Skip to main content

​
Introduction

The Gerencia (Management) module provides executives and managers with comprehensive analytics, reporting tools, and business intelligence dashboards to monitor project performance, sales velocity, and financial projections.

​
Accessing the Management Dashboard

The management module requires manager-level authentication: 
Route::middleware(['auth', 'check.cargo:Gerente'])
Authorized Role: Gerente (Manager) Route: /gerencia/dashboard

​
Dashboard Architecture

The management dashboard uses the GerenciaEstadisticasService to aggregate data from across the platform: 
// GerenciaDashboardWebController::index
public function index(Request $request, GerenciaEstadisticasService $service)
{
    $filtros = [
        'desde'           => $request->query('desde'),
        'hasta'           => $request->query('hasta'),
        'proyecto_id'     => $request->query('proyecto_id'),
        'asesor_id'       => $request->query('asesor_id'),
        'estado_inmueble' => $request->query('estado_inmueble'),
    ];
    
    $dashboard = $service->obtenerDashboard($filtros);
    // Returns: resumenGlobal, ventasPorProyecto, proyeccionVsReal, etc.
}

​
Key Dashboard Components

​
Global Summary (Resumen Global)

High-level KPIs across all projects: 
// GerenciaEstadisticasService::resumenGlobal
return [
    'ventas_totales'        => float,   // Total sales revenue
    'unidades_vendidas'     => int,     // Units sold
    'inventario_disponible' => int,     // Available units
];
Example Display: 
┌─────────────────────────────┐
│  Ventas Totales         │
│  $15,234,567,890        │
└─────────────────────────────┘

┌─────────────────────────────┐
│  Unidades Vendidas      │
│  127 / 180              │
└─────────────────────────────┘

┌─────────────────────────────┐
│  Inventario Disponible  │
│  53 unidades            │
└─────────────────────────────┘

​
Sales by Project (Ventas por Proyecto)

Breakdown of performance per project: 
return [
    [
        'id_proyecto' => int,
        'nombre'      => string,
        'total_valor' => float,
        'unidades'    => int,
    ],
    // ...
];
Displayed as bar chart comparing projects.

​
Goals vs. Actual (Proyección vs Real)

Compares monthly sales targets (metas) against actual performance: 
// GerenciaEstadisticasService::proyeccionVsRealMensual
return [
    [
        'id_proyecto'   => int,
        'nombre'        => string,
        'meta_unidades' => int,     // Target units
        'meta_valor'    => float,   // Target revenue
        'real_unidades' => int,     // Actual units sold
        'real_valor'    => float,   // Actual revenue
    ],
    // ...
];
Visualized with grouped bar charts: 
Proyecto Aurora
  Meta:  15 unidades  |  Real: 18 unidades  ✓
  Meta:  $450M        |  Real: $475M        ✓

Proyecto Esmeralda
  Meta:  20 unidades  |  Real: 17 unidades  ✗
  Meta:  $600M        |  Real: $530M        ✗

​
Sales Velocity (Velocidad de Ventas)

Average days from project start to unit sale: 
// GerenciaEstadisticasService::velocidadVentasPorProyecto
return [
    [
        'id_proyecto'         => int,
        'proyecto'            => string,
        'dias_promedio_venta' => float,  // Average days to sell
    ],
    // ...
];
Calculation: 
$inicio = Carbon::parse($proyecto->fecha_inicio);
$dias = $ventas->map(function ($v) use ($inicio) {
    return $inicio->diffInDays(Carbon::parse($v->fecha_venta));
});
$promedio = $dias->avg();

​
Separation Effectiveness (Separaciones y Efectividad)

Tracks conversion rates for sales advisors: 
return [
    [
        'id_empleado'             => int,
        'empleado'                => string,
        'total_separaciones'      => int,
        'separaciones_caducadas'  => int,  // Expired
        'separaciones_ejecutadas' => int,  // Converted
    ],
    // ...
];
Conversion rate = ejecutadas / total

​
Inventory by Project (Inventario por Proyecto)

