docs(getting-started): write the quick tour's landing section to the dashboard Home really opens (#971)

.changeset/quick-tour-landing-dashboard-real.md

@@ -0,0 +1,44 @@
+---
+'hotcrm': patch
+---
+
+Rewrite the quick tour's opening section against the dashboard **Home** really
+opens. `content/docs/getting-started/quick-tour.mdx` — the first paragraph a new
+user reads — described a dashboard that does not exist: its name came from one
+dashboard and its five bullets from three others.
+
+The name was wrong. `nav_home` binds `executive_dashboard`, whose label is
+**Executive Overview**. **CRM Overview** is a real dashboard, but it hangs off
+`nav_crm_dashboard` under **Insights** — a group that ships collapsed — so a new
+user neither lands on it nor can click it without opening the group first. The
+same page's navigation table already said Home opens **Executive Overview**
+(PR #968), so the page contradicted itself, with the wrong half first.
+
+Of the five bullets, one was right (**Open Leads**), one was half-right, and
+three named tiles that are on other dashboards entirely. The section now lists
+all nine **Executive Overview** tiles with what each measures, names the three
+dashboard-wide controls, and re-points every retired claim instead of deleting
+it: cases are counted on **Service Overview** (**Open Cases**, **Critical
+Cases**, **SLA Violations**), interactions on **Sales Activity**
+(**Interactions Logged**, **Meetings Booked**, **Customer Minutes**), and a
+count of open deals is **Active Deals** on **CRM Overview**. "Top accounts by
+pipeline value" is not a tile in this app at all — the nearest ranking anywhere,
+**Pipeline by Owner**, ranks sales reps rather than customers.
+
+Two corrections beyond the reported ones. The pipeline bullet was half-right
+rather than wrong: **Pipeline by Stage** *is* on this dashboard, arriving from
+the shared widget factory rather than an inline literal, so a title grep over
+`executive.dashboard.ts` finds eight tiles where the dashboard ships nine. The
+section now says what that tile actually measures — open opportunity value per
+stage, not a count of deals. And the closing promise of "team-level rollups for
+managers" describes something this app does not do: positions are flat, so
+visibility never rolls up a reporting line, and the **Sales Manager** permission
+set grants `viewAllRecords` outright, which makes a manager's totals org-wide
+rather than a team slice.
+
+All three locales updated; `src/` untouched. The guard added in PR #968,
+`test/docs-quick-tour-navigation.test.ts`, only ever read the navigation table
+and so stayed green through all of this — it now also compares this section
+against `ExecutiveDashboard.widgets` at runtime (which is what counts the
+factory-produced funnel), pins the source side of each negative claim, and
+fails in all three locales when a tile is added, renamed or removed.

content/docs/getting-started/quick-tour.mdx

@@ -9,15 +9,31 @@ A guided tour through the screens you'll use every day.
 
 ## 1. The home dashboard
 
-The first thing you see is the **CRM Overview** dashboard. It tells you:
+The left nav opens with one pinned entry, **Home**, and that is where you land. **Home** opens the **Executive Overview** dashboard — nine tiles of revenue, customer and pipeline numbers:
 
-- How many **open leads** you have.
-- How many **opportunities** are in your pipeline.
-- Any **cases** awaiting your response.
-- Top accounts by pipeline value.
-- Recent activity (last calls, meetings, emails).
-
-Use it as your daily start-of-day landing page. If you're a manager, you also see team-level rollups.
+| Tile | What it shows |
+| --- | --- |
+| **Total Revenue (YTD)** | Closed-won revenue this year |
+| **Active Accounts** | Customers with at least one active relationship |
+| **Total Contacts** | People in the address book |
+| **Open Leads** | Unconverted leads in the funnel |
+| **Revenue Trend** | Closed-won revenue over the last 12 months |
+| **Revenue by Industry** | YTD closed-won revenue split by customer industry |
+| **Pipeline by Stage** | Open opportunity value at each sales stage, drawn as a funnel — value, not a count of deals |
+| **New Accounts** | Account creation cadence over the last 6 months |
+| **Accounts by Industry** | Total annual revenue and account count per industry |
+
+Above them sit a date-range picker over the close date (this quarter by default), an **Owner** filter and a **Lead Source** filter. The four KPI tiles state their own period — YTD, "active", "unconverted" — and are not narrowed by the picker, so those counts stay whole while the revenue charts follow it.
+
+Use it as your daily start-of-day landing page.
+
+Four things this page used to promise are on no tile here, and one name it used belongs to a different dashboard:
+
+- **CRM Overview** is a real dashboard, but it is not the one **Home** opens. It sits under **Insights** — one of the groups collapsed when the app loads — so it is two clicks away rather than the first thing you see. **Active Deals** (a count of open opportunities), **Won Deals** and **Pipeline by Owner** are its tiles, not this dashboard's.
+- *Cases awaiting your response* are on neither dashboard: no tile on **Executive Overview** or on **CRM Overview** counts a case. **Open Cases**, **Critical Cases** and **SLA Violations** are on **Service Overview**, under **Service** — see [Service](/docs/service/index).
+- *Top accounts by pipeline value* is not a tile in this app at all. **Accounts by Industry** groups by industry rather than ranking customers, and the nearest ranking anywhere — **Pipeline by Owner** on **CRM Overview** — ranks sales reps rather than customers.
+- *Recent activity (last calls, meetings, emails)* is not here either. **Interactions Logged**, **Meetings Booked** and **Customer Minutes** are on **Sales Activity**, under **Activity**.
+- *Team-level rollups for managers* are not something this dashboard does. Every tile runs the same query for everyone; what differs is which records you are allowed to read, and that comes from your permission set. Positions in this app are flat — there is no reporting line for visibility to roll up — and the **Sales Manager** set grants `viewAllRecords` outright, so a manager reads org-wide totals rather than a team slice.
 
