Differences

This shows you the differences between two versions of the page.

--- web:reportingkeydays:key_day_reporting_export_for_salesforce [2018/05/10 15:55]
mikeclapp
+++ web:reportingkeydays:key_day_reporting_export_for_salesforce [2018/05/10 18:11] (current)
mikeclapp
@@ Line 23: / Line 23: @@
+The actual spreadsheet in Google sheets is available here: [[https://docs.google.com/spreadsheets/d/1wpYmuhTi1NCTWrMNuwEonuveZiPXDvSkkSZDAPaUDrY/edit?usp=sharing]]
+=== Data Anomalies Seen ===
+To put together the mockup using real data there were a couple of anomalies that showed up:
+  * George Reed/Modesto showed 32 Days in the Usage Data when April only has 30 Days.
+  * The key count when pulling for April 2017 on GoodFellow - Top Grade Construction shows nine although they actually only owned 2 keys at at the time
+==== Proposed Export Format ====
+This data is intended for import into Salesforce (could also be a spreadsheet) so a CSV file is probably the simplest for Salesforce to import. Required fields are:
+|CompanyID |month - yr | key # | Avg Key Days |
-We may also want to build this graphing in to the website for reporting option
+Example
+<code>
+CA4495764,July 2017,6,13.7
+CA4495764,August 2017,6,19.2
+CA5219761,July 2017,2,26
+CA5219761,August 2017,2,31
+... (all customers in July and August)
+</code>
+From a data perspective my instinct was to separate month and year but the Salesforce display is apparently easier with them combined.
+==== Proposed Export Method ====
+To initially populate Salesforce Allen would like to pick a month range (Jan 17 - last month 18') for all customers and generate the CSV file. After that pulling just the last month (say May 18') for all customers and adding the data in would be sufficient. New Report Created: "Monthly Key Day Average Export" for all customers in CSV format
+{{:web:reportingkeydays:report_screen_key_day_average_export_example.jpg?800|}}
+=== Potential Future Story ===
+There's been no decision made yet on exposing this information to the customer on the website reporting. Currently only Enterprise customers are allowed to use reporting for just two reports. The process of sending these graphs out to customers as part of an email is likely to generate interest. Marketing and Sales need to decide what we want to expose in the future and we'll write the story from there when they make a decision.
+Another potential option is to automatically email the monthly report in CSV to Allen/Marketing but for now just allowing them to pull the report manually is probably sufficient. I could also see us creating reporting opt/ins as part of the User Profile page we're working on.

AGTEK R & D Wiki

User Tools

Site Tools

Differences

Page Tools