabName: any,
+): VxeTableGridOptions['columns'] {
+  switch (activeTabName) {
+    case 'contactCountRank': {
+      return [
+        {
+          type: 'seq',
+          title: '公司排名',
+        },
+        {
+          field: 'nickname',
+          title: '创建人',
+          minWidth: 200,
+        },
+        {
+          field: 'deptName',
+          title: '部门',
+          minWidth: 200,
+        },
+        {
+          field: 'count',
+          title: '新增联系人数（个）',
+          minWidth: 200,
+        },
+      ];
+    }
+    case 'contractCountRank': {
+      return [
+        {
+          type: 'seq',
+          title: '公司排名',
+        },
+        {
+          field: 'nickname',
+          title: '签订人',
+          minWidth: 200,
+        },
+        {
+          field: 'deptName',
+          title: '部门',
+          minWidth: 200,
+        },
+        {
+          field: 'count',
+          title: '签约合同数（个）',
+          minWidth: 200,
+        },
+      ];
+    }
+    case 'contractPriceRank': {
+      return [
+        {
+          type: 'seq',
+          title: '公司排名',
+        },
+        {
+          field: 'nickname',
+          title: '签订人',
+          minWidth: 200,
+        },
+        {
+          field: 'deptName',
+          title: '部门',
+          minWidth: 200,
+        },
+        {
+          field: 'count',
+          title: '合同金额（元）',
+          minWidth: 200,
+          formatter: 'formatAmount2',
+        },
+      ];
+    }
+    case 'customerCountRank': {
+      return [
+        {
+          type: 'seq',
+          title: '公司排名',
+        },
+        {
+          field: 'nickname',
+          title: '签订人',
+          minWidth: 200,
+        },
+        {
+          field: 'deptName',
+          title: '部门',
+          minWidth: 200,
+        },
+        {
+          field: 'count',
+          title: '新增客户数（个）',
+          minWidth: 200,
+        },
+      ];
+    }
+    case 'followCountRank': {
+      return [
+        {
+          type: 'seq',
+          title: '公司排名',
+        },
+        {
+          field: 'nickname',
+          title: '签订人',
+          minWidth: 200,
+        },
+        {
+          field: 'deptName',
+          title: '部门',
+          minWidth: 200,
+        },
+        {
+          field: 'count',
+          title: '跟进次数（次）',
+          minWidth: 200,
+        },
+      ];
+    }
+    case 'followCustomerCountRank': {
+      return [
+        {
+          type: 'seq',
+          title: '公司排名',
+        },
+        {
+          field: 'nickname',
+          title: '签订人',
+          minWidth: 200,
+        },
+        {
+          field: 'deptName',
+          title: '部门',
+          minWidth: 200,
+        },
+        {
+          field: 'count',
+          title: '跟进客户数（个）',
+          minWidth: 200,
+        },
+      ];
+    }
+    case 'productSalesRank': {
+      return [
+        {
+          type: 'seq',
+          title: '公司排名',
+        },
+        {
+          field: 'nickname',
+          title: '签订人',
+          minWidth: 200,
+        },
+        {
+          field: 'deptName',
+          title: '部门',
+          minWidth: 200,
+        },
+        {
+          field: 'count',
+          title: '产品销量',
+          minWidth: 200,
+        },
+      ];
+    }
+    case 'receivablePriceRank': {
+      return [
+        {
+          type: 'seq',
+          title: '公司排名',
+        },
+        {
+          field: 'nickname',
+          title: '签订人',
+          minWidth: 200,
+        },
+        {
+          field: 'deptName',
+          title: '部门',
+          minWidth: 200,
+        },
+        {
+          field: 'count',
+          title: '回款金额（元）',
+          minWidth: 200,
+          formatter: 'formatAmount2',
+        },
+      ];
+    }
+    default: {
+      return [];
+    }
+  }
+}
diff --git a/apps/web-ele/src/views/crm/statistics/rank/index.vue b/apps/web-ele/src/views/crm/statistics/rank/index.vue
new file mode 100644
index 000000000..964b1db41
--- /dev/null
+++ b/apps/web-ele/src/views/crm/statistics/rank/index.vue
@@ -0,0 +1,109 @@
+<script lang="ts" setup>
+import type { EchartsUIType } from '@vben/plugins/echarts';
+
+import type { VxeTableGridOptions } from '#/adapter/vxe-table';
+import type { CrmStatisticsCustomerApi } from '#/api/crm/statistics/customer';
+
+import { onMounted, ref } from 'vue';
+
+import { ContentWrap, Page } from '@vben/common-ui';
+import { EchartsUI, useEcharts } from '@vben/plugins/echarts';
+
+import { ElTabs, ElTabPane } from 'element-plus';
+
+import { useVbenForm } from '#/adapter/form';
+import { useVbenVxeGrid } from '#/adapter/vxe-table';
+import { getDatas } from '#/api/crm/statistics/customer';
+import { $t } from '#/locales';
+
+import { getChartOptions } from './chartOptions';
+import { customerSummaryTabs, useGridColumns, useGridFormSchema } from './data';
+
+const activeTabName = ref('contractPriceRank');
+const chartRef = ref<EchartsUIType>();
+const { renderEcharts } = useEcharts(chartRef);
+
+const [QueryForm, formApi] = useVbenForm({
+  commonConfig: {
+    // 所有表单项
+    componentProps: {
+      class: 'w-full',
+    },
+  },
+  schema: useGridFormSchema(),
+  // 是否可展开
+  showCollapseButton: true,
+  submitButtonOptions: {
+    content: $t('common.query'),
+  },
+  wrapperClass: 'grid-cols-1 md:grid-cols-2',
+  handleSubmit: async () => {
+    await handleTabChange(activeTabName.value);
+  },
+});
+
+const [Grid, gridApi] = useVbenVxeGrid({
+  gridOptions: {
+    columns: useGridColumns(activeTabName.value),
+    height: 'auto',
+    keepSource: true,
+    pagerConfig: {
+      enabled: false,
+    },
+    proxyConfig: {
+      ajax: {
+        query: async (_, formValues) => {
+          const res = await getDatas(activeTabName.value, formValues);
+          await renderEcharts(getChartOptions(activeTabName.value, res));
+          return res;
+        },
+      },
+    },
+    rowConfig: {
+      keyField: 'id',
+      isHover: true,
+    },
+    toolbarConfig: {
+      enabled: false,
+    },
+  } as VxeTableGridOptions<CrmStatisticsCustomerApi.CustomerSummaryByUserRespVO>,
+});
+
+/** tab 切换 */
+async function handleTabChange(key: any) {
+  activeTabName.value = key;
+  gridApi.setGridOptions({
+    columns: useGridColumns(key),
+  });
+  const queryParams = await formApi.getValues();
+  const res = await getDatas(activeTabName.value, queryParams);
+  await renderEcharts(getChartOptions(activeTabName.value, res));
+  await gridApi.grid.reloadData(res);
+}
+
+onMounted(() => {
+  handleTabChange(activeTabName.value);
+});
+</script>
+
+<template>
+  <Page auto-content-height>
+    <ContentWrap>
+      <QueryForm />
+      <ElTabs
+        v-model="activeTabName"
+        class="w-full"
+        @tab-change="handleTabChange"
+      >
+        <ElTabPane
+          v-for="item in customerSummaryTabs"
+          :key="item.key"
+          :label="item.tab"
+          :name="item.key"
+        />
+      </ElTabs>
+      <EchartsUI class="mb-20 h-full w-full" ref="chartRef" />
+      <Grid />
+    </ContentWrap>
+  </Page>
+</template>