 ➜ Learn more: [Dashboards](/docs/analytics/dashboards)
 

content/docs/getting-started/quick-tour.zh-Hans.mdx

@@ -9,15 +9,33 @@ description: HotCRM 的 5 分钟演练 —— 主页、你的第一条线索、
 
 ## 1. 主页仪表盘
 
-你看到的第一个东西是 **CRM Overview** 仪表盘。它告诉你：
+左侧导航最上面只有一个固定条目 **Home**，你落地的就是它。**Home** 打开的是 **Executive Overview** 仪表盘——9 个磁贴，讲收入、客户与管道：
 
-- 你有多少**打开的线索**。
-- 你的管道中有多少**商机**。
-- 任何**等待你响应**的案例。
-- 按管道价值排名的顶级客户。
-- 近期活动（最近的通话、会议、邮件）。
+| 磁贴 | 它显示什么 |
+| --- | --- |
+| **Total Revenue (YTD)** | 本年度已成交收入 |
+| **Active Accounts** | 至少存在一项活跃关系的客户 |
+| **Total Contacts** | 通讯录中的联系人 |
+| **Open Leads** | 漏斗中尚未转化的线索 |
+| **Revenue Trend** | 过去 12 个月的已成交收入 |
+| **Revenue by Industry** | 本年度已成交收入按客户行业拆分 |
+| **Pipeline by Stage** | 各销售阶段的进行中商机金额，画成漏斗——是金额，不是商机条数 |
+| **New Accounts** | 过去 6 个月的客户创建节奏 |
+| **Accounts by Industry** | 各行业的年营收总额与客户数 |
+
+上表用的是源码里的英文 label，也就是英文界面上看到的名字。简体中文界面下，它们显示为语言包里的译名——例如 **Open Leads** 显示为「未转化线索」、**Pipeline by Stage** 显示为「阶段管道分布」，仪表盘 **Executive Overview** 自己显示为「高管总览」。
+
+磁贴上方是三个面板级控件：一个按成交日期的日期范围选择器（默认本季度）、一个 **Owner** 筛选器和一个 **Lead Source** 筛选器。开头 4 个 KPI 磁贴各自框定了自己的周期（本年度累计、"活跃"、"未转化"），不受日期选择器收窄，所以这几个数始终是完整的，而收入类图表跟着选择器走。
+
+把它当作你每日开始工作的着陆页。
+
+本节过去承诺的 4 样东西，这块盘上没有任何磁贴对应；另有一个名字，它属于另一块盘：
 
-把它当作你每日开始工作的着陆页。如果你是经理，你还会看到团队级汇总。
+- **CRM Overview** 是一块真实存在的仪表盘，但它不是 **Home** 打开的那块。它挂在 **Insights** 分组下，而 **Insights** 在应用加载时是折叠的——所以它离你两次点击，不是"第一眼看到"的东西。**Active Deals**（进行中商机的条数）、**Won Deals** 与 **Pipeline by Owner** 是它的磁贴，不是这块盘的。
+- *等待你响应的案例*：两块盘上都没有。**Executive Overview** 与 **CRM Overview** 都没有任何磁贴在数案例。**Open Cases**、**Critical Cases**、**SLA Violations** 在 **Service** 分组下的 **Service Overview** 上——参见 [Service](/zh-Hans/docs/service/index)。
+- *按管道价值排名的顶级客户*：本应用里根本没有这样一个磁贴。**Accounts by Industry** 是按行业归组，不是给客户排名；全应用最接近的排名是 **CRM Overview** 上的 **Pipeline by Owner**，那是按销售代表排，不是按客户排。
+- *近期活动（最近的通话、会议、邮件）*：也不在这里。**Interactions Logged**、**Meetings Booked** 与 **Customer Minutes** 在 **Activity** 分组下的 **Sales Activity** 上。
+- *给经理看的团队级汇总*：这块盘不做这件事。每个磁贴对所有人跑的都是同一个查询，变的是你被允许读到哪些记录，而那由你的权限集决定。本应用的岗位是扁平的——没有可供可见性向上汇总的汇报线——而 **Sales Manager** 权限集直接授予 `viewAllRecords`，所以经理读到的是全组织的合计，而不是某个团队的切片。
 
