{
  "person": "刘子研",
  "dept": "大客户部",
  "year": 2026,
  "cutoff": "2026-11-08",
  "data_note": "客户清单取 销售分析/大客户1-2客户清单_20260920.xlsx 的大客户1；集团归口按该表“集团/客户归口”归集；2025年取2025全年订单价税合计；2026年取orders_detail_2026截至11/8（最大订单日11/5）；以ERP含税金额作为开票额代理。",
  "X1": {
    "status": "缺完整责任书",
    "annual_target_wan": null,
    "actual_wan": null,
    "coefficient": null
  },
  "Y1_group": {
    "scope": "大客户1清单，按“集团/客户归口”归集；剔除2025年无销售的空白主体（西安天隆、瑞佰、迪斯曼）",
    "key_accounts": 11,
    "retained": 6,
    "lost": 5,
    "retention_rate": 54.5,
    "coefficient": 0.5,
    "total_y2025_wan": 911.47,
    "total_y2026_wan": 715.02,
    "total_ratio": 78.4,
    "groups": [
      {
        "group": "天隆集团",
        "y2025_wan": 259.36,
        "y2026_wan": 135.88,
        "ratio": 52.4,
        "status": "丢失"
      },
      {
        "group": "丽珠集团",
        "y2025_wan": 240.81,
        "y2026_wan": 240.49,
        "ratio": 99.9,
        "status": "保有"
      },
      {
        "group": "佰奥莱博集团",
        "y2025_wan": 111.01,
        "y2026_wan": 84.4,
        "ratio": 76.0,
        "status": "丢失"
      },
      {
        "group": "苏州华益美",
        "y2025_wan": 83.43,
        "y2026_wan": 70.11,
        "ratio": 84.0,
        "status": "保有",
        "note": "临界"
      },
      {
        "group": "海尔施集团",
        "y2025_wan": 74.83,
        "y2026_wan": 7.62,
        "ratio": 10.2,
        "status": "丢失"
      },
      {
        "group": "深圳市雅为世纪",
        "y2025_wan": 56.07,
        "y2026_wan": 16.87,
        "ratio": 30.1,
        "status": "丢失"
      },
      {
        "group": "东方基因集团",
        "y2025_wan": 39.93,
        "y2026_wan": 65.7,
        "ratio": 164.5,
        "status": "保有"
      },
      {
        "group": "复星集团",
        "y2025_wan": 24.93,
        "y2026_wan": 51.72,
        "ratio": 207.5,
        "status": "保有"
      },
      {
        "group": "杭州迪安",
        "y2025_wan": 13.82,
        "y2026_wan": 32.95,
        "ratio": 238.3,
        "status": "保有"
      },
      {
        "group": "陆军军医大学第一附属医院",
        "y2025_wan": 5.0,
        "y2026_wan": 0.0,
        "ratio": 0.0,
        "status": "丢失"
      },
      {
        "group": "深圳市新产业",
        "y2025_wan": 2.28,
        "y2026_wan": 9.28,
        "ratio": 406.7,
        "status": "保有"
      }
    ]
  },
  "Z_group": {
    "scope": "天隆集团、丽珠集团，按集团归集",
    "y2025_wan": 500.17,
    "y2026_wan": 376.37,
    "ratio": 75.3,
    "coefficient": 0.5,
    "detail": [
      {
        "group": "天隆集团",
        "y2025_wan": 259.36,
        "y2026_wan": 135.88,
        "ratio": 52.4
      },
      {
        "group": "丽珠集团",
        "y2025_wan": 240.81,
        "y2026_wan": 240.49,
        "ratio": 99.9
      }
    ]
  },
  "E": {
    "targets": [
      "之江生物",
      "艾德"
    ],
    "completed": 1,
    "coefficient": 1.5,
    "zhijiang": {
      "order_no": "ZHBR261104048",
      "date": "2026-11-04",
      "amount": 34500.0,
      "status": "完成"
    },
    "aide": {
      "status": "未完成",
      "note": "艾德范思2026累计4,960元，单笔/累计均未超过1.5万元；厦门艾德无开票"
    }
  }
}