Detailed property status across all projects: 
return [
    [
        'id_proyecto' => int,
        'nombre'      => string,
        'inmuebles'   => [
            [
                'tipo'            => 'Apartamento' | 'Local',
                'etiqueta'        => string,  // e.g., "Apto 1501"
                'precio_base'     => float,
                'precio_vigente'  => float,
                'estado'          => string,  // Disponible/Vendido/etc.
                'asesor'          => string,  // Last advisor if sold
                'fecha_operacion' => date,
            ],
            // ...
        ],
    ],
    // ...
];
Filters:
  • By project
  • By property state (Disponible, Vendido, Separado)

​
Sales by Advisor & Project (Ventas por Asesor y Proyecto)

Performance matrix: 
return [
    [
        'id_proyecto'             => int,
        'proyecto'                => string,
        'id_empleado'             => int,
        'empleado'                => string,
        'ventas'                  => int,
        'separaciones'            => int,
        'separaciones_ejecutadas' => int,
        'separaciones_caducadas'  => int,
    ],
    // ...
];
Used for ranking and commission calculations.

​
Additional Analytics

​
Inventory Status (Estado Inventario)

Doughnut charts showing property distribution: 
// GerenciaEstadisticasService::estadoInventario
return Proyecto::with(['torres.apartamentos.estadoInmueble'])
    ->get()
    ->map(function ($proyecto) {
        $estados = [
            'Disponible' => 0,
            'Vendido' => 0,
            'Separado' => 0,
            'Bloqueado' => 0,
            'Congelado' => 0,
        ];
        
        foreach ($proyecto->torres as $torre) {
            foreach ($torre->apartamentos as $apto) {
                $nombre = $apto->estadoInmueble?->nombre;
                if (isset($estados[$nombre])) {
                    $estados[$nombre]++;
                }
            }
        }
        
        return [
            'proyecto' => $proyecto->nombre,
            'estados'  => $estados,
        ];
    });

​
Advisor Ranking (Ranking Asesores)

Top performers by revenue: 
// GerenciaEstadisticasService::rankingAsesores
return DB::table('ventas')
    ->join('empleados', 'empleados.id_empleado', '=', 'ventas.id_empleado')
    ->where('ventas.tipo_operacion', 'venta')
    ->select(
        'empleados.id_empleado',
        DB::raw("CONCAT(empleados.nombre, ' ', empleados.apellido) as asesor"),
        DB::raw("SUM(ventas.valor_total) as total_ventas")
    )
    ->groupBy('empleados.id_empleado', 'empleados.nombre', 'empleados.apellido')
    ->orderByDesc('total_ventas')
    ->get();

​
Monthly Absorption (Absorción Mensual)

Units sold per month by project (time series): 
// GerenciaEstadisticasService::absorcionMensual
return DB::table('ventas')
    ->join('proyectos', 'proyectos.id_proyecto', '=', 'ventas.id_proyecto')
    ->where('ventas.tipo_operacion', 'venta')
    ->select(
        'proyectos.nombre as proyecto',
        DB::raw("TO_CHAR(fecha_venta, 'YYYY-MM') as mes"),
        DB::raw("COUNT(*) as unidades")
    )
    ->groupBy('proyectos.nombre', DB::raw("TO_CHAR(fecha_venta, 'YYYY-MM')"))
    ->orderBy('mes')
    ->get();
Displayed as line chart showing sales trends.

​
Filter Controls

The dashboard supports dynamic filtering:

​
Date Range Filter

'desde' => Carbon::now()->startOfYear(),  // Default: year start
'hasta' => Carbon::now()->endOfYear(),    // Default: year end
User can select custom ranges to focus on specific periods.

​
Project Filter

'proyecto_id' => integer | null  // null = all projects
Filters all dashboard widgets to single project.

​
Advisor Filter

'asesor_id' => integer | null  // Filter by commercial advisor
Focuses on specific salesperson’s performance.

​
Property State Filter

'estado_inmueble' => integer | null  // Filter inventory view
Filters inventory table by Disponible, Vendido, etc.