 ➜ 了解更多：[仪表盘](/zh-Hans/docs/analytics/dashboards)
 

content/docs/getting-started/quick-tour.zh-Hant.mdx

@@ -9,15 +9,33 @@ description: HotCRM 的 5 分鐘演練 —— 主頁、你的第一條線索、
 
 ## 1. 主頁儀表板
 
-你看到的第一個東西是 **CRM Overview** 儀表板。它告訴你：
+左側導覽最上面只有一個固定條目 **Home**，你落地的就是它。**Home** 打開的是 **Executive Overview** 儀表板——9 個磁貼，講收入、客戶與管道：
 
-- 你有多少**開啟的線索**。
-- 你的管道中有多少**商機**。
-- 任何**等待你回應**的案例。
-- 按管道價值排名的頂級客戶。
-- 近期活動（最近的通話、會議、郵件）。
+| 磁貼 | 它顯示什麼 |
+| --- | --- |
+| **Total Revenue (YTD)** | 本年度已成交收入 |
+| **Active Accounts** | 至少存在一項活躍關係的客戶 |
+| **Total Contacts** | 通訊錄中的聯絡人 |
+| **Open Leads** | 漏斗中尚未轉換的線索 |
+| **Revenue Trend** | 過去 12 個月的已成交收入 |
+| **Revenue by Industry** | 本年度已成交收入按客戶產業拆分 |
+| **Pipeline by Stage** | 各銷售階段的進行中商機金額，畫成漏斗——是金額，不是商機筆數 |
+| **New Accounts** | 過去 6 個月的客戶建立節奏 |
+| **Accounts by Industry** | 各產業的年營收總額與客戶數 |
+
+上表用的是原始碼裡的英文 label，也就是英文介面上看到的名字。本應用提供 en / zh-CN / ja-JP / es-ES 四種介面語言，沒有繁體語言包——簡體中文介面下這些名字會顯示為語言包裡的譯名，例如 **Open Leads** 顯示為「未转化线索」、**Pipeline by Stage** 顯示為「阶段管道分布」，儀表板 **Executive Overview** 自己顯示為「高管总览」。
+
+磁貼上方是三個面板級控制項：一個按成交日期的日期範圍選擇器（預設本季）、一個 **Owner** 篩選器和一個 **Lead Source** 篩選器。開頭 4 個 KPI 磁貼各自框定了自己的週期（本年度累計、"活躍"、"未轉換"），不受日期選擇器收窄，所以這幾個數始終是完整的，而收入類圖表跟著選擇器走。
+
+把它當作你每日開始工作的著陸頁。
+
+本節過去承諾的 4 樣東西，這塊儀表板上沒有任何磁貼對應；另有一個名字，它屬於另一塊儀表板：
 
-把它當作你每日開始工作的著陸頁。如果你是經理，你還會看到團隊級彙總。
+- **CRM Overview** 是一塊真實存在的儀表板，但它不是 **Home** 打開的那塊。它掛在 **Insights** 群組下，而 **Insights** 在應用載入時是摺疊的——所以它離你兩次點擊，不是"第一眼看到"的東西。**Active Deals**（進行中商機的筆數）、**Won Deals** 與 **Pipeline by Owner** 是它的磁貼，不是這塊的。
+- *等待你回應的案例*：兩塊儀表板上都沒有。**Executive Overview** 與 **CRM Overview** 都沒有任何磁貼在數案例。**Open Cases**、**Critical Cases**、**SLA Violations** 在 **Service** 群組下的 **Service Overview** 上——參見 [Service](/zh-Hant/docs/service/index)。
+- *按管道價值排名的頂級客戶*：本應用裡根本沒有這樣一個磁貼。**Accounts by Industry** 是按產業歸組，不是給客戶排名；全應用最接近的排名是 **CRM Overview** 上的 **Pipeline by Owner**，那是按業務代表排，不是按客戶排。
+- *近期活動（最近的通話、會議、郵件）*：也不在這裡。**Interactions Logged**、**Meetings Booked** 與 **Customer Minutes** 在 **Activity** 群組下的 **Sales Activity** 上。
+- *給經理看的團隊級彙總*：這塊儀表板不做這件事。每個磁貼對所有人跑的都是同一個查詢，變的是你被允許讀到哪些記錄，而那由你的權限集決定。本應用的職位是扁平的——沒有可供可見性向上彙總的匯報線——而 **Sales Manager** 權限集直接授予 `viewAllRecords`，所以經理讀到的是全組織的合計，而不是某個團隊的切片。
 
 ➜ 了解更多：[儀表板](/zh-Hant/docs/analytics/dashboards)