Dashboards

-- KPI card: count of open deals.
create or replace view crm.deal_pipeline_summary
with (security_invoker = true) as
select count(*) as open_deals
from crm.deals
where stage not in ('won', 'lost');

comment on view crm.deal_pipeline_summary is '{
  "type": "dashboard_widget",
  "name": "Open deals",
  "widget_type": "card_1"
}';

-- Table widget: latest 10 deals.
create or replace view crm.recent_deals
with (security_invoker = true) as
select id, name, value, stage, owner_id, created_at
from crm.deals
order by created_at desc
limit 10;

comment on view crm.recent_deals is '{
  "type": "dashboard_widget",
  "name": "Recent deals",
  "widget_type": "table_1"
}';