​
Chart Visualizations

The dashboard uses Chart.js with custom plugins: 
// resources/js/Pages/Gerencia/Dashboard/Index.vue

import { Bar, Doughnut, Line } from 'vue-chartjs'
import {
  Chart as ChartJS,
  ArcElement,
  BarElement,
  CategoryScale,
  LinearScale,
  PointElement,
  LineElement,
  Tooltip,
  Legend,
} from 'chart.js'

​
Custom Value Labels Plugin

Displays values directly on charts without hover: 
const ValueLabelsPlugin = {
  id: 'valueLabelsPlugin',
  afterDatasetsDraw(chart) {
    const { ctx } = chart
    
    // Format large currency values compactly
    const formatCompactMoney = (v) => {
      const abs = Math.abs(v)
      if (abs >= 1_000_000) {
        return `${(v / 1_000_000).toFixed(1)}MM`
      }
      if (abs >= 1_000) {
        return `${(v / 1_000).toFixed(1)}k`
      }
      return `${Math.round(v)}`
    }
    
    // Draw labels on bars/lines
    // ...
  }
}

​
Sales Goals Management

Managers can define monthly sales targets. Route: /gerencia/metas

Viewing Analytics

Learn how to use analytics tools and export reports.

​
Payment Plan Consolidation

View consolidated down payment schedules across all sales. Route: /gerencia/dashboard (Plan Pagos CI section) Displays horizontal timeline showing:
  • Client and property
  • Monthly installments
  • Row per sale
  • Column per month
  • Totals row
Export: /gerencia/plan-pagos-ci/export (Excel)

​
Login Activity Monitoring

Track user access: Route: /gerencia/login-logs Displays:
  • Employee name
  • Login timestamp
  • IP address
  • User agent
Useful for security audits and activity tracking.

​
Access Control

All management routes require Gerente role: 
Route::middleware(['auth', 'check.cargo:Gerente'])->group(function () {
    Route::get('/gerencia/dashboard', [GerenciaDashboardWebController::class, 'index']);
    Route::get('/gerencia/metas', [MetasController::class, 'index']);
    // ...
});

​
Dashboard Performance

​
Optimizations

The service uses efficient queries: 
// Eager loading to prevent N+1
$proyectos = Proyecto::with([
    'torres.apartamentos.estadoInmueble',
    'torres.apartamentos.ventas' => fn($q) => $q->orderBy('fecha_venta', 'desc'),
])->get();

// Aggregations at database level
$ventasQ = Venta::select(
    'id_proyecto',
    DB::raw('SUM(valor_total) as total_valor'),
    DB::raw('COUNT(*) as unidades')
)
->groupBy('id_proyecto');

​
Caching Strategy

For large datasets, consider implementing caching: 
// Example: Cache dashboard data for 5 minutes
$dashboard = Cache::remember(
    "gerencia_dashboard_{$userId}_" . md5(json_encode($filtros)),
    300,
    fn() => $service->obtenerDashboard($filtros)
);

​
Export Capabilities

Managers can export data to Excel: 
// Plan Pagos CI Export
Route::get('/gerencia/plan-pagos-ci/export', [PlanPagosCIExportController::class, 'export'])
    ->name('gerencia.plan_pagos_ci.export');

// Uses Maatwebsite/Excel
return Excel::download(
    new PlanPagosCIExport($encabezados, $filas, $totales),
    'plan_pagos_cuota_inicial.xlsx'
);

​
Next Steps

Viewing Analytics

Detailed guide on using analytics tools, interpreting reports, and exporting data.

​
Technical Reference

  • Controllers:
    • app/Http/Controllers/Gerencia/GerenciaDashboardWebController.php
    • app/Http/Controllers/Gerencia/MetasController.php
  • Services: app/Services/GerenciaEstadisticasService.php
  • Views: resources/js/Pages/Gerencia/Dashboard/Index.vue
  • Routes: routes/web.php:414-448
  • Exports: app/Exports/PlanPagosCIExport.php

Build docs developers (and LLMs) love

Get started for freeTalk to us