
Problem Statement: Automatically provide sales with a view of their funnel without acquiring more JIRA licenses.
Note: Code has been redacted and altered so as to not infringe on privacy
Acquire Data
I typically use R, JavaScript and LaTeX in my programmatic endeavours.
This innovation used R+LaTeX which is called “Sweave”
I knew JIRA data flows to DOMO and I knew I could get access to the DOMO backend I sought an access token. After finding the right person and becoming buddies I was granted a unique key.
DomoR:fetch function pulls relevant data set into R Studio so parsing and manipulation can occur.
DomoR::init(‘customer’, ‘token’)
df <- DomoR::fetch(‘unique dataset ID’)
More can be found here: https://github.com/domoinc-r/DomoR
Groom Data
Manipulate the 64,000 rows of data and 400 columns into a usable format.
26 million data points
Subset data by Account Manager, Status, Disqualified or not, program type, etc..
Auto-Emailer Script
Sweave’s (shown beside) purpose is “to create dynamic reports, which can be updated automatically if data or analysis change”. This in combination with an auto-emailer script provided sales with a personal report email weekly.
Circumventing the needs for licensing while maintaining automatic data flow via an adjacent system.
Personalized Reporting
- Using R & Sweave (LateX for PDF generation) provide a read-out of a personalized sales report.
- Show’s where, when and if capital is approved.
- Show’s performance of each individual sales executive.
- Show’s if contract is signed.
- Show’s in graph format what type of build would be required VS. if capital is approved.
- Show’s Status of funnel for each item assigned to the account executive.
Expanding the idea
- Provide Leadership with entire program view.
- Subset by Project Manager
- Subset by Partner Company
- Stats-in-year breakdown
Value
Outcomes
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